Taking Profits

Nice move today across the markets, in which the Dow crossed over the 8,000 level. I wanted to thin out some of my portfolio, so I closed out my entire position of CEMEX S.A.B (CX) at $7.61 for a 6.43% profit. I sold a April 15 call on Companhia Vale do Rio Doce (RIO) for $0.80, and as a complete speculative play, I picked up some shares of Ford Motor Co. (F) at $2.94. I think everyone agress the auto industry is bound to consolidate, so I'm taking a stab at who I think will survive.