You're making sense on almost everything although I must say I cringe at the "funds forever" comment. I've married picks, too, and have regretted it more times than I'd like to admit.
Even ALDW and NGL are somewhat "shallow"plays in that I will sell most of ALDW around the turn of the year is my goals price to have been realistic. NGL is possibly destined to be a longer hold as I'm certain 2018 is going to be the year of emergence.
In general, though, I want my picks to reach specific goal-point valuations. If they sputter longer term I won't hold them hoping for recovery. I'm not a nurse. lol
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