Further down in the newsletter it is mentioned that after April 30th the portfolio has been sold down further and 45% is now carried in cash. It will be imteresting to see what the discount to NTA will be at the end of May. I am hoping that the selling down has somewhat arrested what is a reduction in price of many of the holdings since April 30th.
CDM Price at posting:
91.5¢ Sentiment: Hold Disclosure: Held
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