If it helps, I went with all three. Monk has stated that he won't make new picks until these three fly, and once one does the cash rush from it into the other two will make them explode. But, because of the sheer amount of cash that will roll in from the first, it's best to have at least a token position in the others. I am also banking on CDIV going first, and the movements in GRNO have been making me nervous that I won't be able to do the 1-2 roll.
Once these three are gone, I'm going HEAVY in Monk's next set of picks. This set will make me well off, the next set will make me a member of the idle rich.