Kraft-Heinz (KHC) has been a beneficiary of the recent shift from NASDAQ heavyweights into more value-oriented names. It feels good to make reasonable money here.

Now the stock is close to my $40 target and earnings are coming up. KHC doesn’t have a perfect track record on that front, so I’m thinking it’s time to cash out.

Sell KHC. We’ve come a long way in the last 6-7 months.