weakness to get exposes injure to some of the long-term themes, thing like the power of stealth at the ecknowledgeate, underarmour, starbucks and snap-on. jim in arizona, jim? >> caller: hey, boo-yah, jim. thanks for taking my call. >> of course. >> caller: i want to thank you and my staff to helping me to turn my strategies around. i appreciate everything that you do. >> thank you so much. i feel great about that. what's going on? >> caller: my question is about how much cash i should keep in reserve. i'm often finding myself in a situation where i want to pick up a stock that's advancing faster than something i might have and i have to sell something off in order to do that. >> see, that's why action alerts we rank or stocks from 1, 2, 3, 4 in the quiet off the desk, not when the market is open, so we can sell our force and constantly raise some money, 5% in cash, 10% if we're starting to be lukewarm. we've taken or cash position all way up to 20%. but i think you have to take stocks off if you don't like the companies. that's what you do. and always if a stock increases more than 50%, you shoul