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Constellation Software Inc. (CSU $3,302.02)
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Descartes Systems Group Inc. (The) (DSG $122.70)
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Kinaxis Inc. (KXS $175.59)
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Boyd Group Services Inc. (BYD $221.01)
Q: Hi guys,
In today's environment, would you be more inclined to let these names grow a little larger than normal ie: instead of selling the stock when it grows to 7% (back to 4%) of your portfolio, let it get to 10%.
Thanks
Jim
In today's environment, would you be more inclined to let these names grow a little larger than normal ie: instead of selling the stock when it grows to 7% (back to 4%) of your portfolio, let it get to 10%.
Thanks
Jim