Monday, January 22, 2007
Closing Comments
Whoever walked up MVIS is a true man and a great American. For me, it was a great close-- with most of my core positions down minimally. It's like going to war and only getting a few fingers blown off. In other words, a major success.
Now, if I was an oil bull, which I most certainly am not, I'd go long MPQ. MPQ is 300% levered to the OSX and will make you fucking rich-- should oil rebound. However, if oil continues its death spiral-- you will lose it all. But, on this blog, I only like talking about happy things-- so ignore that last comment and categorize it as "fucktarded."
Today, I liked the action in Food related stocks, like HANS, WBD, SFD and DF. On the other hand, I hated the action in the Semi's and my WU position. I swear, if WU doesn't meet their numbers, I will personally smuggle several thousand illegal aliens into the country and drop them off at a Western Union.
Finally, my biggest dog, VSE, ran today-- as speculation over Bush's state of the union speech run rampart. Even though I own it, I do not think this run is for real and would sell into the rally. However, for asset allocation reasons, I will continue to hold-- until the company files for bankruptcy.
NOTE: Register to comment. Quit being lazy.
Now, if I was an oil bull, which I most certainly am not, I'd go long MPQ. MPQ is 300% levered to the OSX and will make you fucking rich-- should oil rebound. However, if oil continues its death spiral-- you will lose it all. But, on this blog, I only like talking about happy things-- so ignore that last comment and categorize it as "fucktarded."
Today, I liked the action in Food related stocks, like HANS, WBD, SFD and DF. On the other hand, I hated the action in the Semi's and my WU position. I swear, if WU doesn't meet their numbers, I will personally smuggle several thousand illegal aliens into the country and drop them off at a Western Union.
Finally, my biggest dog, VSE, ran today-- as speculation over Bush's state of the union speech run rampart. Even though I own it, I do not think this run is for real and would sell into the rally. However, for asset allocation reasons, I will continue to hold-- until the company files for bankruptcy.
NOTE: Register to comment. Quit being lazy.
Comments:
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it's a shock - TXN says the world is not coming to an end, confounds skeptics.
I think VSE and other ethanols will keep moving, since oil WILL bounce (at least a little), government ethanol initiatives will grow as fast as vote-buying money, and corn can't hold above $4 forever - if corn stayed above $4, farmers (including my brother-in-law) would make money, and that would violate numerous laws of nature.
I think VSE and other ethanols will keep moving, since oil WILL bounce (at least a little), government ethanol initiatives will grow as fast as vote-buying money, and corn can't hold above $4 forever - if corn stayed above $4, farmers (including my brother-in-law) would make money, and that would violate numerous laws of nature.
I did research over the weekend and came up w/ 2 stocks. Any thoughts on them?:
Sychronoss Tech (SNCR) - a play on the Cingular + iPhone deal. Should be interesting over next few weeks.
SunOpta (STKL) - sort of ethanol related, but more organic food stuff.
Sychronoss Tech (SNCR) - a play on the Cingular + iPhone deal. Should be interesting over next few weeks.
SunOpta (STKL) - sort of ethanol related, but more organic food stuff.
Hey Broker A, you haven't said anything about GROW in a while. It's met both of our expectations diving to the low $40s.
Can you tell me what you think about shorting MLS? I think it's a really screwed up stock.
Can you tell me what you think about shorting MLS? I think it's a really screwed up stock.
I thik GROW may bounce. It was a sweet short. Fucking golden apple sweet.
I'll look at MLS.
I like SNCR and dislike STKL.
I'll look at MLS.
I like SNCR and dislike STKL.
DO you have an opinion on the new IPO AVAV(AeroVironment). Cramer has been talking about buying it up to 20. Priced above range at 17$. After reading the prospectus it sounds like a promising company in the aerospace/defense sector.
two questions - the OIH and MPQ seem to move in lock step or am I missing something?
And with no volume - how do you trade MPQ?
And with no volume - how do you trade MPQ?
Cramer sucks in bear markets, hence the departure from his hedge fund in 2000. I would not suggest following his "pick on the way down" theory of investing nor much of his advice at this juncture.
I recall Cramer incorrectly pushing NT hard on the first leg of their descent from their 2000 highs. He bought the company's spiel hook line and sinker. Seems like he has has to take a couple of big whacks (ie BRCD) before he gets on the bear train or at a minimum realizes that the bull train has derailed.
Similar to former Magellan Fund manager Jeff Vinik, Cramer is great in a bull market. Curiously, however Cramer was too much of a pussy to buy AAPL or GOOG for his AAP portfolio after bulling them relentlessly from much lower levels. Perhaps if he bought a few aggressive picks like AAPL or GOOG his AAP would have actually been able to keep up with the market.
I will go on the record saying that TSCM is a great short at these levels. Successful blogs such as Fly's, Adam's, Muckdog, Trading Goddess and of course the Lovely Lindsey at Wallstrip, have provided considerably more content of value for free than the overloaded and overpriced roster that Real Money offers. Honestly, other than Marcin, Rev, Cody and Meisler, are any of these guys' advice worth paying money for???
Kass and crew's failure on their "premium content site" has got to hurt their revenue stream + credibility and further reinforces the success of not for profit blogs. Anchoring a blog with a permabear over the course of a three year bull market was not a good strategic move IMO.
Finally, Jeff Cooper's departure market the top for the stock similar to when Dave Kansas's departure marked the bottom in the stock. Just an observation...
Perhaps Cramer should consider selling some of those 2M+ shares that he owns...seems like taking profits is the right thing to do similar to what I believe is the best course of actin with MVIS.
I recall Cramer incorrectly pushing NT hard on the first leg of their descent from their 2000 highs. He bought the company's spiel hook line and sinker. Seems like he has has to take a couple of big whacks (ie BRCD) before he gets on the bear train or at a minimum realizes that the bull train has derailed.
Similar to former Magellan Fund manager Jeff Vinik, Cramer is great in a bull market. Curiously, however Cramer was too much of a pussy to buy AAPL or GOOG for his AAP portfolio after bulling them relentlessly from much lower levels. Perhaps if he bought a few aggressive picks like AAPL or GOOG his AAP would have actually been able to keep up with the market.
I will go on the record saying that TSCM is a great short at these levels. Successful blogs such as Fly's, Adam's, Muckdog, Trading Goddess and of course the Lovely Lindsey at Wallstrip, have provided considerably more content of value for free than the overloaded and overpriced roster that Real Money offers. Honestly, other than Marcin, Rev, Cody and Meisler, are any of these guys' advice worth paying money for???
Kass and crew's failure on their "premium content site" has got to hurt their revenue stream + credibility and further reinforces the success of not for profit blogs. Anchoring a blog with a permabear over the course of a three year bull market was not a good strategic move IMO.
Finally, Jeff Cooper's departure market the top for the stock similar to when Dave Kansas's departure marked the bottom in the stock. Just an observation...
Perhaps Cramer should consider selling some of those 2M+ shares that he owns...seems like taking profits is the right thing to do similar to what I believe is the best course of actin with MVIS.
Thanks Kid--
But you leave out one thing in your MVIS suggestion, which is hard nose research.
You may have your way with the indices, leave MVIS and its fate to me.
But you leave out one thing in your MVIS suggestion, which is hard nose research.
You may have your way with the indices, leave MVIS and its fate to me.
kidstock,
Thank you for your kind words. I am truly flattered!
Wishing you many greenbacks and happy trading!
;)
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Thank you for your kind words. I am truly flattered!
Wishing you many greenbacks and happy trading!
;)
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