Q: Hi Guys,
I was surprised to see that you sold the entire position of CXI in the balanced portfolio on May 1st, considering I asked April 19th which 5 companies I should start with as I built up the portfolio, and you included CXI in your top picks:
"AIF, PKI, MG, SYZ and CXI look attractive today"
In any event, I understand things can change quickly. Do you think CXI is worth holding still, I'm down 5%.
Also, I'm ready to purchase 5 more names in the portfolio, can you let me know which are looking most attractive today?
Thanks,
Jamie
I was surprised to see that you sold the entire position of CXI in the balanced portfolio on May 1st, considering I asked April 19th which 5 companies I should start with as I built up the portfolio, and you included CXI in your top picks:
"AIF, PKI, MG, SYZ and CXI look attractive today"
In any event, I understand things can change quickly. Do you think CXI is worth holding still, I'm down 5%.
Also, I'm ready to purchase 5 more names in the portfolio, can you let me know which are looking most attractive today?
Thanks,
Jamie