Q: Peter and Team,
I have been continuing to work towards diversification and emulating the 5i philosophy. I am thinking I could use another techology-type/growth type name. I currently have approximately a 4.0% position in Amaya Gaming AYA and have been thinking about adding to it.
However, I've also been looking at Constellation Software and read the report (am I correct that the last report was Oct. 2012?) and like it but am curious if I want to put new money to work in this name with the incredible performance its had. I was thinking of a 5.0% weighting. If not in this name, would I be better off in something like DHX Media?
Your thoughts are appreciated.
I have been continuing to work towards diversification and emulating the 5i philosophy. I am thinking I could use another techology-type/growth type name. I currently have approximately a 4.0% position in Amaya Gaming AYA and have been thinking about adding to it.
However, I've also been looking at Constellation Software and read the report (am I correct that the last report was Oct. 2012?) and like it but am curious if I want to put new money to work in this name with the incredible performance its had. I was thinking of a 5.0% weighting. If not in this name, would I be better off in something like DHX Media?
Your thoughts are appreciated.