I am not ready to do the buying yet since I am not believing this bounce to be "the one", but let's clear out some stragglers. I still love the fundamentals in Skyworks Solutions (SWKS) but as mentioned yesterday, when I cut 2/3rds of what I had left, the name is struggling technically. I am going to punt this last 0.3% today.

Wyndham Worldwide (WYN) has been one of our best performers over the past year, and one of the oldest names in the portfolio (held since May 1, 2009) - going to dump it for now and revisit later. Again, only a 0.3% exposure.

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