Like I have told you time and time again, its a bull market.

Here are my mid-day thoughts as I survey the damage I have done in the last few hours.

I love solar stocks.

CSIQ is responsible for adding a double digit percentage return to my bottom line, effective today. I can't recall the last time that has happened. Oh wait, yes I do. It was BSC. It was also HUM. Next will be CLF.

Anyway, thus far it is the Trade of the year, at least until I find the next one.

I spent the morning selling out of TSL and FSLR to establish a position in JASO. This is the only one I could find that potentially has enough movement in it to justify my purchase.

Ethanol is running, according to a valuable source. I am looking for an entry in stocks like PEIX, BIOF, AVR, RTK, or VSE.

Here is my "Fave 5" from last nights list. If you so dare as to make a comment about how you missed these trades, thank yourself...don't blame me.

VIP- Russian Telco is Back. Up 7% thus far.

ACH- Finally. Been tracking this pig for a long time. Breaking out on monster volume. Up 6%.

CCJ- Technically, if you followed the first trade (green bubble), you'd be up over 30%. Today, up 5%.

JASO- The big winner today. Up 8%, and only getting started.

SQM- Monster breakout, up 5%.

Honorable mention: CNQR & DNR.

I'll be in and out for most of the day. See you around.