Thursday, April 05, 2007

 

Sector Spotlight: Semiconductors

While eating dinner last night, I had an epiphany. Coffee is for fucking pussies.

Why bother with all the milk, cream or sugar, when I could drink a bitter, disgusting espresso? I mean, I think all this recent coffee consumption, on my behalf, is getting in the way of trading. I find myself too busy sipping coffee, like a fucking jerkoff, instead of banging out trades.

So, from now on, coffee is fucking prohibited at my firm. That's it, I've had enough. If anyone wants caffeine, it must derive from espresso shots, energy soda or via one of those psychopath pills.

Oh, before I forget, I fucking hate BBY's geek squad. Those guy suck.

As for today's trading:

Once again, the Semi's are showing strength. However, with the long weekend ahead, I do not anticipate much upside today.

So far, ASML, NVLS, SPSN, MRVL and UCTT look good, but not for me.

Also, the dollar is a piece of shit, worthless currency. Stay long the FXE.

Finally, I hate gold. Gold is for goat herding Taliban beard fuckers. And, I want to avoid the Homies, at all costs. Everything else is a buy. A fucking buy with two hands and a propeller hat.

NOTE: If the stock God's like me, they will allow me to buy MVIS cheaper. Buy the dip.

NOTE II: I have a new weekend blogger. His name is "Breakfast Taco" and he is going to school all of you novice investors, sometime this weekend or tomorrow or whenever he gets around to it.

Comments:
MRVL is good to me. I just keep riding it from ~17 to ~20 over and over like the twit on the channeling stocks dot com commercials says.
 
reed is ripping
 
I got in reed at 7.15

I was trying to low ball the ask and I missed the rally up. I should of gotten it at 6.95 oh well.

This just broke out of an all time high.

Has anyone heard of a cold company called arga.ob

A friend told me about this company when it was 65 cents. I laughed at him. I got a call last night from his to look it up. :| its 2.15 or so. He laid it into me.
 
bought some reed. Dont want to miss this boat like I missed JSDA. Im dead even on HANS as well..I need some soda money!!
 
JSDA is crap. JSDA trades at a multiple 50% higher than HANS, and they don't have the earnings power that HANS does. I don't even need to mention the fact that Jones Soda tastes like taint.
 
PRNW. Gone from $0.60 to $3.00 in six months after acquiring a fast growing Swedish networker. It's products priortize bandwidth management, which means you fuckers can't be YouTube-ing or surfing porn at work to compromise mission critical appliations. They claim 75% of product evaluations turn into sales and 100% of those customers are retained. Valuation is sickly outrageous (from what I can tell), but they are announcing new customers on a weekly basis so growth is also outrageous. Been waiting for the 10K to get a better understanding of company and fully diluted share count, but they're going to be late. Could be a good fit for CSCO, JNPR, FFIV, etc. As always, do your own work.
 
who cares what it tastes like as long you can short term trade the bitch
 
Mr. Fly,

I agree with your opinion on the Geek Squad. They give Geeks a bad name, imo.

btw, how are you coming along with adding labels to your posts here on your blog?
 
Post a Comment



<< Home

This page is powered by Blogger. Isn't yours?

 Subscribe in a reader

DISCLAIMER: This is a personal web site, reflecting the opinions of its author. It is not a production of my employer, and it is unaffiliated with any FINRA broker/dealer. Statements on this site do not represent the views or policies of anyone other than myself. The information on this site is provided for discussion purposes only, and are not investing recommendations. Under no circumstances does this information represent a recommendation to buy or sell securities.