Re: Positions Thread
sold half of my position in CTRP and sold my entire position in GOL. Hate to make my portfolio more American-centric, but that's life. Sold GOL because I bought it on a tip and never realy understood why I owned it, sold CTRP on rebalancing and valuation concerns - will get back into it if it dips, and if not, I don't need such a large percentage of my portfolio on one horse with a 95 P/E.
May buy forum favorite DSUP if it gets back down to 7.
James
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