“The Fly’s” Bank Analyst Takes Down a Bank Bull

[youtube:http://www.youtube.com/watch?v=OLUGBujl2-0 450 300]

Truly masterful.

As you already know, “The Fly” wins again.

I bought 10,000 shares of [[SKF]] @ $95.85.

Disclaimer: If you buy SKF because of this post, the Government will resume its spree of bank stock purchases. And, you may lose money.

Is this a key tell or more Chinese fuckery?

Go down the list of stupid Chinese stocks, from [[LFC]] to [[CHL]] to [[CTRP]] to [[PTR]] to [[ZNH]], they’re all receiving the “Stalin Shiv” to the neck treatment.

Keep in mind, previous market tops started with the collapse of the chicoms.

At any rate, just to be cautious, I am paring down many long positions here, while adding to [[FXP]].

I could be wrong. But, either way, it doesn’t hurt to book some gains and wait to see if this dip is buyable or a fucking suitcase nuke in your oven.

I sold 10,000 [[NVDA]] @ $22.50 and 3,000 [[HANS]] @ $35.80.

Forget about buying [[CSCO]]. They’re too big and cumbersome to bank serious coin off of. However, playing the smaller, niche, companies, who feed off CSCO—like small fish on a shark, can be your lottery ticket.

If demand for routers and servers are still in boom mode, there are better ways to play the growth side, other than CSCO.

Personally, I’ve always been impartial to [[EQIX]]. These guys are like the [[EBAY]] of bandwidth. Forget about [[AKAM]], [[LVLT]] or [[LLNW]]; EQIX is the shizzle.

If they could get their fucking act together, [[RACK]] is “homeless man cheap,” and would make a great acquisition target.

Also, a stock that I’ve been buying, and is well off of its highs, [[FFIV]]. They optimize the delivery of data. The stock has been beaten like an Iranian civil rights leader and looks ready to book higher.

An old [[BBY]] derivative favorite, [[NTGR]], looks good, down at these levels. Something tells me the stock is too cheap to ignore.

Finally, within the sector, the following stocks are on my watch list:

Off topic NOTE: [[NILE]] beat the estimates, but guided lower yesterday. However, the stock dropped like a lead balloon (10 bucks), prior to numbers. With 60% of the shares short, I like this name for a bounce here.

They are having issues with production costs and trucking.

If you read this blog, you know “The Fly” is a monster fan of [[HANS]]. However, I don’t feel like rolling the dice on this quarter. Doing so would make me no different from a Kentucky Derby looser [sic]. That, my little internet leech, I am not.

While it’s true, HANS, for the first time in company history, raised the price per case. It’s also true, gasoline and aluminum expenses have been fucking soaring through the roof.

Looking at the company with rosed color glasses, they are expanding rapidly, and will become the largest maker of energy beverages in the world, surpassing Red Bull, sometime in the near future.

In addition, they would be a great acquisition for [[PEP]], [[KO]] or [[BUD]].

NOTE: Vote for “The Fly.”

NOTE II: Both [[LFC]] and [[CHL]] are being raped in premarket trading. [[FXP]] is set to surge,

Who should replace Gunners? [540 votes total]
Green Writer (76)	14%
DPeezy (79)	15%
Alpha (232)	43%
Cuervo (11)	2%
BEAS (85)	16%
Leonard the Monkey (38)	7%
Hattery (19)	4%

Part 1

Part 2

While it’s true the election is most likely over now that “The Fly” has endorsed Alpha, I’m publishing my interview with DPeezy anyway, so that you may be persuaded to visit his third-tier blog, and perhaps vote for him when the next election takes place. And, because he took the time to answer my “egregious” questions.

To help set the scene, just know that I was wearing a bullet-proof vest for the duration of the interview…

DT: Greetings, DPeezy. Nice gun… So, do you trade for a living? Or is it just a weird hobby of yours?

DPeezy: No…not quite as weird as Patches O’Houlihan drinking his own urine. But hey, he likes the taste & it’s sterile, so more power to him. I could (and have in the past) make a living without trading…but would it really be a life worth living? Probably not.

DT: Speaking of hobbies, what are your thoughts on pornography?

DPeezy: I am a student and a fan of all ‘classically trained’ actresses and their ‘works of art’.

DT: Okay, seriously, what kind of trading do you do? How often, and what instruments?

DPeezy: Let’s call it short-term options trading. Stocks are for asshats.

DT: What kind of ideas do you have about your tab? What will make your tab, “extra special?” and worth reading?

DPeezy: Momma always said, life is like a box of choc’lates. You never know what’chu gonna get. On the other hand, with me you know exactly what you can expect. Just look at the ‘King of the PG’ tab for the month of March. So you get to look forward to all of that, plus any and all improvements I may undergo personally & professionally.

DT: Who won the first Peanut of the Month award at IBC?

DPeezy: I believe it was the one they call ‘dinosaurtrader’. It is not known if he truly is a real dinosaur.

DT: In a related question, what’s the best third-tier stock market blog on the Internet?

