iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
23,433 Blog Posts

Here are the Winners of 2015

Control yourselves, lads. The final week of trade is upon us. As we regale ourselves in the splendor that was 2015, celebrating over gigantic ice buckets filled with uncorked bottles of champagne and exotic foods from the far reaches of the world, I wanted to do a quick review of this year’s best performing stocks.

The biggest winner was NFLX, up 140% for the year. Americans have become a slothful type of creature, always lounging about the living room in search for entertainment. In the old days, I had 7 channels on my television (2,4,5,7,9,11 and 13). Nowadays, kids have a thousand; but it isn’t enough. They need video on demand, which is where NFLX fits in for a very affordable $7.99 per mo. Granted, NFLX is entirely useless if you want to find new movies; but they have been producing some solid programming, like House of Cards, Marco Polo and Bloodline, which is driving subscription numbers.

CTRP was up 114% last year, after striking a deal with PCLN. To be honest, these Chinese companies baffle me. They’re all really cheap on paper, until, of course, it’s revealed that they’ve been scamming the whole time, via accounting irregularities.

AMZN was up 113%, serving as a deflationary force in retail, taking a wrecking ball to brick and mortar. I use Amazon all the time. I’m a prime member, which also gets me a NFLX quality movie streaming service for free. Over the years, Amazon has really stepped up their branded programming, with quality shows like Mozart in the Jungle, Hand of God and Man in the High Castle.

ATVI was up 95%, as kids rot their brains playing Call of Duty until their parents take a sledge hammer to their video game console.

NTES and QUNR were up 88%. More chinese trickery.

AYI was up 71%. This plays along with the gains in HD and LOW, as Americans upgrade their lighting system to LED. Although CREE has been unable to capitalize on the LED trend, AYI has been crushing it, on residential, commercial and industrial applications. This is a really interesting name.

NVDA was up 68%, one of the few semis to crush 2015. They make chips that enhance video game and editing applications for computers. Nerds love their stuff.

OA produces bullets for the military. It enjoyed a 66% surge in 2015. I wonder why?

Other winners of note include: MANH (+70%), CYT (+64%), EDU (+63%), TYL (+63%), GPN (+62%), ZNH (+61%), VLRS (+97%), SBRCY (+57%), CVC (+57%), HRL (+57%), EXR (+55%), MSCI (+54%), NTT (+54%), VRSN (+54%), YOKU (+52%), TSS (+51%), FSLR (+50%), RAI (+49%), VLO (+49%), EXPE (+49%), INCY (+49%), SBUX (+48%), ALTR (+48%), IBKR (+48%), VMC (+47%), HCC (+47%), DXCM (+47%), TMUS (+47%), AVGO (+47%), JBLU (+47%), HLF (+46%), STZ (+46%), EA (+46%), HOLX (+46%), PANW (+45%), ULTA (+44%).

 

Comments »

Saturday Cinema with Le Fly: Young Frankenstein

I remember back in the 80’s Gene Wilder was the man. He’d team up with Richrd Pryor in a bunch of hysterical movies, usually playing the air headed side kick.

In this classic, he is Dr. Frankenstein, a long lost relative of the Dr. Frankenstein, who left the young American Dr his castle and everything that comes with it, including Igor.

I’ve seen this movie again, for the first time in maybe 20-25 years, and it was absolutely  hilarious.

 

 

Comments »

2015’s Holiday Shopping Season Share Price Winners

There’s a lot of noise being circulated by financial journalists who don’t know the first or last thing about investing. They spit out AMZN numbers and revel in their genius for informing the public that online sales were robust and brick and mortar sucked.

But real people know all of that is a bunch of horseshit, when it comes to gauging the balance in our brokerage accounts.

AMZN was flat for the past month, meaning you made ZERO profits playing the great migration over to online sales. But you know who banked coin?

Maternity, a hideously ugly female bag maker, online furniture retailer, plastic containers, soda pop, online coupons, guns, and a bunch of brick and mortar zombie stocks.

Here are the share price winners for this year’s retail holiday extravaganza.

image

Comments »

Time to Drink, Eat, Look at Phone, Open Gifts Under Plastic Tree: Merry Xmas

It’s that time of year again, America. Go visit your family and stare into the abyss of your cellular mobile telephone device, as the food gets passed around, the alcoholic beverages flow and the many thousands of dollars you’ve spent on gifts goes entirely unappreciated. The pagan holiday of Xmas is one of my favorite forms of expressing hedonism. After all, I am a well mannered christian, one totally deserving of gifts, drink and beverage.

Like always, I will head towards the borough of Brooklyn this evening, to partake in the many traditions that I’ve grown to deserve. I believe lobster tails and shrimp are on the menu, staples in any Italian feast. Also, I will be making my famous mulled wine, something that I picked up a few years ago. I make it so strong it decimates any man or woman in its path.

We’re heading down the home stretch of 2015 now. I’d like to thank all of you, from the bleachers section of the reader class of persons, for visiting iBankCoin on a daily basis, helping to spread our brand of financial propaganda to the far reaches of the globe.

Did you know iBC is read in 66 countries, around this wonderful globe? Indeud.

At any rate, I had a good year and I hope most of you did too. Next week, I will be unveiling my 2016 picks and will be finalizing my GARP portfolio for Exodus, which is a semi-annual managed portfolio of growth stocks.

Okay lads, time to turn up the Frank Sinatra christmas melodies, watch a little It’s a Wonderful Life in the background, and stuff your faces with all sorts of delicacies. Get the kids tucked in early, so that Santa Claus can break into your house, via unguarded chimney, to 3x inverse burglar your house.

