I added to most of my positions today, except for VHC. I sold some of that. Also, I am planning to buy some Apple July calls ($600′s), in order to up my exposure there. It’s so hated right now, hedge funds are flipping out of it, you almost have to buy it every time money gets allocated.
With today’s buys, I am now at a record 140% long, meaning I am heavily levered to the upside. I am putting my money where my mouth is, foot firmly pressed down on a gas pedal inside of car made from dynamite sticks–headed for the sun. I intend to maintain a constant and belligerent state of warfare against all sellers, good and bad, until tax day.
If you haven’t banked coin in this tape, you have the brain of a goat and should be put out to pasture in some sleepy Romanian village.
“The Fly” has been to the future, in his space rocket made from space grade materials, and stocks are substantially higher there.
I haven’t forgotten about the Japanese trade and will resume the ways of the samurai shortly. I am very nervous about missing out on a massive melt up in NAV too. It appears the company is doing a few things correctly and the stock action reflects that.
As of 3:23 pm on a calm Friday afternoon, Le Fly is up 1.4%–spearheaded by BX and USG.