Hi Tubsfahkwah,
Going by my experience, if you choose to sell one over the other it will be the 'wrong' one and it will rocket up on some Company specific news that the other investment is excluded from, usually immediately after you hit the SELL button.
IMO, both have good upside and thus I would sell down both, proportionally, if you like both CYL and NML on a LT or speculative basis.
If, however, you do sell down one vs. both, let us know, and I will overweight that one on the basis of the above theory
Cheers
John
