LGIH

Fat enough for me, today. I took two swings. “News” is that homebuilders are down in anticipation of earnings release for Pulte, Horton and Meritage are due soon. Moved it up to #3 at 12% of my IRA.

KC

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I took a little bit too KC.
I have been trimming the last couple months, but today’s drop seemed a little over done to me. I think the potential rate hike again this week playing into it too, so I took a little less than I would have otherwise. Since I have been trimming, it was down to just under 2%. With the nibble I took today, it’s at about 2.5%.

Hope it works out.

Kevin