Out of cyclical and high beta names

Sold remainder of VMW, UNP and SU positions for -45% ($29), +12% ($6), and -13% ($5) respectively.

I am Worried about another deflationary bout this fall, and these positions would fall much more rapidly than other, less sensitive names.

Closing some "Other Picks"

UNP - recommended buy on 11-26-08 for $50.74, recommended sell today @ $61.51 for a $10.77 profit or 21.2% (still own it in one my accounts, though)
EP - recommended buy on 1-3-09 for $8.31, recommended sell today @ $9.97 for a $1.66 profit or 19.9% (no ownership now)
DXO - recommended buy on 1-3-09 for $3.13, recommended sell today @ $4.88 for a $1.75 profit or 55.9% (no ownership now)
DE - recommended buy on 1-3-09 at $41.61, recommended sell today @ $45.63 for a $4.02 gain or 9.6% profit (no ownership now)