Or it could be this?Imagine you are a big usa hedge fund or oil etf? So you made quite a bit of money lately owning canadian e+p companies......are you followibg me so far? So your asset allocation is now overwieght canadian energy so you need to sell .........which companies to sell though? First you sell the ones with the least dividends and keep the ones with the bigger dividends.......this could be why cpg has been singled out to be sold