GOING FULL ‘HUGH HENDRY’ INTO SEPTEMBER

I sold out of CBST, CLDX, SODA, some YELP, and PIR, some for gains, others for losses. Nevertheless, I raised over 30% cash and allocated half of it to TLT. I am now very much overweight TLT and holding ample cash to buy any dip. Essentially, I am resetting here.

Trading positions that remain are ECOM, XONE, LITB and IFON (not really a trade).

 

JUST ONE MORE BITE

Please, for the love of God, one more bite…man.

 

I added to my XONE position.

Fly Buy: $CLDX

The ever living Fly calls upon the ancient spirits to transform CLDX into an evil biotech winner.

IN FOR A PENNY, IN FOR A POUND

I sold out of EXAS–because it was a trade. When +10% inside of 3 days, one needs to act upon his instincts and take the money. But I am far from over here. I want to clarify something that might’ve confused you in a prior post. Since placing a large portion of my liquid net worth into the market, about a month ago, I’ve been talking two books: one that is managed and another that is mine. Inside of my personal account, TLT is my largest holding, followed by GILD.

In my managed accounts, my largest holding is CBST, followed by a stock that I am about to reveal to you right now.

With the proceeds from EXAS, I swung around and did two things.

1. I added to my ECOM position.

2. I started a position in XONE.

But I didn’t stop there, young lads. I took all available cash and idly tossed it into XONE–because I want my gains to be in 3-D too. It’s not good enough that I make money in boring stuff, like TLT and SLCA. My predatory nature demands that I extricate large sums of dollars from the purses of the laconic sub-mentals, in hog-butcher fashion.

LONG NERDS

With the $ZU proceeds, I bought a dog, newly minted IPO loser: ECOM

LONG $SODA

There is nothing better than a large bottle of carbonated sugar popping off into your face, first thing in the morning. It’s invigorating.

When I was a young lad, growing up in Brooklyn, I’d drink soda all day long. I even poured it into my cereal. My grandfather and I “invented” a drink that called for 1/2 milk, 1/2 soda. When mixed with orange soda, it tasted like a cremesicle (sp?). Back in those days, I’d drink large vats of the stuff, from Shasta to Dr. Pepper to Mountain Dew, back to the traditional Coke/Pepsi hegemony. By 2004, my weight reached an all-time high of about 195, up from 155 a few years earlier. I attributed it to fast food and delicious soda pop.

There was never any need to drink water. Water was a tasteless and disgusting beverage, preferably used to drown plants.

However, I didn’t want to become a barrel-ass, so I stopped drinking the acid and lost weight ever since. Right now, I am in the best shape of my life. I can easily break your jaw, if given the chance, with just one punch (I practice this at home…on a dummy).

What is my point?

My point is that we all need some SODA in our lives, just not mines. This country was built on lard and I envision Sodastream adorning the kitchen countertops of millions of homes in the coming years. Both KO and PEP are desperate losers now, a far cry from their glory years of the 1990′s. They will buy growth and do so in dishonorable fashion.

I am long SODA because I am short humanity. I also placed the balance of my cash into ICPT.

As you were.

THESE ARE THE NEW TRADES

Frankly, giving them to you is like throwing them away. However, I happen to be in a generous mood, so here goes (cue Beethoven symphony no 7, mvt ii)

EXAS

CLDX

CBST

PIR

GOING FULL ZULU

I sold our of DSKY for a one week 14% gain. I was gonna roll the proceeds into one of my biotech stocks. After all, I am a doctor, god damn it. But instead, I decided to roll with The Option Addict’s recent pick ZU.

No one has been hotter, so I am going long, full tribal gear, readying to stab people with my elephant tusks.

A GREAT GRANDE SUCCESS

After notching a 1.2% gain in yesterday’s trading session, I’ll take today’s minor pullback as a stepping stone towards magnanimity. Over the past three weeks, I’ve been building myself an ark, made from old chinese chopsticks and the skulls of former kings. I like to call this ark “The Burrito Basket” because it will be immune to the drunken caprices of typical American september–Neanderthal like– draw-downs. I’ve positioned myself, alongside a select group of sophisticated  investors (extra sales pitch) for great success in the orient.

“The Fly” is the Pai Mei of this stock shit.

Inside of my chinese basket of ancient knowledge are the following stocks. I’ve curated (Pearlman) them for extreme winship.

CMGE (new)

DSKY

VNET

ZPIN

XNET

QIHU

LITB

I will not add to this exquisite blend of market mastery without first taking profits from a listed member. The lot of you are more than welcomed to join me in this expedition, this African safari through the jungles of China (super stupid) towards the path of golden roses and euphoric climax (no pervert).

