Cut MOO, ARLP,PCX

Continue to raise cash and reduce positions.

1. Sold MOO, my biggest position, for a small percentage gain. Some analysts said farmers will use less fertilizers due to the flood and claim insurance and idle the land rather than replant. At least this is one point of view needed to be considered. If this is true, then it's negative for MOO and fertilizer stocks.
   
2. Sold ARLP and PCX, for a nice gain, considering I only bought them a week ago.
3. Keep DBA, DAG, GDX and KOL.
4. I think DBA and DAG can gain, even market tanks, due to flood in US and China, drought in Australia and some part of US.
5. GDX is a play of gold.
   
6. KOL is very strong even in a down market. May reduce it, if market tanks. Coal stocks had a great run recently.