Tuesday, May 29, 2007

 

Sector Spotlight: Networkers

Naturally, "The Fly" is very fond of HANS-- with all of its Monster Energy drinks. As you know, I tried Monster Java this weekend, while successfully breaching NYC's speed limit by 50 mph. It is a very good beverage and will likely punch the face off SBUX and its queer Frappacino in a bottle. Java Monster is served up in a nice metal can--just like God intended.

By the way, I am up 0.4%-- as I write this rubbish.

So anyway, it's just a matter of time until the retards, who manage billions of dollars for a living, buy HANS-- and do so in size. There are many ways to win with the stock.

Aside from HANS, I really like the action in NTRI. Apparently, many fat fuckers are feeling guilty about stuffing their collective faces in bbq pork ribs-- and are signing up for NTRI's bird diet. Keep in mind, NTRI has a very high short interest, which may serve as jet fuel for its stock price.

In general, the market looks great. What else is new? The private equity assholes are buying stuff, while the "bearshitters" keep shorting then covering. I must say, I have never seen such a great market bet against so heavily. Poor bastard shorts are having their faces ripped off, daily.

Finally, the Networkers are on fucking fire, thanks to the possible sale of AV. Right now, SDXC, SMTX, SONS, CAVM, JNPR, OPTM, SILC and BBND are gaining momentum.

NOTE: Keep an eye on MRVL for a possible near term bottom. By the way, as I finish this post, "The Fly" is up 1.1%.

Comments:
In your opinion, what is the pivotal date in which MVIS must release information about contracts etc etc?
 
discussion of private equity buying airline stocks (britair) - surely a sign of the endtimes... but party on meanwhile, I guess.
 
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