Tuesday, January 16, 2007

 

Sector Spotlight: Internet

BWLD is on fucking fire. Gluttony is always a good investment. Americans love to eat until their stomachs nearly explode. Therefore, I feel strongly BWLD will kill and serve enough chickens to impress Wall Street. To put it simply, chicken wings sell faster than crack cocaine. Get some. Not crack cocaine. I meant get some chicken wings you fat fuckers, so my BWLD position can appreciate.

As for today's trading:

So far, it's a mixed bag. Semi's, Steel and Oil stocks are under pressure, while the Airliners, Trannies and Internet stocks are on fucking fire. Moreover, with earnings season upon us, I suspect to see the sellers pressure the buyers into doing stupid shit-- like sell stocks. Make sure not to be overweight risky stocks going into earnings.

The Internet sector is doing very well, with outsized gains in VCLK, IGLD, ELOY, INSP and AQNT. In that group, I like AQNT.

Finally, because of the GHCI acquisition, many healthcare related stocks are roaring. As a result, similar stocks in the sector are gapping higher, particularly SUNH, SRZ, ODSY, CSU, BKD, HRT and NHC.

NOTE:
Please take the new "Fly Survey." What show do you prefer, Mad Money or Fast Money?

NOTE: Brian from AlphaTrends has some technical analysis on MVIS, which by the way looks great.

The following Internet stocks have mojo:

VCLK +6.7%
IGLD +4.5%
NCTY +3.3%
ELOY +3.2%
AQNT +3.2%

Comments:
I agree with you 100% on BWLD. It is my favorite place to watch a game, eat, and drink. For the big events such as playoffs and bowl games they have stadium seating, which means if you have a party of 3 and are siting at a table that holds 6, they will put 3 strangers at your table. That is the kind of business they are doing in my neck of the woods! They are making hand over fist with all of the big games right now. I expect a huge upside surprise when they report. Do you happen to have that date?
 
Oh yeah, what is your favorite health care play?

I prefer Fast Money, my favorite on the show is Boling.
 
I guess less dollars in the gas tank means more wing eating.
 
Mad money is terrrible... Even a blind squirrel finds a nut. The show hits a better angle, you have 4 different opinions on a stock/sector. Cramer thinks hes God, so what he says Guy Adami might sound and look like your typical chop shop broker but hes got some great ideas... Fast Money is a much better show.
 
I agree. However, that bald fuckers head is too shiny.
 
hey dumb fuck, your full of shit.
 
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