Wednesday, September 12, 2007

 

Bull Market

Despite what CNBC says, we are in one heck of a bull market. Forget about housing for a minute and look at some of the winners that have blessed investors. Literally, they are cash machines.

In case the market dips again and you are unsure where to allocate resources, put the following stocks on your fucking buy list (consider this "The Fly's" relative strength list):

AGE, HANS, CMG, SAM, DEG, WBD, BTI, DEO, TNH, LAYN, VMI, BHP, JEC, FWLT, FLR, CNH, DLB, MIDD, MDR, JCI, CMI, DCI, CMI, POT, KBR, CBI, DE, ACM, LLL, WNG, AMN, UIC, GD, LMT, WXS, CLB, ITW, LVS, WYNN, MGM, OEH, DRYS, GNK, FTK, ANR, HP, ARD, DWSN, NOV, CEO, STKL, FSLR, SPWR, OXY, ECA, IMO, SU, YGE, SII, CAM, WHQ, DRQ, OII, DVN, NHY, BRG, CNQ, GHM, ICOC, DVA, GILD, ISRG, CHTT, IMCL, ALNY, MDVN, ONXX, MYGN, MON, BMRN, AMLN, ACL, MDT, BRLI, MHS, CI, PCLN, CTRP, NILE, AMZN, SFLY, BCSI, OSTK, SOHU, SINA, BIDU, GOOG, FFIV, CSCO, JNPR, CIEN, GLW, GME, DKS, CROX, PVH, NKE, UA, ZUMZ, SNDA, CRM, BOBJ, ATVI, ADSK, ADBE, SAP, SIGM, NVDA, KLAC, VSEA, SLAB, INTC, AAPL, RIMM, SYNA, VMW, HPQ, GRMN, NVT, LYTS, ERIC, JAVA, EMC, HTCH, IOM, WDC, DDUP, TMB, VIP, BRP, GLDN, EQ, CHL, ICFI, MR, EJ, EDU, TTPY, PAY and LFC.

In case you are wondering: "where the fuck is the bull market," there it is.

As for today's trading:

The fuckers from MER downgraded my AEO to a sell, this morning. Pre-market, the stock was down a buck; now it's up. Fuck you Merrill.

Already, many of "The Fly's" stocks are lifting off, such as HANS, NTRI (Citi Conference today at 12), DCI, AAPL, RIMM, UNG, OEH, UPL and FTK.

In short, it appears the bears will have their jaws broken for them today, as investors pile back in-- degenerate OTB guy style.

If I was to place money somewhere, right now, I'd buy oil. There is no ignoring the current trend. Within the sector, my favorites are UPL and GLF.

Comments:
Good 'ol black gold. T. Boone is no fool, peak oil is the real deal. Not in our lifetime, but it should be fun in the year 2200. The ant mound, slowly but surely devours the loaf of bread.
 
Right on, Fly. Fuck CNBC and their aging cabal of clueless anchors. The internets rule, motherfuckers.
 
Hydrogen will replace oil/fossil fuels as our primary source of energy by 2050.

In my next life, I want to own a hydrogen refinery.
 
Put EBAY up on that mofoing list.
 
Not that you need any additions to the FlyBuy....but no ISRG?
 
This comment has been removed by the author.
 
Since I was declared "Irrelevant" during Friday morning's meltdown,
I am hesitant to say that WDC will be the storage stock to own in this technology bull market and will rise to rediculous heights.
 
Broker what are your thoughts on NDAQ here? I have been buying it for awhile now in the 29.50 range and its lately broke out and is up quite a bit (20%), do you still like it here? I think you used to own it or still do.
 
Like NDAQ.

ISRG is up there.

Storage is ripping. You'd think IVAC would be doing better. Maybe worth a look.
 
HTCH (assemblies for hard drives) is breaking out.
 
Why isn't MRVL participating in the disk drive bull market?
 
Because the CEO of MRVL is busy "handing out blow jobs."
 
This comment has been removed by the author.
 
It's funny how those who are currently bullish (fly) can hate CNBC while those of us who are currently bearish (me) can hate it at the same time.

CNBC, so much to hate!

-DT
 
Kidstock,

I was curious about your wdc comment and checked it out. Wow. It's trading at only about a 1 to 1 prices to sales? It sells 5B/yr yet the market cap is only 5B? and the PE less than 10? Looks cheap.

Though I guess it's a pretty low margin business. GM is only about 15%. Any room for improvement there?
 
Fly,

I searched and searched your list. Very carefully.

I can't believe SWC isn't on it.

Then it came to me. A typo. you obviously meant to type S,W,C but the letters are very close on the keyboard and you hit the D V and A keys instead.

Please slow down when blogging. If my IQ wasn't 154, I may have missed it.
 
I can't help thinking that all those posts "deleted by author" are the guy who found a way to fuck with OTR. He must be going apeshit!
 
cigars..this is what I do know. every tech cycle I can recall since 94 (when I started) has been accompanied by superhot storage stock that defies gravity (APM, EMC, IOM, NTAP come to mind). I have watched WDC be quietly accumulated over the last 5 years and believe this is the one that is going to go.
 
This comment has been removed by the author.
 
so, was i fired for saying you were wrong last week...and that money should be put to work friday and monday...or was i fired for using the word "ergo"
 
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