The Battlefield is Primed for Carnage

4,179 views

Laugh out loud at the Altera shorts into a prospective Intel bid. Into the bell, I ditched MD and started a position in GTN. I love both AMCX and GTN, pure plays on the golden era of television. GTN has exposure to all of the major networks, locked in for 5 years. With programming getting better and better, expect ad rates to rise and earnings to power ahead.

Next week the market is going to take off. I’d bet my entire face on it and would play Russian roulette with a fucking trebuchet to prove my vigor. “The Fly” is a man with many hats and multiple logs in the fire. You’d be unwise to bet against him.

Reminder: Be sure to tune in tomorrow, as I continue my Orson Welles greatness in cinema series. I’ll be wrapping him up soon, then moving onto Kubrick. Also, just to rehash what I said earlier, I am going to start beta trials for The PPT Exodus very soon. If you have an interest in taking it for a test drive, the world’s best market analysis software, email me Flybroker@gmail.com. Be sure to tell me if you are a current member, former member or prospective member.

I was up 0.74% for the day.

Have a cigar filled weekend.

Experimenting in the Orient Again

1,767 views

The PPT is flagging YY as oversold with compelling backtesting results of 10 wins, zero losses, over 10 trading days for an average return of 7.25%–over the past 12 months. On that news, I dabbled on some shares and will masquerade about town dressed like an ancient chinaman, until I win on this trade.

Adding to a Stupid Stock

1,364 views

ANF is a deep value retail play down here. I am not bullish on the store, its products, or even the people who run it. I am bullish on the idea that some vulture will find them to be vulnerable and seek it exploit their free cash flow for their own nefarious means.

I added to ANF.

Okay, I Am Calm Now

1,987 views

Pardon my eruption of joy this morning. It’s fucking snowing here on the first day of spring.

This is an orderly move higher, one that I believe can be bought. With some of the cash I have left, I added to my BABA position, making it a top 3 holdings. And, going against the grain, I started a new position in ANF. It’s a very small one. In short, I will likely add to this name over the next month. I am not a fan of their stores, as clothing of that sort is better suited for 13 year olds. Nevertheless, it is now trading at historically absurd levels. Bear in mind, despite their decelerating revenues, they are still free cash flow positive and can really become a cash cow with a few tweaks. This might become a private equity target before the year is over.

The Biotech Bubble is Real

1,949 views

I don’t care how many cures for cancer there are in development. Nothing warrants this sort of run in biotech, with the sector now up 31% for the year. More than 15 biotechs are up double digits today, led by gains in JUNO, KITE and FOLD. Looking at the sector makes you want to go out and pick the next one, laggards. For example, AGIO was down for the year, until today. KITE and BLCM were lagging, not anymore.

I took this overzealousness to blow out of my NRDM position, a position that I managed to turn a 30% loss into a 20% profit through sheer hard headed averaging down. I got lucky and now I am hitting the bricks.

I will keep the other medicine man stocks in my portfolios because they are real companies, with real drugs, heading higher. SGEN, ICPT and JAZZ are my largest biotech holdings. GILD and AMGN are my largest drug holdings and quit calling them fucking biotechs. Their market caps are upwards of $100 billion. Sure, I’d love to grab one today and sell out with a 30% profit tomorrow. But The PPT Exodus hybrid chart is at the very top end of the range, a prelude of some selling to come.

One day this sector is going to blow up and kill a bunch of people. Don’t think it can’t happen to you–because it can and it will.

With some of the NRDM proceeds, I added to BABA and MUSA.

Dabbling a Bit in the Orient

2,704 views

I had bought BABA much higher than present values. There isn’t much to like or “enjoy” about China. I am not particularly fond of its stupid history, government or its food. I do, however, like the company of American chinese people and favor American chinese food over the vegetable laden crap that some of you mentally ill liberals deem as “authentic chinese food” or “real.”

In other words, I do not like China. I feel it is a country wrought with systemic corruption, a cesspool of liars and thieves trying to outdo one another in order to attain absurd wealth. Nonetheless, there is one company that I feel will curry the favor of our investors over a period of time. This period of time might be 1 week or 1 year. But, eventually, Americans will buy the shit out of BABA.

Why?

Because it is the pure play on Chinese consumerism. It is the sole way to play the transformation from man in a coolie hat to man being driven about town in his brand new Buick. Yes, for some odd reason, the Chinese love a good Buick.

