I am long a lot of stocks right now about 40 percent invested. No short positions.

I have a lot of money to put to work, but if we rally, there are going to be some new leaders quickly. I am eyeing a bunch of new stocks for sure.

Right now, gun to my head, if I were to pick my five favorite stocks assuming a 1,000 point rally:

1. Interactive Brokers

2. Nintendo

3. Amazon

4. American Expree/Visa/Mastercard

5. Inflation plays like oil and metals. OIH, PAAS etc…

6. Not sure about how much more upside short-term, but continue to be floored by Salesforce.com (CRM) strength

My best performing stocks in the 2,000 point Dow drop have been Salesforce.com (CRM), Nike (NKE), Nintendo (NTDOY), Datascope (DSCP), Neogen (NEOG), Interactive Brokers (IBKR), Oil Holders (OIH), Waste Connections (WCN), Visa, Mastercard, CCC, CSIQ (solar), Coinstar (CSTR) and BABY.

My dogs have been International game Technology (IGT), Nuance (NUAN), Electronic Arts (ERTS), Chipotle’s (although I just started buying again) and Shanda (SNDA – Chinese Gaming).

Other than some oil and metal stocks, thats my portfolio and I like how it has held up so far and if we go higher, I am ready.

PS – Doubled my exposure to Blackstar Long Short/Equity Fund as well.