Molycorp Inc (MCP)

(A Top Pick Oct 7/10. Up 22.7%.) (Pairs Trade – Long this and Short Avalon Rare Metals (AVL-T)). Rare metals are in a bubble, likely 2 years at the outside.

(Pairs Trade – Long this one and Short Avalon Rare Metals (AVL-T)). Thinks rare earth sector is in a bubble and will be trading much lower in 2 to 3 years. This company should be in full production next year while Avalon won't be in production for 4 or 5 years.