There Is a Bull Market in Stocks and You Just Need to Deal With It

And just like that, the incredible bull market in stocks is alive and well. So go grab a stiff drink or eight and get ready to trade this market at least another 25% higher by the end of April (please pick up on the sarcasm here). If you only trade stocks using five screens, go out and buy 10 more today and a new desk from Ikea. It's game-time bulls. Here are some rapid-fire stock picks because I know you're itching for free, explosive ideas:

The market probably still doesn't get how important Amazon's web services business is becoming. The number-crunchers at Jefferies do. "We think this business can cross $60 billion in annual revenue in five years (vs. $20 billion run rate today), making it one of the largest enterprise software companies on the planet. More importantly, this profitable stream (about 45% of total Amazon earnings before interest, taxes, depreciation and amortization), also allows Amazon to meaningfully invest back into its core commerce business," analyst Brent Thill said.

Microsoft's stock is also one that needs to be higher than it is at this moment (up only 7.9% this year). The company has carved out a nice place in the minds of investors: While it's growing again, it's also managing to cut costs (see the recent Windows reorganization.). The company's fresh $5 billion, four-year investment in the internet-of-things should widen Microsoft's lead in many areas of the space. Couple that with an insane amount of cash and Microsoft could easily fall back into favor in a tamer short-term trading backdrop.

Facebook Bottom, Not Exactly

CEO Mark Zuckerberg remained one part defiant, one part understanding of the issues facing his social media empire on a media call Wednesday. Facebook's stock popped after-hours as he spoke -- it's very clear that the next three years for the company will see slowing profit growth (perhaps sharply). The stock is up more than 3% in premarket trading Thursday. Tread carefully here into Zuck's testimony in front of Congress on April 10 and April 11. It seems that with each interview Zuck does, more bad news comes out. Who knows what will surface during his testimony and how he will come across to the world?

Source: Bloomberg Pro Terminal

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