Kevin, when you wrote this post, you said: "In terms of single homebuilder names, I love CCS. I will go into more detail when I write up this theme, but I am buying the builders down here." Not sure when you are planning to write that up but would love to hear even in a few words why CCS is superior. I when you wrote it, I looked at the chart and then opened a smaller position. I'm wishing I'd taken on more and am considering sizing up a bit.