Q: Is this a good time to enter MDI and RIV?

Q: I'm in the process of trimming my portfolio of over 40 companies and building cash. Both Major Drilling Grp and Cathedral Energy Services are candidates for removal. How do you feel about these companies, should they be sold? Would you put the money in cash or what would you buy in their place, in the same sectors?

Many Thanks

Q: Peter,
In what order would you add to the above smaller positions today ?
Any you would outright sell today ?
Thank you, Paul