Something To Keep In Mind......Takacsy has had four big dogs in the Canadian small cap tech sector:
MDF:
Not sure if he still owns it, but if he does, I don't think he's been adding to his position as the stock cratered given the portfolio % allocated to MDF has fallen from the fund's highest weighted small cap stock to out of the top 10.
DOC:
Sold his position even though he was still bullish on it March 28.
THNK:
Anyone's guess as he didn't comment on it. Last time he spoke about it on BNN Market Call was March 28. Seemed to still be bullish on it at that time, but he can (or could have already) changed his mind and recently sold his position like he did with DOC.,
BYL:
see THNK.