Portfolio Cleansing

Took my loss on homebuilders yesterday but think I mentioned that.

Grey Wolf is a freaking dog and sucks balls. I am out of 3/4 of the position! Sorry to those following me on this one. I am sticking to OIH for this space. I never get it right outside of the ETF.

Added the SYNA this morning. looks great into earnings but that could change quickly.

Sold half my ITRI which was added back in June in the mid 70’s . A sweet gain and fast.