Tuesday, July 17, 2007
Sector Spotlight: Semiconductors
For those of you who are concerned, no worries, "The Fly" has preserved a profit in USNA, being long from $44. However, it's worth noting, I hate USNA now and will never mention that stock again. Further, if any of you little fuckers mention "baked balls" or "how's that short squeeze fucker," I will track you down and punch your mustache--clean off your face.
Position closed out, end of story.
As for the semiconductors:
NVLS is boosting the sector, up 10%. Within the sector, I like LRCX, FORM, VSEA, HITT, SNDK and MRVL. Also, it's worth noting, there is strength in chemical stocks, thanks to the LYO buyout. Within the sector, I like NEU, IOSP, LZ, DOW, DD, and RHA.
With my money, I added to my fucking OEH and MCHX positions.
Finally, I suspect commodity based stocks will firm up today. There, I like RS, KALU and SU for a trade.
NOTE: Minkow is a crafty little criminal. However, it's worth noting, I'd still like to see him go back to jail-- at some point in the near future.
NOTE II: Please take the new "Fly Survey." Are you bullish or bearish on the markets?
It's a strange feeling to be disgusted and aroused at the same time.
*Looks in stockheads direction*
I'll just sit here, on my porch, and wait for something fun to happen.
you fuckers have no sense of humor
...that WAS fucking gross...I'll have you know that I upchucked a whole bowl of cinnamon raisen oatmeal this morning all over the monitor when I saw that...
..trying to erase the images and dealing with the scars, so no more talk about Becky and Boone.
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