I've gone up on leverage, and back down(partially) on leverage, with some pretty scary highs and lows along the way. Therefore not inclined to cash now, in retrospect 3 months ago,LOL. Will have to ride this out then deleverage. Never been keen on Telecoms.
For now willing to switch stocks, but not to reduce exposure to the market. In mining currently strong preference for low cost ops. Will leave the better (maybe) upside of MCR to others until I see reason to expect pon 50% higher.
EL
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lme stocks up again, page-10
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