Tuesday, March 27, 2007
Sector Spotlight: Retail
Although it's nice to see MVIS up 5%, it's a non-event. When the company announces a strategic alliance with a cell phone maker, then we will have fun. Until then, I will buy more, providing the share price is under $4.50.
Generally, the market is weak today, with pockets of strength in Software and Semiconductors names. It's not a surprise to see ADBE strong, considering the stock always goes higher in March and April.
Also, I am very pleased with the video game geek-tards, sending shares of GME through-the-fucking-roof. GME is a core holding of "The Fly."
Right now, within Retail, I like GME, JCG, URBN and PLCE.
Finally, as the fucktards in Iran poke around with U.S. and U.K. heavy bombers, I feel Defense stocks are a buy, such as: GD, LMT, NOC, ASEI, UIC and IVAC (parts for night-vision).
NOTE: Please take the new "Fly Survey." Are you bullish or bearish on the markets?
Generally, the market is weak today, with pockets of strength in Software and Semiconductors names. It's not a surprise to see ADBE strong, considering the stock always goes higher in March and April.
Also, I am very pleased with the video game geek-tards, sending shares of GME through-the-fucking-roof. GME is a core holding of "The Fly."
Right now, within Retail, I like GME, JCG, URBN and PLCE.
Finally, as the fucktards in Iran poke around with U.S. and U.K. heavy bombers, I feel Defense stocks are a buy, such as: GD, LMT, NOC, ASEI, UIC and IVAC (parts for night-vision).
NOTE: Please take the new "Fly Survey." Are you bullish or bearish on the markets?
Comments:
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This thing is setting up perfectly. Everybody using this strength to take profits will be clawing their way over the dead bodies to get back in on the real news.
Agreed B - I am sure there are lots of impatient hands in this name.
Not a bad place to start a position for those who have yet to join the party -- scale into postion all the way down to 3.45.
Not a bad place to start a position for those who have yet to join the party -- scale into postion all the way down to 3.45.
About Ducati-
Since the polls have closed with Ducati being fired, and with the Fly Survey being 100% wrong every time, shouldn't he actually stay?
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Since the polls have closed with Ducati being fired, and with the Fly Survey being 100% wrong every time, shouldn't he actually stay?
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