Got Stocks?

Does it make sense to even hold any stocks right now? Sure. Stomach the volatility, if you're on the right side of the tape, and keep stops tight. Don't be afraid to sell at a small loss and get liquid again. Conversely, if you're looking to go looooong, why? Don't even think about it until the S&P breaks 1365 and the NAZty goes through 2350.

Here's a look under the hood:

• AutoNation; Underweight and working, up 37%
• UST Inc.; Equal weight and stable, takeover
• Budweiser; Overweight and stable, takeover
• Heinz; Equal weight and working, up 15%
• General Mills; Overweight and so-so, up 2%, including recent purchase of 70.60
• Consumer Staples ETF; Overweight and watching closely for any hiccups, up 1%
• Covance; Underweighted, ready to sell at a moments notice, down 4%.

+.62% MTD, +.19% QTD, and -.77% YTD.

+6.4% vs S&P last month and +11.4% in the last 6 months.