All In
Fuck it. I’m going to go with my gut here and shoot for a triple digit return, by releasing my cash position into the market.
I cut loose BigBand Networks, Inc. [[BBND]] , mainly because it was a fucking headache. I sold out of FBR and [[ENTR]] , mainly because they were small/legacy positions. Out with the old, in with the new.
I am legging into some Century Aluminum Company [[CENX]] , which is the most leveraged aluminum stock on the fucking planet, with zero hedges. And, I averaged in on some Green Mountain Coffee Roasters Inc. [[GMCR]] , just because. Finally, I took a stake in [[YONG]] , based upon recent Chinese-Ag trends. Additionally, the entire Ag sector is ripping higher, led by my The Mosaic Company [[MOS]] .
I have several other names on my buy lists, even a few airlines.
UPDATE: I bulked up on W.W. Grainger, Inc. [[GWW]] , Masco Corporation [[MAS]] and [[CBD]]
LOL at the The Jewish Bear from Inglorious Basterds
Wasn’t it just last week when you said you were to take it easy to avoid your usual EOY drawdown?
changed my mind pal. changed my mind
Fair enough. Mastery of the contradiction is how to win in this game.
As if you knew anything about that.
No matter how i look at GMCR it is damaged , everthing and more seems priced in.
Wal-mart selling out of them wasn’t priced in…
http://www.walmart.com/catalog/product.do?product_id=13253324
That then is where the 20 cent rally after a 20 dollar drop came from , stop wasting my time.
A good trader sticks to a regular plan
Didn’t sound all that good for banks, at least to me.
Back to watching Marilyn Monroe smoking pot.
http://www.youtube.com/watch?v=HZ0GMATV9sw
Chinese Airlines, I hope…
Chinese airlines run on gold-laced fertilizer.
CEA/ZNH ripping.
Also, South American players, TAM/GOL
Mosaic based in Tampa area. Few years ago asked my neighbor why they were doing so well. Thought he would say worldwide growth or China he said simply ethanol. They were doing average he said until the push for ethanol and then it was off to the races for Mosaic.
I saw the posts this morning that ethanol goes to 15% —-this would be huge for mosaic. It hits what obama wants too—green energy and more money to corn farmers which will lead to more ag jobs. I think they definitely push for 15% which will be huge for ferts. Might make MOS a huge runner next six months.
I thought I heard on the news the other day that MOS was going to permanently close a plant in Tampa?
maybe it’s a phosphate mine being closed at the end of its useful life? they just opened a new headquarters in tampa area. They are going to build a big resort on a closed out phosphate mine in a Central Florida location to show the site can be made very nice after they are done with it. Mosaic is running a big PR campaign about the good things they do. If they closed a mine, they will have many more to open. They seem to have a lot of $$ and confidence
don’t do it
wow… ppt hybrid must be VERY low…
Fly top.
Shut up you fucking dog.
PPT almost hit 3.00 today. I’m going with it….
I’m not a dog that is involved in sexual acts.
I am in love with Steve The Neighbor’s poodle.
Good for you
Egg Foo Yong is good stuff.
Any relation?
This son of bitch, all night, check-check-check. You trick me!
stephenplaces,
arent you the same guy who had the website ‘is this the bottom? No?” when we were right at the bottom?
also watching PAC as ancillary to latin american airlines
Yep. It was created on February 20th, damn near bottom ticked it. Haven’t touched it since the inception.
Luckily I don’t base my allocations on a single serve website joke.
Still pulling in traffic to it, for some reason.
“All In”
That’s how Tiger should have started his blog statement today.
Already there’s some good jokes going around
Could GMCR be the next FuckTK?
fuck off, coffin stuffer
good luck!!!
for the love of fucking ABBA…..
would the powers that bee, get this fucker moving…..
Fly, make some phone calls!
Refiners. So oversold.
More WNR & TSO, tucked away in my coffers, to discover one rainy day at triple their current value.
Bot NXTM BTFO
Home infusion s/b a cost saver under any new Hlth Ins plan …
That was a quick $25K gain in 2 hours on YONG Mr. Fly.
time machine + space alien + magic = profit
also added WNR @ $4.80 and ADG @ $5.62 (ammunition supplier to ATK last I checked) … ADG is a thinly traded spec
http://finance.yahoo.com/news/The-Allied-Defense-Group-prnews-2921926676.html?x=0&.v=1
Great stuff about $WNR! And I quote:
“The prehistory of Green Mountain Coffee, Inc. is shrouded in smoke–marijuana smoke. In 1971 company founder Robert Stiller had helped launch E-Z Wider, a maker of rolling papers. E-Z Wider offered smokers wider papers, so they did not have to lick and splice two papers together to make bigger joints. As the high flying days of the 1970s came to a close, Stiller and his partner Burton Rubin sold the company to English tobacconeer Rizla for $6.2 million.”
That’s the best thing you’ve ever posted. Ever. On any message board, since the internet was invented.
True story, too! Of course, in my post, I meant to put $GMCR, and not $WNR, in the first line.
Great story! GMCR was so environmentally friendly at its roots yet all these wasteful single serve plastic K-Cup that are being dumped across the country. I guess it is fuck the environment now for more profits.
Bah!! Everything the K-cups are made of came from the environment. We’re just putting it back.
The wasteful but largely profitable K-cup is a result of the influence of all the Tuck people that have gone to work for GMCR over the last 15 years… those hard charging Dartmouth conservatives tossed all the hippies down elevator shafts and out windows, defenestration-style.
__________
Put on some PUDA @ $5.50
and some RJET @ $7.65
I figured. Refiners are all cokeheads. (mr. prez)
The Bear Jew! I fuckin Love it!!!!
Show Timmay some love.
http://misstrade.wordpress.com/2009/12/02/5260/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+wordpress%2FMIJi+%28Trading+for+the+Masses%29
where’s his bow tie?
Would someone kindly explain to me the purpose of attempting to micromanage 300 positions?
Other than draining yourself of what could have been a long and eventful life, of course.
Mr. Thaler, honestly, unless they are long-term positions, i.e., he is planning on holding them for many months, I would say there is no way one person effectively manages 300 positions.
One should consider that these 300 positions might be legacy positions, meaning that they were/are probably losing positions that he pared down, and held onto.
It would literally take him several hours a day or more to manually enter and exit hundreds of positions. Lets consider that it takes 30 secs to enter/exit. We would be talking 2.5 hours for 300 positions, and that is assuming absolutely no breaks between orders. It is possible that he has help with entry and exit. What if we added 1 minute per position for daily analysis? Now we are talking 7.5 hours/day, assuming there is high turnover.
All that being said, I’m really curious as to the purpose of having so many positions.
He only read the first chapter of risk management. Position trading is so much more resourceful. More of a game of seduction than bukkake.
I am 90% short SPX here with 10% cash…. just slash your wrist if you are long here.
shut up, bitch.
Hey…no need for verbal abuse. Just be a man tomorrow morning and admit that it was a stupid move going all in at the top of the chart.
Not all of the airlines have been posting better capacities, but I think the majors are squeezing the minors if I recall. I’ve been eying the space via the travel websites. Good ones of the group are EXPE, CTRP, and PCLN. It’s the Gamespot trade of the skies.
As soon as this pissing match is done in the coffee world (DDRX), GMCR should really take off.
as far as your comment on twitter, Ken Lewis can go suck my cock. Raise your drinks to that.
I know, i know, the news on BAC will propel the market to a fuckin nasty ass bull run; but Mr. Lewis can go now.