Thanks for the kind comments. I think AOK, SEA, and (to a lesser extent) LNR are well placed to weather the storm and bounce back when oil eventually starts to rise again. Its a pragmatic decision to sit this out and hopefully grab a bargain when the dust settles. No idea where bottom is for POO or the share price for individual stocks - we may already be there!
No crystal balls. Just a gut feeling and prudent risk management.
Best of luck. I will be looking to buy the above stock at the right time so will continue to post.
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