I am generally super slow to sell which is a great approach with...

I am generally super slow to sell which is a great approach with great businesses and the exact opposite for not so great businesses which is my generous description of CLH now. I sold last week after many years of value destruction as the only upside I can see the tax write off against my long held winners like CDA that have 10 bagged and need trimming now they are > 20% of portfolio.