Tap - Molson Coors Brewing Company like cash but not really.

Today after owning Molson-Coors Brewing Company stock for a little over 9 months I sold the stock (TAP).  This is way less than I normally want to keep a stock but situations change and I am not liking the decreasing sales revenue.  TAP's earnings came in good but they proved that raising prices would increase income at the expense of lower revenue.. The question is at what time do the customers give up their beer for something better?  What happens in the long run with decreasing sales #'s.

Seeing that local brewery's are  increasing in numbers, local observation, and increase of wine consumption I believe light beers has reached a tipping point..The consumer is demanding different choices.. I don't know how many people I have heard state they lost weight as soon as they dropped beer, but if TAP doesn't come out with a diet beer (good idea) the revenue will continue to suffer as the "it" thing becomes craft beer for people looking for more taste, wines for the ever increasing middle class, and spirits for those looking for a better way to feel a buzz.

The stock has only appreciated 7% or so and it paid a nice 3% dividend.. So why would I get rid of this company after only a short 9 months or so and 10% appreciation?? When I invested in Molson Coors it was like cash to me.. It was never supposed to be a big gainer, but more of slow grower with a huge margin of safety.. As the economy continues to get better and the market continues to climb I believe it is time to be in hard cold cash or cash like investments to prepare for a corrections.. Now don't get me wrong!! I'm 80% invested stocks but I feel 20% in Cash or cash like money market, is a good idea as a way to lock in gains and also to look for something that may have taken a beating lately..

"I have kept TAP on my IRA portfolio as it continues to be a safe investment and pays a good dividend so I am not completely out"

I cashed out on TAP this week and increased positions in Visa and Deutsche Bank. I have lowered my cost average on both stocks to 75 and 57 respectably and believe these stocks could prove to be very profitable if the market continues to appreciate..  Both of these stocks would do good with inflation as revenues would increase and thus earnings would increase.

Have you noticed MCD lately? It dropped on awesome #'s as it continues to increase revenue, deliver solid growth, and pay a great dividend.  We may be increasing more happy meals in the near future as the analyst don't get it!  If food prices continue to rise then people will switch to cheaper alternatives like McDonalds; if inflation remains in the lower end then McDonalds will have a better margin; infact the only real negative will be if we have another bad economy similar to 2009 when few companies where spared and only a few like McDonalds held their own.