In With Gartman on Canadian Banks

Long BMO, BNS in decent size and looking at TD to fill out basket. I like them for a multi-week pop. The weekly Fibs tell me the low is in. My only short is now XRT and I've pulled it in some. I want to add some QQQQ puts again if a rally gets going. I'm looking to add Jul QQQQs. I will also add some XLE puts for a partial hedge if we get a one or two week rally in the patch. I'm long SU (via short Jan 2011 puts and long Jan 2011 calls), EGY, VQ (investment), ACGY (new value position), NE, NXY, BTE (largest position), CPG, ETP, MWE and a little DO. Have some other positions but their relatively small. Still mostly cash except FAX and beginning to add a touch of EDD but I want to see the dollar show signs of a top and a big announcement that resovles all the GE negativity. Sitting 75% cash but majority of longs are bond of Canadian bank related.