iBankCoin

A Clean Rally

There were a few laggards, including BALT. But all in all, it was a clean rally, sporting 75% breadth. Let’s see if we get some follow through.

All of the crap that came under pressure popped today.

Names that interest me, aside from my holdings, include ILMN ($100 roll), refiners (arggg), and for some reason AFOP keeps popping up.

Based upon fundamentals, LNN is cheap as hell. And, I like fallen stars ANGI and OWW. Recent IPOs that interest me are WDAY, VEEV, CRTO and WUBA.

 

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26 comments

  1. zombie

    The Fly is God.

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  2. from gorby

    Appreciate you fundy sugestions.

    cheers

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  3. UncleBuccs

    Dr. Fly, in regards to recent IPOs, does the TWTR interest you at all?

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  4. brian

    AFOP likes the idea of VOD CapEx guidance. Carriers do not exist in a bubble.

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  5. UncleBuccs

    Apologies for the double posts, R.W. is still blocking me & I’m posting via the Android app.

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  6. halloweenpleb

    i’ve been eyeing ANGI since 14.50… i made a promise. buy me some at 12 and forget about them till they get acquired by YELP.

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    • TheHarper

      IF YELP buys ANGI it will be for no more then $5 …that company, even at $12, is absurd. That is, if you look beyond price/sales, which I implore you to do.

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      • The Fly

        I don’t own ANGI, so I will not take offense.

        But in what world do you reside in that a company sporting real 55% YOY growth, who just posted record revenues, trading 3X sales with $1 in cash should deserve a bid for $5.

        You’re out of your fucking mind.

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  7. clegger_2000

    Watch out for the moon laser; http://news.yahoo.com/laser-moon-looks-photo-114930655.html

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  8. gatorsun

    ANGI’s a whore…but i’m hanging out with her…she owes me lots of money

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  9. cadguy

    Fly any thesis on CRTO?

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  10. bullfrog

    YZC!

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  11. gatorsun

    REFR…popped up…massive volume today

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    • tradercaddy

      I had to look it up.
      With that stock symbol I thought it was one of the cannabis/marijuana stocks.

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  12. og

    We are not dead yet.

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  13. ripper

    Problem with OWW is they are competing against PCLN.

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  14. mr.partridge

    Geez,
    this was awesome.. nailed sun to the wall.. every single stocks….
    Yesterday I bought more solar stocks than most men have hairs 🙂

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  15. teslawasright

    Fly – I’m thinking you may want to not eat too much protein and let the lymph activate. And do yoga/pilates as the women do to restore you flexibility and strength. Arnold Ehret’s book:
    http://curezone.com/upload/PDF/Save_Your_Life_/Arnold_Mucusless_Diet.pdf

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  16. og

    Can’t say they didn’t give us a chance to get back into GOGO.

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  17. YOU WILL KNOW ME BY THE TRAIL OF BLOOD
    YOU WILL KNOW ME BY THE TRAIL OF BLOOD

    WDAY is my favorite of your recent IPO watchlist

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    • woj

      WDAY is trading at over 40x sales. Insane. Although I do think it goes higher and does the $100 roll for sure next year.

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  18. xxxhuggiebearxxx

    FXI did what i didn’t want it to do, but knew it would.

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  19. halloweenpleb

    May El SOL shines bright tomorrow during earnings before market opens!

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