Boeing and AT & T are among the big names that posted their numbers Wednesday, following Microsoft, which reported late Tuesday.
Still, the investors are looking for companies that, like AT & T, are cheap and will grow cash flow and income, Sethi said.
Those may be better opportunities than a stock like Microsoft, which reported mixed results Tuesday after the bell.
Sethi didn't say whether he'd sell his shares but that he's "looking at it very carefully."
But I think you can look for other opportunities, especially if it's a sizable position."