More on Ron Johnson (JCP $37.66)

Retail's New Radical article from Fortune

Into JC Penney ($40.15)

Admittedly in too late and overpaying but I need a spec. stake now after watching for so long. I fully expect it to pull back but...had to do it.

US Steel (X $31.05)

Back into US Steel. Looking for the short squeeze.

Caterpillar (CAT $112.99) blew away their numbers. Netflix ($117.86) is killing the shorts again up $22.82.

Sears (SHLD $49.80)

Until the recent activity in Sears I haven't paid much attention to it since 2007 and 2008. It's up almost 50% in the last week but down 50% since I'd looked at it. Perhaps 4 years is long enough for a turnaround. Let's see what happens.

Blast from the Past

My first 10-bagger as a young broker was Broadvision (BVSN). I haven't looked at this stock for a long time, maybe years, and it's in the news because of the spike in volume over the last couple of days. The stock was a highflier during bubble 1.0, crashed, did a 1:25 split and has now doubled since October 2011.

I had discovered the company reading some tech rags like Red Herring, made some calls, established a line of communication with them and started to build a position. I still remember the day that their PR kits came in a box shoddily taped together as if to say "we've got better things to do than send these to this guy". That's when I knew that I had a good one and I still have one of those kits today.

Ahh, good times. As for the stock today? I wouldn't touch it, momentum or not, 'cause the fundamentals are shit but it still captivates me every time I see that name.

Cramer Pounding the Table for BRCM

I'm not much of a bottom fisher but I did mention that Broadcom was one that I'd make an exception for. Cramer highlighted Broadcom (BRCM $33.35) during his show's "Bottom Fishing for Semiconductor Stocks" segment.

Sandisk (SNDK $51.99)

When I see a chart like this pop up on the screen I immediately think, "Oh yeah, this could get good."