the tech names like skyworks and omicron they are trading vehicles that can fly and then crash. [ screamingpepsicos and altrias plod along step by step, inch by inch. a trading vehicle can make you a lot of money in not a lot of time. you have to take money off the table because if you let it ride that vehicle will eventually crash. potentially dropping 10 to 30% or more in days or hours. >> all aboard! [ train wreck ] >> a staple like altria can be owned long term. management can mess up. tobacco can go high. they have to cut it. business can under perform. it is unlikely the stock will fall off a cliff. you have to be willing to change your mind. got to be ready to sell when it's time. tech stocks, like smartphones, tablets, pcs are losers when the cycle is weak. a stock like skyworks solutions which makes components in smartphones can make you money when times are good but it can get annihilated when business isn't so hot. the only exception is if there is no cycle. think about it. there is no cheerios cycle. no hershey bar cycle. we don't talk about using more heinz ketchup in the fall