Yes, ok, only six months ago I sold part of Trend Micro for some rebalancing and profit taking at 72€. The timing was just right at the time and since then the share has fallen by over 40%. I think that's a lot for the fact that the company has actually delivered two completely satisfactory quarterly reports in that time. I am therefore reversing the sale and adding 5 more shares to my portfolio for almost the same price as when I sold. Let's see if my good luck with Trend Micro continues or if I've made a mistake this time. Basically a very exciting company for me, cybersecurity is important, cash flow has been good for years and they have important and promising partnerships in the AI sector with heavyweights such as NVIDIA and Dell.
