If you are following along with me, congratulations. HBAN and KEY have paid off HUGE! HBAN is up approximately 24%, even higher if you added along the way. KEY is up approximately 16%. I am not gloating because there is an old saying that the market is "the great humilator"...Take your wins when you can get them. So, I would take half off your regional banks position and add (or establish) to REITs. I really like PLD and DDR. I would also add to a few of the names I mentioned on Monday. I particularly like TXT (one of those select industrial names). Just to reiterate, I am making a post today so that you can use your profits to add to or establish a new position.