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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I bought CRH at 4 dollars. It's now at app. 11 dollars. In the past with CCL and CSU, as the stocks ran up I trimmed and took profits. In hindsight, I would have done better if I had let them both run.

What I've learned from you is that picking a weight you're comfortable with is the best way to go. CRH now represents app. 7% of my portfolio. What is your recommendation as to the maximum weight for any one stock?

Thanks for the great service. cheers
Andy
Read Answer Asked by Andrew on March 17, 2017
Q: I have owned CRH from around $3.00. After it doubled i sold half my position. It has now almost doubled again. I am not overweight the name but would it be wise to reduce it to a half position now as it seems to have run up so quickly? Basically should i be locking in some gains or do you have confidence it will perform in the medium term?
Read Answer Asked by justin on March 15, 2017