Saturday, May 26, 2007
Chew on this Fuckers!
There is an old saying in the telecommunications industry, "Internet access is great, but dial-tone is a god given right." That statement has been true for the last 15-20 years, but the sentiment is changing. Organizations increasingly rely on their Wide Area Network (WAN) to support their day-to-day business. Network outages, while prevalent in the past, are no longer tolerated. Businesses these days need to run at the speed of light, and they need to do it efficiently. More and more companies are integrating content-rich applicaitons into their business plans, and their hunger for bandwidth is growing exponentially. Couple this with the fact that companies are adopting enterprise-wide Voice over IP telephone systems at a record pace. When your organization's telephone system is built upon its data network infrastructure, you better be sure as shit that your network isn't going to crap the bed. Remember, "Don't fuck with dial-tone." The acceptance of VoIP technology and the adoption of content-rich business applications are forcing companies to make large scale upgrades to their WAN, and it is about to make some well positioned telco's a lot of money.
Friday, May 25, 2007
IIO: At The End
Since it's my birthday, I don't have time to fuck around with you internet fucktards, today. Instead, "The Fly" will head over to his local Costco and buy all the available red meat, in order to prepare for his monster bbq party, tomorrow.
As you know, "The Fly" will be ridiculously inebriated. Moreover, he will be serving up many 2.5 inch thick rib eyes-- heavily salted and lightly peppered. Beer and hard liquor will be abundant. However, there will be no "chick drinks," such as cosmopolitans, martini's or pina colada's. The choice will be beer or fucking shots or nothing.
Regarding this retarded blog, I believe "Cruxmonger" will be guest blogging-- this weekend. I look forward to reading then firing him, sometime Monday evening.
Finally, I want to take this opportunity to rub in the fact that I am up 31%, year to date, while other internet fucktards "trade" for peanut shells and stale beer.
Asshat of the Week Award: Allen Greenspan
I've been waiting to give this man an "Asshat Award," ever since the internets was invented.
When Greenspan was Fed Chairman, I hated him. I felt he was out to get me-- with his dire predictions and fucktarded interest rate policy.
I remember when the dot com bubble popped and all "Greendick" could offer me was another interest rate hike. He, single handedly, expedited the market crash, by tightening until everyone choked.
Long story short: Fuck Greenspan and his new warnings of pending doom in China or recession in the U.S.
Frank Rizzo: Testing for Game Shows
Sector Spotlight: Metals
Think about it. Would you like to be short RS-- going into a 4 day weekend?
While it's true, RS has been behaving like a pig--it is still $30 undervalued, compared to AL.
Anyway, I am glad to see my stocks go up today, especially HANS.
Come on, KO just paid a ridiculous amount of coin for Vitamin Water. You mean to tell me HANS is only worth 25x earnings?
Fuck that and fuck those who short it.
Today, the Metals are on fire, with sword to the neck gains in CLF, RTP, CUP, GGB, BHP and FCX.
With my money, considering the KO/Vitamin Water deal, I want to load up on HANS.
Also, I am thinking about reloading the arsenal and buying some ARWR.
Finally, it's worth noting, NTRI is breaking the fuck out. Where are all you worrying bitches now? Everytime that stock ticks down .50, I get emails, from you (internet fucktard), asking why it's down. Without a doubt, if everything remains on track, NTRI will print $100, within 12 months.
NOTE: Lehman Brothers & Goldman Sachs has been loading up on LEN. I guess they believe the Homies have bottomed. Lehman is also the proud new owner of MVIS shares, too.
Thursday, May 24, 2007
Filter: Hey Man, Nice Shot
Fuck around and lose your house shorting my MVIS.
Contrary to the MVIS action, my balls were lit on fire by AAPL, GMXR, LNN, FMCN and BBND. But, who cares?
I am far too busy getting ready for my birthday, which will take place sometime this weekend.
I'll have you know, I will be 31 years old and bank more coin than most of you internet fucktards. Naturally, this is possible thanks, in large part, to my "calculator brain."
