Sweat a Private Equity Bubble Later

Worry first about the performance by being in dogs of stocks with OK fundies and underlevered balance sheets. Then when rates go high and the market won't take a Hertz or a Sealy, worry about whether you are in the wrong stocks.

Until then, if you miss out, you're leaving too much money on the table.

Random musings: Are you clicking on the "Ratings" link in our tickers yet? What are you waiting for? This is a prime chance to get help with your homework. Get another view on a stock. For free. TheStreet.com Ratings has collected tons of information on and given a grade to virtually every ticker you'll see on our sites, and we've made it all available to you. So get clicking! (Look for the "Rating" hyperlink that follows a company's name in the text of our articles, columns and blog posts, or just go right to TheStreet.com Ratings area of our site.)