Hard to say....

One I am looking at is American Eagle OUtfitters.  Trendy clothing (what teen buys rags even in a recession?) at reasonable prices.  Quarterly profits increasing each quarter, new line of clothes for younger kids, zero debt, yet SP had been dropping. It bottomed about a week and a half ago, and has gained the last few days of terrible markets (up today) showing incredible strength.  Up about 20% from lowest point.  Technically, I think you look for the rally to falter, and if it contunues past where it had faltered, it is a buy (ie double bottom).  I am just stewing if when the markets turn good, it may take off very fast.  I am tending to lean tot he conservative these days.

I am also thinking it might be time to increase oil and even (gasp) financials like RBC. 

Maybe I shoulda wrote this on off topic.