Midday Check

The markets dipped into negative territory after the open, but have since regained their footing and are trading back in positive territory.

There are a lot of stocks moving back towards new highs today, and those are the ones I want to focus on for finding continued leadership into year-end. It's the usual suspects of metals, mining, and agriculture stocks, as well as select tech and a handful of energy names.

I recently wrote that I was adding exposure to the oil service sector, and those stock are beginning to get their mojo back. Can you blame them with oil at $97? The solar stocks are also ripping with oil this high.

Goldman Sachs (GS) has denied for a second day that it has a writedown coming, a la Merrill (MER). Hard to believe that these rumors work day in and day out, but someone is making money shorting the stock off of them.

Here are some other stocks that are showing up on my screen of making nice moves on strong volume:

• CRL, GSOL, FST, SPWR, WMS, FSLR, MA, NDAQ, STP, GOOG

long GOOG, GS