Focus on ugly. We're going to the gutter here and turning over some rocks and see what we can come up with. Here are some basic rules to live by:
Don't diversify. Diversification is fine if you're my grandma and you need steady income for an IRA. But you aren't. You're a cold-hearted killer trying to win a two-month contest against 200,000 other killers. One to three stocks. Five max. That's it. Don't go crazy and don't fall in love.
Be prepared to lose 50% or more. The only way to gain 100% is to risk losing 100%. That's the facts. We're all about buying volatility here, and the most volatile stocks are the ones that are careening down.