Saturday, July 14, 2007
Anyway, I see you guys are getting anxious for a few stock picks here and there. Especially Danny. Those skater dudes are always pushing the envelope. Living on the edge. You have to respect that. However, I am a loyal employee and I was hired to blog this weekend. If I wanted to list a bunch of stocks right out of the shoot, I would have applied somewhere else. Maybe I don't even have any picks, who knows?
Mrkcbill, you don't have to click on the embedded links, they are there to help guide the slower breed. Like pictures in a book.
I will attempt to dish out the goods tomorrow.
Enjoy your late night melodies. Killer solo.
The Pep Talk
Although The Fly has never given away all of his secrets, from what I have gathered, there seems to be a common theme in his expertise. Many of you know this, hang in there with me, this is for the new fuckers.
First off, I hate to continue the ducati bandwagon here, but it must be done. It exposes great contrast. Do not listen to these self labeled gurus. It will make you want to pull out the over-under and put it in your mouth. He probably has a ponytail anyway. Oh, you don't know what I'm talking about? Read the lethargic, in depth commentary of his assessments, then compare it to The Fly's. A while back, in the middle of bashing BWLD the beloved ducati mentioned he had had never eaten there or even heard of the place. What the fuck? This seems to be a common theme with market "professionals" regarding their market recommendations. You should tune it out, immediately. I almost always have CNBC on mute, unless T. Boone Pickens is making a move on Becky Quick.
So, after sticking with MVIS, BWLD, HANS and a few other Fly picks, I became truly intrigued. The simplicity is fascinating. Maybe it really is a "calculator brain". Or, does he really have that time machine from Ebay that I wanted? Nevertheless, it takes great skill to be able to recognize a force that is brewing out there unforeseen by the market.
Hopefully my next few posts will have The Fly theme written all over them, plus, I have good information on where a lot of money has been flowing into.
Tip of the day: Never bet against an Irish Gypsy
Good morning to you, the creepy internet stranger.
No surprise here, you might say. This city slicker is going to talk to us about oil and energy, again. To that I say, well yes, yes I am so fuck you. I got hired, you didn't. You want to make money right? It would be almost retarded and reckless for me to come on this notable, and award winning site just to guide you into an equity or sector in which you lose your lunch on. The Fly would surely give me the boot on such "asshattery". Plus, I am happy to say that I am the first weekend blogger to my knowledge that will cover the energy sector that does not want my readers to have a sledge hammer to the face (note comments section).
I want you to make money. When you make money, you are supporting the economy. You will be eating more BWLD, and using more energy. In turn, making me richer. Funny how that works. Me, making money off of you, the creepy internet stranger.
I may very well just give you a little pep talk on why you should value past, present, and future information on this site, with your life. Then, I will go into a little bit about how oil and the whole energy sector can make you fucking rich.
Disclaimer: If you listen to my recommendations you might________________?
Friday, July 13, 2007
Third Eye Blind: Semi-Charmed Life
Long live "The Fly" and good luck to my new weekend blogger, Crude Broker.
He will need it.
Late Day Thought, part II
Fly Buy: MCHX
Disclaimer: If you buy MCHX because of this post, your wife will make you sleep in the guest room. And, you may lose money.
Late Day Thought
Fly Buy: NEU
Disclaimer: If you buy NEU because of this post, your telephone will explode. And, you may lose money.
"I work with retards"
Sort of like me.
Sector Spotlight: Chemical Stocks
Mother Market must have sprinkled some fucking magic dust on my "calculator brain," because this shit happens all the time.
Have you ever sat through a State Lottery drawing, aired on T.V., and tried to guess the numbers? Well, this may sound like utter bullshit to simple internet folk, but "The Fly" once called every God damn number (accurately, of course), before they were revealed. All seven of those fuckers. I was only 12 years old at the time.
Now, you must be laughing to yourself thinking: "this man from the internets has done lost his mind." Or maybe you're thinking: "it must be fun smoking all that crack, then live to talk about it."
My point: I have a fucking time machine, bitches. Go ahead and check my track record. It's a mathematical impossibility.
Or, maybe the high doses of caffeine has given "The Fly" the ability to predict future events, such as meaningless State Lottery drawings.
Aside from paranormal stuff, I expect the market to mark time today, as it tries to digest yesterday's melt up.
Doing a little research last night, "The Fly" decided to start buying some chemical stocks.
