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Yearly Archives: 2018

Fly Buy: $APPF, $PS

This is a leisurely purchase. AttorneyFAGS out there know this company. I see no reason why it can jog on higher.

Other than that, I’m keenly attentive to the fast moving SMAR that I recently purchased.

UPDATE: I bought PS back. Since I got it lower than where I sold, I feel fortunate. It goes to $30.

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Claiming Victories — Raising Cash — Streak Now Stands at 20 For Last 21

I booked the following trades this morning.

ZEN +6%
APPN +9%
EVBG +7.2%
CBLK +16%
BILI +20.5%

This brings my current winning streak to 20 out of the last 21 trades. You cannot ever beat that.

A running rally.

PS +20%
SOGO +16%
MDB +12%
PVTL +13.5%
QD -3%
SSTI +7%
HUBS +10%
IQ +32%
BITA +4%
SMAR +26% (doubled up)
ZUO +21%
BILI +12% (doubled up)
HUYA +19%
OSTK +2.7%
BILI +20.5%
CBLK +16%
EVBG +7.2%
APPN +9%
ZEN +6%

Proceeds are in cash. For now. I’m taking it easy, enjoying life as a Space Alien Magician (SAM) — tossing bowling balls at my enemies from 10,000 feet above.

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Morning Poppers (Higher Rates Are Good For Stocks Edition

The data is empirical and cannot be argued with. Higher interest rates precedes higher stocks. The rub with that argument is there is an ebb tide, a point at which rates are too high and then totally fuck the mortgage market. But for now, we’re good. The cock-suckers at the Fed have managed to hike rates without dropping depth charges on investors, so that’s a good thing.

The EuroFAGS will follow suit and before you know it, there will be a global banking crisis on monumental importance and we could all thank the central banks for hiking rates into trillions upon trillions of dollars of sovereign debt.

You know we’re never paying off this debt, right?

Gold, oil, and silver are all higher this morning — up ~0.75%. The euro is off by 0.4% and Nasdaq futs are +18. I’m thinking shit is gonna run higher again, but also gold stocks might run too. Keep an eye on that.

European QE is coming to an end.

The bank said Thursday that if incoming data followed its forecasts, then its monthly bond purchase program would be extended through to the final quarter of the year, though at a lower pace. This means the program would likely end in December if the euro zone economy remained resilient.

And here are this morning’s movers.

Gapping up/down: TLRD -18% and MIK -16% after earnings, ORCL -2%, KSS -2% and XPO -2% after downgrades

Gapping up
In reaction to strong earnings/guidance
:

  • N/A.

Other news:

  • TLGT +19.3% (received FDA approval of the Company’s abbreviated new drug application of Diflorasone Diacetate Ointment 0.05%; planning to launch this product in the third quarter of 2018)
  • APTO +10.5% (enters into a license agreement with CrystalGenomics for China rights to CG-806 to develop and commercialize CG-806)
  • NVAX +4.3% (New England Journal of Medicine publishes Novavax’ NanoFlu clinical trial data)
  • PVTL +3.8% (continued strength following earnings)
  • ARGX +2.6% (announces results from its Phase 1 clinical trial evaluating a subcutaneous formulation of efgartigimod)
  • GSK +2.1% (GSK received FDA update concerning pending approval for generic Advair Diskus; FDA identified minor deficiencies to be relayed in Complete Response Letter on June 27, 2018)
  • NUAN +2% (following CNBCFastMoney mention)
  • SAGE +1.3% (SAGE Therapeutics and Shionogi & Co enter strategic collaboration to develop and commercialize SAGE-217)

Analyst comments:

  • NUS +1% (initiated with a Buy at Jefferies)

Gapping down
In reaction to disappointing earnings/guidance
:

  • TLRD -18%, MIK -15.6%, FRED -2.9%

Other news:

  • KTWO -7.3% (announces private offering of $65.0 million aggregate principal amount of convertible senior notes)
  • CISN -3.1% (announces 12.0 mln share offering by selling shareholders)
  • MYL -3% (received FDA update concerning pending approval for generic Advair Diskus; FDA identified minor deficiencies to be relayed in Complete Response Letter on June 27, 2018)
  • CGC -2.4% (to offer C$400 mln aggregate principal amount of convertible senior notes due 2023 )
  • EXK -2.2% (entered into at-the-market offering of up to $35.7 mln )
  • ASUR -2.1% (to offer common stock in an underwritten public offering by Asure and iSystems Holdings selling stockholder)
  • TAL -1.9% (following Muddy Waters report)

Analyst comments:

  • TEX -4.2% (downgraded to Sell from Neutral at Goldman)
  • ORCL -2.3% (downgraded to Neutral from Overweight at JP Morgan)
  • KSS -1.7% (downgraded to Neutral from Buy at Citigroup)
  • XPO -1.7% (downgraded to Neutral from Buy at BofA/Merrill)
  • SPOT -0.5% (initiated with a Hold at Deutsche Bank; tgt $155)

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MAY THE STOCK GODS BURN IN HELL; I FORGE MY OWN FATE

I just got back from the gym. I was a busy day and I had eaten a lot of fucked up shit, like chocolate pudding and whipped cream, so I wanted to make sure I got my deadlifts and bench in. After I did that shit, I drove home and was entreated to a gigantic truck trying to literally drive me off the road, something out of the movie. I wanted to pullover and punch his face silly, but my wife wouldn’t let me. Plus anyway, I haven’t been in a real fight in decades and it’s not as fun as it looks in the movies, so maybe she was right.

