Friday, February 23, 2007


Onyx - Bacdafucup


Closing Comments

Today was quite enjoyable. I ended up the week +3.2%, putting my YTD returns above 11%. Additionally, I heard from some old friends-- who needed to have their money managed. All in all, life keeps getting better for "The Fly," as his information pipeline gets better by the day.

While it's true, the week ended on a down note and many "smart investors" are worried about a pending correction in the markets. I, on the other hand, do not fear such pedestrian events-- mainly because I am hopped up on Monster Energy Soda and because I am bullet proof.

Some of you may say, "Hey, this guy is fucking nuts" or "I can't wait until he starts losing money, so that he stops hiring illegal Mexicans."

However, such attempts or wishes will only fall flat on its face, for I have ample cash reserves and supply of illegal Mexicans to last for years-- in the event my calculator brain malfunctions.

As for today's trading:

Everyone had a hard on for Gold, Oil and Steel. However, I was impressed by the "amazon jungle strength" in the Networkers, specifically GGBM, GLBC, CAMD, ADCT, DIGL and NETL.

In short, I want to stay long the Networkers, until Jim Cramer gets "shit-canned" from CNBC or until the internets gets eaten by a rogue robot.

Finally, I intend on "hiring" someone to blog on this stupid website, on the weekends, very soon. Starting salary will be equal to the Ancient Roman "minimum wage," and the honor to be associated with a genetically superior life form. If any of you leaches would like such an "honor," make sure to e-mail me-- at my earliest convenience.


Late Day Thought

After drinking 3 big cans of Monster Energy Soda, everything seems faster and better.


Fly Sell: TRID

I sold 10,000 TRID @ $22.75.


Position Updates: LOCM

It appears LOCM is breaking-the-fuck-out.

I own the stock, in size, and feel "good news" will befriend the company shortly.


Quick Alert: Fly's Analyst Opines on the Oil Sector

My analyst was asked about his opinion on the Oil sector today. Note the in depth thinking he uses to form an opinion. "The Fly" works in a similar way.


Fly Buy: CENX

I bought 3,000 CENX @ $47.89

Disclaimer: If you buy CENX because of this post, your quiet suburban block will host its first ever crackhouse. And, you may lose money.


Fly Buy: LRCX

I bought 3,000 LRCX @ $45.64

Disclaimer: If you buy LRCX because of this post, Iran will enrich more uranium. And, you may lose money.


Fly Buy: FORM

I bought 5,000 FORM @ $45.33.

Disclaimer: If you buy FORM because of this post, your local dry cleaner will go out of business, effectively leaving you looking like a wrinkled asshat. And, you may lose money.


Sector Spotlight: Semiconductors

Pardon me for mentioning this: last night, I had a dream where I kicked that bow tie wearing commodity fiend (Jim Rogers) down a flight of stairs. Seriously, if I was hanging out with my friends, in a staircase, and that guy stepped to me with his "20 year" commodity rap--I am sure he would be doing multiple cart wheels down the stairs, shortly thereafter.

Anyway, ignore the negative indices, the market looks great today. Witness, outsized gains in the Semi's, Commodities, Telecom and the Networkers. They are all up. Therefore, I believe the market will rally off its lows today.

Specifically, I like TRID, KLAC, NETL, RTI, CENX, GLBC, NZT, TI and LOW.

By the way, my seasonality report said LOW would break the fuck out-- and it did. I will have the March report ready--early next week.

Finally, you can no longer ignore Gold. All of the finest asshats are buying it--therefore so should you. Again, my favorite way to play the yellow metal is via SVG or GLD. Also, keep an eye on the storage sector, specifically KOMG, XRTX, LCRD, WDC and IVAC. They're on fire.

NOTE: The Homebuilders are being skinned alive. Stay away from the sector, unless you have a burning desire to create some handsome tax losses.

The following Semi's have mojo:

VRGY +25%
DSTI +16%
EMKR +10%
AIXG +9.3%
UCTT +8%
SIRF +7.2%

Thursday, February 22, 2007


Important Public Message

Kindly tell that guy to stop all the asshattery, at once. He is in great danger of being killed by my internets ray gun.


Buckcherry: Next 2 You


Closing Comments

This market is going higher. The sellers are so scared and weak, it's almost funny. Almost, but not quite.

Despite red in the old antiquated DOW, my "new economy" stocks ripped higher. All of my intra-day purchase prices (TRID, CENX, BWLD) were exceeded and my core holdings moved higher by +.78%.

While it's true, I am making too much money-- I really can't complain. I like money and enjoy hiring illegal Mexicans to make noise outside my house and fuck with my neighbors.

