I am going to trim my Trinity Industries (TRN) position; I am up about 5% and want to take some profits here, so I'll sell 500 shares. The wind story is very strong, and I expect it to grow over time and eventually be 50% of the company, but the rail division continues to weaken and it may take a longer recovery period.
I will still hold 1,000 shares of TRN, or 1.21% of the portfolio, after my trade. This is a great long-term story, so -- as I did with Deere (DE) -- I will look for a lower buy point if the shares materially correct from here.
Regards,
Jim Cramer
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DISCLOSURE: At the time of publication, Cramer was long TRN and DE.
Send email to james.cramer@thestreet.com.