Oh, I forgot to mention, once/if CRC and MCEP recover, I'll most likely dump them in order to move onto something more stable. We'll see what happens between now and then but that's the plan as of now.
VAL I'm not sure what to do with assuming the Sherwin Williams deal doesn't fall through. Sherwin has a good chart and good numbers. I may just let it ride like I was planning to do with VAL. I'm fairly certain the worst that will happen with this pick is it doesn't go anywhere or do more than collect the small dividend. I have no intention of adding to this position as of now.
ZOES we'll see. I may just get tired of owning it and move on. Then again, I remember people that got tired of Chipotle not going anywhere and sold for a loss when it was still around $50 a share. Unless, it starts showing signs of steady increase, I have no intentions of adding to my position.
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Trey
Current rides: 2000 BMW 540i/6 and 86 C10.
Former ride: 1979 Trans Am WS6: LT1/T56, Kore 3 C5/6 brakes, BMW 18in rims
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