Thank goodness for Blackstone and KKR these days. Monday Mornings have become like a buyout gameshow.

My Microsoft speculation was a complete ‘whammy’…for NOW.

Today it was one of my holdings DJO Incorporated (DJO). I bought this stock on the all-time high breakout back in January (after a 500 percent run). We Wallstripped it as well. The orthopedic industry industry has been on a tear. We have Wallstripped Stryker Corporation as well (SYK).

The industry is in a massive uptrend for many reasons…aging, war, better technology. Now we have one more reason. Momentum buyouts!

Again, I question the momentum buying of Blackstone (BX). Why pay them the huge fees you can pay a trend follower. Their action scares me at this point. But it makes me so happy too :) .

Disclosure – Long DJO