Friday, June 01, 2007
Closing Comments
"The Fly" had his biggest week of the year, gaining 6.7%-- putting his ytd return over 40%. While it's true, making too much money too fast can be worrisome; I do not fear weak, old bears-- at this stage in my life.
Numerous friends of "The Fly" say: "can you fucking stop posting all this shit on the internet?" Or, they query: "why are you sharing all this information with strangers on the web?"
My answer to these questions and many others is, "fuck you, I feel like it." No specific reason, motivation or hidden agenda. Perhaps, subconsciously, I am searching for intelligent life. God knows, the people around me are driveling idiots-- with charts up their ass and cheap shoes on their feet.
Finally, if a shotgun were put to my head, in order to extract one stock pick, I'd say: "sir, shoot me if you must, but before you do-- go long MVIS."
NOTE: Look for Russel 2000 and 3000 re-weightings.
Numerous friends of "The Fly" say: "can you fucking stop posting all this shit on the internet?" Or, they query: "why are you sharing all this information with strangers on the web?"
My answer to these questions and many others is, "fuck you, I feel like it." No specific reason, motivation or hidden agenda. Perhaps, subconsciously, I am searching for intelligent life. God knows, the people around me are driveling idiots-- with charts up their ass and cheap shoes on their feet.
Finally, if a shotgun were put to my head, in order to extract one stock pick, I'd say: "sir, shoot me if you must, but before you do-- go long MVIS."
NOTE: Look for Russel 2000 and 3000 re-weightings.
Comments:
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Fuck the haters, Broker.
You never name names or expose information that may hurt you or your colleagues.
They're jealous they don't have an army of money making, internet fucktards.
I'll be toasting a bottle of my finest to you and yours tonight.
You never name names or expose information that may hurt you or your colleagues.
They're jealous they don't have an army of money making, internet fucktards.
I'll be toasting a bottle of my finest to you and yours tonight.
I typically don't buy shoes over 40 bucks, dress shoes, that is. Now I will spend upwards of 100 bones on some nice Merrills.
I still slay the women though. No amount of high priced shoes, ties, or real leather chairs can turn a man into a smooth operator, unless he comes by it naturally.
As for my charts, I get them free.
I still slay the women though. No amount of high priced shoes, ties, or real leather chairs can turn a man into a smooth operator, unless he comes by it naturally.
As for my charts, I get them free.
anyone can slay women.
personally, i like my girls the way i like my cheese. fat free american singles.
personally, i like my girls the way i like my cheese. fat free american singles.
Broker A,
If you stopped posting, it would be like some asshat ate my bread crumb trail through the massive piles of bullshit people try to write off as financial news. On several occasions I’ve experienced euphoria after reading your blob. It’s as if you’ve personally forced me to think rationally by slamming me up side the head with a frozen can of monster energy drink. If my stock account reaches a grand total of 30 G’s this year, I’ll personally pick up your coffee from dunk in donuts and deliver it in a starburst mug.
If you stopped posting, it would be like some asshat ate my bread crumb trail through the massive piles of bullshit people try to write off as financial news. On several occasions I’ve experienced euphoria after reading your blob. It’s as if you’ve personally forced me to think rationally by slamming me up side the head with a frozen can of monster energy drink. If my stock account reaches a grand total of 30 G’s this year, I’ll personally pick up your coffee from dunk in donuts and deliver it in a starburst mug.
Never hurts if some of these Fly clones buy your stocks which supports your ideas. Of course, they could all be coming along for a free ride as well. Other hedge funds conspire with each other so it's all good.
Those are the same friends that hit refresh every 10 minutes.
Dude your on a fucking roll. Don't change a thing. Trade like the wind.
This is the best blob on the internests!
Dude your on a fucking roll. Don't change a thing. Trade like the wind.
This is the best blob on the internests!
Are you looking for a weekend blogger? If so, I'll do an extensive right up on BOOM. I own freaking 25,000 shares. It will either help me make up my mind to hold or sell. Lemme know at boomblog@gmail.com
S&P just released an estimate of 500 earnings for the balance of this year and a first cut at 2008.
I would strongly suggest that anyone who is short to be very cautious. This year the S&P is expected to earn about $94.11 on a "bottom up basis" for a 7.3% growth rate and a p/e of 16.13.
In 2008, it is expected to earn 105.80, a p/e of 14.35 and growth of 12.40%.
Putting these numbers in my "model", the 500 "fair value" today is 2,300...and based on earnings for next year, "fair value" would be about 2,800.
I will try to spend some time this week end on this stuff. It gets quite complicated and sometimes far beyond my ability.
On more observation...buy the Q's...tech is projected to be big for the next 18 months...and the consumer is expected to come back in full force.
It sure appears that the economy is really starting to ramp up. If that's the case, what happened in China could be visiting here this summer. Imagine going from 1,500 to 2,500 over the next 6 months!!
Good Luck
John B
I would strongly suggest that anyone who is short to be very cautious. This year the S&P is expected to earn about $94.11 on a "bottom up basis" for a 7.3% growth rate and a p/e of 16.13.
In 2008, it is expected to earn 105.80, a p/e of 14.35 and growth of 12.40%.
Putting these numbers in my "model", the 500 "fair value" today is 2,300...and based on earnings for next year, "fair value" would be about 2,800.
I will try to spend some time this week end on this stuff. It gets quite complicated and sometimes far beyond my ability.
On more observation...buy the Q's...tech is projected to be big for the next 18 months...and the consumer is expected to come back in full force.
It sure appears that the economy is really starting to ramp up. If that's the case, what happened in China could be visiting here this summer. Imagine going from 1,500 to 2,500 over the next 6 months!!
Good Luck
John B
Broker A, I enjoy reading your rants and insight on the market. That said I will try to contrubute more to the cause of the blog instead of just taking. Keep up the good work. Thanks fucker...
# posted by 
: 11:31 PM
: 11:31 PM
Broker A - The Fly,
I've only been reading your blog for a couple months now, but I have to say that you do appear to be an original. What I mean is that you talk the smack but you really do seem to know a lot, and you're usually on the mark.
I for one, thank you for sharing all of your knowledge with the rest of us small timers. Most people in your position would never do such a thing. God bless you and your family.
P.S. - If you're wondering as to why I'm kissing your rude, pompous ass....well....you've earned it.
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I've only been reading your blog for a couple months now, but I have to say that you do appear to be an original. What I mean is that you talk the smack but you really do seem to know a lot, and you're usually on the mark.
I for one, thank you for sharing all of your knowledge with the rest of us small timers. Most people in your position would never do such a thing. God bless you and your family.
P.S. - If you're wondering as to why I'm kissing your rude, pompous ass....well....you've earned it.
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