BT,
Agree on your strategy.... I have been loading up on big banks for some time now...BAC (started at $7), C (started at $3), JPM and WFC. When the economy, jobs and housing take off, i think the banks will do very well. I think it's $$ in the bank. I also think the internet infrastructure stocks (except CSCO) via IGN and PXQ ETFs are going to do well as the iphone, ipad, ipod touch, tablets demand more bandwidth...especially G4-G6 capability grow. Look at ALU...who would have thought? They have been on life support since 2003!
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