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consumer stocks stretched

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Frequent Contributor
Still holding SHF, but as of late yesterday taken profit on WHL. Could be some more upside out there, but I would prefer to watch from sidelines.
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Regular Contributor
Well with the listing in SHF mooted for June 2015 on the DAX why wouldnt you hold onto this share? The listing must be worth between R5 and R7 just on exposure.
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Frequent Contributor
Yea, djw, you are quite right, my sentence not that well constructed. Apology. I was about to say that SHF was my only remaining consumer holding and I did not get that far. What bothers me is the heavy foreign ownership of our consumer stocks at a time when EM jitters are running so high
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