RE:RE:David Cockfield on BNN (Fri 11/16)No argument from me, i was actually meaning that he had a thesis for investing in the sector and knows why he still owns it. Fundamentally, the only thing that has changed for VET is the price of oil/gas, plus the company has made decisions to expand its footprint in NA. For some, as far as I can see, that latter decision affected the decaion of some investors to sell and to me that would be a disciplined approach to make that decision if non NA focus was what they were buying. Nuttall, on the other hand, did nothing more than move out of VET and into PURE Canadian picks like TORC. To me, that is NOT discliplined. That is really all I meant by my statement, TT, but i follow your logic completely.