I Ate at a WAWA This Evening

For the first time in my natural born life, I dined at a Wawa gas station for the night. It was a rancid, horrid affair. As a point in fact, my roasted beef sandwich with extra blue cheese sauce atop american’d cheese slices was garnished with a large human hair. The entirety of my dinner consisted of a greek yogurt, small bag of almonds and a cup of coffee.

I am now writing this rabble, using a stolen WIFI code (thanks to the incompetency of the front desk), whilst drinking an earl grey tea.

I had a long drive down here and fully intend to make it worth my while. Aside from amusement park shenanigans, there are some great eateries down here, some of which I will partake in.

As for the stock market: I added to ONCE today. I am up almost 10 points on her and have made it a fairly large position. If I was managing billions of dollars, for one, I’d never talk to any of you. All of you would be too low on the totem pole for casual discussion. More importantly, I wouldn’t be able to buy stocks like ONCE. You should appreciate the difficult hurdles our local hedge fund managers have to jump through, always attempting to beat that dastardly S&P 500, utilizing Ivy league graduates and millions of dollars in research to that end, all for naught.

The truth is a little more perverse than you would expect. Many of your friendly hedge fund managers are perverts and drug addicts, unable to focus on managing money because their brains are frozen by narcotics.

FTNT crushed numbers and so did SNDK. Look for a horse whipped beating to the face, if short semis or software security names tomorrow.

Futures are higher and so are my prospects.

NOTE: If you want oversold/overbought info from Exodus on any 3 stocks or my last month’s worth of buys/sells, email [email protected] for that special, and more generous, offering.

So you know, all of my largest positions are higher today. “The Fly” is well on his way towards the heart of the south, Richmond, VA, to reenact the march of Sherman, throwing matches out from his automobile the whole way there.

The kids decided my work was superfluous and asked me to “cast it aside”, so that they might enjoy adventures. Very humbly, I obliged.

While in the south, I intend to partake in pork belly fat and other delicacies. However, I will be sure to remind any and all insurgents of this savage land of Appomattox and the place from which I hail from–a true Northern master.

At any rate, I’ve given over the headline to RAUL for the day. I will resume blogging duties this evening and also be sure to chime in during the mornings.

Have solace in knowing that as your lose gratuitous amounts of coin in this rigged market, Le Fly is bucking the trend and making sure that the south never rises again.

Fire Tim Cook now!!!

I am glad that I sold some of my AAPL position yesterday, despite all of the ridicule it received here, in the peanut gallery. YHOO is a stupid organization. I don’t even consider them to be a company. And GPRO’s numbers smashed.

MSFT hasn’t been meaningful since 1998, so please don’t mention them.

I know the shit-talkers will be out and about scaring people this evening, pointing to weakness in mega-cap tech. The truth of the matter is, as I mentioned yesterday, mega-cap tech has had a huge run. If we are to continue higher, we need new leadership, one of unimpeachable growth. So start looking for the next Netflix, lads. I promise you: it’s out there.

I closed out the session +0.4% and look forward to bucking the trend tomorrow as well. AAPL is a buy under $120.

This is not a trade.

With the cocksucker Dick C out of TWTR and Google back in full swag mode, I like TWTR here, as Facebook embarrasses the rest of the internet with their superior advertising platform. It’s only a matter of time before someone bids for TWTR. The mobile ad wars have begun and TWTR is a super-power in the making, albeit a dysfunctionally idiotic one (for now).

I’ve been blogging since 2002, on the finance side since 2005. Pardon me if I grow tired of reader bullshit, comments designed to stir my emotions. “The Fly” is a slab of granite amongst a sea of slime. None of you clown-rapists can hold a candle to me, not even one of you.

The market isn’t really down today. IBM and the misfits at UTX account for 100 of the Dow points today, so things are looking neutral. Speaking of which, if you ex out the largest capped Nasdaq stocks (AAPL, GOOG, FB, AMZN), the Nasdaq is barely up. The Russell is underperforming and the market has zero patience for companies growing fast on the top line, but offering very little on the bottom (extra Yelp).

I’m not a fan of GPRO here. I think the stock has run up a lot and has a shit load of new competition. It’s actually quite hard to stick with a name and not worry about the integrity of its earnings. I am sticking with SBNY because I have no reason to doubt their ability to crush numbers. Have you seen their revenues and EPS charts in Exodus?

Basic material stocks now make up less than 12% of the market. If that number gets down to 10%, buy with both hands. I am not a fan of oil here, or gold. However, I am a fan of gasoline. My top play for gas stations is TA. Demand is through the roof, thanks to lower prices.

