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  5. ATZ: I own theses two stocks Atz is up 100plus percent and is 3 percent of portfolio Cls $200 is up 200us percent and is 4 percent of portfolio Would u advise trimming or selling at these prices? [Aritzia Inc. Subordinate Voting Shares]
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Q: I own theses two stocks
Atz is up 100plus percent and is 3 percent of portfolio
Cls $200 is up 200us percent and is 4 percent of portfolio
Would u advise trimming or selling at these prices? Or do u think the valuation is still reasonable so I can wait for them to run a bit
At what price would u think of trimming ?
Thanks
Asked by Indra on February 06, 2025
5i Research Answer:

We can't comment on personal position sizes. But generally speaking we would trim ATZ above 5% and CLS above 6%. We are reluctant to sell stocks with strong momentum so would use weightings rather than price as a guideline. We think both still have potential from current levels. The momentum on CLS is most impressive.