Fly on WallStreet

I had a big week, up more than 3%-- with most of my meaningful positions appreciating nicely.

As for today's trading:

With the dollar strengthening, it didn't surprise me to see oil trade lower. Again, I am a firm believer in the dollar versus oil story. Moreover, I believe the dollar may gain short term, but ultimately will reach new lows. Therefore, oil seems like a good place to park cash.

Once gain, the Networkers were on fucking fire, with oversized gains in FFIV, RBAK and TLAB (position of mine). Again, I am in the camp that believes the Networkers will be the best sector in 2007. Any dip should be met with buys.

Finally, I hope many of you are making money in the market now. It is always difficult to time the market and pick the right stocks, especially when working with limited resources. At the same time, it is equally important to book profits and protect your downside.

My point: Despite my super bullish tone, please don't get caught up in euphoria. Always consider your risk threshold when taking down positions and live by them. You may sell too quickly or buy too early, but you will never get poleaxed to the point where your wife has to divorce you-- because you are a dickless, fucktarded, asshat.

Have a great weekend!

I feel both stocks, which are on fucking fire, are cheap. Long term, I emphatically believe HANS will be at new highs. As for BWLD, there is room for a double, within 18 months.

Aside from Hansen's Monster Energy drink, they are going at Kool-Aid hard with organic pouch juices.

Enjoy the squeeze, if you are in.

NOTE: This is turning out to be one of the best days of the year for me. It goes to show, just last week I was whining like a little bitch about fucking up trades and lack of vacation time-- then POW.

I have been waiting for a down day to buy some-- it just never goes down. The company, Spirit AeroSystems Holdings, provides parts and services to both Boeing and Airbus. Looks like a future winner.

Click here for profile.

I bought 10,000 shares of MVIS @ $2.75.

UPDATE: I bought 2,000 MVISW @ $1.26.

UPDATE II: I bought 8,000 MVISW @ $1.27.

Disclaimer: If you buy MVIS because of this post, locusts will destroy your garden. And, you may lose money.

I bought 5,000 HANS @ $32.25.

Disclaimer: If you buy HANS because of this post, you may never get laid again. And, you may lose money.

I bought 10,000 VLO @ $55.30

Disclaimer: If you buy VLO because of this post, you may developa nervous twitch in your neck. And, you may lose money.

Click here to download research report.

Just hit Briefing.com (Who's your Daddy?)

10:46	MVIS Microvision initiated with a Buy at MDB Capital- tgt $6 (2.73 +0.00)
	MDB initiates MVIS with a Buy and a $6 tgt saying significant price appreciation is possible in these shares if the co can demonstrate shortly an operable IPM design in the new micro-form factor.

It is my belief that anyone who buys stocks soley by looking at the chart is flying blind and is probably mentally ill. However, if I was one of those guys, I'd say MVIS has a pretty handsome chart. But, lucky for me and you, I did some hw too. Here goes.

- Internal plans to embed a mini projector inside a cellphone is for late '08.

- The company will unveil a Picop projector on January 7th or 8th, 2007 that is 10x smaller than previous prototype.

-No exclusivity deals yet. The company is holding out for a sweeter deal.

-The company intends to start a beta trial on a "stand alone" projector that would be used as an accesory to mobile devices, such as video iPods, cellphones etc. Starting retail price @ $300 will gradually come down, as volume picks up. Margins will be in the 30% range.

-Timeline on HUD is for late '08.

- If the stock price closed at or above $5.30 for 20 days, the company has the right to call 13 million warrants @ $2.65. In other words, they would receive 34.45 million dollars.

Considering their need for cash, I feel the company has one heck of an incentive to see its shares trade above $5.30. Also, I anticipate some positive press, prior to the company "unveiling" its new Picop in early January. And, finally, look for headline grabbing licensing deals with a big cellphone manufacturer-- should the company report significant progress in developing the Picop.

Via Briefing:

HANS Hansen Natural reports milestone Monster Energy sales (31.59 )
	Co announces that it has already achieved more than $500 mln in gross sales of its Monster Energy drinks since Jan 1, 2006. Co says this milestone of a half bln dollars of gross sales of Monster Energy drinks occurred during Nov and reflects the continued growth and strength of the Monster Energy brand.

The market is consolidating its recent gains and may continue to do so for the remainder of the year. However, barring a major catalyst, I will not be shorting any stocks-- for fear of having my lunch eaten for me by the bulls.

