Still hold it, but I did lighten up a bit this morning. It hasn't broken trend, but it's getting close. I also sold some PLG & ANO. I think all of these are OK for May, but my positions were a little beyond my comfort zone, so I took some off the table.

I also sold all my base metal stocks (mostly copper & moly). Don't like the way the Chinese & Australian markets are trading. I didn't sell any NAK although I wanted to - I was busy selling other stocks and it dropped before I could get the order in. I plan to sell half on the next bounce.