Sniktaw:
We were bound to have somewhat differing views eventually, huh? I believe we invest similarly but not identically. Some (many?) would consider my portfolio to be too concentrated...I own just 15 stocks and am quite comfortable investing in this manner. I've been doing so for decades. I consider these holdings (largely pipelines and utilities) to be very conservative dividend-growth investments and my goal is to own securities that pay me an annually rising income. 
I have a rule of thumb: I want to be able to enter or exit any position in a single day and in order to be able to do that, I should not own more than 10% of any security's average daily trading volume. 
AW.UN's avg. volume is < 18k and total $ traded / day is < $600k.
KEG.UN is even worse at just 6,833 units traded per day (100-day avg.) or total avg. $ traded < $141k.     
Based on my rule, these two are out.
I believe we need to invest in a way that suits us personally and seldom are any two identical.

SFI