Tuesday, June 19, 2007

 

Closing Comments

Despite the cocksuckers from BBY stealing my money, I closed up 1.35%-- thanks in large part to MVIS.

Nothing can stop MVIS now. Get the fuck out the way or become road kill.

As for earnings, "The Fly" will try his luck again, tomorrow morning via LNN. Should LNN miss and cause me to lose money, I am going to do some serious damage to this here keyboard.

Also, look for HANS to file their 10-q, literally any day. And, anticipate the company to resume its share buyback program.

All day, the sellers got their fucking teeth punched in, as rates dropped-- investors piled into equities. I sold my TLT position; because it was only a short term trade. However, I do think rates will continue to go lower, as evidence of a softening economy reveal itself, such as shitty BBY numbers.

Finally, I am digging dip, trying to get an angle on SMSI. The stock has been crushed, thanks to product delays at VZ, who is their biggest customer. Apparently, VZ is delaying the launch of their Vista equipped handhelds. Providing VZ keeps SMSI on board, with their "Music Essentials" software, the stock can rebound-- rather quickly.

Also, I like AEZ for a two week trade. And, I am hearing some big dicked news on ARWR is no longer than 45 days away.

Comments:
SMSI maintained a HUGE short interest, even after it moon-shot a couple of months back. It was then punished, dropping 5 points in a day, only because of an analyst downgrade. I'm not a conspiracy theorist, but that was unreal to watch. I was trading it when it happened.

Hopefully the shorts, many of whom climbed at about this level 6-9 months ago will cover and move on.
 
Interesting that you bring up SMSI. Been following it for a long time and just started scaling in long the last couple of days. They have started shipping Vista software now and it will ramp in July. Bad news looks to be all priced in at current levels.
 
Glad to hear that ARWR is getting some help. It's been a bit limp lately.
 
Fly,

Sorry to be a nag on this one...
Wasn't the inclusion of ARWR into the Russell index the catalyst that you mentioned that would drive ARWR up? Since the inclusion has already been announced....
 
Yoka--

The Russell speculation was a side note. The real driver is OEM partner.

Thus far, ARWR is a legless pig.
 
Thank you, God, for all your hard work--and for giving us the DD for free.
 
SMSI is a good 4-6 month play here. I was in too early and have the scars to prove it but going back for more.

Broker-not to bring back bad VSTH memories but INAP looks like a double from here in next 12-18 months.

Thoughts appreciated if you follow it
 
Zombie, must you always suck on Broker's dick? I don't think I've ever read such queer shit in all of my 24 years. Get off the dude's dick already -- he knows you appreciate it.

LOL - "God"
 
Anyone seen the article from Seeking Alpha ripping apart MVIS? Fly - would be curious to hear your response. Disclosure - I bought some MVIS shares yesterday.

http://smallcap.seekingalpha.com/article/38858
 
wow, ouch
 
No one said this wasn't a risky stock. But you must read the disclosure. It was written by someone who is short and having his nads handed to him.

"Disclosure: Author is a hedge fund manager that is short Microvision "
 
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