If I was actively trading the 'timeless portfolio', which is highlighted via the Links section as 'timeless portfolio', I would sell BKE now.
With BKE being at 45, it is an increase of approx +19% of the 2010 recorded price of 37.77. Of course I would buy it back on a consolidation, and to be a share holder on record for a potential dividend.
The only reason I would do this is because my 2011 modeled performance for BKE was to be -15%! (The current appreciation more than makes up for the dividends.)