I greatly decreased my Noble Corp. (NE) stake, but still love the company!

I initially purchased my stake of Noble Corp. (NE) at the end of May, early June 2010 at an average price around $29 per share. I recently sold between 80-90% of my stake at an average price of above $44 per share. Though I still think the company has great prospects ahead of it, I decided to sell this large stake of it because it was such a large position for me and I wanted to start keeping only minor stakes in companies that I own (10-20% per company). Additionally, the company had just experienced a significant run-up, in light of the events in Libya and the Middle East and reached a point that makes the company a much more fairly priced issue. Though some could argue that the future ships coming on-line make it a fabulous choice for holding, my risk-averse nature makes me want to get rid of the stock since there is very little margin of safety left. Additionally, I don't want a lot of commodity exposure when QE2 ends. The company has a bright future, but the principles of Graham and Dodd have compelled me to sell out last month. As always, remember Rule #1: Never Lose Money!