Thus far, I have a very long list and need to narrow it down. But, so far, I like NEU, LZ, FTK, IOSP and AKZOY, amongst many others. I'll have a short list by Monday.
Also, the homebuilders are bouncing, up 1.5%. If you look at the homies, many of them are trading below book value. HOV is trading $10 below book. What the fuck?
Finally, look for more deals in the metal sector, now that AA got outbid by RTP. Maybe AA will turn its guns on CENX, RS or KALU? Or, maybe BHP will buy AA?
One thing is certain: the sector is not done going higher. Get representation you dumb fucks.
UPDATE: With MCHX dropping, like Apollo in Rocky IV, it appears "The Fly" needs to take his time machine in for some repairs.
Thursday, July 12, 2007
GZA, RZA, Method Man: Living In The World Today
While it's true, I feel like awarding the MVIS fuckers one big "Asshat Award," for being flat on a "mushroom cloud the shorts, then burn their house down" day. I will remain patient. However, it's worth noting, it's not easy for someone as hyperactive as "The Fly" to just sit and wait for news, while shit is flying through the fan--spraying short sellers.
Just like everyone else who is long, I had a monster day, with spastic moves in 75% of my holdings.
With fresh money, I am considering bulking up on the financials, particularly BSC or LAZ. Also, I will continue to press the shorts in MCHX.
That stock has $20 written all over it.
Finally, the only earnings play I am interested in, so far, is VMI.
Also, if MATH doesn't spike by late next week, I will sell my position.
Fly Sell: AZZ
Bull (Rambo) versus Bear (Helicopter)
I endorse this man for President
Fly Buy: MCHX
Disclaimer: If you buy MCHX because of this post, you may become victim to a short squeeze. And, you may lose money.
Sector Spotlight: Retail
I feel like a monkey in a banana store, with all of my stocks ripping higher. I don't know which way to look.
As you now know, "The Fly" has been doing this (banking coin in stocks) for years. Without bragging, it's fair to say "Fly" is the best stock picker in the Universe, with that old fucker from Omaha coming in a distant second.
Already, this morning, I busted Minkow's jaw, as USNA streaks higher. And, I am enjoying "shocking" gains in AEO, RS, FMCN, AZZ, VMI, JCG and SNDK.
To be fair, the entire market is exploding with gold coins, as retail stocks lead the charge.
Never doubt the degeneracy of the U.S. consumer and her ability to buy stuff. Even I was once taught a very valuable and expensive lesson, by fat mountain bitches, when I shorted CWTR.
Within retail, AEO, ANF, HOTT, JCP, DLIA, FRED, EZPW, PLCE, ZUMZ, MW, CACH, SCVL, URBN, VLCM, GYMB, NDN, ARO and DECK have serious mojo.
Also, once again, foreign internet stocks are ridiculous. Take a look at REDF, SIFY and SINA.
Finally, it's worth noting considerable strength in the metals, thanks to a fresh bid for AL. Don't you get it, you dumb fucks? The sector is under serious consolidation. You have to be a fucktard to not own any.
My favorites are: CENX, RS, PCU, ZEUS, KALU and STLD.
Late Day Thought
He posted over 1,000 messages, bashing OATS and touting WFMI.
The internets never lies.
Wednesday, July 11, 2007
Just know this, the squeeze is on and Minkow should be going back to jail, God willing, shortly.
Aside from that, I had a very nice day, with retarded gains in AZZ, OEH, RS, FMCN, NYX and USNA.
Also, it's worth noting, I am as pissed as Pujols for missing the run in SMSI.
Generally, the market is back on track. I anticipate strength for the remainder of the week and intend on buying an internet stock. Clearly, the sector is killing shorts.
Today, in the internet sector, large gains in APTM, TRFX, REDF, SOHU, SIFY, VSCN, IGLD, RATE and SYMC were abundant.
I know some of you have been "mushroom clouded" in ARWR. For what it's worth, the fuckers who keep me informed tell me "news should be day's away."
We shall see.
As for MVIS:
I do not want this blog to be a fucking message board for the stock. "The Fly" is a lot more than just MVIS. Just know and understand, I feel the stock is cheap and would bet one of my kidney's it trades significantly higher, by Labor Day.
Finally, I sense the bears were caught flat footed by today's rally. Look for stocks with big short positions, like USNA, CORS or MCHX-- then consider buying them. My sense, the bears capitulate sometime this weak and get kicked down a flight of stairs, by some asshole drinking florescent green energy soda.
