Saul, have you been trimming back on Celgene?
hi again Neil, I may have trimmed CELG a little, but the primary reason CRTO moved ahead of it was that CELG fell in price and I’ve been adding to CRTO. I still have an 8.5% position in CELG and it’s in 5th place.
I did sell out of my position in FB though to redeploy the money in INBK, BOFI, SWKS and CRTO.
Saul