I can't answer your question directly but I can share my experience for what it's worth.
I too sold GTK recently as I saw more down side risk as opposed to the chance of [more] upside surprise. But I think that was probably an error. I should have trimmed, but it wasn't a large holding to begin with...
HSN is also a small holding and I bought originally <$3 so I haven't been too worried where it goes. Pretty happy to hold long term, but I wish they were more inclined to buy back shares.
HSN Price at posting:
$4.88 Sentiment: None Disclosure: Held
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