RE:CPGI must echo your sentiment WRT new investment/sector rotation. Plus, the longer we are near the bottom, the higher we will go, eventually... all these multi-month rounded bottoms smell like accumulation to me ... the hard pullbacks on CPG, CVE and the like seem to be just short term traders and nervous nellies - seems that funds have been accumulating, certainly CVE from what I read. Have no data on CPG funds positions but I'm guessing there is some accumulation as well, judging by the large blocks and volume. Also, despite the management discount that's being constantly quoted, there have been some positive commentaries on the ever-so-reliable BNN ...so it must be true :)