DPeezy: The iBC ‘computer wizards’/’egregious Chinese communist bastards’ have blocked me accessing third-tier blogs. It sort of limits my internet-experience and thus am not in an educated position to answer this question. There was this guy once who told me about Dinosaur Trader’s blog, and about how cool it was as the undoubted third-tier stock market blog leader…but then I never saw that guy again and nobody seems to know what happened to him…

DT: Interesting… that explains a lot. There are odd, dark forces at work at iBC. Anyway, how old are you? Age discrimination applies here.

DPeezy: I was born the year of the last ‘full’ syzygy, when ALL the planets were on the same side of the Sun and in a straight line. Coincidence? I think not. It was also the year of the Falklands War, ‘The Play’ (Cal-Stanford), the first C(ompact) D(isk), the Commodore 64, and Michael Jackson’s Thriller. A great year, indeed.

DT: If you don’t trade for a living, what do you do?

DPeezy: I design flash memory chips. Not by myself, mind you, there’s a whole team, division, company…it’s the real deal. And there is an excellent chance that the mobile phone you’re using contains one of our products.

DT: Say something bad about another candidate. Go negative before they do… For example, Green Writer says you’re a “dick.” True story.

DPeezy: I don’t do smear campaigns. No snitchin’! True story.

DT: Okay, now assuming you don’t win, who would you like to see win? Remember, I’m not in the running. This is your chance to say something nice about another candidate.

DPeezy: ADawgg, GW, cuervoslaugh would all provide excellent & regular content. Perhaps we should do a coalition, like some European governments like to do.

DT: Is Ragin’s blog gay? If yes, why? If not, why not?

DPeezy: Don’t worry, he’s also ‘gay for you’. You two really should get a room. Or at least a shared tab.

DT: Maria Bartiromo or Erin Burnett?

DPeezy: I don’t watch CNBC. Too much yelling and general douchebaggery.

DT: John Lennon or Paul McCartney?

DPeezy: Yes. If only they had better taste in women…

DT: Is Hillary Clinton a “smelly pirate hooker?”
She’s the First & Foremost smelly pirate hooker. I heard that all the other smellies quit, since they obviously could not even approach her level of ‘pirate hookerishness’.

DT: Do you like “gangsta rap?”
DPeezy: Do you really have to ask? Take a quick look at my nametag (again) and take a guess. That’s what I thought.

DT: What the fuck is wrong with Ducati anyway?
Dpeezy: He was egregiously unloved during his formative years.

DT: Dennis Kneale?
Dpeezy: Same. No, wait…abusive father. Like that David Archuleta kid on Americal Idol.

In a shocking development, it seems as if Alpha was handed his landslide victory not by the readers of iBC, but instead, by the readers of Option Addict. See below for irrefutable proof. What you see there, is the iBC poll, on the OA website.

Egregious voting irregularities, indeed.

In short, what this means, is that “the curse of Ducati” hangs over Alpha’s new tab in much the same way that death hangs over Amy Winehouse.

I mean, lets review the history of the tab for a moment.

First, there was Bilderberg who, after a much lauded beginning, quickly shriveled up and died. His blog was foreclosed upon by Ducati, staunch enemy of “The Fly’s” original blog, who was somehow rewarded a tab at iBC. Ducati blogged strongly for a few weeks, and in harmony with the iBC brotherhood. However, after his voting habits in the PG were exposed by “The Fly,” Ducati promptly quit his tab, throwing iBC into short-term disarray.

“The Fly” hastily named Gunners the new “tabee.” For a few eerie days, the unnaturally blue sky and Snoopy that are the “mark of Ducati” hovered over Gunner’s writing.

But he shook off the bad vibe, and in time, was rewarded with a nice dark skyline as his banner. Things seemed to be going well, when we received sudden word that the tab had basically ruined Gunners life, and that he had to quit immediately, lest he lose his full time job and family.

Fast forward to the election process, where for the week leading up to this evening, “The Fly’s” blog was hijacked by “bad karma” type thugs. And now, we learn of these voting irregularities.

Congratulations Alpha, on your victory, but be sure to look both ways when crossing the street for your tab is cursed, and the combined magic of Bilderberg and Ducati is strong…

With that, I bid you all a good evening. I was happy to usher in the era of Alphadawgg and I hope you all were appropriately entertained.

The following comes to me directly from “The Fly” without editing… kind of like when God spoke to Moses, I guess.

The Gods of iBC have decided to fully support the candidacy of AlphaDawg.

Despite his last “bowling ball to the cock” stock pick, SNCR, Alpha has been a steady presence for iBC, since the beginning.

Moreover, we were going to support GW, for his slave-like mannerisms, with regards to posting and offering internet retards “cogent financials advice”; but we now deem him to be “unelectable.”

While candidate BEAS has demonstrated recent skills of “Ducatism,” we at iBC choose to ignore such behavior and categorize it as an early sign of mental illness.

Thank you.

News analysis: Viz.