September 27, 2009 –
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RELATED TICKERS: C
, RBY
, DLA
The second stage of the rally begins the first part of October '09. When it becomes clear the the downcycle is over, this market is gonna be on fire. Citigroup (C) will go up to $23/share by the end of October '09 and hit $90 a share in May '10, leveling off around $120 a share in Aug '10; Delta Apparel (DLA ) will go to $12.5 by the end of Nov. '09; Rubicon (RBY) will hit $40 a share in Jan. '10, (over 500% runup between dec and jan); Yamana (AUY) will triple between now and Dec.'09, Human Genome Science (HGSI) will hit $200/share around august of 2010. JST (30% gain by May '10) in particular and china in general are gonna be left out of the rally for the most part as investors grab for old comfort zones. disclosure: I am all in on citigroup right now. There are a lot of other tremendous opportunities, but these are the ones I am confident of. Ok, this either makes me a liar, a p & d'r, or a prognosticator of the first order. time will tell [more]