I have been contemplating the same thing. I have reviewed the annual reports of 2009/10 and do note financial improvement but only a small amount. Discount to NAV (remains too large) and the rate of growth of NAV is not very strong. Letter to stock holders generally positive but gives no indication of any substantial transactions or potential increase in asset value. Our investment asset value was greater than 2 Billion in 2007 and is now approx 1 billion. At the present I can see little reason to add to my position unless dividend is raised (no evidance of an increase is available and three is still a tax loss carry forward to be overcome). I bought at the wrong time, held too long (to keep the divi income) and can't find a reason to buy more. All evaluation and comments on the quality of this investment appreciated.