Street Justice: Half empty or half full?

WOW! Kind of a crazy day today, huh? Oil was up cause we pissed Iran off, but The Market was up too. With the exception of US Steel/X(WTF!!), my portfolio was lookin pretty good. I can't say enough good things about Petrohawk Energy/HK. They are on fire this month. I am selling a bit though to collect profits just in case we're near the top. I got in at $34 and haven't looked back.
I've got 3 companies today that might not blow up like HK(then again, they might). I'm pretty certain they'll make us some good money anyway. Unless you're sittin on some waitn for the smoke to clear, most investors are avoiding real estate and REIT's like the plague. So, guess what the first company is. That's right. A REIT! Digital Realty/DLR owns, acquires, reposes and manages Technology related properties. Their portfolio consists of 70 properties throughout the US and Europe. Unlike most of the industry, DLR is up over the past 52 weeks, 6% to be exact. Their sales are up 7% this quarter and are expected to have an earnings growth rate of 27%. DLR has a sales growth of 38% and the have excellent relative value, timing and safety. DLR may not be in the housing sector, but they are a strong performer in a weak sector. Next up is T-3 Energy/TTES. They design, manufacture, repair and service products used in the drilling and completion of new oil and gas well. They're also involved in the production and transportation of oil and gas. T-3 has a vast and prestigious clientele including Nabors Drilling, GreyWolf, Diamond Offshore, Weatherford Intl, Noble Drilling, Transocean Petroleum and Exxon-Mobil(WOW!!). They own 21 manufacturing facilities across the US and Canada. Now, the good stuff. TTES is up 132% over 52 weeks and up 7% this week. Their sales were also up 7% this quarter. Relative value and safety are very good, but T-3 has the highest relative timing I've ever seen at 1.99 of 2.00!!(Damn!!).. That means if you're gonna buy it, now is the time. Their annual sales growth is 36%. 6 brokers gave recommendation with 4 buys and 2 holds. I really debated with myself over weather or not to recommend this final company(don't be scared). I had to put emotion aside and couldn't ignore the numbers. I sometimes block certain sectors out of my mind or consider all the stocks in a sector toxic if i don't like the sector in general(the numbers). In retrospect though, I'm glad I went with it. The company is True Religion Appl/TRLG. They design, develop, manufacture, market and distribute high fashion jeans and other apparel. Their products are sold worldwide in upscale retail stores and boutiques. Some of these include Neiman Marcus, Bloomingdale's, Nordstroms, Bergdorf Goodman and Urban Outfitters. True Religion is up 33% over 52 weeks and even up 4% this week. Also, their net income has increased 13% versus last year. There were 6 recommendation for TRLG with 4 strong buys and 2 buys. These 3 companies have managed to do pretty well and don't show and reasons for that to change in the upcoming months. If you all have any ideas or stocks that are "flyin high", let me know and I'll check em out!
Iran is causing some problems saying that if they are attacked by the US or Israel they will retaliate by shutting down The Strait of Hormuz. The US and Israel both want Iran to abandon it's nuclear weapons program and have threatened to use force if they don't. Do you think the US has the right to govern the world's nuclear policies? Or, are we out of our jurisdiction? Is America helping things in the middle east? Or, is our government stirring up a hornets nest? Let me know.
It's not gonna be an easy journey for The Dollar to climb out of the deep, dark hole it's fallen into. This is not from lack of trying though. The Dollar had a tough time against the Euro and the Aussie Dollar but we managed to gain a little against the Yen. My long position on the USD/JPY cancelled out my losses from shorting the EUR/USD. I am being optimistic, but I think we may be on our way back up, slowly. The ECB is scheduled to make a decision on rates Thursday. I'm not sure what to expect, but I'll keep you posted. Golds up some too, add to that some positive news for the Aussie economy and the AUD/USD might see some gains.
Alrighty, I hope everyone has a good day tomorrow. I think I'm gonna cover some financial shorts and look for some bargains in Ag tomorrow. Don't forget to check out the 3 names I gave you today. They should do well. I hope everyone enjoys my blog and finds it helpful (if not let me know how to make it better). I'm trying to do my part make us all absurdly rich, because hey, we're all in this together. Thanks for reading