Everytime the market shows weakness, the buyers step in and absorb the sellers, then they swallow them. So, shorting is not a choice, for me, unless I am 100% certain of a decline.

Today's trading was mixed, as Energy lost momentum and the Networkers continue to go banana's. Stocks like AKAM, EQIX and RBAK continue to flame broil the sellers.

Speaking of flame broiled, my NGAS position looks like crap. I will probably book the loss tomorrow. As for UPL and VLO: I will add to those positions on a 3% dip.

Finally, I like the action in the Metals, as ERS, NUE and TIE continue to defy gravity.

NOTE: I know many of you own MVIS with me. I will have an update for you tomorrow. So far, everything looks good.

Whoever manipulates HANS is an asshole.

I knew CSWC was the parent company of soon to ipo Heely's (HLYS). As a matter of fact, I wrote about it, bought some and even bragged about it about to my fucking friends. Big hot shot, if you will.

So what did I do?

I bought 200 (that's right 200) fucking piddly shares @ $117 and SOLD them @ $127. Why, you might ask?

Because it only traded 5,000 shares per day (too illiquid for me) and I figured everyone who's anyone already knew about their relationship to HLYS.

WRONG!

Today with CSWC +10, I herby crown myself a fucktarded, dickless, asshat.

NOTE: If anyone bought CSWC because of me, and still owns it, please let me know.

I love researching the Food and Beverage sector. There is nothing like finding a drink or restaurant chain before everyone else and making a bundle in the stock.

People love to eat and drink, so making money in a well managed food company is not very difficult. I have been long KO, BWLD, PEP, HANS, PZZA, FMX, WFMI, OATS and others for awhile-- rarely do they disappoint.

Granted, you are going to have to endure growing pains and corporate fuck-ups. But, for the most part, my Food and Beverage portfolio has been smooth sailing.

Out of all the Food and Beverage names, I like BWLD best. The food is great and the growth is phenomenal. Plus, they have seasonality working for them-- with the Super Bowl right around the corner.

NOTE: I don't understand why WBD (Russian Beverage company) goes up everyday-- but it does.

The following Food and Beverage stocks have mojo:

WBD +3.9%
PTMK +3.5%
COT +2.3%
HANS +2%
DEG +1.6%

I bought 2,000 ADBE @ $38.77.

Disclaimer: If you buy ADBE because of this post, your local developers may start building low income high rises near your home. And, you may lose money.

I bought 2,000 HANS@ $31.85.

Disclaimer: If you buy HANS because of this post, your next date may go incredibly bad. And, you may lose money.

Via Flyonthewall.com:

Equinix, Inc.-EQIX good pricing and demand outlook, target raised to $95-Buy@JEFF
Jefferies believes Equinix is the best positioned company to benefit from the growing strength of colocation demand and supplier pricing. Target raised to $95 from $85.

Today, I got smoked in HANS, losing more than a buck intra-day. In fairness to the buy, it was not intended to be timely. It was bought because I wanted to add to an existing position-- which I own much lower.

My oil positions had a good day, but sold off towards the end of the session.

In short, today was mundane and entirely uneventful-- with the exception to the asshole who was heckling me in my comments section.

Aside from the Homebuilders, I liked the action in the Networkers, specifically CIEN, EQIX, GIGM, DIVX and JDSU.

Bottom line: I have a lot of cash piling up and nowhere to invest it. Hopefully, the market will dip a little, so that I may instruct my servant/trader to go ahead and dip-buy.

I bought 1,000 shares of WU @ $23.60.

Disclaimer: If you buy WU because of this post, you may get car jacked by Dylan Ratigan. And, you may lose money.

I bought 2,000 HANS @ $32.35.

UPDATE: I bought 2,000 HANS @ $32.44.

Disclaimer: If you buy HANS because of this post, you may step on chewing gum the next time you go for a slice of pizza. And, you may lose money.

Once again, the fucking Chinese and Indian internet stocks are running up. As a matter of fact, anything Chinese is on fire.

Honestly, I don't understand why anyone would pay 100x+ earnings for BIDU-- but they do. The canned line "they are the GOOG of China" is completely and utterly fucktarded. Unlike BIDU, GOOG is coining money and pretty much dominates the internet-- as we know it. So please, no more "BIDU is the Chinese GOOG" bullshit. Please. That's like saying, the Mexican Navy is just like the U.S. Navy, minus all the fucking missiles and nuclear subs and shit.

