No,.. i didn't drop VMY for AGE, i drop "some" as im to heavily weight in VMY and it still my main holding..
As for PEN followed PEN for 10 years and its the worst performer U stock, half of its MC has been from CR dilution over the last 20 months, and it mines SH to fill its contracts obligation with any profit going back into still poor FT.... Cheers and GL`