Flying High

2,351 views

Fuck 4/20 and all of you hemp seed scoundrels. Also, fuck baseball. That’s right, I said it. Unlike most of you, “The Fly” was a talented player in his day, fully capable of knocking out someone’s eye with his fasted ball. When I became an adult, I stopped watching sports.

Do you know why I stopped watching sports?

BECAUSE IT DOESN’T MAKE ME SMARTER OR RICHER! That’s why, pal.

I don’t partake in idle discussions that pertain to gossip or women’s subject matters.

I happened to be up 1.21% for the day, fully erasing Friday’s rout. I made SAVE my largest position, ditched BABA, KITE and GTN, and added to AGIO. Life, as a Space Alien Magican (SAM), has never been more neurotic. I need to calm myself by thinking of greener pastures and blacker clouds. The very essence of my being is to win, so when that is happening, I endeavor to win more. I cannot settle for 1.21%; I must have MOAR.

Top pick: SAVE

NOTE: Exodus launches soon. If you did not get a chance to try it out and want more info, email me Flybroker at gmail.com

Cutting Out a Cancer For a Cure

1,322 views

I sold out of KITE for a 9% loss, after data presented last night left few enthused. With the proceeds, I further bulked up on AGIO. Although I wanted KITE to work, it didn’t, so I am moving on.

BULKING UP ON MOAR DRUGS

1,860 views

I sold CENX because a loser is a loser. With the proceeds, I averaged up in AGIO–because they have a cure for cancer. Yeah, man, they totally have a cure for cancer (cough, cough).

 

FALL IN UNDER THE UMBRELLA OF WINSHIP

2,803 views

I don’t mean to chastise any of you. Like a father cares for a child, sometimes it’s important to be authoritative with guidance, otherwise the child runs off to get ran over by automobiles.

“The Fly” is of ‘supreme intellect’ by far above your layman capacities. You could live for another thousand years and not come within 25% of my intelligence quotient. It’s not because you were born stupid, or anything like that. Very simply, I was built better.

The market is off to the races and I am making moves again. I sold out of LVLT and bought CENX, a seasonal trade in a stock that has been battered to pieces. The company is making plenty of money and falls in under my umbrella of discounted free cash flow companies trading at distressed levels–off by 40% for 2015.

You can try to beat me and suffer the pangs of miserable failure. Or, you can simply fold tent and behold the winship that shadows Señor Tropicana, a designation that has been abundantly clear since the early days of adolescence.

The Battlefield is Primed for Carnage

4,497 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.

The Biotech Bubble is Real

2,007 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

2,768 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.

To Hell With These Guys

2,930 views

I reduced my HABT position and will keep limit orders in place to make it a small part of my future. Fuck being emotionally attached to a company that spits in the face of its after-market shareholders. There are too many great companies out there to get hung up on a concept or a single name. Regrettably, I’d love to have sold at $36; but it wasn’t in the cards for me. I had no way of knowing they’d pull this shit, so I am dealing with the situation with fresh facts on the ground.

With some of my cash, I started a position in GRUB. With GRUB, you have several things working in your favor.

1. They are the Uber of food delivery.

GRUB doesn’t just add restaurants to their app. They employ a fleet of drivers and physically deliver the food to your fat, fucking, mouths. They take 10% of sales from participating customers.

2. The price of gasoline is going lower. I hate oil stocks here and feel the price of crude is about to take another leg lower. Being in the business of driving cars about town, cheaper gasoline is a direct benefit to GRUB, just like it is for PZZA and DPZ.

 

Cashing Out

4,054 views

Yes, I am selling into the hole here. The very last thing on the fucking planet that I intend to do is repeat last year’s fuckery. As such, I am merely taking precautions, cutting some losses, booking gains.

I sold out of FMSA, EMES, FL and some SLCA.

I have sell orders in for a few other names, with an intent to raise enough cash to allow me to eat yams all day long and talk shit on the computers.

