The Market is Fluctuating to the Upside

Gold Stars today for all except OIH and DE, which were essentially flat to the downside. GOOG and COP were strong. C continues to surprise to the upside.

Collectively, the stocks currently in the portfolio are showing a profit of 11.28%. These are levels where an old man's fancy turns to thoughts of selling something, but I'm resisting those thoughts---I think this rally has legs and room to run. I want to see GOOG at $700 and COP at $90 before I take the money and run.

I'm heartened by the fact that so many of the smart guys, like Doug Kass (who is always the first to arrive at every party and the first to leave), are expecting a big correction.