Friday, April 20, 2007
Smashing Pumpkins: Cherub Rock
All day, I was kicking old, weak men down stairs, while refilling my chalice with florescent green soda (Monster).
Dude, I was up 1.55%, putting my year to date return much higher than yours.
Now, after seeing ARWR split whigs today, up 14%, you must be thinking "this man should be managing the Governments money" or "what a dick, I hope his house falls into the ocean."
However, unfortunately, neither are true.
See, I am all about making myself a small fortune, while remaining anonymous, and mocking day trading chart fuckers.
At the end of the day, "The Fly" finds pleasure in watching all of the internet bloggers shovel shit, watching for "breakouts" or "breakdowns," while my fucking time machine gives me the answers in advance.
Finally, if a shot gun were put to my head, in order to extract one stock pick, I'd say: "sir, shoot me if you must, but before you do; go long NTRI."
NOTE: I will have some updates on MVIS late Wednesday.
Position Updates: ARWR
Quick Alert: Cramer's AAP Portfolio +3.8%, YTD
By the way, he is 10.
Cramer should just let someone else run the account for him. He is too busy and old to know anything about stocks.
"Hurry Up and Order"
Often, I hold myself back from going on a fucking tirade, when inside coffee shops. This video resonates with "The Fly."
Sector Spotlight: Homebuilders
See, just yesterday, I was feeling a bit down on my positions and even declared: "don't view the market as a fucking cash register." What the fuck was I smoking or eating (oatmeal)?
This market is my fucking printing press. I'm minting money on it, while all you chart chomping idiots catch a few pennies.
The sellers have been poleaxed, on all fronts. Just today, a favorite of the bears, HRB, divested its sub-prime mortgage division-- sending the stock soaring 5%. The argument for lower stock prices is almost non-existent--other than a few idiots displaying their pessimism through the weakening housing market.
But, despite a weak housing market, the underlying stocks are ripping higher.
Many smart people I know feel we are near a bottom in the housing stocks. One thing is for certain, they are heavily shorted and can appreciate quickly, with any good news.
Today, NVR, TARR, BZH, CHB, MTH, HOV, PHM, amongst others, are skinning the shorts alive.
With my money, I'd rather wait for the fundamentals to rebound, prior to buying the stocks.
In the meantime, there are so many better places to put money.
For example: NTRI is reporting earnings next week. For some strange reason, I want to be long that name, prior to earnings. I hear the quarter went well and guidance may be strong.
Also, I am a big fan of the metals, specifically aluminum. There, I want to own CENX.
Finally, as you know, MVIS, BWLD, DIVX (sold some), GMXR, HANS, GD, UPL, FMCN, GME, RIMM, GILD, ADBE, NYX, KEX, EQIX and AAPL are core positions of mine. Additionally, I am now speculating with high risk names, such as WGAT, IIG and ARWR , amongst several others.
Over the next week, I will add a few new names to the mix.
Asshat of the Week Award: Guy Adami
Granted, Guy is my favorite character on Fast Money; which is, by far, the best financial news program in all the world. Plus, two of his other cohorts, Timmy and Jeffy, both were fucktardingly bullish on YHOO too--and probably egged Adami into saying such gay things about the stock. Nonetheless, Guy still said it.
But, still, I don't think Guy even owns a computer, being stuck in the 80's and all. Yet he is throwing out comments, such as: "this is going to be YHOO's biggest quarter ever." What the fuck!
Personally, I'd rather own 1 Yoohoo chocolate milk, than 1 YHOO share. They fucking suck, don't you get it? Their website is garbage and their search technology "Panama" was created by many over paid asshats. It sucks too.
Look, GOOG is Godzilla and YHOO is Japan. It's that simple.
There is not room for both and YHOO already lost the search wars, mainly because they fucking suck.
So, with YHOO's disaster of a quarter, coupled with the fact that Guy suggested buying it (to millions of people), prior to the disaster, "The Fly" is giving Mr. Adami a fucking Asshat Award (I have to get these things out the door).
Thursday, April 19, 2007
Breaking News: Fly's Site Description Changed
I waste many hours of my time, week in and week out, entertaining myself--via cussing at strangers on the internets or boasting about how large my oatmeal bowl is.
With regards to investing, I don't care who you are or what your background is, I am better than you. I know this because my "illegal Mexicans" tell me so and my empty cans of Monster Energy soda, which mysteriously show up on my neighbor's front lawn, make me incredibly smart.
