I AM EVACUATING MOSCOW

2,597 views

Comrades,

Due to recent events in and around the Kremlin, “The Fly” had made an immediate exit from The Russian Federation. In no way does this have to do with President Petrov and his disregard for our President, Frank Underwood. As such, I’ve parted with my positions in QIWI and YNDX. Although I believe both are cheap stocks, the political climate isn’t worth the risk holding these stocks through fascist news flow.

In addition to YNDX and QIWI, I sold out of WFT.

With the proceeds, I bought FL, MD and WYN.

God speed, I am back in America, buying silly American sneaker companies, who sell overpriced Air Jordan’s to stupid teenagers.

Never Sell Short Hamburgers

2,495 views

I never quite understood why some of you disliked HABT. I guess it’s because you didn’t like the buns, or maybe the catsup. Too many carbs for your liking. The idea of selling short HABT is treacherous to me, on a multitude of levels.

For one, considering the demographic HABT is catering to, it’s literally impossible for this business to fail, long term. They’d have to be supreme idiots to not make selling fatty meat to Americans a successful venture. The core of the HABT story, as well as SHAK, is the vanguard assault on the catamites who sell rubber hand-burgers: MCD. They are part of a cadre of higher end hamburger chains that were built for the sole purpose of deposing the old guard, both Burgered King and McDonald’s.

Now listen to me closely. It’s never a good idea to suggest someone “sell short HABT” if and when it breaches a magical price level. People, this is a real business in a very real and hungry world. Like a quality Bordeaux, some ideas take time to ripen and develop into something special. This, my distinguished guests from the internets, is exactly that.

Aside from my renewed confidence in HABT, I am boolish as hell on QIWI, YNDX and NDRM here. The only move I’ve made, as of today, is sell out of the remainder of my WRE position. I feel rates will climb. Therefore, REITs will suffer.

“The Fly” Is Deploying Parachute

2,420 views

Listen to me. I sold out from my airplane stocks, not because I hate them, but because I have fell in love with something else. It’s not the airlines fault that I am leaving them, but my own. As such, I booked gains on both AAL and JBLUE and made what appears to be a ‘lateral move’, gobbling up shares of WFT and Russian mafia firm QIWI.

That’s right, I’m back in the well, full Russian.

Moving Past Oil

1,705 views

I sold out of OXY for a $3 gain, despite oil firming up today. As you readily know by now, I started a position in JBLU, bulking up on airliners, which also contains an AAL position. My largest oil positions are SLCA and PACD, both of which I intend to hold for high prices. I am not beholden to oil and see no reason to play asshole parlor games at a time when other sectors offer steady returns without having to enter Dante’s seventh ring of hell.

For example, I started a position in MD today. There is a stock that simply glides higher. It doesn’t hurry itself or run about the sewer pipe ever other day. It merely comports itself the way a gentleman stock should, with grace and certainty.

On the other hand, my hamburger stock, HABT, which has been nothing less than a vulgar excuse for speculation since its IPO, is beginning to exhibit signs of life. This is likely due to the fact that several peers have reported positive results and people are beginning to understand how badly MCD sucks.

Thusly, I am up 0.5% for the day, hoping to extend my god given rights to MOAR by the end of the day.

I AM NOW A FOREIGNER

1,938 views

I sold PEIX and replaced it with VALE.

I also added to my YNDX position, making it a top 3 holding.

Look at What I Just Did

2,375 views

I sold ACAT (+11%) and averaged down in BABA.

I also sold DVN to reduce my exposure to crude and bought SBNY, which will be a long term position.

Booked a Gain

1,430 views

I sold ECR above $7.10 and purchased more PEIX.

I see oil is coming in. However, the run has been fanatical and it was bound to give back a little. Despite current weakness in oil, I still like SLCA, FMSA, DVN, OXY and of course PEIX. To hedge that, I went long decent size in AAL.

Taking a Contrarian Position

1,658 views

Using The PPT‘s new hybrid charting tool per industry, I started a position in AAL here.

1. The airlines are fucking cash cows.

2. They are excellent hedges against open long positions in oil.

3. They are oversold, and unlike oil; their fundamentals are improving.

4. Everyone hates them now.

Have a look at the Hybrid Chart of Major Airlines, courtesy of Exodus (still in BETA)

Airlines

AAL is down 10% over the past two weeks.

To finance this, I sold out of laggards MDVN, TPH and XLRN.

Selling Rips in Oil

1,142 views

I am not investing in these stocks long term. When profits present themselves, I am out.

I took profits on SN today.

