Broken Field Running in Scrum for Points

This column was originally published on RealMoney on Nov. 23 at 1:41 p.m. EST. It's being republished as a bonus for TheStreet.com readers.

Broken field running. No cornerbacks in sight. Safeties blitzed, splayed on the ground next to an unhurt quarterback. And the bulls are just teasing some of those slower linebackers, letting them come up within a few feet before they cross the line to a touchdown.

That's what's happening now. This was always my worst nightmare when I was short, and it was the reason I always had a nice dollop of in-the-money calls as extra stock so I wouldn't feel like I was short inventory.

Earlier, I gave you my heads up on the Goldman Sachs(GS Quote) trade. I have to tell you that I love situations where the stocks are north of $100, they are winners and the mutual funds just take them up every day because the stories have no flies. That means Bear Stearns(BSC Quote) and Lehman Brothers(LEH Quote). But it also means Whole Foods(WFMI Quote), which actually, if you recall, nicely set the bar low enough to stomp on when it reported. I would add that Toyota(TM Quote) might be right, with the January $90s calls. ...