Q: Hi Peter and Team,
In our portfolios (TFSAs, RRSP, RRIF, and Margin, we are moderately overweight in ATD.B, CCL.B, and KBL; (about one and a half positions in each) and are somewhat more overweight in CSU (slightly over two positions).
In the case of KBL, it has come down over 15% over the last year, so would it be prudent to reduce its weighting (we're still up)?
Should we keep the slightly overweight positions in ATD.B and CCL.B?
There was a recent article in the Globe pertaining to CSU by Andrew Willis "A Canadian firm's strategy for deals finds new roadblocks". Possibly the premise of this article isn't valid, but due to having a bit more than two positions with CSU, would it be wise to take some money off the table here?
It's so hard to sell shares in good companies!
Thanks in advance for your valued recommendations.
In our portfolios (TFSAs, RRSP, RRIF, and Margin, we are moderately overweight in ATD.B, CCL.B, and KBL; (about one and a half positions in each) and are somewhat more overweight in CSU (slightly over two positions).
In the case of KBL, it has come down over 15% over the last year, so would it be prudent to reduce its weighting (we're still up)?
Should we keep the slightly overweight positions in ATD.B and CCL.B?
There was a recent article in the Globe pertaining to CSU by Andrew Willis "A Canadian firm's strategy for deals finds new roadblocks". Possibly the premise of this article isn't valid, but due to having a bit more than two positions with CSU, would it be wise to take some money off the table here?
It's so hard to sell shares in good companies!
Thanks in advance for your valued recommendations.