In summary I have grown more optimistic as the fundamental, valuation, technical and sentiment factors seem to have aligned to be supportive of higher stock prices. I am pleased to have rejoined the investment land of the living, and I am now much more responsive to long investment ideas than at any time in the last year.

Color me more bullish.

Doug Kass writes daily for Real Money Pro , a premium service from TheStreet. For a free trial to Real Money Pro and exclusive access to Mr. Kass's daily trades and market commentary, please click here.
At the time of publication, Kass and/or his funds had no positions in the stocks mentioned, although holdings can change at any time.

Doug Kass is the president of Seabreeze Partners Management Inc. Under no circumstances does this information represent a recommendation to buy, sell or hold any security.

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