Thanks for your reply. It had seemed to me last night that no one was posting on stock picks, or long or short strategies much on the board. In hindsight, I suppose it just reflects that people have made their choices and are waiting to see what the macro situation brings them or does to them.
I agree, we are always climbing the wall of worry.
But I was reminded last year of the need for patience. I timed my way halfway out in March (a bit too early) and timed my way back in in August (too early). It was a good round trip, but not as good as it could have been if I hadn't been so trigger-fingered.
Trying to exercise patience on this rally. Of course, this time it'll be different....
I am also trying to make disciplined decisions--asking when have I seen enough move on a given stock to book the trade. It is not a gain if you ride it up and then ride it down again.
I appreciate your list. I forgot CEN. It is on my watch list also (for a pullback which will likely not come). Some you name are new to me. Going to have a look.
Again--thanks for the discussion and ideas.