I read Ken Fisher, Don Hays, Martin Sosnoff and a few others on a regular basis. Now is the time to be fully invested. Even with the wackyness, get invested and buy quality companies and even....speculate.

Here's what is going on. First, the market has been in 'correction' mode for the past ~4 months. That's about as long as corrections linger. The market has effectively priced in subprime, alt-a and any other kinds of loans. They've also priced in a severe downturn in the U.S. economy and the near starvation of the consumer. If plenty of bad news is priced, and you don't think it is as bad as they portray conditions to be and you think the future looks brighter than what's forecast, then get in.

Here's who I like. You know them. Apple. Big time. January earnings are going to knock the socks off. Analysts are forecasting ~$1.50 per share; I'm going at least $2.00 per share (probably closer to $2.20). Apple is truly a great growth story, and we're in chapter ~3.....Get invested in AAPL and watch the price per share rise to ~$210 by mid-January.

I like GR and PRE. Partner RE I detailed a month or two ago (Where are the Hurricanes?). Goodrich (GR) is another growth story which is only in its infancy. Goodrich is a quality and undervalued aerospace company. They serve global markets and don't play favorites. GR has been hanging in the upper-$60s to low-$70s for the past month or so. It will accelerate soon. Both GR and PRE are solid investments.

You want speculation, and you know who I like. Leapfrog. LF. Big Time. Get in now. Here is a value stock for a growth company. Yep, earlier this week it was selling below $6 per share, and I picked up more shares and 2009 call options. I'm not a chartist nor a historian; some say the chart looks scary, and others say look how much their revenues have fallen. I'm a forecaster. LF is reinventing themselves and the market is ripe. Their price/sales ratio is below 1 making it a value play. But, even better, their forward price/sales ratio is ~0.7 or 0.8. You can read my previous posts on LF, but I suggest you go to their site www.leapfroginvestor.com and do your own research. Read and/or watch the Investor Day presentations from November 8. Listen to their recent conference calls. Also, head to the stores or looks at Amazon and see what's selling. They have a new hit on their hand with ClickStart, a 'computer' for toddlers. They have a solid core of toys. But their future plans....wow. And if you can get in anywhere under $15, I'd do it. Right now, their stock is in the $6s. Buy now and hold for a couple of years; my forecast is for ~300% rise in stock price. Maybe more. Speculation.

Other stocks or call options I own include BX, CELG, RL, JEC, CHTT, NZT, TKR and MEOH. I like them all.

The best time to buy in a bull market is when fear is rampant. Folks, fear is everywhere. Buy stocks.