Everywhere I look, momentum stocks are getting stomped out. That Muddy Waters research deport, declaring NQ “a zero”, has tainted the waters, muddied rather (apropos!), of all chinese momo stocks. Those stocks should be avoided like the black death.
The question I just asked myself was this: do I keep watching these momo stocks and wait to buy them cheap? Or, should I move on and invest where the rotation is rewarding longs?
If I was 100% cash today and had to invest money tomorrow, here is where I might put it.
AMBC (I own it)
BLMN
USG
ANF
SQM
AEO
and maybe SGI.
I think retail and housing are most interesting here. As soon as Hallow’s eve passes, we’re all going to be talking about The Turkey Gods, Santa Claus rallies and what stocks might run higher. The very obvious choice is retail, which has been beaten like a sea-goat.
I need respite from the bastard stocks in my possession. I need to get out of this place, move on, in order to take what’s rightfully mine.
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Is Hollister a public co. Anyone know?
ANF owns them, n00b
Thanks. This is where my daughters want to shop.
I like BLMN a lot — CAKE also
You forgot JCP.
Muddy Waters continues to cost the Chinese $Billions. Is that a healthy activity?
Sviridov was an unabashed company man, but probably deeply complicated by it like Shostakovich. Curious why you’re not interested in the probable sexual assault of GOGO shorts tomorrow. No explanation required, obviously – just value your opinion, figured you’d be involved.
Fly – what are you dressing up as this Halloween (since ZH day was cancelled)?
Here’s one to complement Sviridov: The Cinematic Orchestra – ‘Entr’acte’…absolute serenity from 9:30 on: http://www.youtube.com/watch?v=ytnHqiFQBFE&feature=player_detailpage#t=571
I am dressing up as The VXX
Love it.
I’ll be on the lookout for someone wearing shorts doing [reverse] splits…
Will you consider adding to BALT here? I am patiently waiting for Hallow’s eve reaction: either Pumpking or punkin. I am patiently holding.
I will not buy more above $4.5
I need a home run
znga, wnr, trip, hov
It’s going to be a VIX Halloween.
I had too much SAM tonight… nobody wanted to join me at 99.. still holding all still adding… Partridge style stock. GN all
after careful quantitative analysis; you might be right
KORS is the best in retail right now.
Going to 100
Been gone a few days so this may suck balls but… When the worthless burritos go fried rice ape shit the blow off is in, no? Learned this from IBC. The garbage has gotten wings cut the fuck off, right?
The progressive fascist network is going full Stalin retard against big business in their pathetic attempt to defend 0care. This is not good, right? Or does the 85 bil a month even it out? Seems the way it really works is possibly being exposed.
Seriously they are telling the truth. All to defend 0care. The peeps can not handle the truth. Unbelievably they may actually pay attention.
xone…classic dumpage…more red for me
Muddy Waters is either nervous or more than likely covered their shorts the last couple of days after they reaped the reward of their damage.
NQ transferring real $$ to a real bank account at a real bank. I assume this takes it out of tier 2 (but I’m not sure).
Muddy Waters has been wrong before (American Tower, I believe) and could be wrong here, but no matter, they already made their $$.