I thought that I explained that as long as rates stay extremely low, even high PE stocks might have better returns. Expecting at least a gap, I have added back few positions here in premarket and waitin for other to open, I'll try and go from the current 58% cash to about 45% ot so, and hope to dump these in the first half hour, already got CDWC at $49.60. In edit: Also joined D2 in YHOO at $32.60 here. ERTS at $77.38, and BRCM just added here at $28.60.