SE Mgt are quality managers. I have noticed the last 2 months that a constant seller has been active. SE owns 30 mil shares so they are committed for long term. This is end of year tax selling. If you have several mil to sell you have to start early. This doesn't have big volume. If you can look beyond the next year you have a good oportunity for solid returns and a divie. Management is up to the task and was impressed with their recent cc's. They are not in denial they understand exactly their position and what needs to be done.