Portfolio move and update on a company following its annual results

Not being dogmatic!

When the facts changes my mind changes about company. When new facts and elements appear and indicate that things are going in the right direction, I will change my opinion.

I have already sold in the past part of a holding to buy it back later when I realised that my reasonning was wrong or that new facts confirm that I got it wrong. It is always good to put your ego aside.