Gut Check of Buys and Sells @ Cash Level 14%

From my list of existing stocks and looking at the one year charts:
Sells:

1. PM - Low beta stock which has had a great run.   Maybe a time to start taking profits?    Hard to tell and this has a great dividend yield.
2. DD - Dupont is definitely getting high.    
3. CAT - Obama stimulus might still input some upside to this heavy construction supplier.
4. CSX - This Rail stock also gets upward movement with the economy.
5. PEP - Both high
6. KO - Pretty high
7. All of these sell stocks have high dividends and charts show they are relatively high right now so one could take some profits.

Buys:

1. INTC - Low price if recovery starts to kick in again.   This stock will have to absorb a new acquisition so could be low for a while. 
2. BAC, WFC - Banks seem crazy low right now.    Obama bank reform is still getting absorbed, so the risk on these stocks seems too large. 
3. ABT - Drug stocks should start to move again.
4. BDX - Relatively low price and really is health care reform resistant given it supplies standard health care needs not exotic new drugs.
5. ABT - Health care seems undervalued relative to the rest of the market.    I would expect some sector rotation to take place short term to move health care stocks further up.
6. NAT - Oil prices will probably slowly move forward, so not expecting this to move too fast.
7. INTC - Purchased another company so there could still be some temporary downsides.
8. All of these buy stocks seem really low right now if we are really in an economic expansion.

Holds:

1. The rest of my stocks to the right are generally holds.

20100910-Bought some BAC today at 13.59.  

20100910-Sold some CIM at 4.04 as its Ex Dividend Day is fast approaching.    Would like to get back into CIM if there is a good pullback in stocks.