Rates scaring me

Selling a few high PE stocks – Google first out at $376 – up almost 40 from my buy a few weeks back. I am going to be avoiding this stock for a while. Lot’s to prove. If it drops in the low 300’s I will revisit.

I think as I mentioned yesterday, Citibank’s upgrade brought a short-term top to gold stocks so am not adding – holding though as gold stocks seem great to me.

Holding my oil stocks and looking to add into weakness.

Homebuilders look dead – that has been a while now since they had pep.