New Trade: Long Google ($GOOG) & Short Demand Media ($DMD) + MORE

The Industrials Sector consists of companies that manufacture products or provide business services. The products are often inputs or raw materials into another manufacturing process, such as steel producer.

Many of these companies are often referred to as members of the “smokestack industry” and are classified as cyclical stocks…

 
 
I’ve carefully been looking at the market and what I see is beautiful…
 
While several investors are calling for the next Black Swan, I see many reasons why stocks will continue to rise for a good while.
 
By definition, a Stock Short Squeeze is when short sellers are forced to buyback the stock they are currently short since the stock keeps going higher and higher…

Today I’m thrilled to open a trade that I could easily do on a much longer time horizon. I don’t think you could possibly compare these 2 stocks. Just take a look at their recent growth profiles:

DMD Revenue Quarterly YoY Growth data by YCharts
You can also take a look at the numbers for both stocks:

TickerNamePriceEPSPE RatioPE Next YearReturn YTDSales GrowthAnalyst ratingBook ValueBetaRevenue/Share

GOOGGoogle Inc873…

The big question going around is whether Ben Bernanke can actually orchestrate an exit to QE without sending the stock market into a tailspin. It’s not that the Fed will actually pull the punch bowl any time soon — but if the market perceives it will as we get further into the May-August time frame, with all its negative connotations, then a correction of sorts is very likely in the cards…