I am not interested in debating whether or not Peter Thiel is a huckster scum-bucket or not. I know he is and that is my opinion. I am entitled to that.
Moving on, I sold out of CTRP, EXK and TEA today, upping my cash position to 50%, even after earlier purchases of NFLX and MRVL. I am now up 26% for the year, my best since 2010. My plan has been to wind down operations going into September. I cannot think of a better tape to sell into than now.
Remaining stocks on the sheets include: DMND, VHC, CHD, PEP, WM, KMB, FB (very small piece from low $30’s), RS, GLW and MRVL.
Current cash position stands at 50%, ready and willing to step into a trade or two. However, for now, I am adhering to the disciplines of the stock Gods, listening to the whispers of my urinal shadows.
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He’s a huckster…
I like the new site format, it’s like when MLB has their throwback games.
thanks
When did you sell CPST?
And After all summer I was hoping September would be the best time to ramp up my position again. This last month has been cocaine gorrilla, very satisfied.
sold it after earnings
I’m about to sign up to NFLX for the first time, so it must be time to get long…
sheesh, I thought I was a late adapter!
You should check out this new mobile email device called the Blueberry… or wait I think its called a Blackberry. Anyway, I hear its really cool.
I suggest signing up, watch previous seasons of Breaking Bad and Sons of Anarchy, then cancel subscription. As for me I’m still a sub because I am too lazy to cancel…but I do like NFLX for catching up on previous seasons of shows.
It’s worth it for Breaking Bad seasons 1 – 3 alone if you haven’t watched it.
they have season 4 now, too
Bit Torrent has season 5.
Ha.
Dddand SSYS, I hope im not the only one here who bought these two in 2012
Hi Fly,
Do you still like refiners ALJ and WNR up here or would you look to sell those too (great picks by the way!)?
Thanks!
sold them too. Big winners.
Congrats and Thanks for the update.
Fly, Really enjoy the new “old” look. Perfect blend and weighting of content. Thank you sir.
thnx
I was just about to rebut that guy
Fly,
I like this look too!
Last Night I wrote a piece for the Blogger Network, it appeared on the front page but never on the list of the Blogger Network. Here is the link, it looks like it is in the old King of the Peanut Gallery section.. http://ibankcoin.com/king_of_the_pg/2012/08/21/nymphs-take-on-this-week/
And Hello, We have Iran agreeing to meet with Nuke Watchdogs on Friday. We also got USA saying OK to Iran Earthquake Relief…its not the G5+1 yet, but it is a start. http://af.reuters.com/article/worldNews/idAFBRE87K0QX20120821?sp=true
Nice work, Fly. For what it’s worth, you have this prole’s approbation given to your sale of EXK. I cut my losses in miners in a strong tape today. Think they’re in for some pain.
I must say I prefer the colors of this layout vs the homepage.
The dmnd guy?
He’s banned.
I was pleasantly surprised when I found the site from an AltaVista search via my 56.6k Compuserve dialup access. The new colors really “pop” on this VGA monitor.
Well done.
northern lights. lol.
Peter Thiel > George Washington
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