Good day to be Bullish

Was it the drop in oil price that moved the market or was it, as I suspect, pre-earnings season excitement. Everything is pointing to a solid economy: GDP revised upwards to 2.5%, manufacturing strong, and inflation not crazy.

In any case, this was a great day. What is equally nice was that yesterday was also a nice day for several of our stocks. Today we had:
AMX - Stayed up after yesterday's strong move
OCN - Hello? Up 5% in the last few days. They were rated the 2nd best outsourcing company for the mortgage banking industry for loan recovery.
PCP - Hit a new high.
HOLX - Hit a new high before pulling back
IMA - Hit a new high. It is up 4% for the last week
DIGE - Slowly moving up again
CTSH - After a prolonged drop, rose 3% today


Oil services and equipment stocks pulled back as oil prices fell, but only slightly after a big run yesterday. I am invested in GLBL and IO and thinking we should be there as well. Especially IO.
MDR has been drifting and that's dumb: states have been granted powers to press for Coal energy plants to use better pollution scrubbing equipment and MDR dominates that field. Plus MDR is selling a unit to Rolls Royce. This is a junior Halliburton or GE and folks just don't see it yet.

Financial stocks seem to be heading for a fall. I think GS and LAZ and a few others will be hit hard by the subprime meltdown.

NTRI - Hey, what is going on. Up 10% in th elast week or so. Insiders must be expecting some exciting results. Still a time to buy? Do some long term calls instead.