Future are indicating a tiny bounce; however, we have some key earnings this weekend:
Tuesday: Yum Brands (YUM) and Pepsi Bottling Group (PBG)
Wednesday: Family Dollar (FDO), Costco (COST), Aloca (AA), and Monsanto (MON)
Thursday: Marriott (Mar) and Pepsi Co (PEP)
I will hold my Pepsi shares through earnings and will increase my position on any weakness. Other than that, I am about 40% and will add more on dips then sell some of these loser stocks, like HON and build position in stocks I know and like more - in terms of upside potential and better risk rewards.
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