I've been so appalled at the handling of this whole Leno/Conan situation that I'm liquidating my whole GE position at market open tomorrow. The once golden-standard for management doesn't impress me anymore - good-bye!

If I were even more vindictive towards NBC cause of their treatment of Conan, I'd short the hell out of Comcast, too.

. . .

I find myself with a large chunk of my portfolio in cash right now. I haven't been able to find any good stocks lately - the ones I've been tracking are overpriced (I closed out all my positions in the whole CF/AGU/TRA triangle recently). I guess I'm just waiting for a pullback...