There's no indication of a material problem for the business. The stock, however, plays by different rules.
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We're trimming this position to take advantage of the stock's 12% gain to start the new year.
We're nibbling on shares and averaging down our cost basis.
The stock's 18% rally last week made it our largest position in the portfolio.
Our trim is not due to a slowdown in the company's business.
The company's earnings report wasn't perfect, but the long-term story is still intact.
We're peeling off some shares, which were bucking Wednesday's broader market decline.