GOING FULL ‘HUGH HENDRY’ INTO SEPTEMBER

I sold out of CBST, CLDX, SODA, some YELP, and PIR, some for gains, others for losses. Nevertheless, I raised over 30% cash and allocated half of it to TLT. I am now very much overweight TLT and holding ample cash to buy any dip. Essentially, I am resetting here.

Trading positions that remain are ECOM, XONE, LITB and IFON (not really a trade).

 

JUST ONE MORE BITE

Please, for the love of God, one more bite…man.

 

I added to my XONE position.

Fly Buy: $CLDX

The ever living Fly calls upon the ancient spirits to transform CLDX into an evil biotech winner.

IN FOR A PENNY, IN FOR A POUND

I sold out of EXAS–because it was a trade. When +10% inside of 3 days, one needs to act upon his instincts and take the money. But I am far from over here. I want to clarify something that might’ve confused you in a prior post. Since placing a large portion of my liquid net worth into the market, about a month ago, I’ve been talking two books: one that is managed and another that is mine. Inside of my personal account, TLT is my largest holding, followed by GILD.

In my managed accounts, my largest holding is CBST, followed by a stock that I am about to reveal to you right now.

With the proceeds from EXAS, I swung around and did two things.

1. I added to my ECOM position.

2. I started a position in XONE.

But I didn’t stop there, young lads. I took all available cash and idly tossed it into XONE–because I want my gains to be in 3-D too. It’s not good enough that I make money in boring stuff, like TLT and SLCA. My predatory nature demands that I extricate large sums of dollars from the purses of the laconic sub-mentals, in hog-butcher fashion.

LONG NERDS

With the $ZU proceeds, I bought a dog, newly minted IPO loser: ECOM

LONG $SODA

There is nothing better than a large bottle of carbonated sugar popping off into your face, first thing in the morning. It’s invigorating.

When I was a young lad, growing up in Brooklyn, I’d drink soda all day long. I even poured it into my cereal. My grandfather and I “invented” a drink that called for 1/2 milk, 1/2 soda. When mixed with orange soda, it tasted like a cremesicle (sp?). Back in those days, I’d drink large vats of the stuff, from Shasta to Dr. Pepper to Mountain Dew, back to the traditional Coke/Pepsi hegemony. By 2004, my weight reached an all-time high of about 195, up from 155 a few years earlier. I attributed it to fast food and delicious soda pop.

There was never any need to drink water. Water was a tasteless and disgusting beverage, preferably used to drown plants.

However, I didn’t want to become a barrel-ass, so I stopped drinking the acid and lost weight ever since. Right now, I am in the best shape of my life. I can easily break your jaw, if given the chance, with just one punch (I practice this at home…on a dummy).

What is my point?

My point is that we all need some SODA in our lives, just not mines. This country was built on lard and I envision Sodastream adorning the kitchen countertops of millions of homes in the coming years. Both KO and PEP are desperate losers now, a far cry from their glory years of the 1990′s. They will buy growth and do so in dishonorable fashion.

I am long SODA because I am short humanity. I also placed the balance of my cash into ICPT.

As you were.

THESE ARE THE NEW TRADES

Frankly, giving them to you is like throwing them away. However, I happen to be in a generous mood, so here goes (cue Beethoven symphony no 7, mvt ii)

EXAS

CLDX

CBST

PIR

GOING FULL ZULU

I sold our of DSKY for a one week 14% gain. I was gonna roll the proceeds into one of my biotech stocks. After all, I am a doctor, god damn it. But instead, I decided to roll with The Option Addict’s recent pick ZU.

No one has been hotter, so I am going long, full tribal gear, readying to stab people with my elephant tusks.

A GREAT GRANDE SUCCESS

After notching a 1.2% gain in yesterday’s trading session, I’ll take today’s minor pullback as a stepping stone towards magnanimity. Over the past three weeks, I’ve been building myself an ark, made from old chinese chopsticks and the skulls of former kings. I like to call this ark “The Burrito Basket” because it will be immune to the drunken caprices of typical American september–Neanderthal like– draw-downs. I’ve positioned myself, alongside a select group of sophisticated  investors (extra sales pitch) for great success in the orient.

“The Fly” is the Pai Mei of this stock shit.

Inside of my chinese basket of ancient knowledge are the following stocks. I’ve curated (Pearlman) them for extreme winship.

CMGE (new)

DSKY

VNET

ZPIN

XNET

QIHU

LITB

I will not add to this exquisite blend of market mastery without first taking profits from a listed member. The lot of you are more than welcomed to join me in this expedition, this African safari through the jungles of China (super stupid) towards the path of golden roses and euphoric climax (no pervert).

Previous Posts by Dr. Fly
Fly Buy: $CMGE
4 comments