Big sell call on CSL, page-7

Generally speaking it most often comes up as a topic of funding source. I shaved 20% of my CSL earlier in the year to take advantage of some of the panic and I'm happy with that decision but as a long term prospect I prefer it to just about everything they mentioned. Now we've had the partial recovery there's frankly a lot less in the market that looks appealing (and I'm cashed up anyway waiting for another general correction before the US election).

So the only way I'd actually consider selling is if a downgrade looked structural and long term and personally I can't see that from information available to me now. In fact if I did see a short term earnings blip and there was a significant correction to below say $250 I might do something I've not done in 20 years and actually buy some more.