Shoot first

ask questions later in regards to holding stocks that are down.

In regards to shorting the market...anything that looked strong. RIMM, AAPL, GOOGL come to mind or some IBD highfliers such as SNCR, PPD, MIDD.

This market may be the mirror opposite of last year. We will see about that but nothing big. It's too late to short heavy and it's to premature to go long. Ultimately, the thing to do if you don't have a pulse on what is going on is wait.

Wait.