We are exiting two technology names and trimming another, with the balance being deployed into two very oversold names, one of which was a recent purchase, and repurchasing a healthcare name that we sold earlier this year. The large-cap stock we are selling offers 40% to the one-year target, while the smaller one yield 29% and the one we are trimming offers 40% as well but is a bit overbought. The add offers 54% and is very oversold. The two new names offer 48% (the consumer discretionary name, which is extremely oversold) and 42% (the healthcare name, which is modestly oversold).
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