With any luck, Thanksgiving and the long weekend have put you in a good mood.  Perhaps the always-insane Black Friday crowds have given you some confidence in the American economy, too.  But if you're thinking of putting more money into the stock market, it may interest you to know that the manager of a first-rate mutual fund has parted ways with Google.

Google's one-month, six-month, and one-year gains are, respectively, 5.71 percent, 48.74 percent, and 107.51 percent.  Which isn't at all bad, of course.  But those figures might represent the source of a problem, according to Jerry Jordan.

"Jerry Jordan . . . says he's sold all his holdings of Apple and Google because their stock prices had gotten too expensive," Aaron Pressman recently reported.  Jordan's looking at smallish Chinese companies instead.

The Jordan Opportunity Fund has a long history of outperforming the rest of the stock market, so he could be onto something.  And even if he isn't, a significant number of other investors might follow his lead, selling their stakes in Google.

Jordan might wind up looking at Google again in the future, though.  He told Pressman, "We're believers that nothing goes up in a straight line.  Things get oversold.  Things get overbought.  We may take some money off the table."

It'll be interesting to see how this plays out.