Fly Buy: $SLCA

I know this stock is spiraling into the ground, emulating an oil rig. But I had to buy it down $9 from the open.

This is a minor position of mine, less than 5% of overall assets. I will continue to buy it as it gets liquidated.

Fly Buy: $GPRO

With the proceeds from TNA and MBLY, I bought GPRO.

It isn’t nearly as expensive as some of you fire hydrant lickers like to say. Ahead of ski season, I like it.

With oil dropping and Americans saving $100 billion from lower gas bills, I reckon it will be a splendid holiday season for premium electronic manufacturers, like GPRO and AAPL.

I AM AN OIL MAN OF MAGNANIMOUS PROPORTIONS

My enemies are upset, following my gallant 31% gain in FMSA. They’ve mistaken my locking in of profits as something to be scowled upon, instead of rejoiced. I’ve taken said money and applied it where I though it’d be best served.

At first, I strongly considered buying JCP. It’s a long story–but I think the stock has bottomed.

I then explored some tech plays, but the reminder of YELP soured that idea quickly.

Then I looked at crude, then the House of Saud, the crude again, and realized there was only one place to put the proceeds.

I love FANG. I like BBG. But I am CLR. We are one and the same.

If, by chance, you happened to come upon my person and called out “YO, CLR”, I’d turn around as if you had called my name. If I get the chance to create another son, I will name him Charles Lawrence Robert, or better yet ROBERTO, after my favorite robot from Futurama.

Before today’s purchase of CLR, I was down 13% in the position. Following this double down, I will be down much less than that. However, the stakes are twice as large. I have some ground to make up, so it’s either go big or go home.

Fly Buy: $ANET

I scaled back on some of my CYBR position and started a new one in ANET–devil endorsed.

Fly Buy: $MBLY

I know I am buying this into a frenzied rally. But I’ve been wanting to own this stock since it came public. If it dips 10% from my basis, I will double my position.

STILL A RAIL MAN

I could not help myself. I nearly deployed all available cash into TRN, betting on this average down to bring me to a win.

Once a rail man, always a rail man. If I liked it at $39, damn it, I love it at $34.

Making a Few Choice Moves

I sold out of ETR, my largest position, for a small gain. With some of the proceeds, I bought FMSA and added to CYBR. Although tempted to buy other stuff, with the rest of the proceeds I will leave in cash–due to the insane nature of this market.

Cash is now 10%.

Fly Buy: $SLCA

I know this stock is spiraling into the ground, emulating an oil rig. But I had to buy it down $9 from the open.

This is a minor position of mine, less than 5% of overall assets. I will continue to buy it as it gets liquidated.

Fly Buy: $GPRO

With the proceeds from TNA and MBLY, I bought GPRO.

It isn’t nearly as expensive as some of you fire hydrant lickers like to say. Ahead of ski season, I like it.

With oil dropping and Americans saving $100 billion from lower gas bills, I reckon it will be a splendid holiday season for premium electronic manufacturers, like GPRO and AAPL.

I AM AN OIL MAN OF MAGNANIMOUS PROPORTIONS

My enemies are upset, following my gallant 31% gain in FMSA. They’ve mistaken my locking in of profits as something to be scowled upon, instead of rejoiced. I’ve taken said money and applied it where I though it’d be best served.

At first, I strongly considered buying JCP. It’s a long story–but I think the stock has bottomed.

I then explored some tech plays, but the reminder of YELP soured that idea quickly.

Then I looked at crude, then the House of Saud, the crude again, and realized there was only one place to put the proceeds.

I love FANG. I like BBG. But I am CLR. We are one and the same.

If, by chance, you happened to come upon my person and called out “YO, CLR”, I’d turn around as if you had called my name. If I get the chance to create another son, I will name him Charles Lawrence Robert, or better yet ROBERTO, after my favorite robot from Futurama.

Before today’s purchase of CLR, I was down 13% in the position. Following this double down, I will be down much less than that. However, the stakes are twice as large. I have some ground to make up, so it’s either go big or go home.

Fly Buy: $ANET

I scaled back on some of my CYBR position and started a new one in ANET–devil endorsed.

Fly Buy: $MBLY

I know I am buying this into a frenzied rally. But I’ve been wanting to own this stock since it came public. If it dips 10% from my basis, I will double my position.

STILL A RAIL MAN

I could not help myself. I nearly deployed all available cash into TRN, betting on this average down to bring me to a win.

Once a rail man, always a rail man. If I liked it at $39, damn it, I love it at $34.

Making a Few Choice Moves

I sold out of ETR, my largest position, for a small gain. With some of the proceeds, I bought FMSA and added to CYBR. Although tempted to buy other stuff, with the rest of the proceeds I will leave in cash–due to the insane nature of this market.

Cash is now 10%.

Previous Posts by Dr. Fly
ROBOTS WIN
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