Solar Stocks Heat Up $TSL (22)

As we slog through this recovery, which will knock the hell out of historical domestic growth rates, investors are looking globally for higher returns. Some investment managers advise that as much as 50 percent of investor’s portfolio should be outside the United States. As sentiment improves and the risk appetite of baby boomers looking to repair their retirement portfolios increases, global growth stocks should benefit

For the rest of this post.

Questionable Aquistion or Marketing Genius? UNTD (6.86)

UNTD (6.86) provides consumer Internet subscription services through a number of brands, including NetZero, Juno, Classmates and MyPoints. The company offers marketing solutions across their various properties. In a move that has raised eyebrows last year the company acquired FTD, the nearly 100 year-old brand. More

To Late for a Dose of Eli Lilly (LLY 35.95)?

We don’t think so. The stock is breaking out of a base on good volume after a positive earnings report. In the face of the threat of sweeping reform in healthcare LLY has displayed pricing power, raising prices on many of their drugs. Link to entire post

On 3/23 we said the fear surrounding Medicare reimbursements was overdone and thought LHCG (28.54) then priced at 19.47 would benefit. Though we would not short it at current levels, profit taking is in order.

Today's Picks

Caution out there today. We like the following stocks but don't mortgage the house on them (never a good strategy).

EXM 8.90 stop 8.19 bulk shipping is getting hot
DENN 3.01 stop 2.69 gave it to you on 4/29 at 2.73, volume is getting stronger we like it above 3
MAR 24.31 stop 21.89 real estate play should be bought on dips
SUTR 3.53 stop 2.99 volume pick up should be bought on dips
JBLU 6.05 stop 5.79 generally we do not like airlines so we are using a tight stop on this one.