Friday, October 19, 2007

 

Comments:
Diggin up old pics of your grandma eh?
 
DT's blog is 4th tier.
 
This gives new meaning to getting your wig split.
 
What the hell is this, some kind of riddle? You know damn well that we don't have time for games.

In any case,

Considering the day-to-day hazards associated with being elderly, I would venture that being accosted by a giraffe is better than getting kicked down a flight of stairs by some space alien magician. That being said, she ought to be thankful.

Fly for President 2008
 
Indeed, Fly for President.

I will be selling you idiots 'Fly for President' shirts, shortly--in order to get some free advertising.

The picture symbolizes some well-to-do bitch, getting her whig split by some asshole giraffe, which has nothing to do with the market.

I just thing giraffes are cool. Too bad they can't attack people more often, via biting off their heads at the Zoo.
 
Jeremy, answer my email.
 
Zoo violence is good...

However, I feel very strongly that there isn't nearly enough violence on the Information Superhighway. I have a dream that, one day, the Internet will be a very dangerous place.
 
Fly,
You need to go Carl Icahn on Microvision management.
 
You could break it up, the picop division, the MEMs division, 2 laundry mats, and one Chop Suey takeout.
 
How do you know I'm not Carl Icahn?

Just a thought.

MVIS will be fine, after the drubbing stops.

Full Disclosure: Shares were sold out of my office today.
 
MDAWS:

I read the whole article. That's some really tedious retardo shit you are reading.

Go read a book, you fucking idiot.

I might write my own book and detail how gay Wall Street is.

I'll name it "Faggots of Wall Street"

Any backers?
 
cheesefries, we could hire you to serve chilicheesedogs with fries in the cafeteria - god knows those fuckers aren't doing anything productive over there.

Also we could force that guy from GE to change his name to "Alex Jokeman"

money!
 
Mark the time and date, I just coined the phrase "Alex Jokeman," believe me, this one is gonna catch on like wildfire.
 
You can always lay the airplanes off to the Mexicans who are dumb enough to buy 'em.
 
patents are worthless.
 
"I might write my own book and detail how gay Wall Street is.

I'll name it "Faggots of Wall Street""

LMAO.
 
I can't bad mouth Tok. He seems like a really honest guy.

You will all be impressed with the new picop. Your heads will explode.

In other news, new hedge fund trying to form by December, will make MVIS a top 5 position. Not that big at first, but should gain momemtum.
 
My position has been scalped for $50k in the last 8 weeks - just pissed off!
 
50k?

I didn't know you had so many shares.

Either you're lying, drunk or stupid.

Choose one.
 
...or 12 weeks, but you get the point.
 
Funniest moment of my day:

My partners client bought MVIS @ $4.82, away from the firm-- with his local broker.

On the advice from this local yocal.

Life doesn't get better than that.
 
This comment has been removed by the author.
 
MDAWS:

You're long 50,000 shares?

If so, I reckon that is too much for a lowly internet lawyer, such as yourself.
 
27,000 shares.

My dead dog has more.
 
Aaahhh! Feeling reeally gooood now.

Nothing like a little late night massage and pep talk from the Mrs. to take todays blues away.

Don't you have women to fuck at this hour? Quit talking shop and go release some pent up tension!
 
Alph:

I will reserve my venomous thoughts towards you for another day.

It's too late to kill you.
 
LOL.

Indeed it is.

I shall hand your liver to you some other day.

Until then, hang on to that set of steak knives.
 
"The Fly" packs a sawed off shotty, under his overcoat.
 
^Stroker a must have wrote that.

It's a well-known fact that "The Fly" make no attempt to conceal the many outrageous weapons that he drags with him all over Manhattan. Law enforcement is too intimidated by him to do anything about it.
 
Yeah. And the real Fly hops from roof top to roof top, instead of walking on the sidewalk.

Off to sleep.
 
The real Fly does not sleep.
 
You sold some MaVIS today? Does that mean you're rotating into SWC? Har, har, har.
 
While in China, a man is very sexually promiscuous and does not use a condom all the time. A week after arriving back home in the States, he wakes one morning to find his penis covered with bright green and purple spots. Horrified, he immediately goes to see a doctor. The doctor, never having seen anything like this before, orders some tests and tells the man to return in two days for the results. The man returns a couple of days later and the doctor says: "I've got bad news for you --- you've contracted Mongolian VD. It's very rare and almost unheard of here. We know very little about it." The man looks a little perplexed and says: "Well, give me a shot or something and fix me up, Doc."
The doctor answers: "I'm sorry, there's no known cure. We're going to have to amputate your penis." The man screams in horror, "Absolutely not! I want a second opinion" The doctor replies: "Well, it's your choice. Go ahead if you want but surgery is your only choice." The next day, the man seeks out a Chinese doctor, figuring that he'll know more about the disease. The Chinese doctor examines his penis and proclaims: "Ah, yes, Mongolian VD. Vely rare disease." The guy says to the doctor: "Yeah, yeah, I already know that, but what
can we do? My American doctor wants to operate and amputate my penis!"
The
Chinese doctor shakes his head and laughs: "Stupid Amelican docta,
always want to opelate. Make more money that way. No need to
opelate!"
Oh, Thank God!" the man replies.
Yes," says the Chinese doctor, "You no worry! Wait two weeks.
Faw off by itself! You save money
 
good one!
 
you sold mvis?
 
