I'm a long term holder but I'm not buying because I am probably...

I'm a long term holder but I'm not buying because I am probably way overweight in MEL. I have bought in the past as high as in the 70's, and not sold any. I think it's still good value at these prices considering other CSG company sales, but there is a risk that there will either be a low ball takeover offer at say 70-80c or else if no offer a gradual loss of interest and drifting back to the 40's. If you are prepared to hold for a year or more the rewards should be greater, but you should be prepared to ignore irksome short term fluctuations.