Saturday, June 16, 2007
Find a Winner, Fly-Style
If you read between the lines a little more, you find his biggest winners are stocks at an attractive valuation that have good prospects going forward, AND a favorable macro situation. The strong macro trend is what really portends his big picks. Perhaps an example or two, is in order:
[T-ed: ask yourself which you prefer: no swearing and boring sentence-structure Danny, or regular Danny]
[d2]GME:GME will continue to rise because of the game cycle. In two years, the stock might be a sell, because at that point it will be looking forward another year, wherein the cycle may have peaked. I suppose time will tell. The point is, what separates store A (GME) from store B(…HOTT)? [D1] Well shit, a trillion things in that example, but the answer is one has a strong macro trend (game cycle) the other has whatever you label a horrible goth store for 13 kids who really need a 55th trimester abortion. Readers, if you’re child dresses like a goth, or shops at HOTT, or buys their stock, you have failed your duty as a parent, and you disgust me.
NTRI: Land of fat assholes, 30% of our nation is obese, as in “honey, grab the butter,” and NTRI delivers. [d2] Another easily identifiable, strong macro trend, which supports the estimates for NTRI’s future growth. [D1] So lazy, so fat--where’s my food? I’m on a diet, motherfuckers!
[d2] The trend is clearly important, and I could continue listing other trends and strengths among Fly’s stockpicks, but, you want something new. Well here she blows.
Tomorrow that is. The article needs to be a single post.
[T-ed: ask yourself which you prefer: no swearing and boring sentence-structure Danny, or regular Danny]
[d2]GME:GME will continue to rise because of the game cycle. In two years, the stock might be a sell, because at that point it will be looking forward another year, wherein the cycle may have peaked. I suppose time will tell. The point is, what separates store A (GME) from store B(…HOTT)? [D1] Well shit, a trillion things in that example, but the answer is one has a strong macro trend (game cycle) the other has whatever you label a horrible goth store for 13 kids who really need a 55th trimester abortion. Readers, if you’re child dresses like a goth, or shops at HOTT, or buys their stock, you have failed your duty as a parent, and you disgust me.
NTRI: Land of fat assholes, 30% of our nation is obese, as in “honey, grab the butter,” and NTRI delivers. [d2] Another easily identifiable, strong macro trend, which supports the estimates for NTRI’s future growth. [D1] So lazy, so fat--where’s my food? I’m on a diet, motherfuckers!
[d2] The trend is clearly important, and I could continue listing other trends and strengths among Fly’s stockpicks, but, you want something new. Well here she blows.
Tomorrow that is. The article needs to be a single post.
