Hampton's or Bust!

I am one of the few pundits that is actually bullish but everyone is pretty much admitting we're due for a bounce. I want to reiterate that this time around you must be much more selective in the stocks you pick as this rally will not be as broad as the last. I can't say whether Big Ben will help us or hurt us, and prices maybe much cheaper come Friday afternoon, but when none of the companies I watch are expressing any concern over the slowdown we've just experienced it's hard for me to justify remaining all in cash. Granted, execs may just be keeping info close to the vest and not letting analysts in on the woes but I think it's unlikely. Not one of the companies I follow has had a revision down in EPS estimates by the analysts that follow them, in fact some have raised estimates. So unless we're are not being told about the real state of business, stocks are very cheap. While I like a lot of individual companies this market couldn't be more frustrating. It's not providing any good charts or opportunities to really get in with full conviction. This is the type of market that makes the Hampton's look awfully tempting. Is it really only Wednesday?