Closing position in URS (URS)

Although I just opened this position Monday, I am closing it today. I originally had bought a basket of global infrastructure stocks that included McDermott, Foster Wheeler, and URS. URS reported last night and while its earnings were solid, the results were nowhere near the growth of others in the sector. I have 10 names in this sector I follow, and I'd rather concentrate on the top 3-5.

URS EPS increased to $0.70, from year ago $0.63 (analysts expected $0.68)
Revenue rose to $1.25 Bil from $1.07 Bil in the year ago (17% growth)

A solid report but other companies are doing so much better, yet are getting their stock prices squashed. Why you might ask? Well apparently much of the good results were already built into the stock prices of companies such as FWLT, MDR, FLR but not as much as expected of URS. With the stock up a few percent this morning I will take this opportunity to sell and concentrate on the higher growth stories. I believe once the gains are digested into the higher growth names, they will have further upside and again I want to keep my portfolio limited to roughly 40 positions.

Bought 125 @ @ $48.00, and 125 @ $46.39 - sold @ $50.10

No position