If you must know, I was down 1.5% today.
Finally, it's worth noting, some of my positions escaped the "bear hammer," specifically NTRI, MCHX, ACLI, NVS, RIMM and NDAQ. Sometimes you get lucky.
Bottom line: I could give two fucks and a gay donkey about this market. Get back to me next week for more "insightful" commentary. Tomorrow will be a snoozer.
NOTE: Whoever wants to weekend blog, email me. I'll "hire" anyone, no matter how old and stupid you may be.
Late Day Thoughts
And, how many lines of baking soda does Bob Pasani do, per day?
The Art of Getting Your Face Punched Off
"The Fly" made a lot of foolish/over zealous trading errors, yesterday. I used much of my idle cash position-- and bought a bunch of crap that is going lower today.
So, what should I do now?
Go outside and drink hard liquor, while devouring 24 chicken wings.
Look, there is no way I am selling or shorting stock, today. I have big dicked gains and could afford to give back 10%, without worrying.
Consider today a reprieve for the less fortunate (short sellers).
The excuse for this sell off (fear of interest rate hikes) is rubbish. You know it; and, I know it.
The market is selling off because Mother Markets says so. To think otherwise is plain asshattery.
Fly Buy: CORS
Disclaimer: If you buy CORS because of this post, your calculator will cease to work. And, you may lose money.
Fly Sell: DIVX
Sector Spotlight: Retail
My point: betting against the U.S. consumer is always a bad idea. Generally, Americans are fucking nuts and will produce counterfeit money, when the real stuff runs out, in order to buy the latest fashionable attire.
Also, it's worth noting, I saw 6 people in my local CWTR, last night. As usual, the bitches were fat and probably reside from some mountainous region of NYC (I am aware NYC has no mountains).
As for my positions:
I am hearing there is a lot of institutional interest for MVIS shares. The numbers are very big and can only be fulfilled via stock offering. However, my sources tell me there are no immediate plans to issue new shares, in order to raise capital. I suspect, whoever the company partners with to produce embedded or accessory Picop products will take an equity stake in MVIS-- and absorb much of the manufacturing costs. Hopefully, Tokman and Co. will give us something, soon.
MCHX is punching the cocks off of the short sellers, making them officially "cockless."
And, NTRI and CORS shorts are next up, to have their eyebrows punched off.
In short, I feel loading up on HANS, CORS, NTRI, RS and MVIS makes a lot of sense now-- and will likely inflate "The Fly's" brokerage account with unneeded, but much appreciated, coin.
Wednesday, May 23, 2007
Fall Out Boy: Sugar We're Going Down
The reality is: investors were looking for an excuse to take profits. No big deal.
However, should "Greendicks" bearish comments wreak havoc on the Chinese exchange, I suspect a global sell off would follow-- in sympathy.
Nonetheless, betting against the vast pools of money, sloshing around the world, is equal to playing with a box of live hand grenades.
As for me, I gave back a lot of profits, as FMCN, LNN, MVIS, HANS and RS reversed and fucked me, late in the day. I closed out the day 0.6% richer. However, at one point, I was up more than 3%.
Long story short:
Expect a pullback and buy it. It will be short lived and prove to be bountiful, for those who have balls to buy it.
NOTE: CQB and CQB-wt or CQB' is going banana's (pun intended).
Fly Buy: HANS
Disclaimer: If you buy HANS because of this post, you will be falsely accused of shop lifting, while with friends. And, you may lose money.
Fly Buy: MVISW
Disclaimer: If you buy MVISW because of this post, the next safari you participate in will be your last. And, you may lose money.
Fly Sell: ADBE
Multiple Fly Buys: CORS, HANS, CLX, FRX, GMXR, SE, CN and RS
Disclaimer: If you buy any of the above stocks because of this post, the next time you go to a baseball game, you will get into a fist fight. And, you may lose money.
