Autumn Cleaning

I recently took the opportunity to lock in some capital losses for a few underperforming (lousy) stocks. Gone are Tidewater (TDW), PDL BioPharma (PDLI), and Jackson Hewitt (JTX). The proceeds were split between two stocks I already own, that I felt deserved larger slices of my portfolio: Apache (APA) is in the Gulf oil & gas sector like Tidewater, but is far superior in its management and execution; and Cherokee (CHKE) is a high-yielding licensor of intellectual property like PDL, but with a more stable cash flow. As for Jackson Hewitt...I have no peer stock currently, and won't seek one in the future.