I'd work the math on both scenarios and see how it worked out, if there was an obvious better choice.
Model 1: Sell CKJ, lop off 30% of the profit (or whatever your LT tax rate is), buy XXXX for the balance, multiply by the difference in RV (if that's your thesis, some target below that if not) and that's your nut.
Model 2: Stay in CKJ, multiply by whatever your price target is (make sure the underlying rule is the same) and compare that result to the one above.
If they were close and you needed more accuracy make sure and take out taxes in both scenarios and allow for the fact that you already paid tax on part of the gains in model 1.