Multiple Fly Sells: WU, ADBE, DNA, GD and DIVX
Quick Alert: Fly's Beverage Analyst Traps HANS Short
Fuck around and get an ax to the head.
Fly Buy: RS
Disclaimer: If you buy RS because of this post, President Bush will run for office, again, and get elected for a third term. And, you may lose money.
Quick Alert: Oatmeal Break
However, I need to be in the office today, as my stocks are all ripping higher.
Therefore, in 10 minutes, I will start eating a very large amount of oatmeal, lightly sweetened and with milk.
Position Updates: BXC
However, during the Katrina debacle, the stock soared, as demand for lumber went through the fucking roof.
Don't quote me on this, but I believe BXC is the biggest distributor of lumber and sheet rock in the country. If not the biggest, they are pretty darn big-- with 4.5 billion in sales. They supply HD and LOW.
Should this year's hurricane season destroy the country or lumber prices start going up, BXC will be in play.
Fly Buy: HANS
Disclaimer: If you buy HANS because of this post, your blog may never be purchased by a large media corporation. And, you may lose money.
Fly Sell: MCHX
(I sold 1/3 of my position)
Quick Alert: MCHX LIGHTING THE SHORTS' BALLS ON FIRE
Sector Spotlight: Retail
If I am to sell short stock, I will have to put 2-3 million dollars behind the idea. With the market ripping the way it is, I felt conflicted and thought my time and money would be best served elsewhere.
As for today's trading:
I expect to see more of the same. The shorts are being "machine gunned" and are covering their wrong bets. Hence, stocks with big short positions, like CORS, MCHX, ERS, NTRI and LNN, are trading higher, recently.
With my money, I want to go long some of the Metals, in particular RS. Without a doubt, metal companies, like RS and CENX, are takeover targets. It makes sense staying long and buying the dips.
Finally, it appears MVIS is off to the fucking races. Considering the recent stock action, I think it's safe to say the shorts are in serious trouble here. See, MVIS offers the type of upside that can fucking convince a short seller to jump off his local bridge.
Fuck around, stay short MVIS and find yourself filing for chapter 11 bankruptcy, once they ink the anticipated cell phone or accessory partnership.
NOTE: HANS just broke-the-fuck-out.
NOTE II: By the way, Retail stocks look good.
Tuesday, May 22, 2007
50 Cent: 21 Questions
I don't have time for a wordy post, but feel comfortable knowing "The Fly" was up 4% today.
That's right bear fuckers, I own you.
In short, I expect to benefit from ongoing short squeezes in MVIS, CORS, MCHX, NTRI and LNN.
NOTE: Today, MVIS unveiled its latest version of the Picop. From what I understand, it stunned the audience and is well on its way to commercialization. As a result, I am lifting my personal ban of buying the stock above $4.50. I feel the technological breakthrough will result in contracts and much higher stock prices.
Off to drink some "rich man's whiskey."
Fly Buy: MVISW
Disclaimer: If you buy MVISW because of this post, Poseidon will punish your yacht. And, you may lose money.
MVIS Shorts Having Their Tongues Ripped Out
Fly Buy: CWTR
Fly Buy: ARWR
Disclaimer: If you buy ARWR because of this post, your herb garden will wilt. And, you may lose money.
Get Dressed, I'll Show you my Charts
This one is for all of you Gekko wanna-be-chart-chomping-idiots.
Fly Buy: CORS
UPDATE: I bought 5,000 CORS @ $17.67.
Disclaimer: If you buy CORS because of this post, the next time you cook lobster, it will jump out of the boiling pot and clip off part of your ear. And, you may lose money.
Fly Sell: GD
Fly Sell: FMCN
Fly Buy: MCHX
Disclaimer: If you buy MCHX because of this post, homeless shelters will start popping up, in your neighborhood. And, you may lose money.
Sector Spotlight: Fly's Stocks
Now, my biggest fucking dog, CORS, is running with its socks off. I mean, fucking the shorts with a metal bat. They (CORS) own 2.5 million shares of FMT. FMT is being bought out-- big premium. CORS is off to the races.
