It’s Morning at iBankCoin

We’ve cast away the leaches and the swine, faux allies pretending to like us. There will not be any “joint marketing” plans and I won’t hold my tongue for the sake of some out of touch corporate sponsor. As discussed in the previous post, iBankCoin is going old school, real old, and I will not tolerate any form of disrespect (no StockTwits).

Markets are ripping. What you see in front of your faces is the reason why I opted not to short. Stocks climbing, after chilling out stupid for the past few days. Who would’ve known, besides me?

The CSCO news bodes well for other networkers, like JDSU, FNSR, RVBD, CIEN and contract manufacturer JBL.

I’m sitting here all morning, mustering up the courage to overweight MRVL into earnings, due out tonight. As of now, it’s a 12% position. I am tempted to go 20%, guns blazing, RPG on my back, suicide vest on my chest.

Silver stocks are acting better, but still not great. EXK is my largest position; but I would not add to it here. Instead, look to CTRP (cheap chinese burrito capable of doubling) off the back of the SINA numbers or DECK.

DECK can easily go FOSL on shorts if the winter starts early. Winter is coming, small plebs from the internets. Prepare yourselves.

 

Previous Posts by The Fly
Fly Buy: DECK
6 comments

20 Responses to It’s Morning at iBankCoin

vking says:

After Lampert is done what will be left of SHLD?

I hope you do the same thing…I’d BUY iBC stock if it’s core four were FLY,ADMIN,Chess and RG…the rest should be un-loaded…Maybe a little VK as a speculative play…

Reply
flyaway18 says:

I’m going to respond to you the way I would a teen-ager who has just said something inappropriate and inane, and, that is: “Stop acting like a knucklehead.”
I’m sure if you could perform on par with the blogger staff you’d be a tabbed blogger. You can’t so STFU. (That is my response to your annoying posts)

Reply
vking says:

sorry…sorry you’re a kiss ass sheep…go be part of the flock

Here’s what’s inappropriate…i’m wasting my time responding to a dildo…Let’s take this over to the V.Kingdom…sign up now and get a free waffle

Reply
The Fly says:

no one likes waffles here.

Go back to Bavaria

Reply
TraderCaddy says:

I like waffles at Waffle House, specifically pecan waffles.
Add a triple order of hash browns smothered with onions and a cup of coffee.
And if I was really hungry I would go with some cheese grits..

Reply
vking says:

Sir Snap Kick we have so much work to do with you…Although it does sound delicious…
Thanks for being 1 of the 10,000 people who read my last blog…

Reply
Bullish says:

10,000? I’m not even sure where to find your blog post.

Do you discuss lifting weights or buying stocks?

Reply
vking says:

Go to the blogger network at the top of this screen.
Go to V.King
Learn how to make cash…
2-3 inches of real growth in the first 4 weeks or your money back

Reply
republicat says:

Agricultural space, MOS AGU CF – bamboo like growth
Oil Legos – gushing
Semis – Where AAPL goes they go

Utilities and REITs can’t play with TLT sinking

Chinese pandas – on a diet of Brazilian burritos

Short mice will lose tails

Reply
Shawn says:

Deck is the biggest pick.
The PE is low as hell, and can go from its current 10 to 15 fast.
The E is low as hell, affected by the lack of winter last year, and can increase 50% fast if adding the explosion of the Sanuk brand.
The winter is coming.
This stock can more than double.
Short interest 9 million, with about 1 million shares trading daily.
I smell a huge massacre coming.

Reply
john says:

Uncertainty is priced in, moreover current price implies negative to flat top line growth. Street estimates have drifted down over the past year and I think the normal mid-cycle pullback risk is behind us. Cons seems conservative to me and I think there is a lot of capital on the side lines waiting to rotate in. You certainly do your due diligence, fly. I see upside but know better than to give financial advice to a SAM. Best of luck with this one.

Reply

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