Mostly: Classical

[johnlw]

Hey Kastel

Do you have the time or inclination to give an opinion on a couple of trusts?
AE and VKR
I’ve got both, with a serious weighting of VKR at higher price than today. I must have been intoxicated by the yield I guess.
My AE holdings are about 25% of my VKR-stupid ol’ John.
I’m looking for a reason to lighten up and can’t really see one.

Summer is too short in Canada to get involved in flame wars. I hope this thing that flared up here is short-lived.
I personally find this thread one of my 2 or 3 favourites on the net. I don’t post much but I read a ton of them and this is the most informative and down to business when Frank, Mark, yourself, et al are posting.
Guess I am partial to the Canadian/Alberta perspective as much as anything.
JW