ConsideringHi Sarge, its hard not to consider trimming even though I hate to do it just because the markets generally overreact when there is any kind of black swan event such as the recent corona
virus. So far, ENB has been doing very well and looks like it is going to consolidate around
this level. I am sitting on a substantial profit and I am weighing where else I can put that profit
to good use. Trimming is not a bad thing necessarily especially if I can steer that into a good
quality name that has been hit in this market. I have a pretty substantial position so selling
a portion is not the end of ENB for me. When I look at my portfolio, ENB now represents 12%
which for me means overweight not that I'm complaining. It s surpassed my target for this year already.