RE:Holding or selling?Your question was well-timed! (At the current top)
I took 20% off a couple days prior to your question, but this was always a speculative position (single operation, unstable country/region) and so it was under 2% weighting. It's a great dividend payer (and dividend could go up yet), EXCEPT for the fact that it's not a sleep-well-at-night holding.