Afterall, the market is feast or famine. Right now, I am feasting like a fucking King-- eating oversized turkey legs and guzzling wine from my diamond encrusted chalice.

During today's trading, I was thoroughly impressed with the Internet sector, specifically MFE, VLCK, LTON, CMGI, WSSI and SRVY.

Also, I want to own the Metals here. I feel TIE, CENX and FCX will move higher-- as demand from the Chinese and Indian fuckers increase.

Finally, it appears MVIS has turned the corner and will proceed higher, the closer we get to summer. I suspect the company will announce a deal by June.


Quick Alert: Market is Down

With a brilliant headline like that, no wonder I attract all the best hatfuckers in America-- to stop by and leave all sorts of "insightful" comments on this blog.

Which reminds me, if anyone has an interest in "guest blogging" on this website, only for the weekends, email me. However, I'll have you know, if I am not happy with your commentary-- I will fucking fire you faster than the sun is melting those ice caps.

Also, after watching BBI and MOVI turn around operations; I wonder if BBA is next.

Although I hate Bombay and feel their stores are gay, it may be worth a look-- for a diceroll. They have a new CEO, who is a turn around specialist, and their stock seems to have found a bottom.

Finally, I am "hearing" good things on MNOV.


Fly Buy: TRID

I bought 10,000 TRID @ $21.25.

Disclaimer: If you buy TRID because of this post, your internets will break--effectively forcing you to socialize in the real world. And, you may lose money.


Fly Buy: CENX

I bought 4,000 CENX @ $48.20.

Disclaimer: If you buy CENX because of this post, wild rabbits will eat all of your carrots, effectively leaving you without the vital ingredients to produce soup. And, you may lose money.


Fly Buy: BWLD

I bought 3,000 BWLD @ $56.26.

Disclaimer: If you buy BWLD because of this post, you may get impaled by a unicorn-- who is high on crack. And, you may lose money.


Sector Spotlight: Semiconductors

Wow, this is a hard tape to read. I have been sitting here, for hours, trying to decode this fucker of a market and I come up with blank. Nothing.

It is evident, the sellers are attempting to bring down the DOW and the buyers are gun shy. However, the SOX going apeshit, +2.5%, has my brain on the verge of a meltdown. I don't get it.

Nevertheless, I will default to the bull camp, since that's where all the money is these days. Plus, the bears are old and stupid.

Aside from the Semi's, the Energy sector is doing quite well, even ethanol. Within Energy, I like the action in MGPI, VLO, SUN, FTI and NFX. However, being that oil is for asshats, I opt to stay away. I don't trust the fuckers.

The Metals are mixed, with big gains in PCU, FCX and CLF, while CENX, ERS and CRS get claw hammered. I want to buy CENX on a dip.

Finally, WFMI is on fucking fire. It is a position of mine, although a very small one. Nonetheless, I like the acquisition of OATS, but would sell into this rally. Right now, within Food and Beverage, IHP, HOOK and ROX are gapping higher. Hopefully, ADY will dip-- so that I can cordially ask my servant/trader to start "nibbling."

Wednesday, February 21, 2007


Red Hot Chili Peppers - Snow

No CC today. Can't you see, I am busy counting my fucking money.

UPDATE: Song switched because MDAWS said so.


Fly Buy: ADY

I bought 1,000 ADY @ $22.89.

Disclaimer: If you buy ADY because of this post, your alarm clock will cease working--effectively making you late for work and getting fired. And, you may lose money.


Fly Buy: NTRI

I bought 2,000 NTRI @ $47.55.

Disclaimer: If you buy NTRI because of this post, your wife's appetite for expensive item's will skyrocket. And, you may lose money.


Fly Sell: CENX

I sold 6,000 CENX @ $48.92.

Clarification: I only sold a day trading position. I still hold my core holdings.


Fly Buy: CENX

I bought 6,000 CENX @ $48.21.

Disclaimer: If you buy CENX because of this post, Dunkin' Donuts will buyout Starbucks--effectively forcing you to consume "poor man's coffee." And, you may lose money.


Sector Spotlight: Food & Beverage

As I sit here, sipping on my "dopio" espresso (from Starbucks), I am at peace. No longer do I desire to throw 90mph darts at Steve Jobs' face or throw chicken wings at my servant/trader. The "new" Broker A is all about peace and prosperity, while treating employees with respect. Now, should AAPL start going lower again, I may snap and throw one of these frozen Monster Energy Soda's at the fucker (trader/servant). But, for now, the office is as peaceful as the Israeli-Syrian border.

