Yesterday's QuestionQuestion: Currently holding AT, EGLX and XBC at a loss >50% each and they are less than 1% position now. What do I do with each? From reading previous comments, I think you still like EGLX and AT and would give them more time? How about XBC? Thinking about swapping to ANRG for better growth potential going forward? Answer: We would give AT and EGLX more time as we think much of the selling is related to the growth to value rotation we are seeing. We think when sentiment improvements these names will do well as their fundamentals have continued to improve. We would also be inclined to give XBC more time as it still has potential and is growing. However, today we would prefer ANRG if we had to choose between the two.