The market rocket is on the launch pad and being lighted as we speak. Nothing like month-end mark-ups! As for the ideas and themes to be watching here in the last hour:

Bullish Themes:


Research in Motion

( RIMM),


(AAPL) - Get Report






(GOOG) - Get Report

are all ripping higher.

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Exchange Plays:

CME Group

(CME) - Get Report


Intercontinental Exchange

(ICE) - Get Report

are shooting higher as fund managers look at plays that excelled in May.

China Plays:

(NTES) - Get Report

: hitting new all-time highs,


(BIDU) - Get Report

: leading search engine play, and

Shanda Interactive

( SNDA): leading gaming play.

India Plays:


(HDB) - Get Report


Icici Bank

(IBN) - Get Report

, and

India Fund

(IFN) - Get Report

have all resumed the rally from last week.

Financials: Look no further than

JP Morgan Chase

(JPM) - Get Report


Goldman Sachs

(GS) - Get Report

, and earnings winner today,

Toronto-Dominion Bank

(TD) - Get Report



(GLD) - Get Report



(USO) - Get Report

, and other commodity related plays (steel, coal, fertilizers).

Bearish Themes:


(TLT) - Get Report

: Despite today's small bounce, the trend is still lower.


(AZO) - Get Report

: This short play has worked beautifully. Be sure to move your stop lower as the price drops, to ensure you do not give up the increasing profits.


(MCO) - Get Report

: Negative comments from hedge fund manager that spotted issues with Lehman Brothers has these shares lower.

Higher Energy Costs/Rates

: Consumers will eventually feel the pinch of this trend.


: Not exceptional whatsoever, and is still an important indicator as far as we are concerned.

With month-end action playing such a vital role, be sure to use as much discipline as possible when it comes to entering and exiting positions. Be sure to tie in and review all of this week's premium posts, as we will be watching all the recent themes I have spotted for various opportunities. Always know where your stops are in all of your positions, so as to avoid any potential big losses.

Be sure to visit our complete

recommended list of the Best Dividend Stocks

as well as a

detailed explanation of our ratings system


At the time of publication, the author had no positions in stocks mentioned, although positions may change at any time.

Tom Reese and Paul Rubillo are senior editors of Visit for more dividend stock ratings, picks, news, and analysis for long-term and income-seeking investors.