BBRY) and RadioShack ( RSH), but, if you get tempted by high risk/big reward too often, there's a good chance you'll blow up your account. Of course, most people do, and probably should, reserve a portion of their portfolio to speculate on turnarounds and perceived value plays. Just not a good core strategy for most investors. That's why I chide Wall Street analysts who beat the drum for broken companies on a good quarter or two. That's what we saw last week with Best Buy. As I articulated ahead of earnings, even if they fail on different timelines, the culture of obviousness will lead Best Buy and JCPenney ( JCP) to horrible deaths.