Phil, I'm trying to sell some DUSS, CYBK, and BCAP

Phil, I'm trying to sell some DUSS, CYBK, and BCAP to get more FMCC.  I still have positions in all those stocks but I'm very light on FMCC and FNMA.  I gotta sell some others to take advantage of the FMCC/FNMA 2nd Quarter reporting and then I can take some profits and reinvest in DUSS, CYBK, and BCAP.  Fortunately, I have enough of my current positions that I can sell some, hold some, make money on FNMA/FMCC and buy back my other positions.  

Do you think our Freddie and Fannie will make a good run and then settle back down?

Thanks for your thoughts.