Valueclick is Clicking...but it's a bull market

This stock has been steaming along for a while and I was buying this stock last NOVEMBER back at $20 on the break-out to all-time highs. It is touching $29 today.

Here are today’s numbers . Yowza. Seems easy in hindsight and a bull market. It’s not brains, it’s using a simple strategy that keeps you in the market during bull moves. Nothing more. When most breakouts to all-time highs are 50 percent higher 3 months after you buy them – YOU ARE IN A BULL MARKET.

I am selling everything right now and flipping into some Sirius and XMSR – NOT!

Here is why Valueclick may just be getting started – that’s right started. I am not acting on my thoughts or I would go broke but just thinking this way.

Companies like Yahoo, TheStreet.com, Weather.com, etc.. have eyeballs. They have demographics that have attracted advertisers. The ads cost a tiny fraction of what an old media ad costs leaving bazillions more to spend like drunken sailors on the web.

This trend will not change for some time. I don’t think the conversions are good and in the end, this cycle willend messy again, but the prices are so cheap and the impressions so sexy, that the spending will continue for a while.