I AM EVACUATING MOSCOW

2,597 views

Comrades,

Due to recent events in and around the Kremlin, “The Fly” had made an immediate exit from The Russian Federation. In no way does this have to do with President Petrov and his disregard for our President, Frank Underwood. As such, I’ve parted with my positions in QIWI and YNDX. Although I believe both are cheap stocks, the political climate isn’t worth the risk holding these stocks through fascist news flow.

In addition to YNDX and QIWI, I sold out of WFT.

With the proceeds, I bought FL, MD and WYN.

God speed, I am back in America, buying silly American sneaker companies, who sell overpriced Air Jordan’s to stupid teenagers.

Never Sell Short Hamburgers

2,495 views

I never quite understood why some of you disliked HABT. I guess it’s because you didn’t like the buns, or maybe the catsup. Too many carbs for your liking. The idea of selling short HABT is treacherous to me, on a multitude of levels.

For one, considering the demographic HABT is catering to, it’s literally impossible for this business to fail, long term. They’d have to be supreme idiots to not make selling fatty meat to Americans a successful venture. The core of the HABT story, as well as SHAK, is the vanguard assault on the catamites who sell rubber hand-burgers: MCD. They are part of a cadre of higher end hamburger chains that were built for the sole purpose of deposing the old guard, both Burgered King and McDonald’s.

Now listen to me closely. It’s never a good idea to suggest someone “sell short HABT” if and when it breaches a magical price level. People, this is a real business in a very real and hungry world. Like a quality Bordeaux, some ideas take time to ripen and develop into something special. This, my distinguished guests from the internets, is exactly that.

Aside from my renewed confidence in HABT, I am boolish as hell on QIWI, YNDX and NDRM here. The only move I’ve made, as of today, is sell out of the remainder of my WRE position. I feel rates will climb. Therefore, REITs will suffer.

“The Fly” Is Deploying Parachute

2,420 views

Listen to me. I sold out from my airplane stocks, not because I hate them, but because I have fell in love with something else. It’s not the airlines fault that I am leaving them, but my own. As such, I booked gains on both AAL and JBLUE and made what appears to be a ‘lateral move’, gobbling up shares of WFT and Russian mafia firm QIWI.

That’s right, I’m back in the well, full Russian.

Moving Past Oil

1,705 views

I sold out of OXY for a $3 gain, despite oil firming up today. As you readily know by now, I started a position in JBLU, bulking up on airliners, which also contains an AAL position. My largest oil positions are SLCA and PACD, both of which I intend to hold for high prices. I am not beholden to oil and see no reason to play asshole parlor games at a time when other sectors offer steady returns without having to enter Dante’s seventh ring of hell.

For example, I started a position in MD today. There is a stock that simply glides higher. It doesn’t hurry itself or run about the sewer pipe ever other day. It merely comports itself the way a gentleman stock should, with grace and certainty.

On the other hand, my hamburger stock, HABT, which has been nothing less than a vulgar excuse for speculation since its IPO, is beginning to exhibit signs of life. This is likely due to the fact that several peers have reported positive results and people are beginning to understand how badly MCD sucks.

Thusly, I am up 0.5% for the day, hoping to extend my god given rights to MOAR by the end of the day.

I AM NOW A FOREIGNER

1,938 views

I sold PEIX and replaced it with VALE.

I also added to my YNDX position, making it a top 3 holding.

Look at What I Just Did

2,375 views

I sold ACAT (+11%) and averaged down in BABA.

I also sold DVN to reduce my exposure to crude and bought SBNY, which will be a long term position.

Booked a Gain

1,430 views

I sold ECR above $7.10 and purchased more PEIX.

I see oil is coming in. However, the run has been fanatical and it was bound to give back a little. Despite current weakness in oil, I still like SLCA, FMSA, DVN, OXY and of course PEIX. To hedge that, I went long decent size in AAL.

Taking a Contrarian Position

1,658 views

Using The PPT‘s new hybrid charting tool per industry, I started a position in AAL here.

1. The airlines are fucking cash cows.

2. They are excellent hedges against open long positions in oil.

3. They are oversold, and unlike oil; their fundamentals are improving.

4. Everyone hates them now.

Have a look at the Hybrid Chart of Major Airlines, courtesy of Exodus (still in BETA)

Airlines

AAL is down 10% over the past two weeks.

To finance this, I sold out of laggards MDVN, TPH and XLRN.

Selling Rips in Oil

1,142 views

I am not investing in these stocks long term. When profits present themselves, I am out.

I took profits on SN today.

Previous Posts by Dr. Fly