UPDATE: AEO just blew away same store sales estimates. You're welcome, fuckers.
UPDATE II: Small lumber wholesaler, JCTCF, is ripping higher in AH's. Thinking about BXC.
Late Day Thought
UPDATE: Minkow is getting his ass kicked in his USNA short.
Sector Spotlight: Metals
For example: The amount of coin "The Fly" is banking on RS and AZZ today is just plain silly.
As you know, "The Fly" has put himself in a quiet period, regarding MVIS. Frankly, I have held your sweaty, clammy hands for too long with this stock. It's time for you to man up and get your own information.
Fuck with me a little bit more: I will track you down and have someone punch your chest hairs off. Then, I will hop into my time machine and kick your ass again, both in the future and the past.
Aside from that, I like the metals today, thanks to the CHAP buyout.
Look you, start listening to imbeciles like Ducati, with his $1.79 break up value price target on CENX, and your mortgage company will repossess your house. The metals are in play, own them.
Not only is AZZ a play on building and improving the electricity grid, but half their business is galvanizing. It's going higher.
Right now, NUE, IIIN, SIM, STLD, FCX, CENX and CRS look great.
In general, the market is well on its way to erase yesterday's sell off.
With my money, I will add to my OEH and VMI positions.
Late Night Thought
Baseball Fan Update: Host on WFAN is on fucking fire. Fire then kill Larussa.
Tuesday, July 10, 2007
Goldfrapp: Fly Me Away
Hence, it is fair to say, at least 2/3rds of you have no idea, whatsoever, what you are doing, sort of like witch Doctor's in New Zealand.
All day long, I made a shit load of shitty buys, which I now regret. I knew the market was going down triple digits, but I bought anyway.
I have that bullet proof feeling going on. Never a good thing.
The only silver lining about today is rates got poleaxed.
Long story short, "The Fly" is unafraid of such weak dips, knowing how weak, old and stupid the short sellers are.
My plan is to remain caffeinated, ignoring the negative health affects. And, to nibble at my favorite stocks, whenever I feel like it.
Finally, it's worth noting, CNBC is making this "sub prime mortage double wammy" into Hiroshima, part II. Fuck them and their fear mongering. Naturally, investors should be cognizant of systemic risks. However, until proven wrong, I believe this sub prime influenced dip, is a buying opportunity, particularly for tech.
Fly Buy: EPD
Disclaimer: If you buy EPD because of this post, your only son will believe everything he reads on fucktarded message boards. And, you may lose money.
Fly Sell: PNRA
Fly Buy: UPL
Disclaimer: If you buy UPL because of this post, the next time you go swimming at the local lake, an alligator will join you. And, you may lose money.
Fly Buy: OEH
Disclaimer: If you buy OEH because of this post, your block will endure a blackout. And, you may lose money.
Fly Buy: VMI
Disclaimer: If you buy VMI because of this post, your neighbors dog will eat your parsley plant. And, you may lose money.
Fly Buy: AZZ
Disclaimer: If you buy AZZ because of this post, the National League will never win an All-Star game again. And, you may lose money.
Fly Sell: GMXR
Sector Spotlight: Semiconductors
My sense, let the market go down triple digits, then nibble like a rat on cheese.
Doing a little research, it appears NVDA has been excluded from the iphone. Instead, graphic chips are being made by a company named Imagination Technologies. You can buy the stock on the London Exchange or over the counter here, via IGNMF. Undoubtedly, being inside the iphone will help this company-- a great deal.
Thus far, I am seeing some marked strength in select software names, such as CTCH, ATVI, IMMR, DRIV, SMSI and ERTS.
Additionally, with the exception of NVDA, BRCM, SNDK and INFM, semi's are being whipped with spiked leather. However, "The Fly" believes the sector should be owned. Therefore, look at this decline as a buying oppotunity, instead of a short.
Also, it's worth noting, there are rumors that AMD may start outsourcing chip production to TSM. If this rumor is accurate, TSM is a fucking buy. And, this may be a loss for CHRT.
Finally, AAPL is destroying those who bet against it. Steve Jobs is the best CEO in America and should be awarded the lofty position of President, instead of having some asshole throw darts at his face--whenever the stock goes down.
NOTE: If you fuckers like KO, take a peak at CCLAY (Coke Australia). They're better.
