As a matter of fact, earnings look excellent. So, I might decide to add today, but for the dividend portfolio.
http://finance.yahoo.com/news/northe...100000751.html
I also covered the KNX short, as there was a strong bounce that pushed the price above the high of Friday, on a strong EV pattern.
Finally, I took a short LB position.
In today's market, it is best to stay prudent and lower position size rather than go all in.
As you can see below, the portfolio is 10% long and 20% short.
The list of ideas is below. All the short ideas look interesting. On the long side, TBT and ZION are good to trade.