still holding, page-33

If i could shake-off my pessimism LEI would be near the top of my buy list. As mentioned Gottliebsen tore into LEI management but I feel they have learnt from de-sal and other disasters. Future remains murky but LEI is an established powerhouse and should Govt step on infrastructure pedal LEI will gain plenty wk. My estimate re 1H div may be too harsh. Not long to find out.