Aside from the asshattery in BIDU, similar asshats may be found in REDF, SOHU, TOMO and IIJI.

NOTE: I love oil.

Via Briefing:

HANS Hansen Natural: Hearing broker chatter that HANS could be LBO tgt (31.46 +0.19) -Update-


Monster squeeze imminent.

Believe me, I am not shilling for the fuckers at MVIS. I just want their technology in my cellphone.

Swiped from today's MIT technology review article:

Mobile devices can store pictures and videos, but viewing them on such a small screen isn't ideal. Microvision, based in Redmond, WA, hopes to solve this problem with a microprojector the company plans to reveal at next year's Consumer Electronics Show. The system, composed of semiconductor lasers and a tiny mirror, will be small enough to integrate into a phone or an iPod, says Randy Sprague, chief engineer at Microvision.

Right now there is great interest in putting projectors in phones. Indeed, major phone manufacturer Nokia is "looking at" different technologies to integrate projectors into mobile devices (see "The Future of Cell Phones"). As the fabrication technology used to make the components of these projectors matures, it is becoming more economically feasible to create a projector small enough to fit into a handheld device, says Microvision's Sprague.

The projector developed at Microvision is composed of two main parts: a set of red, blue, and green lasers made of semiconductor material, such as gallium indium arsenide, and a mirror--one millimeter across--that tilts on two axes. The lasers shine on the mirror, and the mirror reflects the pixel of light onto a wall or other surface. The intensities of the lasers change to produce different colors: when all three are pumping out light full blast, the pixel is white; when all three are off, the pixel is black. Other colors are produced from various combinations in between.

As the lasers flash on the mirror, the mirror gimbals on its two axes, flickering to produce 30 million pixels a second, each illuminating a surface for 20 nanoseconds. Using this laser and single-mirror setup, the projector paints a scene onto a surface one pixel at a time, says Sprague. It does this so quickly that our eyes perceive a static image or a continuous movie.

One of the challenges is to design a rapidly gyrating mirror that can coordinate with the lasers that turn on and off 100 million times a second. "This mirror is thrashing all around, and the lasers are buzzing like crazy," says Sprague, "so you have to synchronize."

Integrated into the Microvision mirror, he says, are silicon mechanical structures that measure strain on the mirror, detecting what position it's in. This information is fed back into the laser modulator--the device that determines when a laser is emitting light or not--and the feedback loop allows the system to constantly adjust, depending on the demands of the projected image.

The mirror, its mount, and the other mechanical components are all made of silicon, putting the projector in a class of device called MEMS (microelectromechanical systems). Sprague says that Microvision developed most of the technology a couple of years ago, but it was waiting for one particular component to become available: a green laser that modulates at the rate required for the projector to work. Only recently have such compact, high-powered lasers become commercially available, he says (see "Ultra-Colorful TV").

Adding a projector to a handheld device, says Ming Wu, professor of electrical engineering at the University of California, Berkeley, could change the way people communicate. Friends might share more movies and pictures, and business professionals who hesitate to pack a bulky projector for a presentation might start using more visuals when they pitch their products, Wu says. "I think it will dramatically change how people will interact with one another," he says. "People won't hesitate to use more image-based communications."

However, some researchers are skeptical that Microvision can pull off a commercially successful microprojector. A prototype is a far cry from a mass-manufactured device that phone makers and consumers will want to buy, says Olav Solgaard, professor of electrical engineering at Stanford. "It's a question of if they can do it reliably and at a reasonable cost," he says. Sprague wouldn't say how much a projector would add to the price of a cell phone.

Microvision expects to release its first products, a stand-alone projector (for media players, cell phones, laptops and other portable devices) and an embedded projector for a smart phone, in 2008. The company has signed a deal with an undisclosed electronics manufacturer in Asia, but the exact timeline for the products depend on the needs of partners and the energy efficiency of the lasers, Sprague says. In an embedded system, he explains, laser-energy efficiency could be a concern: it's expected that projectors made using existing technology would tap a battery fairly quickly. A phone in "projector" mode would use about 50 percent more power than a phone in "call" mode, Sprague says. But over time, he adds, "it will improve to the point where I do believe people will be watching full-length movies from their cell phones."

All of a sudden, the beverage sector is on fire, led by the Monsters at HANS. I really liked the action in HANS (position of mine), FIZ, FMX and PEP. If I had to choose one, I'd say HANS is ripe for a monumental short squeeze.

