Hi fbotha,
I'm not one for giving advice, however I can say that I like both companies, and won't be selling out of either of them at this point in time. Both have very capable management in Cregan and Malone, and I believe over time they will both deliver shareholder value. I would be basing my decision on the value of each individual stock and where you see them being in the future.
45m War Chest, page-31
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