WOW is my largest holding ( courtesy of an inheritance ) ( roughly 10% of the portfolio ) i also hold WES ( a much smaller holding but 100% skin in the game ) and so , now COL currently i intend to retain COL ( but not DRP them ) look for an opportunity to add extra WES ( and keep 100% in the DRP ) and reduce the participation in the WOW DRP to 50% now my opinion of WOW might be overly harsh , but would prefer to compare CIOL with MTS ( which i do not hold ) is COL a 5 times better company than MTS ( to me WOW is a source of despair and still in fire-sale mode ) both ( MTS and COL ) are improving logistics/supply chain , both have room to improve in liquor ( so reduce operating costs and have at least one sensible path of growth ) i would prefer to wait before buying some COL but sub $10 might be very tempting ( COL is likely to claim some tax write-downs in the first 18 months ) ( DYOR )
