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I agree with you 100%. I recently sold half of my position in TROW because I have never fully believed it was a dominant company. It's not even included in the NOW 50 Index.

If your decision making process is to only look (bah on foes of the split infinitive!) at companies that are dominant in their industry, (which, I may note, is among the Rule Maker Portfolio's principles) then I agree with your reasoning.

I am not selling it, because I really like the fundamentals. I was just hoping that the RM would adhere more closely to its principles -- plus, it's a little painful to see absolutely no commentary on T. Rwoe's last quarter (a very nice one by the way). At least if they don't own it, I won't expect the RM managers to comment on it.

Cheers,
soui
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