RE:Cashing OutI invest in a few stocks, usually I lose money - I make it up in volume - but my guess is the market is shifting to real (not internet cookies...) more defensive, value plays (as well as taking money off the table). Value stocks that for example show some consistent growth, are de-leveraging, are growing services (recurring revenue) and have a military component are going to outperform the general market. The key is for such companies to keep their powder dry - ie not go on a spending binge. As they say in French, petit train va loin.