We are sinking faster than the Titanic

It's our second largest holding, Newtek Business Services Corp (NEWT), which has fallen like a rock. It has so far fallen by almost 8%.

My guess is that it is their decision to become a bank that affects interest in their stock. If we weren't already so heavy in them, we would have increased our holdings even though it is better to buy on the rebound than the dip. We have some cash from dividends that have come in the last few days. Whether we try to buy something in the dip or wait for the rebound remains to be seen.