Three New Positions, One Sucker Going Out

I closed out a dark chapter in my life by selling out of MRVL. I lost 12% on the trade. More than that, I lost decency and honour amongst the top hatted gentlefolks at the local whole foods (a place where intelligent life beings congregate to discuss worldly matters, as well as purchase high quality foods).

So, I’ve made it my duty to redeem myself with three new buys, as well as an additional (FUCKING BONUS!!!) idea.

I bought PLCM, LOGM and PPC. The first two are value plays and the third is an egregious play on meat. Do you like meat?

Well, SAFM reported better than expected earnings today, buoying the whole sector. Mind you, this means great things for TSN, HRL, PPC and SFD, all plagued by the CORNACOPLYSE that has stricken them through drought.

I intend to make a great deal of money, or none at all.

Here is the FUCKING BONUS.

APKT is breaking out of a classic “cock and balls” formation and is now threatening to shower short sellers with fire. Keep a close eye on that one, as well as the names mentioned above–for they are built from win.

Previous Posts by The Fly

19 Responses to Three New Positions, One Sucker Going Out

moolahheaven says:

I will hold onto my MRVL (and balls) in the hopes that the major ass fucking is finished. In my worthless fukin opinion, the Clam WILL just kick the fucking can, as one poster noted already, the only question is the reaction…

Reply
Donkey Arbitrageur says:

The only expectation not built into the market is that they will set targets and ease indefinitely until those targets are hit.

Very unlikely to happen.

Reply
moolahheaven says:

Look for Ben, cigar in mouth and white pimp gloves on, to talk as tough as he possibly without actually DOING shit (no actual QE). The question is, WWTCD? (What Will The Cocksuckers Do)

Reply
Stan and Gregg says:

MCP throwing shorts into the meat grinder!

Reply
BottleRocket says:

Deservedly so. Management spent a bunch of money to improve output and the stock gets slammed because of it. Now that cap ex is starting to produce, it’s being called a dead cat bounce. They’ll be calling it as such until 30.

Reply
martin armstrong says:

Obama is preaching the destruction of the middle class small business owner in order to pay that pound of flesh now demanded by the bankers. He ignores the fact that almost 70% of the entire accumulated national debt went to interest payments to the bondholders – not to improve the lives of people. This idea of socialism has in itself been a lie. For you see, the numbers do not lie. The bulk of the national debt has been interest payments not to help anyone but the moneylenders. He preaches “socialism” while practicing the hypocrisy of lining the pockets of the New York bankers. MF Global will not be prosecuted. Why? Corzine is his buddy?

There will be no representative form of government as long as there are career politicians who only represent special interests to maintain power. If politicians are allowed to become a professional career class, they cease to represent the people and become the established government.

Reply

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