I made some portfolio reshuffling by partial divesting 29,100 shares of CMPH at a price of $1.02 today.
I am still left with 45,000 shares as of writing and they still remain one of the top holdings in my portfolio so the decision to sell was purely due to portfolio balancing than anything else. I will most likely direct the proceeds to two counters I have long been interested in which represents a better risk reward ratio and the recent market selloff does provide some opportunities to load in. I am still queuing for it and will post in due time should I happen to catch the train.
But first, let me provide a little of my thought on CMPH since I received quite a few inquiries about this.
I remain firmly in believe of CMPH business model and they provide very predictable cashflow to their ......