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No. of Recommendations: 1
Good question and one I wonder about with my large position in BRK/B. Warren says conglomerate is a big advantage. You want spinoffs and events to unlock value. Different mindsets.

If I owned 100% of JNJ I wouldn't do anything. As a renter I guess I'd vote for anything that causes volatility, up or down.


With my limited knowledge of your situation I would say sell IF you have somewhere better to put the money or keep it until you get a higher price or have a better option for the funds.
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