Hi there,
We can't tell you how REAL or KL fits within you investment profile but we do not believe the investment thesis has changed for either of these stocks. If we felt as though there was a material change, we would notify members and remove them from the Bull Lists. Of note, myself and Dan own both of those and neither of us has any intention of selling our positions.
When we take positions in companies, we take the long-term view. Neither of these have been on our list for a year yet. Likewise, we have no intentions of selling because they fit within the context of our portfolios and risk tolerances. Whether they still fit within the context of yours, only you can answer that one.
Mat