DGI For The DIY

[Kerim]

I've never taken a close look at either of those companies, so my opinion is not very valuable. That said, if you think that VVC still has legs, maybe keep it and allocate new money to TAL? As you acknowledge, they would play different roles in your portfolio, so really it is not just a question of comparing the two, but also looking at the bigger picture of your portfolio. VVC looks like a conservative, slow-and-steady utility play, while TAL is going to be much more cyclical. Which does your portfolio need?