How you doin'?
MCHX is splitting the whigs of those who short it, up 5.4%. I own a boat load of MCHX. The short squeeze is just beginning at MCHX.
MVIS is presenting at a technology conference and will unveil its new Picop. I understand a new fund took a position in the company. They bought a lot of stock, in the open market, because there are no institutional sellers left. The stock is going to $5, right away.
BWLD never goes down. My sense, by the end of summer, the stock will print $100. Fat fuckers love wings.
HANS is the next one to go. Mark my words, HANS will print $50.
NTRI is still one of my favorites, despite its turdish trading range. I'll have updates throughout the quarter. Thus far, the stock is still a screaming buy.
AAPL is on fire. I should slap myself for ever doubting Mr. Jobs.
DIVX blows chunks. I am still in the stock, but will sell on a spike.
FMCN is a great way to play the advertising boom in China. I sold a little at these levels, but will buy back on a dip. Think Beijing Olympics.
LNN is milking the farmers and has a 25% short position. Hence, buying the stock allows "The Fly" to milk the farmers and the shorts. Two of my favorite things.
CN is my China telecom play.
UPL is my favorite Energy stock.
In addition to the above stocks, I own about 20 other names. However, since I don't like explaining too much at once, I will save the rest for a later date.
Just know this: Whoever you are, "The Fly" is better than you and has an archive of retarded blog posts to prove it.
NOTE: Off to secretly buy some Dunkin' Donuts coffee.
CBS Bought Wallstrip
I'll have you know, this retarded blog is not for sale, unless of course you have CBS type money. "The Fly" is a corporate hack and would sell out, for the right price, to any corporation-- providing ample amounts of Monster Energy Soda was included in the deal.
In short, congrats to Howard and the entire Wallstrip team.
Monday, May 21, 2007
Digital Underground: Humpty Dance
Look, I know many of you are skeptical and think "this guy is fucking nuts" or "may his herb garden burn to the ground." So, bet against me. Go ahead, short some MCHX-- see where it gets you.
As for today's trading:
The Semi's suck. They are not leading the market higher, so fuck them. With my money, I will continue to milk the farmers (somewhat ironic), via LNN, play the Chinese ad market, via FMCN, and bet against the fucktards who short internet stocks, via MCHX.
Finally, "The Fly" is not scared of pending doom, just in case you wondered. Also, I am not amazed at BWLD's ridiculous run. As you know, BWLD is "The Fly's" stock pick of the year. If you don't believe me, click here for internet proof.
NOTE: The internet never lies.
Fly Buy: MVIS
Disclaimer: If you buy MVIS because of this post, the next time you plug in your toaster-- it will electrocute you. And, you may lose money.
Fly Buy: BBND
Disclaimer: If you buy BBND because of this post, the sun will destroy your crops. And, you may lose money.
Quick Alert: Fly's Farm Analyst Confronts LNN Short
Milk the farmer.
Fly Buy: MCHX
UPDATE: I bought 5,000 MCHX @ $13.23.
UPDATE II: I bought 5,000 MCHX @ $13.26.
Disclaimer: If you buy MCHX because of this post, you will develop an allergy to steak and potatoes. And, you may lose money.
Sector Spotlight: Semiconductors
Aside from such "sour topics," "The Fly" is enjoying today's "kill a short session."
From FMCN to EQIX to GME to BWLD to CN to LNN to NYX, I bank coin.
Today, the Semiconductors are ripping the tongues out of those who bet against them, with gains in FEIC, CREE, ISON, PRKR, VIMC and OVTI.
For the rest of the day, "The Fly" will work diligently on violating U.S. immigration laws, as his herb & flower beds need to be trimmed. Also, I have instructed my trader/servant to keep the office refrigerator clear of home cooked meals. That shit annoys me and will be thrown out-- from this day forward.
Finally, with my money, I will buy more MCHX and MVIS, while planning a new landscaping project-- which will annoy my neighbors and ruin their sunny view.