RE:RE:Ninepoint Sold OutI am always interested in what Eric buys but far less concerned with what he sells. He frequently changes his positions from month-to-month and only holds major positions in 13 stocks. His strategy in Q4 is to move into large caps for strategical reasons as he believes these have the greatest upside if generalist funds move into the sector. I suspect he sill likes CPG for the longer term - how could you not - and won't be surprised to see him return with a large position before this quarter is done.