Glad to hear that you're winning. I'm not knocking diversification of types of plays, types of companies, etc. I do it myself.
I even love Nautilus. Good margins, great new products, no debt ... and all this in a tough time for disposable income. My sole complaint about the company is the high share price. Now I admit it, I'm a bottom feeder. I only really feel comfortable with sand underfoot. I sold out of NLS at just under $17 by this time last year -- way too early obviously.
My point is just that, rather than accept an earnings yield of 4%, I would look for a stronger contender in Nautilus' category (whatever that category is). As we approach the shorts' original prices, I feel even more cautious. Saves me money ... then again, I'll never be the guy who rides Google to $1000.