 

Flying High

2,351 views

Fuck 4/20 and all of you hemp seed scoundrels. Also, fuck baseball. That’s right, I said it. Unlike most of you, “The Fly” was a talented player in his day, fully capable of knocking out someone’s eye with his fasted ball. When I became an adult, I stopped watching sports.

Do you know why I stopped watching sports?

BECAUSE IT DOESN’T MAKE ME SMARTER OR RICHER! That’s why, pal.

I don’t partake in idle discussions that pertain to gossip or women’s subject matters.

I happened to be up 1.21% for the day, fully erasing Friday’s rout. I made SAVE my largest position, ditched BABA, KITE and GTN, and added to AGIO. Life, as a Space Alien Magican (SAM), has never been more neurotic. I need to calm myself by thinking of greener pastures and blacker clouds. The very essence of my being is to win, so when that is happening, I endeavor to win more. I cannot settle for 1.21%; I must have MOAR.

Top pick: SAVE

NOTE: Exodus launches soon. If you did not get a chance to try it out and want more info, email me Flybroker at gmail.com

Cutting Out a Cancer For a Cure

1,322 views

I sold out of KITE for a 9% loss, after data presented last night left few enthused. With the proceeds, I further bulked up on AGIO. Although I wanted KITE to work, it didn’t, so I am moving on.

BULKING UP ON MOAR DRUGS

1,860 views

I sold CENX because a loser is a loser. With the proceeds, I averaged up in AGIO–because they have a cure for cancer. Yeah, man, they totally have a cure for cancer (cough, cough).

 

FALL IN UNDER THE UMBRELLA OF WINSHIP

2,803 views

I don’t mean to chastise any of you. Like a father cares for a child, sometimes it’s important to be authoritative with guidance, otherwise the child runs off to get ran over by automobiles.

“The Fly” is of ‘supreme intellect’ by far above your layman capacities. You could live for another thousand years and not come within 25% of my intelligence quotient. It’s not because you were born stupid, or anything like that. Very simply, I was built better.

The market is off to the races and I am making moves again. I sold out of LVLT and bought CENX, a seasonal trade in a stock that has been battered to pieces. The company is making plenty of money and falls in under my umbrella of discounted free cash flow companies trading at distressed levels–off by 40% for 2015.

You can try to beat me and suffer the pangs of miserable failure. Or, you can simply fold tent and behold the winship that shadows Señor Tropicana, a designation that has been abundantly clear since the early days of adolescence.

The Battlefield is Primed for Carnage

4,497 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.

The Biotech Bubble is Real

2,007 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

2,768 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.

To Hell With These Guys

2,930 views

I reduced my HABT position and will keep limit orders in place to make it a small part of my future. Fuck being emotionally attached to a company that spits in the face of its after-market shareholders. There are too many great companies out there to get hung up on a concept or a single name. Regrettably, I’d love to have sold at $36; but it wasn’t in the cards for me. I had no way of knowing they’d pull this shit, so I am dealing with the situation with fresh facts on the ground.

With some of my cash, I started a position in GRUB. With GRUB, you have several things working in your favor.

1. They are the Uber of food delivery.

GRUB doesn’t just add restaurants to their app. They employ a fleet of drivers and physically deliver the food to your fat, fucking, mouths. They take 10% of sales from participating customers.

2. The price of gasoline is going lower. I hate oil stocks here and feel the price of crude is about to take another leg lower. Being in the business of driving cars about town, cheaper gasoline is a direct benefit to GRUB, just like it is for PZZA and DPZ.

 

Cashing Out

4,054 views

Yes, I am selling into the hole here. The very last thing on the fucking planet that I intend to do is repeat last year’s fuckery. As such, I am merely taking precautions, cutting some losses, booking gains.

I sold out of FMSA, EMES, FL and some SLCA.

I have sell orders in for a few other names, with an intent to raise enough cash to allow me to eat yams all day long and talk shit on the computers.

 

Previous Posts by Dr. Fly
A Deceptive Day
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