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01/13/11 1:15 PM

#68182 RE: Koufax #68172

YONG - I'm talking very generally about the catalysts any of our stocks benefit from: direct or peer news, earnings, supply/commodity prices, government goals/subsidies, a good word in a widely followed publication, etc.

Though I'm already overweight on it, I do plan to grab some calls heading into earnings and unload quite a bit prior to earnings (another lesson from 2010.) Regardless of my blind love for YONG and belief that they'll exceed analyst expectations, I don't want too much post-earnings exposure to any stock these days.

YONG's been too sleepy for too long. It's time for the world to wake up to the fact that there are at least a few quality stocks to be had here.