Keep in mind, we are always subject to the occasional drift and individual names are game to be had and dismembered. But if you put your beastly greed aside and bought only mega-cap stocks, you might find your relationship with time and money to be much more pleasurable. Dare I say, the market will continue to go higher until it cannot go anymore.
There are two things that are assured.
1. Japan will attempt to reflate.
2. The US housing market will continue to recover.
My favorite way to play Japan has been changed from HMC to WETF. My assets will be transferred there accordingly. And, my favorite ways to profit from housing is through wall board, pipes, windows and of course kitchen cabinetry. Look no further than FBHS and USG for your housing fix. On the mortgage side of things, ELLI is my play.
Let’s not forget Goldman Sachs is by far my safest and most reliable pick for 2013, as they are destined to control all and profit from everything good and bad.
The essence of the “The Fly” can be found in these names, alongside VHC. But just know, the profits from VHC will serve to fund these ideas throughout 2013. These steps have already been taken in the future–you just haven’t seen it yet.