These are great core holdings. Intel has done particularly well and it is fully valued. If you don't own it, I think it should be in your portfolio.

An earnings boost doesn't trump a contrary verdict.

It was out of favor two months ago in this short-term mentality market. They're growing earnings. They're doing a very nice job. Intel, I think, is going to be a nice core holding for the next 5 years. This month, next month, this week, next week -- I don't think it matters. If you have money that can be in the market for 5 years, Intel is a good place for part of it.

It puts the Federal Reserve in a bit of a conundrum.

I think you're getting a bit of a safe haven -- stocks with earnings look good. If money is coming out of the Nasdaq, it is going into Dow stocks.

You don't want confrontation - you want your boss to see you as an up-and-comer,