I didn't see. One of my reps sold 100,000 shares.

Pressure is building.
 
sell^
 
With the proceeds, I think he bought SWC and PAL.

His name is John Jones (JJ).

Odd no?
 
Very good joke.

The problem was the fake Chinese doctor:

"Ah, yes, Mongolian VD. Vely rare disease."

 
Fly,

Curious about your money management rules on pullbacks like these. Do you hold onto your stocks that exhibit strong uptrends and just buy puts or short index futures? Or, do you get the fuck out, raise cash and wait for select stocks to reach the dirt cheap level? I know that you are a fundamental guy, so I don't expect you to pay any attention to the cracking charts. Just curious because I do pay attention to the charts, but am very interested in how a fundamental trader such as yourself plans for the near term future.
 
FLA-COL-OK.ST-NE-Mizzou-BOSOX-

Might check out the Buffalo Wing Thing- What the Hell-
 
Looks like ROV is on the market and being sold under the name Laser Champ II

https://serialio.com:443/store/product_info.php?products_id=380
 
West:

Well, I use a pain threshold to gauge where I might sell, then stick to it.

I've used it a few times, being that most of my stocks go up.

Most recent example of pain threshold:

MCHX @ $13, ARWR @ $5.75, NTRI @ $32-37.

In general, no position will command more than 10% of my holdings. And, I adhere to strict asset management rules, that demand I have exposure to the 10 principal sectors of the market, as seen in the S&P 500.

So, with regards to a stock like MVIS, normally, I would have sold along time ago. However, I've made an emotional decision to stay long. We'll see if my hunch pays off.
 
Fly,

Many thanks.
 
Fly,

One more question (yeah, I know I am pushing my fucking luck with this), but do you over weight sectors when they fall significantly below their historical averages (consumer discretionary) and and under weight when they get to be too far above their historical averages (fianncials. Or is that for fancy lads?
 
WCS:

I make very few long shot bets. I made an exception, over the last tow years, overweighting oil and metals.

Within the s&p, oil was 6% and materials was 3%. I overweighted 12 & 10% respectively.

However, for the most part, my allocation is almost identical, or close to, the s&p 500.
 
The easy method of asset allocation is to put 100% into SWC. Palladium will be in everything.

I had a diet Mountain Dew yesterday with a Pd pull tab. My computer runs Windows Pd. I prefer Pd X, but this is a work machine.
 
Fly,

Thanks again.

Ottnott -

Give it a fucking rest for one weekend.
 
This comment has been removed by the author.
 
Why is that kangaroo eating that lady's head? I don't under stand?
 
Kangaroos are usually angry after they've been on the rack for a couple of hours.
 
Mike Shulman-
Investing in MRSA
Sounds cold, but how can you make money on the superbug that is now scaring school administrators and public health officials all round the country?

It's a big market – an article published this week in Journal of the American Medical Association said about 17,000 people die form MRSA each year, about 90,000-95,000 are infected. There are not many investment opportunities – but some background first.

MRSA, which stands for Methicillin-resistant Staphylococcus aureus (MRSA), is the killer super bug found in hospitals but now spreading to schools, gyms and other places where people sweat, spill blood and congregate. The disease is treatable, especially when caught very early, but is highly resistant tro conventional anti-biotics. The standard of care as things progress is a drug called Vancomycin.

On Oct. 1, Medicare said it would stop paying for hospital mistakes, including hospital-based infections, except MRSA, as the industry said it was too hard to eradicate. That's nonsense. Many European countries have very-low incidences of MRSA and the Verterans Affairs is rolling out a national program based on a pilot program that reduced it by roughly 75%. That being said, the Medicare changes put infecitons on everyone's radar, and now that a teenager has died in Virginia (outside of our nationa’s capital) people are taking notice.

Where to invest? Some options:

Testing: You have to test to find the bug and get rid of it, and hospitals are ramping up testing for MRSA, led by the VA. Look at Cepheid (CPHD), it dominates this market and has tripled already.

Treatment: Vancomycin is not really investable but new verisons of Vancomycin and other new antiobiotics might be. Check out Basilea – it is working on an antiobiotic called Ceftobiprole in partnership with a Johnson & Johnson (JNJ) subsidiary. The drug is in late stage trials for infections and is pending approval for severe skin infections.

Cadence (CADX): This recent IPO is working on an ointment, sort of, that would be applied when a catheter is inserted, and it heads off infections. Catheter infections are now going to be paid for by hospitals, not Medicare (and probably other payors will refuse as well), so there will be a great deal of interest once it gets approval, if it does in late 2009 or early 2010.

Can you imagine how active MRSA will all get once the tort lawyers discover it?
 
the fucking giraffe is chewing the lady's head off, just like the market did to the Fly. Now I get the riddle!
 
Insurers all reporting early next week. Just a shitload of earnings reported Tues, Wed, and Thursday.

Busy, busy...

