In the Model Portfolio, we sold one-third of Ulta (ULTA) on a special bulletin yesterday, and tonight, we\'re booking our modest profit in Vulcan Materials (VMC). We\'ll still be nearly 80% invested after these sales, and hope to put that money to work once the market resumes its up move. In this issue, we also take a look at the oil patch, which seems to be nearing a long-term buying opportunity.