This sale doesn't reflect any change in our positive view on the stock.
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Our sale does not change our long-term thesis.
We're also downgrading the stock in conjunction with the sale.
We're trimming one stock and putting the cash into adding to two others.
We're taking half of the cash raised from the sale to add to one of the portfolio's recent spinoffs.
The stock has bested the S&P 500 this year after a long period of being a drag on our portfolio.
We're not making a call on the upcoming results, but we would like to have more wiggle room.
