Tuesday, March 11, 2014

As The Dead Come Back to Life: Watching the Fuel Cell Stocks and Looking for Ideas

The biotechs achieved escape velocity a couple weeks ago and are probably shortable. The Fuel Cell stocks are still heading up and are quite dangerous.
From iBank Coin:

Zombie Investing
Alternative energy names, like PLUG, BLDP, CPST, SCON and FCEL, are the latest craze on Wall Street. This is a sector that was considered to be a joke, a laughing stock teetering on bankruptcy. Now it’s all the rage.

Before that, the shippers came back to life, eating the brains of short sellers from here to China. Before that the biotech sector surged and before that solar stocks skyrocketed, alongside Chinese burritos and education related names.

If there is one thing that is bankable in this market it is this:
ALL DEAD STOCKS COME BACK TO LIFE, LIKE ZOMBIES, TO AVENGE THEIR DEATHS UPON THE SKULLS OF THE SHORTS WHO KILLED THEM.
And that’s it folks. All you have to do, mind you, is isolate a sector that has been bludgeoned, position accordingly, and wait.
What’s next? Is anything still down?

LNG fuel plays: CLNE, WPRT

Steel and Iron: CLF, MTL, SIM, GGB, VALE

Retail: VSI, GNC, JCP, SHOS, TLYS, ARO, LULU, FRAN, AEO, URBN, ETH

Ag Chem: MOS, POT, SQM, IPI, AVD, TNH
...MORE