Microsoft's Gain Accounts for More Than the S&P Gain at the Moment

Microsoft's gain is accounting for more than the entire S&P gain at the moment. The Regional Banks Index has been very conspicuous in not being able to rally much to date although it is up a little bit today. We like two stocks and two really quite different areas one in health care and one in housing. Are you exiting the home builder trade which I hope I don't even have to ask you or remind people what a great call it was because we talked about it non-stop last spring and early summer now?