I currently have 20 percent of my portfolio in BKW and 12 percent in SOL so like you guys have gone more heavily into BKW in recent years based on the significantly better valuation. I'm 28 though so in a very different stage of my life and besides my house equity am almost 100 percent in equities with very little cash holdings. Just on the question of reduced diversification as they sell down the MLT portfolio @joewolf would it be fair to say that the previous structure of SOL pre MLT concerned you? As they were very top heavy between NHC/TPG/BKW back then and now seem to be working back to a larger version of that same model with 5 to 6 major positions rather than 3. I won't add any further SOL above $28 put think BKW looks pretty compelling if it goes back around $22.
SOL Price at posting:
$33.24 Sentiment: Hold Disclosure: Held
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