RE:RE:RE:CGN VS. Rosseau ManagementI would have to agree about the potential for a "Hedge Fund" jumping in and out. If he sees better upside elsewhere or any potential down turn, he will probably jump and cause a more drastic swing to the negative side (he has already invested heavily in NXE so I didn't hear him talk about adding more.....even if the fund policy allowed an even heavier weighting - I don't know anything about his fund).
He talks about 'prefering to be long" but by virtue of what he uses to invest, he is not likely in it for the long haul, so has reasons to try and see further price increase and then take his money and run....(which is his right, to be fair)....but Greenday's point about don't be caught by surprise if he dumps a big chunk of shares causes at least a temporary pull back.
If I was a long, continuously building a position I would rather have a partner like CGN than this type of money going in and out, purely to minimize volatility. A trader would probably like a lot of big in and out money, as long as they can keep timing it right (which is always the key)...