I started a new position today: Annaly Capital Management (NLY). This is a REIT with huge, over 15%, dividend. This is a play on improving housing market, because NLY is in the business of buying distressed mortgage securities.
Also added to Netflix(NFLX) position today. Stock was down for no reason, again. Now it's probably the information that box office receipts in 2009 exceeded DVD sales. But Netflix is not in the business of selling DVDs, it's in the business of renting them.
Full disclosure: at the time of publication author had long positions in NLY and NFLX. Positions can change any time.