Hi,I wouldn't sell MTU - at $1.70 this is still good value. I...

Hi,

I wouldn't sell MTU - at $1.70 this is still good value. I would only re evaluate at 2.20 - 2.50 and then only on the basis of results / future earnings predictiosn. As Bowen notes - they can keep growing for years and have only scraped the surface of a very large market! I wouldn't worry about diversification from MTU at this stage...IMO hold the line and enjoy the ride. There is no reason to leave - capital appreciation and increasing divs:-)

SD