While visiting this blog, make sure to respect my positions, while limiting the level of "fucktardedness" or "asshattery" you demonstrate on other websites. Furthermore, throwing meat loaf at my positions or bad mouthing them on my site is illegal. Punishment is: I track you down and kick you down a random flight of stairs.
Which reminds me, if you are over the age of 47 1/2, you are not welcome here. "The Fly" thinks old people are stupid, bearish and plain ole' vanilla gay.
Finally, I will refer to myself as "The Fly" only in good times, when earned coin is banked at a profuse rate. Should I somehow "mushroom cloud" myself in a gay stock, I will talk to the unwashed (you) directly.
Oh, by the way, I am always looking to "employ" weekend bloggers. Pay is equal to the ancient Roman minimum wage. If you are interested in being tested on my retarded blog, please email me at my earliest convenience.
Nancy Sinatra: Bang Bang
Apparently, the giant bowl of oatmeal failed to help out my positions, which were down .77% today. Therefore, I will cease eating that crap, almost immediately.
Today, we (U.S. equity investors) were lucky for being down 0.12% on the S&P, while foreign markets got pummeled. It seems to me, my recent run to the moon is being somewhat delayed. Further, I feel stock market losses will soon afflict "The Fly," unfortunately.
Aside from the Semi's, many of the momentum sectors are being discounted, while the bullshit Biotech and Drug stocks get bid up.
To me, now is a time to reign in the horns and start hedging. Now, that doesn't mean to be a goat fucking bear shitter. It simply means to stop viewing the stock market as a fucking cash register. Because, one day, Mother Market will kick you in the face so hard, you'd wish she kicked you in the nuts.
With my money, I will continue to buy NTRI, into earnings. And, I may initiate a few hedges, such as short SiRF, BRCM or YHOO.
Fly's Analyst's Tip of the Day
Fly Buy: NTRI
Disclaimer: If you buy NTRI because of this post, the IRS will find you guilty of tax fraud and sentence you to 600 years in a Federal penitentiary. And, you may lose money.
Sector Spotlight: Biotech
Look at this shit:
SGP +8.6% (good call Cramer), GILD +5%, AMGN +5%, IFLO +15%, ARNA +10%, NVAX +14%.
Frankly, I feel somewhat fucktarded for not having a bigger weighting in the Drug sector. Right now, I own GILD, NVS, PFE, DNA, ABBI, FRX and ARWR.
Aside from the Drugs, I like the action in the Semi's, despite the fact that they suck moose balls.
In what can only be described as a "fuck you shorts, you're dead" rally-- ISIL, TGAL, AMD, VTSS, LLTC, SIMO and UTEK are all "machine gunning" the sellers.
Finally, it's worth noting, "The Fly's" positions are lagging today, with losses in BWLD, NTRI, MVISW, ARWR, CENX, amongst several others. To remedy such sad times, I have just ordered a huge salad bowl to be filled with oatmeal, served warm not hot.
Following my oatmeal consumption, I will update you on how "The Fly's" positions are fairing, currently down 0.11%.
New Feature: Fly's Search Engine
So, check it out on the top of the page; put in a symbol and click "Fetch." Within a micro-second, my internet slave, aka Google, will help you shovel through internet shit, much more efficiently.
Wednesday, April 18, 2007
Cary Brothers: Blue Eyes (Live)
No CC's today. I have to make a last minute run to the accountant. Fucking IRS bullshit.
Homework for the Internets
When you go to Panera, they pretty much force you to buy a beverage from Jones-- placing the bottles right in front of the cash register.
Anyway, as you know, I like beverage stocks. One tiny company I am following is REED. As of late, the stock has been on a tear, but its market cap is still only 61 million. In other words, if REED continues to grab shelf space, like Jones did, the stock can go significantly higher.
Just to put things in perspective, if REED had the same market cap as JSDA, its stock would be at $104.
If you can, go buy a REED product, in order to taste test it-- and let me know what you think. They have a variety of different products, some better than others.
Here is the store locator. Go to work.
(leave taste test results here)
Quick Alert: Runaway Train
After I come back from Dunkin' Donuts, in a disguise of course, I will buy all sorts of stocks.
My market cautiousness lasted for about 45 minutes.
Fly Buy: CENX
Disclaimer: If you buy CENX because of this post, the IRS will audit your tax returns. And, you may lose money.
Fly Buy: NTRI
UPDATE: I bought 500 NTRI @ $56.05.
