Hey Chris - hope you've recovered from your flu. A close friend of mine is having a very hard time with it right now. I often get it around this time of year but so far (fingers crossed) I've managed to avoid it.

As far as the fund managers go, I find that encouraging. It's unlikely those guys are heavily invested in the sector, so there will be no selling pressure from them. And if the sector starts to move up, they'll have to buy. I think we're generally OK until spring - after that I'm not so sure. I'm looking for a reasonable bounce in the beaten up stuff, a slow grind sideways / higher for everything else until spring. I'm just going to sell everything that bounces and hopefully raise a large chunk of cash by the spring.