Allen, the Buy alerts we have put out since I came on board are mostly performing spectacularly well, but you will have to make up your own mind whether you have confidence in our advice. We culled underperforming stocks. That happens. A stock can go from a Buy one day to a Sell the next on the basis of bad news. We try to limit the amount of turnover in the portfolios, but we have been slowly selling off many of the legacy stocks that I inherited, but that have performed poorly. At the same time we are adding new recommendations, but at a slower pace. We believe the portfolio should be more compact than it was.

Further I didn’t pull the stocks “for me” or to clear me from anything. I pulled them because they were underperforming, and there appear to be better prospects out there.