I need to scurry along and prepare for my egregious Halloween festivities. As you know, “The Fly” is all about scary little kids in Santa Claus costumes.
In closing, I did nothing today. I am keeping my BE Aerospace, Inc. [[BEAV]] for the inevitable end of the idiot union strike at The Boeing Company [[BA]] , hopefully this weekend. Also, I am keeping my entire National-Oilwell Varco, Inc. [[NOV]] position intact, based upon its erroneous valuation.
I nibbled at lightly traded American Vanguard Corp. [[AVD]] , based upon PPT ratings. At the present, it is ranked higher than The Mosaic Company [[MOS]] and all other ag plays.
I am closing out October at all time highs, up more than 63% year to date, much to your chagrin. LIBOR is coming down. Sentiment is improving. And, finally, the bears are getting exactly what they deserve: a sharp blade to their string bean necks.
NOTE: [[TBT]] has been goose stepping higher, probably the safest trade for the next 5 years.
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