Disclaimer: If you buy NTRI because of this post, a polar ice cap will break away, travel down an Ocean of choice-- and destroy your house. And, you may lose money.
Fly Sell: DIVX
Sector Spotlight: Semiconductors
Right out of the gates, I have losses in MVIS, AAPL, CENX, CLWR (piece of shit), DIVX, HANS, BWLD and WGAT, amongst many others.
Frankly, I have been too lucky.
With that being said, I will probably spend the duration of my day taking spot naps or watching meaningless television programs, while eating large quantities of Frosted Mini Wheats ("The Fly's favorite cereal).
As for today's trading:
The Semiconductors are ripping the faces off of the short sellers, with outrageous gains in LLTC, NSM, ASML, ADI and SWKS.
Guy Adami's (Asshat Award front runner) YHOO is destroying portfolio's across the world, with huge uppercuts to the scrotum, down 12%.
Gold stocks are off to the races and the dollar continues to suck wind. The non-stop decline in the dollar is becoming annoying and alarming. I do not like it one bit.
Finally, today's market losses should be limited, due to strength in JPM and CAT. However, I would not buy today's dip. It feels like a money loser.
Be patient, stay with the stocks you understand and buy them, after a 5-7% correction.
With my money, I will snap up sub $4.50 MVIS shares and CENX.
At any rate, in an effort to help out indigenous websites across the internets, "The Fly" insists that you click on the following links.
NOTE: If you dislike any of the following sites, I strongly suggest emailing the owner, in order to let him know how stupid and gay his website is.
Trade While Working
Tuesday, April 17, 2007
Johnny and June Carter Cash: Jackson
On the back of good inflation data, the Homies were up more than 2%. Even though I have zero interest in buying the sector, there is still upside left in many of the underlying stocks.
Also, I want to buy some of the Metals on a pullback here, specifically CENX. If you are a chart chomping goat fucker, you probably will like the Aluminum chart. If so, CENX is for you.
Finally, for those of you who doubt "The Fly's" superior stock picking skills, please take a look at Fast Money's (minus Eric Bolling) beloved YHOO-- in the after hours.
Look you, YHOO fucking sucks. Their website is for bearded sheep milkers and its stock is plain ole' vanilla gay.
For those who traded against me on the YHOO call, enjoy your fucking losses tomorrow, dick.
Quick Reminder: Fuck YHOO
While it's true, the stock may bounce on stupid news or "newz," I'd much rather sit at my desk-- eating large quantities of oatmeal and throwing small hand axes at Steve Jobs' face (not his real face, only photograph's).
Aside from that, CENX is a bargain down here, despite Ducati's $2 price target.
Fly Sell: ADY
Fly Buy: NTRI
Disclaimer: If you buy NTRI because of this post, telemarketers will pressure you into buying all sorts of fucktarded things. And, you may lose money.
Quick Alert: MVIS Shorts Trapped
Sort of like this.
Fly Buy: WGAT
UPDATE: I bought 10,000 @ $.88.
Disclaimer: If you buy WGAT because of this post, space aliens may seize your house pet. And, you may lose money.
Fly Sell: IOC
Sector Spotlight: Drugs/ Fuck YHOO Day
GOOG is poleaxing YHOO on all fronts. Plus anyway, YHOO's new search technology, dubbed "Panama," is garbage. Whoever is bullish on YHOO is just trying to be a GOOG contrarian and knows nothing about the internets.
Right now, the Drug sector is on fire. A lot of smart money is piling into GILD, ESRX, SGP, LLY and many more.
Basically, the Drug sector has been the fat lady at the end of the bar-- for too long. Personally, I am lukewarm on the sector, considering all of the patent expiration coming due. My favorite name in the space, by far, is GILD.
Finally, I am hearing very good things about NTRI. I know the stock has been up big, as of late. However, if the company can deliver blow out numbers this quarter, with a guide up, I feel the stock will print $65.
NOTE: Please take the new "Fly Survey." Are you bullish of bearish on the markets?
