Codan is a terrific company. I'm not worried about its future at all (at the moment - haha). I personally think the share price is slightly stretched now so I can understand some people taking profit although as a long term holder of most of my companies I rarely sell the good to great ones. I hate selling too early and missing out on profit and also hate giving the taxman some of my profit. You've got some great companies that you own. Don't know much about a couple but I certainly know quite a bit about TNE and CCP as I own them and CSL which I wish I owned. All terrific companies.
CDA Price at posting:
$4.70 Sentiment: Hold Disclosure: Held
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