The image here pretty much depicted how I felt today. Although it's not at all obvious to me which of the animals should be slaughtered. The market has reacted surprisingly well to earnings so far in spite of the GE miss.
But I feel like I'm gambling a lot. I sold off Suntech today, probably not in a smart way since I sold it below what it was sitting at for most of the day. It was a sensible decision, but not done in a sensible manner. Tomorrow Sunpower reports, if it's good, then I think Sunpower's good news is already priced in anyway thanks to record high oil. If it reports poor earnings I get to go back buy another stock, may be First Solar.
I'm still sitting on a little bit of ISRG that I collected. This could be dicey since the company reports earnings tomorrow. ISRG has so far not ever let me down on earnings season, hopefully this one will be no different. Now, the real disappointment is still Apple, that stock continues to rise. Depending on Google earning report tomorrow, Apple could drop to $130 somewhere so I can buy it. I'm really hesitant to buy before earnings is announced next week, but on the other hand, I can't help but wonder what if Jobs decides that he has a good quarter, announces 3G iPhone and give good guidance all at the same time, it could shoot up up quite a bit. This one is a wait and see, since I can't make up my mind on not touching Apple before earnings come out.
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