Seadrill Partners LLC. (fka SDLPQ)

[jugs]

It's always fine to show a gain. It's realistic to factor in what was lost due to not having taken action when the stock was considerably higher. I sense you're not ready to liquidate even partially despite recent gains eroding.

I distinctly recall that when I took my gains, I applied them immediately into ALDW. I see opportunities right now that seem to rival the one I just mentioned.

There's no news out there in headlining format to justify a new investment in this pick. So, if there's nothing capable of promoting it within the investment community at large, I submit there's not much to justify inaction, either.

Sorry for the blunt talk but I hate to see a friend lose out on something he's earned. Today's bump is a blessing, not logical based on fundamentals. To ignore this fact may not make sense in a few days when the market likely dries up.