Today's trading was superb, as all sectors melted up in an orderly fashion. The sellers are now in a very difficult position and may be forced to cover their shorts, in order to save some money for Christmas presents.

As for me:

I have been going nowhere fast lately, up 21% ytd. I haven't done dick in about 4 months and feel exhausted from trading all year. I haven't gone on a real vacation in years and I am starting to feel fucking fried-- staring at my damn monitor all.the.time.

I made a lot of money this year, but it never feels like enough. In the big fish tank called Wall Street, I am the equivalent of the small fish who tags along the sharks for food. Basically, not a shark, yet.

I know many of you believe buying MVIS is equal to throwing money into the East river. I, on the other hand, want to believe that MVIS will eventually be a huge winner for me. I can't say it will, with any level of sincere certainty. But, considering their technology kicks ass, I think I have a good chance of entertaining myself-- while making some coin.

Anyway, I think the stock may have bottomed out here, at $2.40, and may proceed a slow melt up-- until news hits.

Again, MVIS has repeatedly said their projector phone will be ready and on display during this years tech expo in Vegas.

I could be wrong, but I suspect investors are going to want to own the stock, prior to any big announcement.

Sorry for the delayed post.

So far, we are enjoying another stellar day at the office-- with all sectors looking green and healthy. Most momentum buyers are piling into the Homebuilders and Retail.

I can't get behind the Homies. The fundies are too bad and they are the bears public enemy #1. However, after driving myself insane going Christmas shopping, I am starting to believe this is going to be a knock-out quarter for many retailers. I mean, the lines are outrageously fucktarded.

Aside from the Retailers, I like the strength in the Semi's and Networkers.

Also, I really liked the quarter SCMR posted and feel the stock is dirt cheap. I may start buying some-- considering it trades near cash. Talk about a shell company-- look at SCMR's balance sheet.

Finally, I am happy MVIS reversed off $2.40 and is now repeatedly punching the shorts in the face. Who shorts $2.50 stocks anyway?

The following Retailers have mojo:

TWTR +7.9%
EVST +6.9%
URBN +6.6%
UARM +5.3%
SBUX +3.4%

Damn, what a day!

My positions are up so much, I feel giddy. Today, I enjoyed unusual gains in VIP, GERN, GILD, NETL, AGE, NTRI, STI and AKAM. The only places I lost money was in the oil patch and MVIS.

By the way, I suspect MVIS will stop going lower, the closer they get to "unveiling" the projector phone-- which is scheduled for early January.

As for today's trading:

It doesn't make any sense to recap, because everything was on fucking fire.

Just know this:

If you are still short U.S. equities and feel stocks are on the verge of getting poleaxed-- you are a fucktarded, dickless, asshat.

Trade up, bitches!

I bought 1,000 NDAQ @ $37.95.

Disclaimer: If you buy NDAQ because of this post, you may be forced to "trade up" and visit CNBC.com for the latest news. And, you may lose money.

I bought 1,000 UPL @ $53.53.

Disclaimer: If you buy UPL because of this post, your Christmas decorations may go offline, indefinitely. And, you may lose money

"Trade up" fuckers.

What exactly does the term "trade up" or "game on" mean anyway? I suppose some 50 year old marketing genious at CNBC made up those terms in order to appeal to the younger, yet poorer, demographic.

Fucktards.

As for the site:

If you enjoy watching Dylan, Maria, Bob and the rest of the gang try really hard to "make you money," and make your fucking head explode-- now you get to see them on the web. Great news for those who care to "trade up."

Last week I was worried that higher oil prices, coupled with a weak dollar, may derail the bull market. Today, once again, the market is displaying why it doesn't pay to bet against it.

The bears are getting their heads chopped off, one by one, as everything but oil rips higher. Tech stocks, specifically Semiconductors and Networkers are up big and have plenty of momentum.

Once again, the temporary dip in the market was a buying opportunity-- not a prelude of some disastrous Elliot Wave type decline.

With the dollar stable and oil prices on the decline, I feel the Semi's could run a bit higher.

Bottom line: Sellers, line up to get your head cut off.

NOTE: I feel oil should be bought on this dip, not sold.

The following Semiconductor stocks have mojo:

ATHR +7.8%
TGAL +7.1%
NETL +4.8%
NVDA+ 4.3%
SLAB +4.1%
AMAT +3.7%