I am reduing my heavy atpg position

atpg is still undervalued, but it is not that sexy as it was under 12 when I went all in. coco looks sexy! but I do not know much on this wild girl. I am thinking how to position myself for the next market up wave.

The following two articles also reduced my excitement on short term picture on atpg:

http://valueinvestorcanada.blogspot.com/2010/11/bromwich-addresses-oil-industry-at.html

http://www.rigzone.com/news/article.asp?a_id=101257 The key issue now is permit, you can monitor permitting process here: http://www.gomr.boemre.gov/homepg/offshore/safety/well_permits.html