"WallStreet" Surfers

[Ecomike]

Ecomike's Saturday stock Markets review:

Biotechs are likely to be hot the rest of this year, as news of Ebola like the Dallas news escalates world wide. $NVS $MSTX are two I own, looking for others that might rally on Ebola vaccine news... NVS has been making 52 week and all time highs for months now and pays a nice dividend. Good defensive stock to own here IMHO.

http://www.foxnews.com/health/2014/09/30/cdc-confirms-first-case-ebola-in-us/

Other sectors, like retail mall sales (down traffic in Dallas reported already), airlines, leisure stocks are likely to suffer, while hazmat and medical hardware suppliers are likely to rally. Online retailers may do well as holiday shoppers avoid crowds (Ebola scare) and shop online, unless markets do a black swan sell off.

Falling oil prices should help airlines, and retail sales, and hurt energy stocks, so we may see a rising volatility tug of war in stock prices more than anything. Time to watch the VIX volatility index closely again.

$KWK, the one time soaring shale gas star of 2007, for one is getting hammered in the natural gas sector already, acting like it is heading for BK as oil gas and coal prices fall?

It also appears to me that the massive $$$$ volume of new IPOs (Alibaba et al) is hurting other stocks, sucking money out of them.

Military hardware suppliers should buck any down trend and continue to rally, like $OPXS, as the ISIS, Ukraine and other hot spots push US and NATO defense spending back up. $OPXS is way undervalued right now.

For now my top stock is still $MVTG, based on pending news, fuel cells and the only viable tech for solving climate change by making new chemicals and fuels for fuel cells out of waste CO2 carbon dioxide. $MVTG still has a 10 bagger upside potential.

I am also long AA waiting for Alcoa earnings to start earnings season, and I expect real good news and a hard bounce on AA earnings release. That could restart the bull market rally and set a correction bottom. AA could double over the next 12 months and pays a nice dividend.

One other sleeper that is showing solid signs of life this week is $IFUS!!!!