iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
23,417 Blog Posts

Fly’s End of Year Top 10 Holdings

Sometime soon, I will post a year end summary for you (the internet leech). In the meantime, behold my top 10 holdings:

1. VMI

2. MVIS

3. SKF

4. FXP

5. RIMM

6. AAPL

7. BWLD

8. CLX

9. GME

10. GD

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26 comments

  1. gappingandyapping

    Hmm didn’t realize you owned that much SKF or FXP for that matter. VMI is going to coin money. Good year all around though, it wasn’t easy the second half at all.

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  2. gappingandyapping

    By the way Merry Christmas to the Fly family!

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  3. PoorOkie

    I second that. Merry Christmas to the Fly family and looking forward to another year of entertaining and enlightening content.

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  4. Tim

    fuck you! list your picks for 08 my are here fuck face:

    TRN
    GTLS
    IOSP
    KMGB
    EMC
    UFS
    TTEK
    HAYZ
    ASYS
    MSCS
    CMCSK
    C

    eat shit, weight them equally, and fuck you and your gay blog

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  5. The Fly

    Merry Christmas to you too.

    Tim:

    May sAnTa drop a brick oven on your piece of shit car.

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  6. Mr. Limm

    May you sweet and soah poke be velly sweet, but not too sticky.

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  7. zee

    jake if you see this
    MAS is back, for a couple of days….you might want to get in your farewells to the guy as he won’t be with us much longer…
    zee
    and to any other posters here, please help me get this message to jake…i think it’s important…
    thanks

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  8. Howie

    How about the name of the DOG that holds YOU Mr.Flea, and your brew , thats your number 1 holding!

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  9. gmac

    Definitely…

    1. AAPL – if it wasnÊ»t for Blackberrys theyÊ»d rule everything
    2. CLX – hard to find as solid a recession pick as this
    3. FXP (during or just after Olympics)
    4. SKF – may be making huge dough soon
    5. vaguely an ag pick, food prices will go up this year.
    6. vague energy pick is out there as well…
    7. short the hotels… credit woes = no vacation

    There are breakouts that will come in 2008 as it did this year (i.e. Solars). We will see… especially if we approach the Bear market

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  10. Juice

    FXP is gonna rip your ‘ed off, short term .. China is gonna blow skyward when their markets reopen wednesday.

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  11. Tim

    what car did you buy? what you do with the rexus?

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  12. gappingandyapping

    Holly christ FXP and SKF are getting snipped today. We could be going to new highs soon if they keep melting us up.

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  13. larry

    alais:BPOE

    TIME MACHINE alert:Blue Screen

    Being a System Engineer I broke into your Time Machine. It was fxping a male goat from China. You need to run Dick Cleanup and Defag ASAP.

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  14. JakeGint

    Got it, thanks Zee.

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  15. Frosty

    CROX 40.25 for next week’s squeezed play…should test 45.

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  16. JakeGint

    May be a good day to short CROX.

    Not “participating,” as it were.

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  17. JakeGint

    Frosty… lol. Did not see your post before I typed mine.

    Stop on CROX at $41.25, not much damage from here.

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  18. JakeGint

    Check out JSDA these days… how the mighty have fallen.

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  19. Frosty

    CROX…doulbed down 39.91, we have a market…indeed.

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  20. JakeGint

    Careful, Frost, that’s the 61.8% fib line at $41.10, and she’s already banged her head once on it, circa 3:00 last Friday.

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  21. Frosty

    I hear ya’ ie :CROX…I think your spot on regarding where the stops are gathered.

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  22. JakeGint

    My present for the New Year… GAIN.

    Nice fat yield (9.6%) and not without risk, but one of the best “original” leverage debt investors in the country — David Gladstone — making the calls.

    He refused to participate in the crazy valuation market and instead parked dough in syndicated bank debt. He’s been punished for that, but this thing IPO’d at $15 and is a stone bargain at these yields.

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  23. DaddyWarbux

    MVIS
    ARCW
    BJCT
    and a tiny tot, ABTG

    for a great 08!

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  24. TomTom

    are you saying you have over 500,000 shares in VMI, because I know you have a lot of shares in MVIS. The hold base on dollar value right??

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  25. Ntlqyokz

    abqAhr

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