First off, a hat tip to DHI for getting their $hit together and posting their first profitable quarter in over three years. As you know, this bodes well for my homebuilder theme.

While its true that you might be scratching your head right now, wondering why you are not taking part in the recovery of these beaten down stocks, don't worry. There is still upside left in these names.

I'm sure you noticed that the homies were the top performing group out there today, which as we've discussed, is a solid market signal, but is also a strong theme that is still very much in play right now. In other words, you haven't missed it yet.

Take a look at them gains.

My point in bringing them up again is two-fold. One, this was a fantastic market call. Two, this move today confirms a lot of good patterns, was chuck full of volume, and points to more upside (See Below).

RYL: A break of $24.50 confirms a monster triangle pattern. Volume has been ramping up here as well. 

DHI: A consolidation pattern lasting longer than a year gave way today on massive volume. She goes higher.

TOL:Even TOL wants to play.

SPF: My "Sleeper" pick.

I think this theme continues through Q1. I'll continue to pound the table as needed.

If you are tired of me pumping this group, I could get back to last week's call on crude. She traded nicely today.

More themes are coming, but as you already know, timing is of the essence and I hate being too early.

As a reminder, you've probably seen the banner above, but if you have not yet already registered, sign up for the TA Open House on Wednesday, February 17th. Seating is limited.

That's all for now. For those that heeded my request last night to comment, say hello, pitch me ideas, etc....Thanks.

OA, out.

Note:This song is dedicated, to my homies....