Fly on WallStreet: Closing Comments

Tuesday, March 27, 2007

Closing Comments

Holy shit, I had a good day. Its almost as if the bitch, Mother Market, cherry picked me to be today's lucky winner. I mean, everything was up.

Despite a weak market, I had big dicked gains in BWLD, NTRI, MVIS, CLWR, IOC, GME, NYX, BRCM (short) and several others.

After today's "can't go wrong, because I am a genius" rally, I am up a whopping 13.5%, YTD.

Aside from my positions, I was impressed with the action in select Networkers, such as LMRA, ORCT, SDXC, AVCI, TERN and NETL.

Also, I took down an initial position in THS-- great play on private label food products.

Finally, I plan to start buying, in size, select defense contractors, like GD, LMT and NOC. Seasonally, April is the best month to own Defense stocks, due to the allocation of big military contracts. In short, it makes sense to lock in some hard fought gains and plug away some fucking war stocks.

# posted by Broker A @ 4:00 PM

Comments:

what the f-stein went on after hours? Oil spiked $5 bills, then retreated?

# posted by

D1 : 5:13 PM

Floor guys are saying the rumor is Iran may have fired upon US troops and or US may have entered Iranian airspace or borders.

# posted by

Crude Broker : 5:25 PM

Seems like everything settled back. Are the Iranians that stupid (maybe)? This capture of Brits would have been over by now if Margaret Thatcher was in charge (Blair would be smart not to consult with Jimmah Carter).

# posted by

TraderCaddy : 5:30 PM

http://money.cnn.com/2007/03/27/markets/oil_spikes/index.htm?postversion=2007032717

# posted by

Anonymous : 5:42 PM

We are still up $1.57 at 64.48 (ICE showing 64.30), the May/June spread rallied in quite a bit as well. Also, Ive been told that 10,000 june 70.00 calls were just done, and 3,000 oct $100 calls were done on crude. Thats big volume late. This little fiasco is telling us that any slight bit of news will shoot us higher. (more so than in the past in my opinion)... I'm new here but I have to say this Fly Guy is one smart fucker, listen up.

# posted by

Crude Broker : 5:49 PM

smart like this lion...

http://youtube.com/watch?v=EFd8WEGUfjk

dodging bullets, son!

P.S. I wish that guy would have got fucked up. How awesome is the point-blank unloading, and no hits? How hard is it to hit an animal the size of a volkswagon from three feet away? Lion rules, faggot hunter drools.

# posted by

D1 : 5:57 PM

Drudge has a link to CNNMoney.com where the US Navy denied anything happened.

# posted by

TraderCaddy : 6:28 PM

Drudge is always the way to go.

# posted by

Anonymous : 6:36 PM

Cramer has cut the throats of the wing lovers. Jog on

# posted by

Anonymous : 6:41 PM

crammer curse is irrelevant here because he didn't do an op-ed piece about BWLD. Then we'd be fucked. I pray he doesn't ever mention MVIS. Until its at least a 5+ bagger for me.

Broker A, what say ye about CEG?

As usual, I'm last aboard, but I found this presentation pretty fucking tasty. Play on carbon market, nuclear energy, GM's up, costs being cut.

http://www.constellation.com/vcmfiles/Constellation/Files/Q4_FullYear_2006_Presentation.pdf

# posted by

D1 : 7:03 PM

The source is a little shady, but here is some ancillary news to Iran continuing to tell the US and Britain to go fuck yourselves. Gold is behaving(+5 spot market) like there is still something brewing.

http://www.rense.com/general75/bite.htm

# posted by

Sierra Water : 7:22 PM

There he goes again.

"The Ducati" just posted a drive buy shooting piece on NTRI.

The people of the Fly Republic made a wise decision.

This man is off his lithium.

# posted by

Broker A : 8:33 PM

Quick update: Anyone who says "jog on" is a queer.

Broker where the hell did you get all of these new people on your site? Did you have your illegals round them up and send them here? They are drive by idiots.

Last thought: I told you fucks and you are still shorting NYX, I don't know what else I can say but you will soon be mowed down all the way to 110. I am giving you advanced warning on DIVX and you can either listen or get mowed down again. Your choice fuckers.

BWLD on parade at CNBC, Cramer and Fast Money.

# posted by

Anonymous : 8:41 PM

Fly- If I had a huge day like you did I would be referring to myself in the third person.

# posted by

L.J. : 8:46 PM

"The Fly" always refers to himself in the third person, even when he doesn't.

How's that knuckle-knocker?

# posted by

Broker A : 8:48 PM

How bad ass is this!! (from Ben's MVIS blog). I want to buy more MVIS tomorrow.:

Thank you! This is very cool -- we'll be using PicoP to create reconfigurable gauges and instrument displays, so you can suit whatever mood you're in: classic needles and dials, pure digital readouts, any color scheme, whatever you like.

Personalization is the name of the game. No two instrument clusters will look the same!

# posted by

Sierra Water : 9:30 PM

Holy shit, I had a good day. Its almost as if the bitch, Mother Market, cherry picked me to be today's lucky winner. I mean, everything was up.

I am hoppin for the good Tue. but I got a bad feelin, except of course MVIS and her cute little sis.

# posted by

boomerdote : 1:03 AM

Fly on WallStreet

Tuesday, March 27, 2007

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