What's your read on North Atlantic Drilling? The is a new entity created by John Fredriksen, the shipping billionarire to concenrate his high-tech deepwater drilling assets located in the North Atlantic Thsi area is experiencing a resurgence of activity with new technology and discoveries. NATDF has been on a tear and I should consider taking profit. This is a high-yield, high-growth stock not yet listed but which has a solid 10% yield and strong profile. In short, ideal for my core portfolio, but I don't want to sell now only to have to chase after it to get back in.