Fly on WallStreet

As you can see from the chart below, Fly's popularity has been increasing exponentially. This graph of "visits and pages views" also surely bears some resemblance to the performance of his fund this year.

I am the only person to have posted in June, so as of this writing, all 5,973 of those people are theoretically "my" readers. Using the figure from his most popular month, May, he had 80,476 page visits. That's the relevant measure here, btw, "page visits," not "page views." Ceteris paribus, I effectively contributed to 7.42% of the float of his readership (5,973/80,476). No doubt they were thoroughly enriched.

In examining the picture below, several trends become clear. One, he gets significantly less traffic on the weekend. Understandably so, the markets are closed. But as you can also see from this picture, I am clearly the most widely read weekend blogger in history, so, hat's off to me. Fuck, Sunday is not even close to over yet, there could be others still!

In regards to some kind of "pick," I wanted to do some work on the Russell rebalancing act. I tried a few screens, but was unable to reproduce the screen Jimbalaya used to find his three picks. Although, his picks were also recent IPOs and don't have a years worth of data, something necessary for the screen. I used this PDF of the current Rus2k, and searched for each symbol that came up to make sure it wasn't already a part of the index.

I picked the criteria with the idea that in order to be included this year, it must have been too small last year, and this year's subsequent price appreciation makes it ready for inclusion. I made several variations of the screen, tweaking market cap., one-year return, the number of analysts covering the stock, it's ROE, ROIC, Debt, etc.

I came up with these companies:
USAP: Makes specialty steel products, including stainless steel, tool steel, and other alloyed steels. Steel = automatic acquisition target.
STAN: Standard Parking! This is a stock?! Biggest competitor privately-held Ace parking? Sign me up. Even gay hybrids must be parked.
SPAR: Makes armored cars, capable of carrying Rosie O'Donnell to and from her mid-morning lunch safely. Now that is a strong-ass craft.

I have done, like, negative 3 DD on these companies, they merely fell out of the screen. Seriously. Would you buy any ol' stock your screen shit out, thinking the screener was some kind of fanciful auric goose? Come on. Be real. Actually, come to think of it, Fly may have that goose.

Anyway, the companies selected probably all suck and I hope you don't buy them. Then, I hope that later they do go up, so I can boast about it. And if they go down, well, I told you so.

UPDATE: Just realized STAN is already on the list. D'oh. Knew it was too good to be true. See? Told you no DD, haha. I replace it with FTK.