Monday, February 26, 2007
Sector Spotlight: Utilities
Thanks to the "mac-daddy's" at KKR buying TXU, the Utility sector is on fucking fire. Frankly, I feel like a dickless, fucktarded asshat-- missing out on all the fun.
Right now, I own 3 Utility stocks: DUK, PGN and GXP. But, compared to the "fuck you shorts, you're dead" moves in NRG, ETR, FE, EXC, PEG, CNP, FPL and D, my stocks are as fast as a solar race car. In other words, they fucking suck.
Aside from the Utilities, the market is starting to fade. I sense the sellers will try to make today an anti-climatic one for the bulls. Therefore, I am going long oil, via SU. Furthermore, I will avoid buying any Tech stocks today.
Finally, it's worth noting, March is typically a kick ass month for the Energy sector. Sometime this week, I will share my March seasonality report. Basically, Energy stocks go higher and kill shorts, almost everyday in March. The numbers are that good.
NOTE: HANS reports tomorrow. Are you ready to put your balls on the line?
Right now, I own 3 Utility stocks: DUK, PGN and GXP. But, compared to the "fuck you shorts, you're dead" moves in NRG, ETR, FE, EXC, PEG, CNP, FPL and D, my stocks are as fast as a solar race car. In other words, they fucking suck.
Aside from the Utilities, the market is starting to fade. I sense the sellers will try to make today an anti-climatic one for the bulls. Therefore, I am going long oil, via SU. Furthermore, I will avoid buying any Tech stocks today.
Finally, it's worth noting, March is typically a kick ass month for the Energy sector. Sometime this week, I will share my March seasonality report. Basically, Energy stocks go higher and kill shorts, almost everyday in March. The numbers are that good.
NOTE: HANS reports tomorrow. Are you ready to put your balls on the line?
Comments:
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seasonality has meant shit of late.
there is no edge in being long or short hans going into earnings.
p.s. I rule.
there is no edge in being long or short hans going into earnings.
p.s. I rule.
HANS, NIHD, and FWLT all report tomorrow, so I hope I don't have a coronary. Any thoughts on how those might go? I think FWLT - down, HANS - up, NIHD - flattish
haha! well i pussed out on FWLT, sold that bitch at 58.25. I think I will play the spread though on HANS 29 or 43. short your blog is mildly hilarious.
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