Buy sound stocks!

While I believe that we are going to rally from here, I urge you to only invest in companies with sound fundamentals. While the 2009-2010 bull market was a broad based advanced that saw prices rise across the board, I think in this upcoming rally you must be much more selective. While I don't see the broader indices breaking the highs set back in May, stocks like Apple (AAPL) and Hansen Natural (HANS) are sure to see all time highs. Over the next few weeks I'll be phasing into these and other names. Futures are down slightly right now so if they hold, tomorrow could be a good entry point for the cash you should have been accumulating during this correction. I would still only put on a quarter position and wait to see what Big Ben says on Friday. If he disappoints the markets we may test the 1020-1030 level on the S&P at which point we would again be driven by news out of Europe and US Macro Economic Data.

This is not a recommendation to buy or sell any securities. DAK was long AAPL and HANS at the time of publication but positions can change at any time.