Wednesday, October 25, 2006
Sector Spotlight: Natty
Sorry for the delay, I was in meetings all morning.
Today, we are seeing a tremendous bounce in the Semi's and a continuation of yesterday's bull run in energy related stocks.
Although I am bullish, at some point, the rising price of natty and oil will alert investors and possibly give a catalyst to sell. If natty/oil fails here and starts going back down, I feel tech stocks will enjoy another leg up. However, if natty breaks $8 and oil breaches $63, I may sell short every fucking retail stock with a PE north of 25.
So far, the earnings season has been robust. One of my core holdings, ACLI, reported kick ass numbers and is gapping higher today. Additionally, I really like the AMZN numbers and feel the internet sector is the place to be for the holiday shopping season.
As for Natty:
Well, its on fucking fire.
The following Natural Gas stocks have mojo:
SWN +5.8%
TXCO +5.2%
GGR +4.5%
NGAS +4.3%
TRGL +4%
BEXP +3.7%
Today, we are seeing a tremendous bounce in the Semi's and a continuation of yesterday's bull run in energy related stocks.
Although I am bullish, at some point, the rising price of natty and oil will alert investors and possibly give a catalyst to sell. If natty/oil fails here and starts going back down, I feel tech stocks will enjoy another leg up. However, if natty breaks $8 and oil breaches $63, I may sell short every fucking retail stock with a PE north of 25.
So far, the earnings season has been robust. One of my core holdings, ACLI, reported kick ass numbers and is gapping higher today. Additionally, I really like the AMZN numbers and feel the internet sector is the place to be for the holiday shopping season.
As for Natty:
Well, its on fucking fire.
The following Natural Gas stocks have mojo:
SWN +5.8%
TXCO +5.2%
GGR +4.5%
NGAS +4.3%
TRGL +4%
BEXP +3.7%
Comments:
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Thats why do don't buy trash stick with the Apple and Googs, If you want a lotto ticket, go buy a lotto ticket.
# posted by 
: 1:33 PM
: 1:33 PM
Meatheads.
Buying GOOG and AAPL requires too much research. I don't know if I am up to the task.
Also, and please take this very seriously:
DONT BUY WHAT I BUY.
Instead, sit back, read my commentary and marvel at my winners and laugh at my losers.
I am starting to think its a bad idea telling you fuckers what I buy.
Buying GOOG and AAPL requires too much research. I don't know if I am up to the task.
Also, and please take this very seriously:
DONT BUY WHAT I BUY.
Instead, sit back, read my commentary and marvel at my winners and laugh at my losers.
I am starting to think its a bad idea telling you fuckers what I buy.
Why not just get rid of the commentary?
I used to find it interesting but methinks too many putzes are onboard as of late.
I am quiet happy to read the blog and I take what I deem of value away with me. It is not gospel nor does it ever claim to be.
People love enjoying other's misery. Funny stupid human trait.
I used to find it interesting but methinks too many putzes are onboard as of late.
I am quiet happy to read the blog and I take what I deem of value away with me. It is not gospel nor does it ever claim to be.
People love enjoying other's misery. Funny stupid human trait.
# posted by : 2:01 PM
: 2:01 PM
I love the comments-- even the ones who say I play fucking lotto.
I am just going to suspend the specific investment idea's.
I kind of like AMAT here-- considering KLAC's numbers.
I am just going to suspend the specific investment idea's.
I kind of like AMAT here-- considering KLAC's numbers.
"Thats why do don't buy trash stick with the Apple and Googs, If you want a lotto ticket, go buy a lotto ticket."
WTF? It's unlikely this guy even finished high school. Can't let someone like that get you down.
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WTF? It's unlikely this guy even finished high school. Can't let someone like that get you down.
# posted by : 2:35 PM
: 2:35 PM << Home
