Update

Well, my streak of selling too soon continues with SLM. Now over $10! Aaagh, oh well can't be greedy, but definitely something to pay attention to, as in SLM and XL, I had great timing, valuation support, but chickened out after 50% return. Great numbers, but in this situation, patience and perseverance would have been rewarded. XL over $11 is painful.
Good news, bought back RIG at $72, sold at $83, now back to $76. Wonder how that will work as frankly this is not based on hard analysis. NOW with APOL, I did the grunt work, and that one crushed it today in earnings and is at $72, not bad at all for a pretty low risk stock, at least on economics (risk is regulatory). Bought at $58, so 22% not bad with market basically flat in interim. Now if only ACE could move, it is stuck in the mid forties, I think earnings will be a catalyst as BVPS growth will be apparent. JPM is flat for me as well, though apparently I-bank will be strong. SKF has been painful but still downside support, and am flat on the SDS, also downside hedge. Am about 20% cash as well.