-DT
 
WCT:

Your confusion has been noted.
 
Revelation.

10/21/07 @ 2:47 AM.
 
Hey Fly!
I like your BWLD pick looks like it will fly on 30 Oct. after earnings are out.
 
I hope that old lady was ok after having her brains sucked out.
 
Is the fly losing any conviction on the MVIS+ story?
 
Fly has lost credibility on the MVIS story, A whole host of his other picks (ARWR, MCHX, MATH, WGAT, UNG, SRS) has produced bone-crunching and mind-numbing losses for the sheeple who invested in these crappy ideas.
 
You wish your knob was polished, why in the fuck do you still come here then? Do you think you can manage 100 postions and not have a a few losers? You are a fucking idiot. Your brain doesn't have the capacity to understand how investing works. Put your balls out there and give us 5 picks that you are buying that will do well in the next 6 months. If not, shut the fuck up.
 
Jeff:

Sometimes price action directs my conviction. In this case, one has to be a fucking retarded turtle fucker to not worry about MVIS. At any rate, I haven't sold from my positions.

Crude: email me. I lost your email address.

Knob:

I bagged 20 points on SRS, first time around. MCHX was stopped out, as ARWR, WGAT and UNG was a profit.

Now, to be fair, discuss my winners. Bet you can't fit them all into one post.
 
look, I dont know about you fuckfaces, but mvis goes to 2, my portfolio will lose ~6%. Stock goes to 0, and I still have a YTD gain = to the market's. Stock goes to 10, it adds 15% to my bottom line. So, in conclusion faggots, who cares. You think fly doesn't have ballicular fortitude to withstand such skylarkings? Think again.
 
MVIS in WSJ



Consumer Technology
My Phone, My Self
Consumers are trying to make their cellphones a lot more personal
By JESSICA E. VASCELLARO
October 22, 2007

The multipurpose mobile phone keeps getting a makeover.

After buying more than 140 million new handsets in the U.S. last year, consumers are going to great lengths to set their mobile devices apart. For some users, it's about having cellphones reflect their personalities and mood, with, say, highly decorative cases, custom ringtones and even video ringtones that are sent with outgoing calls. For others, the features are more practical, with software that enables them to add functions to their phones.

The urge for cellular self-expression comes as consumers depend on their mobile phones for a growing number of tasks, including taking photos, getting directions and listening to music.

Nearly three-quarters of new phones that hit the market last year came with cameras and nearly half came with a global-positioning system, according to M:Metrics Inc., a Seattle-based market-research firm. Strong growth in the higher end of the market -- where devices like Apple Inc.'s iPhone generate continued buzz -- also is encouraging users to dress up their lower-end mobile devices.

MULTIPLE FUNCTIONS

Not all personalization is simply for looks or fun. Some users are looking to software that adds new functions to mobile devices.

Tom Wheeler, a venture capitalist from Washington, D.C., has turned his BlackBerry into a control for flipping through slides on his PowerPoint presentations, thanks to software and hardware from Impatica Inc., of Ottawa, Ontario. After downloading some software to the device and plugging in a piece of hardware to the projector, Mr. Wheeler is able to flip through slides from the keys of the mobile device, eliminating the need for him to stand behind a podium or juggle multiple controllers. The software and hardware cost $250.

"Everyone always wonders: 'How'd you do that?' " says Mr. Wheeler, 61.

Microvision Inc. of Redmond, Wash., is developing tiny projectors that when attached to or built into a cellphone can project the device's screen to the size of a 60-inch television. The company expects to begin selling an attachment, for which a price hasn't been set, next year and expects cellphones with the technology built in to become available in 2009.
 
Are all fundamental traders the same - just look at the fundamentals of stocks you like even when the fucking market is crumbling before your very eyes? That is a talent I need to acquire. Seriously, I respect all of you guys for being able to keep focused on things like MVIS or SWC. Wonderful ability that I do not have.

As for what I see right now, the Futures are getting clocked tonight with Dow futures down 100 points and Russell futures down 9.5 points. Japan is shitting the pagoda (-483 points), while the yen is blowing higher. Crude is down again and gold is flat. The ability of the yen to hold these levels is very important. It is at the 61.8% level of the most recent high to low move. Blowing past this level sets in motion more carry trade selling which will be negative for the markets. For me, it's all about the carry trade - a failure of the yen to strengthen as we go through the evening means the markets continue on their slide. Crude showed us on Friday that its pullback didn't mean anything. Gold the same - it was flat on Friday and nothing from the markets. So, we need a 1-2-3 punch that has to include the Yen. Otherwise, we move to the daily 200 ema rather quickly (13150 ish level for Monday - $INDU). Look for the downside to stall a bit at the 13365 level for $INDU, which is the bottom of the weekly uptrend line. However, the stall will not be for long without the Yen cooperating.
 
Indians down, everyone go eat bwld wing
 
asia is down across the board 2-4% ... china hasn't opened yet

futures are down hard in hopes of some kind of black monday thing

we'll find a tradable low midweek for a thanksgiving run .. thats my view & I'm sticking to it, until I change my mind
 
Tradeable low was this morning.
 
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