As for today's trading:

I see many of the weak kneed are checking out, due to inflation concerns. While they sell, I will look for some discounts. So far, no discounts.

However, I like the action in the Food & Beverage sector. Stocks like TXRH, HANS, ADY, JBX (thanks Wallstrip), RUTH, IBA and WILC are going "bottle rocket" crazy. In other words, they are going higher.

I know many of you doubted "The Fly" and his incredible God given talents -- which enable him to "cherry pick" better stocks than 99% of you. If you still doubt "The Fly," watch closely-- for you are about to be "schooled."

My two "balls on the line picks" are LOCM and ADY. Both of them are small/scary cap with lots of risk. However, my convictions on both are strong. I feel they are good for a trade.

NOTE: Both LOCM and ADY are thinly traded. Don't buy them, if you are not prepared to have your balls cut off, should the market go in a downturn.

NOTE II: It's worth noting, MOVI is on fucking fire. Being the #2 video rental chain, next to Blockbuster, in the country-- it may be worth a gander.

I know, using the word "gander" in a sentence is gay. Sorry.

Tuesday, February 20, 2007


Closing Comments

After my business meetings today, I ventured off into Manhattan to mingle with some asshats and rich asshats. The regular asshats just say stupid stuff, like "yo, can I get another Corona." The rich asshats prance around Manhattan in their fur coats, while their kids freeze like a popsicle with spring jackets on. Also, those fuckers like to drink Apple Martini's.

I guess my point is: drink whiskey and put a fucking winter coat on your children. Dicks!

As for today's trading:

It appears my dick grew a little bigger, with a whopping 1.5% gain today. Stocks like BWLD, CENX, AAPL, RIMM, ACLI and CORS contributed to the Broker A slush fund.

Software, Retail and Networkers outperformed, while Gold and Oil sucked brick.

In short, I want to sell the Oils here, but stay long Tech.

Also, it's worth noting, small cap stocks are exploding. Stocks like DIGL, TERN, EGHT, BKHM and LOCM had big days. Just a reminder, be careful when the shit starts to float to the top. Typically, the market is about to "crap out" when the little fuckers run.

Finally, within Tech, I like BCSI, LOCM, MVIS, RIMM, AAPL, SMSI and TXN. Also, non-tech related, don't forget to drink some Chinese milk, ADY.


Nine Inch Nails: The Fragile

I must attend a business meeting. Sorry, I couldn't fuck around with you retards more on the internets. I'll post tonight.


Fly Buy: LOCM

I bought 1,000 LOCM @ $3.97.

Disclaimer: If you buy LOCM because of this post, Melissa Francis will sub in for Dylan Ratigan again, effectively making your head explode. And, you may lose money.


Fly Sell: QID

I sold 20,000 QID @ $51.55.


Sector Spotlight: Biotech

Despite the weakness in the indices, today is a very strong session. If your stocks are not participating and your mood is somber-- do not worry. It's because you are a fucktardingly bad stock picker and if money had legs--it would run away from you. You have no choice in the matter. Flawed genes.

Look around. I see big gains in the Networkers, Food, Biotech and Transports. As you know, I am a big fan of the Food and Beverage sector. Right now, ADY is my favorite beverage stock, while BWLD is my favorite "fat fucker forks a feast" stock.

Just to recap my feelings on Biotech: I fucking hate them and their little annoying FDA meetings. They are run by a bunch of asshole Doctors, who spend money quicker than a pimp in a fur coat store. With that being said, the sector is running.

Finally, I am enjoying "fuck you, I'm rich" gains in ACLI, RIMM and BWLD. Furthermore, I have instructed my servant/trader to buy a little CENX, ahead of earnings tonight. I know earnings can be a killer, but I have a good feeling, regarding this little metal company. However, I do not recommend buying it alongside me. It can blow your balls off.

More on this later.

NOTE: Please take the new "Fly Survey." Are you bullish or bearish on the markets?

The following Biotech stocks have mojo:

BDSI +21%
MLSS +13.7%
CYTR +12.4%
NRPH +8.7%
ONXX +4.8%

Monday, February 19, 2007


Link Whores

Finally, I fixed my damn links. If you fuckers have any last suggestions, as to adding a link, tell me now.

This page is powered by Blogger. Isn't yours?

 Subscribe in a reader

DISCLAIMER: This is a personal web site, reflecting the opinions of its author. It is not a production of my employer, and it is unaffiliated with any FINRA broker/dealer. Statements on this site do not represent the views or policies of anyone other than myself. The information on this site is provided for discussion purposes only, and are not investing recommendations. Under no circumstances does this information represent a recommendation to buy or sell securities.