Fly on WallStreet

Sorry for the delayed post. I was out all morning, hitting the pavement, looking for a new job. I think the Chuck-e-Cheese interview went well. I told the manager that I was a really hard worker and that I would fucking "entertain those fucking kids until their faces turn blue." I am applying to be the mascot. You know, the fucking rat. He said, he'd get back to me within a week or so. Fingers crossed.

Aside from that, I like the tone of the markets today. I see that Yahoo message board fucker is still leaving asshat "last chance to sell MVIS" messages in my comments section. Just know this: MVIS longs are going to roast you and eat your liver, a la Chef Tokman.

Anyway, as you can see, via my seasonality post, February is not a terrible month for equities. However, I probably will continue to buy big cap stocks, like LMT and WU, while lightening up on some of my speculative positions-- but not MVIS.

Also, we are seeing a nice jump in Energy related stocks. Natty is on fucking fire and so is my GMXR position. I will be selling my trading positions into any significant rally.

Finally, I really like the action in the Telco's. Because of their big dividends and consistant growth, they will likely survive and outperform the market-- should it go down.

The following Telco's have mojo:

TCN +11.5%
TELN +5.5%
MTE +4.7%
CCI +3.6%
ECIL +3.4%