I took a look at my email box, and then my brokerage account balance, and then my email box again, and saw nothing but adoration and appreciation for my recent unbelievable streak in the markets. Get this, and it’s important that you understand what you’re bearing witness to: you can never repeat what I am doing now. I’m on some HFT Jp Morgan trading desk type win-rate, 15 out of my last 16 — with another 10 stocks on the books all in profit.

PS +20%
SOGO +16%
MDB +12%
PVTL +13.5%
QD -3%
SSTI +7%
HUBS +10%
IQ +32%
BITA +4%
SMAR +26% (doubled up)
ZUO +21%
BILI +12% (doubled up)
HUYA +19%
OSTK +2.7%

Feel free to thank Le Fly and brag about your recent account balance explosions too. All of this has come at a time whence I’ve committed comical acts of blasphemy against the so called “stock Gods.” I used to revere these mythical FAGlords and praise them for granting me small morsels of winship. But in recent weeks I’ve cursed them and told them to fuck off and to burn in hell — and that has worked out just fine for me.

In summary, I am the new Stock Gods and none of you can hold a candle to me. Also, fuck the Stock Gods — they are both nothing and pathetic creatures, probably very fake, and if real fat.

Stay tuned for tomorrow I shall bestow upon you even more wins.

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YOU CAN TRY — BUT YOU WILL NEVER BE ABLE TO STOP ME

Another day rolls by and another day of obscene profits. You fuckers are enjoying the good life now, sucking off the milk of the cash cow, having the time of your lives. But guess what? You need to be able to do this shit yourselves, otherwise some retard advisor might hoodwink you into believing you need his services one day.

I WILL TEACH YOU ALL THAT NEEDS TO BE TOLD.

BEHOLD the winship inherent on my grandmaster plan. I am 26 for my last 29, 15 profitable trades closed out out of a total 16 transactions. You cannot fuck with this level of victory, no matter how hard you tried.

Let’s take today’s foray into APPN: I’m already +2.

Into the bell, I bought some CTRL on a breakout to $30.

Today’s top winners in my portfolio were APPN, BILI, CBLK, EVBG, and ZEN.

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Fly Buy: $BL

It looks like it wants into the $50s and soon. I now have two stocks with the word black in it, this and $CBLK — a bucket list item of mine now crossed off.

Market looks soft, but these stocks are still going. I am reticent of this recent success and know it will end at some point. However, I am willing to be wrong a little and give back some gains, for the pleasure of riding this fucker until the wheels come off.

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Closed Out $OSTK — No Interest in Dead Money

OSTK has a real issue breaking thru $40. I sold it this morning for a 2.7% gain. This brings my winning record to 15 out of the last 16 closed trades, 25 of 28.

With some of the proceeds, I am in APPN (already +1.50) and SMAR. There are several others that I am stalking, but generally speaking, I am waiting for my present holdings to achieve greatness.

I have high expectations for BILI, EVBG, CBLK, and FIVN.

If both APPN and SMAR win, my record will be 17 of 18, 27 of 31, a feat unmatched in all of the internets. The great thing about it, no one can deny this level of winship — since all trades are timestamped inside Exodus — you absolute faggots.

Take the L and never visit this website again.

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Got Two More Stocks Ready to Light Up

I went back to the well and picked up SMAR. Post earnings explosion, this stock has been down every day since. This is a gift here and I’m buying it back cheaper from where I sold it.

I also bought APPN — another SAAS related play. If you haven’t figured it out by now, there is no better sector in the market.

Other stocks in my portfolio lighting up include BILI, YEXT, EVBG, and FIVN.

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Guess What? We’re Gonna Make Even More Gains Today

I know, it’s too early for this shit; but I wake up with a lot of energy. I’m what one might call a morning person. I’m at my happiest in the morning and that mood slowly dissipated into unbridled rage by midnight, at which point I’m coerced into meaningless forms of digital entertainment in order to distract me from the pangs and the misery of this rote existence. That sounded a lot more depressing than it needed to be, but I liked the way it flowed from my fingers onto the keyboard.

Futures are higher and BITA is sharply higher. I sold that too early. Also, PVTL crushed numbers and is ravaging higher too. You should expect all SAAS companies to demolish guidance, unless they’re poorly managed. I cannot stress this enough right now. This is the hottest sector in tech, but not for the reasons that one might think. This is hot because it’s attracting all of the sociopathic people into sales roles, which is then paying off in spades. In other words, all of the young men who might’ve take on the role of stock broker 20 years ago, making his way via networking and hard cold calls, those people are now getting into software sales and making a mint in enterprise level solicitations.

The company with the greatest sales team wins. I can tell you, after doing some due diligence, HUBS, ZEN, MDB, and CRM have great teams; but I’m certain almost all publicly traded SAAS teams are following similar models and have equal success.

Growth hacking via understanding data and using that knowledge to convince people to buy. This is Glen Gary’s sales class 101.

In other news, President Trump decided to defecate on OPEC today, totally rando shit here.

Oil is dead money until Xmas.

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