Wednesday, May 02, 2007

 

Sector Spotlight: Food & Beverage

Never bet against the fat guy.

As many company's struggle to exceed earnings expectations, fat fuckers across the nation are helping themselves to another serving of wings, burrito's and french fries-- sending the shares of BWLD, CMG and YUM through the roof.

I mean, it wasn't very hard to figure out BWLD would have a good quarter. Look around.

Everyone you know, with the exception of that one guy or girl who is always on a low carb diet, is a fucking glutton--eating America's food supply.

The restaurants are always packed and the patrons are always fat.

Good times to be a food shoveler.

As for today's trading:

The reason we are not trading lower is because so many of you idiots are short the market. In past bull markets, short interest was low, while sentiment remained at all time highs. Hence, the element of surprise was always available, in order to trick everyone into buying the top.

However, today, with the advent of ultra short ETF's and the loud mouths of CNBC, everyone is trying to be a hedge fund manager--wrongly timing the top and getting raped on their shorts.

As a result, the market seems to have an endless supply of fucktarded asshats, driving shares higher-- via short covering.

So, how do you game this new phenomenon?

Go long stocks with big short interest ratio's, with the hopes of a major squeeze.

That's why "The Fly" has been telling you to be long iiG, before the numbers. Did the unwashed internet leech listen? No.

He went short BWLD, before the numbers.

Good going pal.

Finally, I really like the action in Food and Beverage. Thus far, BWLD, CMG, YUM, WBD, JSDA, PNRA, LNCE and JBX look great.

Additionally, the diet plays are on fire. There, I like NTRI, RELV, BZI, NXXI and MED.

Comments:
IIG, a reg SHO favorite on the AMEX. Buyback in full swing this quarter. They could make $2.50 this year and deserve a >20x multiple, you do the math. But what do I know, frankly I can't be trusted (see Divx mushroom cloud).

PS: Still wearing DIVX.
 
Fly, take a look at ZTM (Z-Trim) as a diet play. Has a no-calorie, no-fat substitute for fats in baked goods, salad dressings, etc. Was part of a Today Show feature on fat substitutes yesterday, Al Roker took a bite out of a cookie using Z-Trim Great product, starting their national rollout soon. Trading around $1.40
 
I liked Al Roker better when he was a fat fuck.
 
HANS info ....no position.

http://notablecalls.blogspot.com/2007/05/hansen-natural-nasdaqhans-goldman.html
 
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