Position Updates: DIVX, BDK
DivX software to be bundled with Intel Media Series Motherboards (22.64 ) : Co announced that the next generation Intel Media Series motherboards will be bundled with DivX for Windows software.
|BDK Black & Decker increases Q1 EPS Guidance (83.72 +0.54)|
|Co announced that, due to better-than-expected sales and operating margin, co increases EPS; Co anticipates Q1 EPS to be ~$1.60, vs Reuters consensus of $1.26, and up from previous guidance of $1.25-1.30. The Co expects to report 3% sales growth for the quarter, primarily from currency translation and the 2006 acquisition of Vector Products. Co says, "The Power Tools and Accessories segment benefited from strong international performance and favorable order patterns in the U.S. As a result, we expect to report first-quarter sales and earnings significantly above the guidance we issued in January. However, we continue to anticipate a challenging economic environment. Therefore we only expect to increase our full-year EPS guidance slightly when we report first-quarter results later this month."|
Monday, April 16, 2007
Ducati Fired Again; Weekend Blogger Position Open
As a result, Mr. Ducati's entire country of New Zealand will be blown up. In order to accomplish this small task, I have dispatched 4 hand grenades, which will effectively sink his country into the Pacific Ocean.
Thus far, who was the best weekend blogger? [69 votes total]
Wooshedder (34) 49%
Ducati (4) 6%
Kidstock (4) 6%
Taco (27) 39%
In other news, due to Taco's sudden resignation from the weekend blogging position, the much coveted position is now open.
In order to be considered for "employment," please email me at my earliest convenience.
Train: Meet Virginia
Right now, like it or not, the Semi's suck moose balls. This market is being walked up by the Financials, Metals, Networkers and Transports.
With my money, I want to position alongside the fat guy, by being long BWLD, HANS and NTRI.
Also, because of my big dicked year to date return (24%), I will start taking speculative shots at names like WGAT.
I suspect WGAT is about to go on a fucking run.
Finally, I feel EQIX will break $100, within weeks. And, DIVX will print $30, by June.
Fly Buy: WGAT
Disclaimer: If you buy WGAT because of this post, the Italian mafia may target you for extortion. And, you may lose money.
Fly Buy: CENX
Disclaimer: If you buy CENX because of this post, the next time you go to a baseball game, you will get hit with a line drive. And, you may lose money.
What its Like Being Short This Market
I imagine its something like this.
Sector Spotlight: Financials
Look, I told you fucktards many times, I have a "calculator brain." When you witness my stocks trading up, such as MVIS, ARWR, NTRI, CENX, BWLD, DIVX or FMCN, it shouldn't come as a surprise. I already knew that shit, so fuck off (when earned coined becomes too great, "The Fly" can become incoherent).
Many of you want reasons for my stock picks, a detailed analysis if you will. To those people I say "fuck off." I don't have time to give you leeches the secret recipe. Plus anyway, this is the fucking internets, for Christ's sake. Who cares?
Finally, I like the action in everything today, especially Financials. Right now, DHIL, CFC, GHL, LEH and LAZ look attractive. Also, witness the shorts getting skinned alive in JSDA, NTRI, BWLD, NL, IGLD, AMZN, AQNT, VCLK, TFSM, SMDI, MIDD, JDAS and many more.
Shotgun to the head pick is still CENX.
Position Updates: ARWR
7:04AM Arrowhead Research: Calando Pharma announces preclinical efficacy and safety data of targeted, systemic delivery of siRNA at AACR meeting (ARWR) 5.30 : Calando Pharmaceuticals, a majority-owned subsidiary of ARWR, announces it presented positive results of preclinical efficacy testing in mice using multiple, systemic dosing with Calando's lead siRNA therapeutic candidate CALAA-01, a nanoparticle containing non-chemically modified siRNA and a transferrin protein targeting agent at the American Association for Cancer Research (AACR) annual meeting on April 17, 2007 in Los Angeles, California.
Warning to All Bloggers
This unnamed fucktard annoyed me. Hence, I dispatched an internet laser beam and melted his blog down, while also burning it down to a cinder (don't try this at home).
I know many of you are thinking "shut the fuck up you lunatic, there is no such thing as an internet laser beam."
Oh yeah, then how do you explain this?
Here's Your Fucking Election
Hence, take the new "Fly Survey." Thus far, who was the best weekend blogger?
NOTE: The loser of this election will have his country blown up.
Sunday, April 15, 2007
Elections Rained Out
Gee, there is so much darn rain here, I may just drive to work in a boat, instead of a car, tomorrow.
In no way is the "election delay" an attempt to circumvent the people's power and appoint "Breakfast Taco" as Secretary of Microvision, in order to allow him to publish favorable MVIS jargon.
In other news, I have switched from the title of King of the Internets to Caesar of the Internets (not to be confused with the salad).
Let this important distinction be noted.
NOTE: Right now, the NIKKEI is going Godzilla on the shorts, up 282 points.
The Real Reason Why Taco Quit
Unfortunate footage of Taco, Saturday night.