When are folks cutting SDE back?// Fauxtomato check for messThis has been quite the run and it 'appears' that the reduction in stock by Makarov may have been a catalyst. Anyways... as the outperformance continues... valuation moves closer to the rest of the pack.
Do you folks have an interim price target for SDE? I have become extremely overweight SDE and starting to wonder if some moderation would be called for...
All thoughts would be appreciated.
GLTA
BAMSMBA