A few more for the road. AKS - I like in the low 4s. I think a pull back would open an entry point in the 3.80s which is where I would want to be given the depression in the industry right now. I would also watch the back logs for auto manufactures and commercial real estate.
I would also try to stay out of Goldman's way as they just downgraded the stock to sell a week ago. I have yet to take a position. I want to see the short position get a bit bigger.