Subject: Re: Condition Correction
I took your post as a prompt to review my portfolio, and I identified one holding that was a big gainer for me but that now was valued as a pricey growth stock instead of a value stock. So, my investment thesis for the stock was no longer met and I sold it. Hate to see it go, but I don't think the valuation was justified, and with the over-all market extremely richly valued and maybe looking toppy, and I'm happy raising some cash to be held for re-investment on the next big dip.