Seems to me with your style you just have to keep at it and eventually you will pick a big winner. Obviously the market has come up a ton.. like what, 20% off its RECENT lows, so there is more general risk. Of course you got Goldman Sachs, which went from late last week saying there's up to a 20% downside market risk as recession probability increases, to yesterday when they upped their 12 month S&P target to 6500! So sure .. its erratic.