iBankCoin

Hi.

At least I have GOGO going for me. Even though I am missing out on today’s rally, it’s good to see my biggest piece of offal float to the top. I am tempted to buy ULTA, DKS, MBT, BBD, CXO, TWTR, TJX and WETF, just to name a few.

What will be interesting to watch tomorrow is earnings out of NUS. That stock has been destroyed, after an article in China pointed to unsavory business dealings in China. China represents 35% of their sales, so it’s a big deal. In the event they get the “all clear” from the Chinese authorities, that stock is going to move $50 to the upside, almost overnight.

FWM is so cheap. I wonder why.

I am starting to see a lot of LITB products on AMZN.

Will chinese stocks rebound? If so, I like SFUN and YY best.

Bottom line: this is the sort of day that sucks you in and then spits you out. I know it sounds crazy; but I’d rather see the market follow through on today’s gains before stepping in with serious money.

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19 comments

  1. Go Show Carlo the Tree
    Go Show Carlo the Tree

    THE FLY IS GOD

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  2. chief keef

    no need to commit before NFP anyway

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  3. Heckler511

    nibbled on a bit more GOGO at $19.5

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  4. WilyMike

    Agree. If this market is going higher, there is plenty of time to get in. Robotic chop still a threat.

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  5. lol

    Hi.

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  6. zzzdoc

    What about AMSC? Today popped after earnings

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  7. mickeyrobbie

    Couldn’t help but notice this mornings subtle obsession with J-Y.

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  8. OG

    Lucky I own YELP cause I got raped by TWTR.

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  9. halfbloodpope

    Any interest in FSLR trading at P/E 10X?

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  10. flyaway18

    I am tempering me expectations here, and viewing this market as a grind and churn market that requires more patience as right now irrational exuberance has been muted.

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  11. Mr.Partridge

    Bought WETF boss

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  12. jimmy_two_times

    would you allocate before going into the w/e when the EM bone heads might pull a fast one?

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  13. Raul3

    She looks like my fourth grade teacher, the one who would lock me in the boiler room.

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  14. drummerboy

    time to start looking at water and cattle stocks…………..i like mine at least 3 inches thick,bone on,with a dash of salt and terrifyingly peppered…….on an open fire of course.

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  15. Forgetalpha

    What makes FWM cheap?

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