With immense scale, free cash flow, government clout, and a CEO with a head shaped like a football, there isn’t a way BABA doesn’t work higher, eventually.

As such, I added to my position here today, reducing my basis to $91. I will buy more on dips.

NOTE: To finance this trade, I booked profits on SKX.

We Need MOAR Cowbell

2,573 views

Despite the indices roaring higher, many stocks sat out the rally. With breadth at 72%, it’s fair to say a great many of you didn’t make money today. Most of the gains were found in commodity related sectors, and utes. Yields crashed lower again, the dollar cratered, and gold lifted a bit too. It makes no sense for commodities, including gold, to lift with bonds–all the while the dollar gets smashed to pieces.

Bonds should be going lower, since a rate hike isn’t in the cards. Nonetheless, this is the hand we’ve been dealt.

Look, the market is barely up for the year. We need MOAR cowbell to get this fucker going again. I am talking about scorched earth tactics, unrelenting buy programs to punch off the faces of anyone fading stocks. Everyone must invest in stocks again, even my dry cleaner.

Into the close, I added to my LVLT position. I made 0.74% for the day.

Mirror, Mirror On the Wall, Who is the Grossest of them All?

1,611 views

I added to my JNS position, in an effort to be ‘super-gross’ about my portfolio allocations. Aside from that, I am having a rather benign day, waiting and hoping and praying to the heavens above for olde testament judgement to be passed down from the Lord onto the heads of those betting against stocks today.

Amen.

GETTING GROSSER

1,781 views

Each and every year spring comes about, Mrs. Fly enters my office and demands that the landscaper “do without mulch” this year, for she doesn’t like the smell of it. My retort, as always, is “if you want to have beds you absolutely need mulch, otherwise it will be a wild, fucking, jungle out there.” This, naturally, falls upon deaf ears, especially since she has nothing to do with the landscaping and has absolutely no idea what a weed looks like. Alas, the conversation ended in another Fly victory, firmly declaring “domain over the brushes and shrubs yonder”; be gone woman and never speak of this silliness again!

In between all of that, I added to my JNS position–because I’m really Gross.

The Battlefield is Primed for Carnage

4,179 views

Laugh out loud at the Altera shorts into a prospective Intel bid. Into the bell, I ditched MD and started a position in GTN. I love both AMCX and GTN, pure plays on the golden era of television. GTN has exposure to all of the major networks, locked in for 5 years. With programming getting better and better, expect ad rates to rise and earnings to power ahead.

Next week the market is going to take off. I’d bet my entire face on it and would play Russian roulette with a fucking trebuchet to prove my vigor. “The Fly” is a man with many hats and multiple logs in the fire. You’d be unwise to bet against him.

Reminder: Be sure to tune in tomorrow, as I continue my Orson Welles greatness in cinema series. I’ll be wrapping him up soon, then moving onto Kubrick. Also, just to rehash what I said earlier, I am going to start beta trials for The PPT Exodus very soon. If you have an interest in taking it for a test drive, the world’s best market analysis software, email me Flybroker@gmail.com. Be sure to tell me if you are a current member, former member or prospective member.

I was up 0.74% for the day.

Have a cigar filled weekend.

Experimenting in the Orient Again

1,767 views

The PPT is flagging YY as oversold with compelling backtesting results of 10 wins, zero losses, over 10 trading days for an average return of 7.25%–over the past 12 months. On that news, I dabbled on some shares and will masquerade about town dressed like an ancient chinaman, until I win on this trade.

Adding to a Stupid Stock

1,364 views

ANF is a deep value retail play down here. I am not bullish on the store, its products, or even the people who run it. I am bullish on the idea that some vulture will find them to be vulnerable and seek it exploit their free cash flow for their own nefarious means.

I added to ANF.

Okay, I Am Calm Now

1,987 views

Pardon my eruption of joy this morning. It’s fucking snowing here on the first day of spring.

This is an orderly move higher, one that I believe can be bought. With some of the cash I have left, I added to my BABA position, making it a top 3 holdings. And, going against the grain, I started a new position in ANF. It’s a very small one. In short, I will likely add to this name over the next month. I am not a fan of their stores, as clothing of that sort is better suited for 13 year olds. Nevertheless, it is now trading at historically absurd levels. Bear in mind, despite their decelerating revenues, they are still free cash flow positive and can really become a cash cow with a few tweaks. This might become a private equity target before the year is over.

