I’m Hearing Voices

The market is fixed on the idiocy that is GOOG. However, “The Fly” and his cohorts have been quietly buying very large blocks of stock in VHC, MCP and TC. There’s no need to beat around the bushes and tell you half truths. The simple fact here is I stand to make a great deal of money in VHC. My edge is much sharper than yours.

All of you fucktards are selling short VHC based upon a hope and prayer. You have no idea how their lawsuit is going to be viewed. I bet you haven’t peered into the brief cases of the plaintiff–like The Devil. Similar to the countless graves that were filled with the bodies of wrong-headed biotech shorts into FDA decapitation, you too will find yourselves to be in dire straights on the opposing end of VHC.

Moving on, I’m hearing supply constraints, due to legal matters, will continue to limit the supply of rare earths. Also, whispers of Chinese hoarding and/or re-accleration of growth, most readily measured by the increase in met coal plays, might help the shares of MCP and TC in the short term.

I cleaned house today, selling DDD, JIVE and CLF. With the proceeds, I bought in large into MCP, TC and VHC. Don’t forget, I have a rather dramatic sized position in DECK, FFIV and APKT too.

“The Fly” is a simple man, only interested in receiving the very minimum treasure to live out his life in modest luxury and sterling volubility.

I’ve had it with these cute technology companies. The energy conservers over at GOOG just shit the shower, with an impromptu earnings catastrophe, which inadvertently was released without top hat. For the love of bankrupt social media venture capitalists, these companies need to be reigned the fuck in. All of these internet companies are run by children. They’re small fools who play with billions of dollars, generally fucking up their investors along the way.

Granted, GOOG has been a long term winner, despite missing EPS by $1.62 with a “Pearl Harbor” style mid-day attack. But how many other asshat corporations have ruined people? Let’s run down the list: ZNGA, GRPN, FB, LOCK, JIVE, OPEN, BCOV, P, NFLX, AWAY, SFLY, ANGI. I could go on.

The new wave of technology is UN-INVESTABLE. Wait until the companies fire their founders and allow adults to manage them.

In case you were wondering, yes, GOOG is receiving an emergency Asshat of the Quarter award. Congrats.

I bought size in both MCP and VHC, courtesy of The Devil.

UPDATE: I bought TC

I sold out of CLF, JIVE and DDD, winning in CLF, losing in JIVE and breaking even in DDD. With those sales, I am now 50% cash, looking to redeploy assets specific to my bias.

Who benefits from a ‘non-global warming’ type of winter? Say for example it was actually cold this coming winter, with snow and all, what stocks stand to benefit?

The obvious is retail. From boots to heavy cable knit sweaters, people will flock to M, JCP, KSS, PLCE, TJX to buy shit from DECK, COLM and RL.

Also, let’s not forget what the cold does to automobiles. Maintenance is expensive. A cold winter benefits AZO, PBY, ORLY and AAP.

Energy is the obvious winner, from XOM to WNR. But there are some under the radar stocks who have benefitted from colder climes, such as MIND. But the obvious beneficiaries are companies that produce electricity and companies who deliver coal to said utilities. Companies like CLF, ACI, ANR, JRCC, WLT, OXF, CLD and BTU will win, alongside FE, CNP, ED, PPL and AEE. Ancillary winners of a coal rush will be JOY and CAT.

Natural gas plays include UPL, ECA and RRC.

NKE, CROX, UA and CF will no longer get to enjoy “extended seasonality” for their warmer weather products, as the winter winds shut them the fuck down. Homebuilders lose too, as people shut themselves in, frightened of the cold, shunning the specter of buying new homes.

Rails win, through the delivery of coal. Stocks like CSX, UNP, GBX, RAIL and NSC will–once again–enjoy doing business during the colder months of the year–providing citizens of America with the fuel needed to keep them alive. Providing they stay in business, OSG benefits too.

Lastly, we need to acknowledge the existence of snow in this country, traditionally in abundance from November through February. For snow, I offer you two plays: CMP to eliminate it and PII to ride on top of it at your favorite MTN resort.

Three items of business.

1. Sneak peek into Le Fly’s new house.

2. Check out this new/awesome energy drink

3. Aside from the obvious coal plays (BTU, JRCC, ACI, ANR, WLT, CNX, JOY), the following coal/coal related stocks are worth your perusal.
YZC, OXF, GBX, LLEN, RAIL, CLD, CSX.

And this research note from Sterne Agee.

There’s pressure to buy, pressure to chase performance. Less than 10% of hedge funds are beating the indexes. Believe you me, there will be a race to get into “cheap names”, especially those with big short positions, into the holiday season.

After all, if you’re not going to buy stocks going into Thanksgiving, in a year when the market is +15%, what the fuck are you in the market for?

We’re cutting off dicks for the remainder of the year, gentlemen. The guillotines are now stationed inside of the city square, chopping off anatomy at a furious rate. Sack up and get in, else find yourself on the receiving end of a “dick blade.”

The market is in the process of melting higher, artificially of course, thanks to a little permanent open market operations, otherwise known as POMO. That makes my life, as well as yours, simple.

Let’s place some cards on the table, shall we?

Italian 10 yr yields are now below 5% and Spain has been offered a lifeline from the Nazis. It’s safe to assume, nothing will blow up from now until the US elections. Therefore, it’s also same to assume we will enjoy a rather splendid “Turkey Gods” rally in November, in celebration of our new Commander in Chief– Mitt “lower your fucking cap gains taxes to zero” Romney.

My job is easy now because all I have to do is play short squeezes and try to avoid the murderholes, such as PPC, OSG etc.

At the present, my bias is to be long basic materials, specifically commodity related stocks. However, I’ve been known to delve into the degeneracy of any sector suitable for a man of my stature and concern.

The following stocks are on my short squeeze list, courtesy of The PPT.

ROSE
SD
WNR
MTL
BTU
CLF
KRO
BNNY
DECK
DMND
BZH
MTW
X
TXI
DKS
RGS
PSMT
OSTK
IPGP
CREE
DDD
PWER
VHC

This isn’t a permanent list, but more of a “flavour of the moment” sort of thing. The point here is simple: in a market that defies all reason, climbing upwards hardly without correction, the best stocks to own are those that are laden with large short positions. Not only do said stocks enjoy “natural buyers”, but also the fuckers who are forced to cover their legacy shorts, in an effort to prevent their bullshit brokerage accounts going to zero.

Keep in mind, short sellers are very intelligent and often have an inside track with regards to information that may send a stock lower. It’s important to avoid riding heavily shorted stocks through earnings reports, in favour of quiet periods, when nothing can be heard other than the anguish and pain exerted from the stupid faces of those betting against you.

I started a big position in DECK.

I sold out of ESRX, a top 3 position of mine.

I will be redeploying the monies shortly.