Wednesday, September 12, 2007
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.
In my next life, I want to own a hydrogen refinery.
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.
ISRG is up there.
Storage is ripping. You'd think IVAC would be doing better. Maybe worth a look.
CNBC, so much to hate!
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?
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.
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