Monday, July 09, 2007
Freeway Ft. Jay-Z: Big Spender
As for today's trading:
I believe the market will continue to melt up, especially tech. Also, keep your eye on the small caps. Thus far, the rally has been spearheaded by big cap industrials. I sense Mother Market will bless the small caps with "big dicked" gains. Hence, it makes sense being long MVIS, AZZ and MATH.
I hear some new positive chatter on ARWR. However, since my face was ripped off by the name, I put little credence in such "chatter."
Oil stocks pressed higher, again. Short term, I think the sector will take a breather. But, longer term, stocks like VLO, UPL, SU and GMRK go higher.
Looking at the homebuilders, I can't help but think they are too cheap. I mean, they have been obliterated and sentiment is hellish. Any good news can send the sector soaring. Plus, my chart guy says they are "hugging long term support lines."
Finally, I feel OEH and BWLD are must owns here, as fucktarded money managers scramble to own "what is working." Do not be discouraged by declines, while in bull mode. Instead, use it to get in cheap.
Also, MVIS is on its way to new highs.
NOTE: Please take the new "Fly Survey." Are you bullish or bearish on the markets?
Late Day Thought
Here's one for you Southern fuckers
Fly Buy: AZZ
Disclaimer: If you buy AZZ because of this post, your cat will eat your fish. And, you may lose money.
Fly Sell: VLO
Position Update: LNN
Instead of LNN, take a look at VMI. VMI does the same shit as LNN, but bigger. With earnings right around the corner, VMI should give investors a nice upside surprise.
In short, during LNN's conference call, the company stated they were not taking market share from VMI (their chief competitor) in the U.S. The entire sector is getting a lift, fuckers.
Sector Spotlight: Metals
SNDK and many other semi's are ripping higher. Also, AZZ will not go down, disabling "The Fly" from buying any.
On the back of SCHN's numbers, the metals are on fire, with large dick gains in CENX, RS, BHP, ZEUS and TIE.
The energy sector has ridiculous momentum, check FSLR, CHNR, ANW, STP, HNR and DSTI for proof.
Even the biotech's are flame broiling the shorts, with spikes in ALNY, ISIS, CTIC and CYTR.
Also, let's not forget the "it's the end of the world, so let's buy a stock" action in the networkers. Big gains in BCGI, BKHM, SMTX, PWAV, SILC and NTGR are prevalent.
What does this mean?
Well, for one, it suggests investors are saying "fuck it" and going long, at least until September, when fucktarded corrections typically occur.
The bottom line: If the annual summer correction doesn't happen soon, idle cash will flood the indices and send stocks up, another 5% or so. People are aware that time is running out for the bears, and positioning accordingly.
With my money, I like the oils, via VLO, and tech, via MVIS. Also, their is money to be made in OEH, AZZ, NTRI, HANS, RS, MATH, and BWLD.
Naturally, there are many other stocks worth investing in. However, "The Fly" prefers to concentrate on a select few. If you disagree with his tactics or market analysis, fuck off.
"The Fly" is too busy, banking coin, to debate intricacies with internet offal.
Sunday, July 08, 2007
The Important Matter of Shopping Mall Barbers
Mistake number one.
The place was a complete pigsty, with about 100 barber chairs, filled with "shopping mall fucktards," and middle aged hatfuckers.
Frankly, under normal high IQ conditions, "The Fly" wouldn't spit at this barber shop, let alone get his fucking hair cut inside it.
Anyway, I sat down and the man who was assigned to me asked if I wanted a "number 2 or number 3," referring to his chopping machine, which he readily destroys perfectly good hair with.
I replied: "I don't want my hair to be cut with razor clippers, instead use a pair of scissors."
Mistake number 2.
To summarize a fucking nightmare experience, this guy left me looking like I have down syndrome or some shit.
Not only did he trim my side burns; he eliminated them. The back of my head has been mangled-- and the top resembles a pineapple.
After sitting in his disgusting chair for 15 minutes, I had enough and asked for mercy.
For 12 bucks, minus the tip, I had my hair destroyed by some shopping mall misfit.
I'm sure under different circumstances, I would have raised hell and left that old fucker with the shakes. However, on this day, "The Fly" was to leave the shopping mall, tame, looking like a fucking pineapple-- minus the delicious fruity part.
Shortly thereafter, I buzzed my hair down to fuzz.
Now, I look like a fucking skin head, minus the Nazi bullshit.
UPDATE: Danny's fired, mainly due to poor work ethic. It was a long time coming. Come on.