Congress Is Done With the Financial Bill FinRef - NEXT COMES THE ENERGY BILL?

Two good pics and two stock I own for the new ENERGY BILL could be:
NATURAL GAS INFRASTRUCTURE STOCKS:  
CLNE - This stock will add value as the natural gas stays low promoting further switch overs from gasoline to natural gas.    Another stock that could benefit would be FSYS which I believe modifies engines from gasoline to natural gas.  Fuel Systems Solutions, Inc. engages in the design, manufacture, and supply of alternative fuel components and systems for use in the transportation, industrial, and power generation industries.
COAL INFRASTRUCTURE STOCKS:
ADES - Coal stack scrubbers and the like will like be in demand if further regulation on existing and new coal plants needs to adopt stricker regulations.  

Any other ideas for energy bill winners?

SOLD 100 SHARES OF VAW AT 66.28ish

I was just thinking it was time to sell materials as they looked currently overpriced in our current market.    I put in a buy order near 61 for 100 shares.   Hopefully, I will get a chance to buy these shares back at a later date, as I think inflation is in our future.   One just does not know exactly when and how bad. 

Bought 200 shares of KFN at 7.87

This stock should move forward.    However, the stock currently seems to have a large beta as correlated with the broader market.    There could be further lowering of KFN if the broader market drops further.   I need to do some more homework on this complex stock.

Sold 25 Shares of AAPL today at 271ish

I plan on buying them back lower.    Currently, I have a limit order to buy the shares back at 252ish per share.  I think Cramer is right about the stock dropping temporarily before the release 4.0 of the Iphone.     Any thoughts?

Bull or Bear in the Next Two Weeks?

Possibly a small bull before the end of the month, based on Hedge Fund and end of the quarter needs for porfits (Cramer's yesterday segment).   However, given the market is already high, I am just am just going to sit on the sidelines and potentially sell some more stock in the next two weeks.   If there is a low enough decline I will be a buyer of call on names like - SKWS, ADSK, SNDK, YHOO, APPL, and the like growth stocks.  Lets see what happens.

Is It Time to Wait For The Next Shoe To Drop Or Start Buying

I am going to continue with buy and hold of High Dividend and Safe Large Caps.    With Options I will "Trade the Market" for ups and downs during the summer.    I sold my APPL Call yesterday for a 30% gain and will wait for APPL to return to the 250 level to Buy in the money calls at that level.     Any other ideas on how to profit from a horizontal market I think will last for most of the summer?

Summer Market Concept Dejour

Volitility will likely continue.   This will continue to hammer low dividend high growth stocks.   This is where the next sector rotation will likely take place as soon as the volatility stabilizes.

I will continue to own a core position of high dividend stocks and buy stock or more likely buy calls on under valued tech growth stocks like ADSK, AAPL, SNDK, CRM, ARMH, EMC, INTC, HPQ ORCL, IBM, SWKS.    Many of these were also mentioned on Cramer's Mad Money yesterday as being undervalued as per the expected future growth.   So keep your eyes open for the greatest option.

Continued Market Volatility, with Signs of Wall Street Clearing!

China - A soft or fast landing is expected from their real estate bubble.

EU - Seems to be holding without much negative news

BP - Oil spill is partially contained.    I own BP, but do not know whether to buy or sell?

US - Unemployment seems to be moving positive with yesterdays unemployment numbers.

US - Bernanke seems to think we are on the road to a steady if weak recovery.  

Mostly, yesterdays market rise must have scared short sellers a bunch.

When are the BULLS coming Back?

1000 Bull Dances does not seem like an event happening any time soon.    According to Cramer's two days ago program there are a number of issues still to be resolved.

*fine print on financial regulation
*Spanish Bank Stabilization
*Lower Unemployment
*Oil Spill Resolution
*Confirmation of China's Soft Landing
*European Stabilitization

On top of this I would add some of my own anecdotes:

*Enough time to get traders used to the New Volatility
*No more additional issues spooking the markets from: Israel, Iran, North Korea, Venezuela, Afghanistan, Iraq
*Strong mid year earnings season

When we hear the BULLS roaring back I will be watching these stocks very closely to buy or buy calls on as the market lowers:

Netflix
Apple
Autodesk

Profiting from a Volitile Market .....

It seems like having enough cash around to take advantage when the next shoe drops - Iran, Venezuala, Rhode Island, California, Israel, BP, EURO, China, Commercial Real Estate, Portugal, Italy, Ireland, Spain, Greece.....

So I am going to continue to raise cash on the bumps up and buy call on the jarring drops.    I like purchasing Call Options in AAPL, BP, ADSK, and the like.    Assuming the bulls will return one day you will at least profit from the Calls you buy and have some cash on the side as well.   Let me know your thoughts.