Merry Christmas,

Fly

Comments »

Goldman: There Isn’t Any Deflation

Ex out oil, gas, gold, copper, nickel, aluminum, tech gadgets, shit sold on Amazon, financial services, retail sales, dry bulk shipping, etc.: THERE ISN’T ANY DEFLATION. Ergo, the Fed can hike to its moronic heart’s delight, said the sages at Goldman Sachs.

“There is little evidence of a broader global deflationary force at work that extends beyond the impact of commodity-price declines and dollar appreciation,” David Mericle and Daan Struyven told clients in a report on Wednesday.

Such conclusions leave Goldman Sachs predicting a moderate acceleration in inflation in 2016 as the economy reaches full capacity.

Ex all of that shit out.

Perhaps they’re not looking at the CRB index, at record lows.
CRB

If the CRB index is too biased for you, maybe have a looksy at the old inflation rate.
inflation

If that was a pulse rate, the doctor would be taking the defibrillators out and administering some nitroglycerine to the patient.

Comments »

The Sun Also Rises; Japan Passes Record Military Budget

The Abe government is partaking in all sorts of spending, as their population focuses its energy on masturbating to pictures of robots and anime. The older generation,  decrepit as shit, generally disgusted with the impetuous youth, can do nothing but lever up the economy until the fucking thing falls apart.

 

The 5.1 trillion yen ($42 billion) spending package for the year starting April is an increase of 1.5 percent from the current fiscal year, marking the fourth straight annual rise under the administration of Prime Minister Shinzo Abe. It accounts for just over 5 percent of the overall 96.7 trillion yen budget, also approved Thursday.

Major purchases include:

  • 173 billion yen for an Aegis-equipped anti-ballistic missile ship
  • 108 billion yen for six F-35A fighter aircraft
  • 103 billion yen for 17 SH-60K patrol helicopters
  • The figure also includes increased funding for the realignment of U.S. troops in Japan and a new government plane for use by the prime minister on foreign trips

The budget is the first since parliament passed legislation this summer to expand the role of Japan’s military to enable the nation to assist an ally under attack. The legislation led to rare public demonstrations in Japan that triggered a plunge in support for the Abe government.

Or, they can always invade China again and get into the concubine business, seize rice supplies, and partake in Frankensteinian medical experiments.

 

Comments »

MERRY XMAS KALOBIOS!

Aside from your newly minted CEO being arrested on fraud charges, your CFO, Christopher Thorn, and bullshit accounting firm, Marcum llp, stepping down too, your stock is going to get smashed into clown pieces when it reopens for trade–whenever the fuck that might be.

Shares of KBIO have been halted since the downfall of Shkreli, who was summarily fired from the role of CEO at Kalobios.

To make matters worse, NASDAQ is delisting the stock, as they are uninterested in being associated with such cellar dwellers.

kbio

What goes up…

Comments »

Oil Stocks Aren’t Done Going Higher

Put aside the fundamental concerns for a moment. Stocks do not move on fundies in the near term. They move on supply and demand, guided by emotions. Right now, people are greedy. They’re greedy little fuckers clamoring for some of that Xmas present money back. Traders are bearing witness to an epic short squeeze in oil and automatically want to fade it because they hate oil.

Let’s take the emotion out of it and view the movements according to Exodus.

This is an oscillator for the oil and gas exploration space, which is up 7% for the day. The chart you see is our predictive algorithm designed for this specific sector, taking into account the raw commodity movement, technical and fundamental factors of each stock in the group. As you can see, there are definable lines in the sand that can/have been traded on over the past year.

oil

The chart is starting towards overbought, but not there yet. If we get a minor pullback in the sector, we can see the median return for this sector sprint by another 10-20% before it gets overheated.

My top pick in the sector is SN. Other commodity stocks that I like and own are PAH and FCX.

Comments »

Exodus: Closing Out the Year a Winner

We launched Exodus in April of 2015, after 5 years of hard and deliberate work. Our previous iteration of the software, The PPT, was fantastic, but lacked many of the modern accoutrements that traders need to survive the pangs of the market today. I attribute all of my 2015 success to Exodus and hope that members of this distinguished league of gentlemen and ladies enjoyed it too.

Since 2009, our oversold signal stands at the apex of market timing algorithms, 77%.
OS

As you see the market ripping today, members know that 7 and 8 trading days ago, the system registered two oversold signals and has been flagging OS for TQQQ the past few days.

Things to look forward to in 2016.

-Jeff Macke joins us in the user notes section and blog to provide exclusive content to members.
-Putting my risk analyzer algorithm into code and launching it with an Exodus portfolio mechanism.
-Multiple tech upgrades that every member will appreciate, plus a more hands on approach to guiding members on how to best use algorithms when trading.

Comments »

“The Fly” Wins Again

Just shut up already, you bunch of blue beard savages soiling these great halls with your presence.

Throughout the year of our Lord, 2015, “The Fly” bobbed and weaved, crafted a work of art of a different sort for the reader class novice piker investor. You were beholden to market mastery of a different varietal, a story of a man trying to hold on to dear life. His gains were very bountiful in the beginning; but the market tested him, over and over again–attempting to vanquish him and smash his cranium about the rocks and the sea.

I stand before you a victorious man, one who has weathered to storm of perfidy and has come out a better man for it.

My largest positions aren’t moving higher today, but sprinting. The commodity run that I envisioned, through sagely intercourse with logic and imagination, has produced fruits by which I am now eating before you.

PAH, FCX and SN are all making my pagan Xmas very joyous. Very joyous, INDEUD.

To celebrate today’s triumph, I’ve taken liberties to buy more SN and FCX.

Don't Bet Against Me from iBC on Vimeo.

Comments »