Monday, July 23, 2007
Sector Spotlight: Networkers
Before starting this rant, I want to acknowledge the fucker who kept telling me to buy OPSW. Nice call; see you in jail.
Aside from oil, everything is snapping back, rather nicely. If you are short the market and enjoy having depreciating dollars in your bank, I suggest lightening up on short positions Else, your house will be mine.
As for me:
As you can see, I am enjoying obnoxious moves in NTRI, HANS, BWLD, CORS, FTK, VMI, NYX and FRX.
Generally, I like the tone of the market and will deploy cash reserves, sometime today. Moreover, I will likely buy LZ, NTRI, MVIS and HANS. As for MCHX, that fucker better start walking straight.
Within the networkers, there is momentum is TLAB, GGBM, CIEN, ISLN and CSCO.
Also, thanks to Barron's touting SAP, software stocks are on fire. There, I like CTSH, CRM and WIT.
Finally, it's worth noting, there is muted strength in our "shit head financials." However, the foreign banks are going Compton on the bears, with big dicked gains in KB, SHG, WF and BBD.
Come on, what gives?
Seeing that post is the equivalent of seeing Barry Bonds doing floor gymnastics.
It just doesn't look right.
buy all the otm calls you can. trust me, it will pop up nicely and the shorts will have to cover between 85-90 a share.
Shut the fuck up. You don't know dick from diddle.
Do not buy calls. NewEq has the IQ of a cactus.
Thank you for the re-assurance! I've been loading up on NTRI 80-90 calls. I also bought a little bit of NTRI 65 puts to hedge.
I think the $5 number is a much better risk reward and I think I will wait.
Will Crude maintain the dignity of Shedder and Skater, and remain an elder statesman, or be forgotten in history like the other chumps we don't comment much about.
Where is Kidstock BTW?
so let's recap:
- weekend blog 6-9-07. "People who annoy me," + "ducati sucks a french horn"
- Get ousted via meaningless poll, but still instated according to FLY. Sure showed the voting public how much he cares.
- best weekend blog of all time. 6-17-07
HANS, VLCM, AAPL, it's all gravy.
- Car tire goes boom 6-23-07. I get my car back in a week, having trouble locating my exotic BBS rim.
- Make iphone video, Secede to my own union after being fired-- a mere formality.
how about those stocks?!?
AAPL, DO, HANS, NTRI, BBBB, CEDC, CROX, EDU. perhaps fifty others.
If the Internet leaches got to you over the weekend from the heckling and pissed you off, you should have just said "no soup for you" and we would have respected you for it. To give a lame pick though, just poses the question already asked of why.
You know what balls are? When a broker comes out and downgrades Taser (TASR) to neutral from buy after they just had good earnings and their stock has been in a solid uptrend since April. Merriman Curhan rather has the insight to take a different road from other brokers who downgrade after the stock has declined or is really ignorant.
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