hey IG,i feel the PCU's price is pretty overblown right now. commodities in general are up it seems because of the fear of inflation in the not too distant future. the sector as a whole has an avg p/e of around 49, so PCU is not too far out of whack with that. with that in mind i still took some off the table recently (really as an opportunity to diversify my portfolio). i have owned PCU since '96 and have watched my holding go from a 150% gain to a 40% loss and back to a 175% gain. for the time being i plan to hold on to the rest of my shares for quite some time.thad
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