I get it your comment is tongue in cheek but the reality is that two retirement companies have a realistic chance of seeing the PE the market accords them materially expand over the years ahead as they prove their ongoing ability to grow eps and two don't (who have already proven their ability but are looking highly likely to stumble in their forthcoming reporting round, for one, not by any means the first time). Hmmm...when was the last year RYM did actually achieve their stated mid term objective of growing underlying eps by 15% per annum ?
On the other subject, in my opinion it never hurts to take a sip off the top of one's cappuccino (so too speak), every now and again especially if its to rebalance one's portfolio after making stellar 100%+ gains. (I have to fix one of my decks).