Too much caffeine ya think? He's a nutcase w/the sound effects & pointing to his bald head w/graphics that it's a "crystal ball!"
Positive: DIS (buy up to 28), XEC, ECA, XOM, RIMM, SIRI, KMRT, AAPL, YHOO, RTI, BG, EP, LYO, CMGI, JOE.
Negative: VIAb, MEE, SAPE, LU, VSH, ADM, SUNW, SYNC, TOL