As I continue to doubt the longevity of the market’s bullishness, I’ve been content to stay on the sidelines rather than plow into any new ideas. If I can save a few points on a trade by stepping in at a short-term low rather than a short-term high, so much the better… a nickel here [...]

Though I still don’t want to add any new trades to the portfolio until we get a healthy, marketwide pullback, there are a handful of stocks I’ve got my eye on. Some of them have already been mentioned, while I’ve also got a few new ones. Here’s a quick rundown of what’s on the radar.
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In yesterday’s portfolio update I talked a lot about what was going on with our current positions, but only mentioned in passing some of the stocks that may eventually become positions. Since it’s the future trades that matter most though, I want to walk all of us through part of the though process of turning [...]