Q: In your April 21st response to a question about CJT, you suggested "keeping an eye on it" as you had some concerns if the economy slows. What exactly should one be keeping an eye on in order to determine a total exit. I bought a small position over 6 years ago at a cost of $6.50 so am happy with the current $31+ price along with receiving a regular dividend. It is now 4.2% of my portfolio. Do you feel this is too high a % and if so, what weighting would you suggest and what would you replace it with ?
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