I'm buying a little more of CLF.  They report today and  they are near their 5 year low.  This is still a turn around story dependent on global growth.  That said, a lot of bad news is baked in.  This is a RISKY trade, but I am light on materials.

I am also looking at adding a little ORCL which has not participated with the other techs that have bounced back after significant drops.

MHN is trading at a small discount and deserves a look.  it is getting hurt by concerns with tax deductibility of muni interest as well as stocks doing well (asset allocation away from bonds)

LO I trimmed a small amount to bring it in line with my other stocks.  Good report and this is a well run company.