I was very close to stopping out of CYBR yesterday. I was down 10% from basis and didn’t want to see it trade below $55. Lo and behold, it’s ripping higher today. The risk to CYBR, as well as all other high growth/valuation names, is its super high price to sales ratio. This company needs to demolish estimates, or it will feel the wrath of Mother Market. You should know this before investing in any stock trading north of 10x sales.

Lastly, I have some money to allocate, but find myself a little unsure as to where I might want to invest it. The market is taking on a tone of indecisive malaise. We might be setting up for a few weeks of grind, so prepare for that.

So what did we learn from this recent foray into oversold levels? The Greek crisis looked real this go around, didn’t it? Many of you were fixated on selling short the greatest company in the history of the world. A company laden with $194 billion in cash reserves, managed privately in the middle of the desert by Braeburn.

And what did that get you?

A hot poker to the face, is what it got you.

In the end, we all get what we deserve. Some of us deserve to be punished, dark souls with the blackest of hearts, miserable and cruel people. Others are addled by weakness and are subjected to subservience, also well deserved. But none deserve a fatal fate more than the guy infected with arrogant hubris, a person who believes the world was created to host his existence. Pride always comes before the fall.

Social graces dictate that I am to be pleasant to you, readers visiting my internet home in search for advice and collegiate friendship. I do not conform to these misconceptions and instead uncork the vials of wrath upon your garrulous faces.

Insidious lies are walked around, like dogs shitting in a field of flowers. I watch, as the scales catch the light, exposing your monstrous temerity– bereft of common decency and deference.

The stocked market will continue to defeat you until you accept the notion that your opinions mean nothing.

I sold part of my AAPL position, in order to bulk up on CRM and add to BLCM.

As a whole, I am disgusted by you, all of you. Do not bother leaving any comments in the bloggery section, for it will only lead to your banning.

I write to you on this fine afternoon with beefed jerky in my mouth. I am trying to accustom myself to the blue collared American experience once again. Its been a long time since I’ve delved inside of the sewer pipes to devour carnivale food. With gold and silver getting their faces kicked in today, I thought it was only apropos for Le Fly to immerse himself in the depravity of these gold bugs, by way of eating beefed jerky and maybe even a little swill from the can.

I understand these people partake in gold via 3x leveraged ETFs. I’ve always found that to be a curious way to lose all of your money. It seemed reckless, even retarded, to the layman–even small children could decipher the toxic elements surrounding such an adventure into a world of bankruptcy.

Yes, it’s true, all of my largest positions are higher. Le Fly simply doesn’t enjoy the gamble like some of you, which is why he is, instead, eating beefed jerky and pretending to have lost his entire portfolio to a 3x gold ETF today. I even tried to induce tears, pretending that I lost my house and car to a margin call gone awry. Unfortunately, I am not a very good actor, an even worse liar.

I stand before you in a position of dominance, alpha predator amongst shit throwing apes.

Every once in awhile I like to peruse the most down for the year list. I heavily screen it to remove chaff. I am looking for real companies trading at a discount.

For this exercise, I am going to avoid commodities, for that is a world I will not pretend to understand. Within this list, I am certain there will be several triple digit winners.

(STOCK, YTD % LOSS)
BBD -32%
YHOO -22%
LPL -32%
ICON -29%
ANF -22%
DAR -25%
TSU -33%
SLH -23%
NAV -44%
AAL -22%
CBD -36%
AMAT -28%
NAVI -21%
MU -42%
TTM -26%
WDC -27%
STX -27%
SNDK -43%
RL -28%
GMCR -47%
WYNN -31%
NTAP -24%
HTZ -23%
KLAC -24%
KORS -46%
URI -20%
PPC -22%
Z -21%
CAR -33%
BBRY -29%
GRPN -38%
FOSL -37%
KATE -33%
SWI -29%
CREE -21%
YELP -36%
AVP -38%
GNRC -23%
BITA -33%
SHLD -32%
PCRX -30%
PODD -32%
DDD -52%
SSTK -29%
ETSY -29%
ZU -40%
SSYS -59%
IRWD -26%
APOL -59%
VA -31%
ROVI -39%
MBI -36%
SPNC -27%
MKTO -27%

Holy shit, that’s some serious carnage. The past two years has been one giant fucking minefield for investors. Tread carefully.

I will now export this list in Exodus and begin to heavily filter it in search of bounty. I will update the masses when I find it.

I recently met a person who has never seen this movie. I became curious as to the mental stability of this person and concluded that he was addled with a common form of ignorance, often found in third world countries across the globe.

If you’ve never seen this movie, you might as well move to Jordan or West Virginia to live out the rest of your days like the moron that you are.

For those who’ve seen it know and understand this to be a timeless classic, required viewing for any true student of cinema.