Friday, May 25, 2007

 

Sector Spotlight: Metals

It's going to be a long weekend for the shorts, for many different reasons. I wonder how many private equity deals will get done, by Tuesday?

Think about it. Would you like to be short RS-- going into a 4 day weekend?

While it's true, RS has been behaving like a pig--it is still $30 undervalued, compared to AL.

Anyway, I am glad to see my stocks go up today, especially HANS.

Come on, KO just paid a ridiculous amount of coin for Vitamin Water. You mean to tell me HANS is only worth 25x earnings?

Fuck that and fuck those who short it.

Today, the Metals are on fire, with sword to the neck gains in CLF, RTP, CUP, GGB, BHP and FCX.

With my money, considering the KO/Vitamin Water deal, I want to load up on HANS.

Also, I am thinking about reloading the arsenal and buying some ARWR.

Finally, it's worth noting, NTRI is breaking the fuck out. Where are all you worrying bitches now? Everytime that stock ticks down .50, I get emails, from you (internet fucktard), asking why it's down. Without a doubt, if everything remains on track, NTRI will print $100, within 12 months.

NOTE: Lehman Brothers & Goldman Sachs has been loading up on LEN. I guess they believe the Homies have bottomed. Lehman is also the proud new owner of MVIS shares, too.

Comments:
didn't someone say something about waiting until the high 50s to get into RS?
 
I predict we show up on Tues. to hear FCX was bought out (which just completed the PD purchase). I would case maybe BHP does the buying.
 
That would be "guess" not "case". I am as bad as Danny.
 
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