McDonald's 74 in a 68-point road loss to Adelaide is above his 53 BE and, critically, the reports say he was one of North's better performers — shutting down a forward coming off a 7-goal game. The job security noise from R8-R9 has quietened after that defensive effort. Cash gen is negative at -$1,338/rd and the price is sliding, but the hold case is now stronger than at any point in the last three weeks. Hold cautiously.