The Biotech Bubble is Real

1,949 views

I don’t care how many cures for cancer there are in development. Nothing warrants this sort of run in biotech, with the sector now up 31% for the year. More than 15 biotechs are up double digits today, led by gains in JUNO, KITE and FOLD. Looking at the sector makes you want to go out and pick the next one, laggards. For example, AGIO was down for the year, until today. KITE and BLCM were lagging, not anymore.

I took this overzealousness to blow out of my NRDM position, a position that I managed to turn a 30% loss into a 20% profit through sheer hard headed averaging down. I got lucky and now I am hitting the bricks.

I will keep the other medicine man stocks in my portfolios because they are real companies, with real drugs, heading higher. SGEN, ICPT and JAZZ are my largest biotech holdings. GILD and AMGN are my largest drug holdings and quit calling them fucking biotechs. Their market caps are upwards of $100 billion. Sure, I’d love to grab one today and sell out with a 30% profit tomorrow. But The PPT Exodus hybrid chart is at the very top end of the range, a prelude of some selling to come.

One day this sector is going to blow up and kill a bunch of people. Don’t think it can’t happen to you–because it can and it will.

With some of the NRDM proceeds, I added to BABA and MUSA.

Dabbling a Bit in the Orient

2,704 views

I had bought BABA much higher than present values. There isn’t much to like or “enjoy” about China. I am not particularly fond of its stupid history, government or its food. I do, however, like the company of American chinese people and favor American chinese food over the vegetable laden crap that some of you mentally ill liberals deem as “authentic chinese food” or “real.”

In other words, I do not like China. I feel it is a country wrought with systemic corruption, a cesspool of liars and thieves trying to outdo one another in order to attain absurd wealth. Nonetheless, there is one company that I feel will curry the favor of our investors over a period of time. This period of time might be 1 week or 1 year. But, eventually, Americans will buy the shit out of BABA.

Why?

Because it is the pure play on Chinese consumerism. It is the sole way to play the transformation from man in a coolie hat to man being driven about town in his brand new Buick. Yes, for some odd reason, the Chinese love a good Buick.

With immense scale, free cash flow, government clout, and a CEO with a head shaped like a football, there isn’t a way BABA doesn’t work higher, eventually.

As such, I added to my position here today, reducing my basis to $91. I will buy more on dips.

NOTE: To finance this trade, I booked profits on SKX.

We Need MOAR Cowbell

2,573 views

Despite the indices roaring higher, many stocks sat out the rally. With breadth at 72%, it’s fair to say a great many of you didn’t make money today. Most of the gains were found in commodity related sectors, and utes. Yields crashed lower again, the dollar cratered, and gold lifted a bit too. It makes no sense for commodities, including gold, to lift with bonds–all the while the dollar gets smashed to pieces.

Bonds should be going lower, since a rate hike isn’t in the cards. Nonetheless, this is the hand we’ve been dealt.

Look, the market is barely up for the year. We need MOAR cowbell to get this fucker going again. I am talking about scorched earth tactics, unrelenting buy programs to punch off the faces of anyone fading stocks. Everyone must invest in stocks again, even my dry cleaner.

Into the close, I added to my LVLT position. I made 0.74% for the day.

Mirror, Mirror On the Wall, Who is the Grossest of them All?

1,611 views

I added to my JNS position, in an effort to be ‘super-gross’ about my portfolio allocations. Aside from that, I am having a rather benign day, waiting and hoping and praying to the heavens above for olde testament judgement to be passed down from the Lord onto the heads of those betting against stocks today.

Amen.

GETTING GROSSER

1,781 views

Each and every year spring comes about, Mrs. Fly enters my office and demands that the landscaper “do without mulch” this year, for she doesn’t like the smell of it. My retort, as always, is “if you want to have beds you absolutely need mulch, otherwise it will be a wild, fucking, jungle out there.” This, naturally, falls upon deaf ears, especially since she has nothing to do with the landscaping and has absolutely no idea what a weed looks like. Alas, the conversation ended in another Fly victory, firmly declaring “domain over the brushes and shrubs yonder”; be gone woman and never speak of this silliness again!

In between all of that, I added to my JNS position–because I’m really Gross.

Previous Posts by Dr. Fly
LONG COURAGE
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