Friday, July 13, 2007
Sector Spotlight: Chemical Stocks
Mother Market must have sprinkled some fucking magic dust on my "calculator brain," because this shit happens all the time.
Have you ever sat through a State Lottery drawing, aired on T.V., and tried to guess the numbers? Well, this may sound like utter bullshit to simple internet folk, but "The Fly" once called every God damn number (accurately, of course), before they were revealed. All seven of those fuckers. I was only 12 years old at the time.
Now, you must be laughing to yourself thinking: "this man from the internets has done lost his mind." Or maybe you're thinking: "it must be fun smoking all that crack, then live to talk about it."
My point: I have a fucking time machine, bitches. Go ahead and check my track record. It's a mathematical impossibility.
Or, maybe the high doses of caffeine has given "The Fly" the ability to predict future events, such as meaningless State Lottery drawings.
Aside from paranormal stuff, I expect the market to mark time today, as it tries to digest yesterday's melt up.
Doing a little research last night, "The Fly" decided to start buying some chemical stocks.
Thus far, I have a very long list and need to narrow it down. But, so far, I like NEU, LZ, FTK, IOSP and AKZOY, amongst many others. I'll have a short list by Monday.
Also, the homebuilders are bouncing, up 1.5%. If you look at the homies, many of them are trading below book value. HOV is trading $10 below book. What the fuck?
Finally, look for more deals in the metal sector, now that AA got outbid by RTP. Maybe AA will turn its guns on CENX, RS or KALU? Or, maybe BHP will buy AA?
One thing is certain: the sector is not done going higher. Get representation you dumb fucks.
UPDATE: With MCHX dropping, like Apollo in Rocky IV, it appears "The Fly" needs to take his time machine in for some repairs.
One other question for you and I will let you get back to throwing dog turds at your neighbors roof, what do you think about WAG? I have owned the name since 41. Its cheap but trades in a horizontal line.
i am serious when i say you probably have a gift for intuitively recognizing hidden patterns...volume/price...the rhythm...how a stock breathes. You can tell when its sick and when its excited. yeah, that's fucked up, but i believe it.
ps - BOOM hit $40 and I sold it all.
Wanna weekend blog?
If so, email me, so that I can send an invite.
Broker how many foul balls have you caught at Shea? Lucky bastard
Not long ago my marriage hit a bumpy patch when we were trying to pick a color to paint our house. Proceed with caution!
Wal-marts $4 bullshit stalled it recently. Also they have 0 international exposure which is where all the money is being made last 24 months.
Or maybe ---your--- thinking: "it must be fun smoking all that crack, then live to talk about it."
Just wanted to mention this.
I will now go fuck a can of corn.
Is some big holder unloading mvis??. Last few days sell vol has been pretty high. Or is it just people who converted warrants selling??? retail holders?
MVIS is waiting on NEWS. They have little revenue. The stock is vastly overpriced based on just their contract and coming ROV revenue.
Be happy if the stock stays around here until the end of summer--when Tokman is confident AT LEAST ONE deal will be signed. Unless there is some leaked rumor, the stock is likely to slip the longer MVIS goes w/o an announcement. You have invested in a company based on nothing but confidence that the CEO will deliver on his promises--But he is one competent MoFo. I believe.
Surprised Fly is getting antsy. He knows this. Tho you can't go worong banking 100% profits, everyone will be kicking themselves if they sell before that news hits. The stock will explode. Companies are seeking out MVIS for this technology. It just takes awhile for the lawyers to sort everything out. IMO nobody has a right to bitch until Mid september.
What are you talking about? I got it right the first time. Look for yourself.
As for MVIS:
As long as it goes up, I will shut my mouth and focus on throwing heavy desk lamps at my trader/servant.
must be a LS hybrid...
But I agree, he could certainly afford to buy some 5000 share blocks once in awhile.
Tho I also agree. Without setting up a plan, he is probably prohibited from buying at this time with the inside knowledge he posesses.
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