Would not change much about NTI... selling 1/3 was good and I could still end up winning the lottery gamble about to unfold. i think holding will also work because NTI has proven the DD regarding their advantages. As a long term holder I have a very low cost basis for a safe zone source of dry powder which will come into play when tax reporting comes into focus later this year.
On the other hand you bring up the clarity of hindsight....
I would have held dry powder longer on NGL and JPEP for 20-30% more shares I now hold at the same money spent. It is what it is...
For an analogy from the fishing realm... "That's why they don't call it catching!"
I am only comforted by the high book values, yield, crazy P/E, and price to book numbers some of these new positions hold. Also the cash positions sustaining those high payouts so far with some reaffirmed by management.
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