In hindsight it seems I made a pretty good call on the bottoms for two restaurant stocks: Chipotle Mexican Grill (CMG) and Panera Bread Company (PNRA).

With Chipotle I bought a "put" position just a few days before the stock really began to rally. It stated going up on news that they were raising prices and buying back $100 million worth of stock. To me it seemed that the economic factors would override those moves so I stayed with my put position.

I cut it even closer with Panera.

I bought my Panera puts during the day that ended up going positive. At the time I made my purchase the stock was still going down, and quickly. I had my order in and it triggered just as the stock turned around. It hasn't really looked back since.

Am I really that good at somehow knowing when a stock is going to bottom and subliminally working against myself?

I hope not, but contrary to fundamental reason these stocks just keep rallying. At this point I'm "in for a penny, in for a pound" as I still think those two will continue their downward trend once the election euphoria is over and financial news once again takes center stage.

In the meantime, there are a couple of positions that I am long in that are doing okay. So good luck to all of you who are long!