Good morning.

This is one of the most important weeks in terms of what stocks to buy and sell. I have focused upon two key stocks: 1) Canadian Solar (CSIQ), and 2) Kinder Morgan (KMI) and Enterprise Product Partners (EPD). One of the key issues is the stocks that have been eliminated. I have sold most of our key holdings. We simply don’t want to hold key positions in REITs, MLP’s, fixed income, and interest rate sensitive stocks. (more…)