Time To Put Down Your Financial Statements

My patience has worn a bit thin today.  Not because my largest position is a three dollar LED stock which got faded, but because Mother Nature has decided to turn against me.  My fragile northern physiology relies heavily on the death like state of arctic temperatures.  A few days over 40 and my head feels like a block of Elmer’s glue.  Before I begin to digress let us discuss short selling ghetto stocks—dumb.

I have three four stocks in my book up over 10% today.  Each one is exacting some kind of horrendous if only temporary pain on the people intelligent enough to sniff out a short sale opportunity.  Who is it that spends inordinate amounts of resources investigating and developing short theses on these names?  It seems too academic for me, and dangerous.

Of course there is a solar stock ripping (RGSE, FD: Long) today.  Solar is hot.  Tim Cook is getting hot too.  I think he has been hitting the iron pipes.  I took a weekly speculative position in Apple just in case.  Tim decided Apple will invest in green technology even if it doesn’t provide the stupid investor base profitable ROI.  While I commend his hippy-like affection for our planet, I wonder if he has been given the proper pitch for LED lighting.  You see, the right LED system with modern controllers and sensors can save a company up to 90% on their light-energy use.  With those kind of savings, this green investment pays for itself in under two years.  Then the lights continue their humble illumination for 28 more years. Tim Cook would be on his death yacht, sipping Shirley Temples before his bulbs would burn out.  And he would appease his investors.  Not bad.

This type of corporate governance from America’s best tech hardware company should trigger something in the slow brains of Wall Street income statement readers.  They should put down their actuary charts and financial calculators and just use their brain for a moment to think about the future.  It’s illuminated using LEDs, everywhere, as ubiquitous as electricity itself.

I have little more to say.  I took down some April calls in BZH.  It’s spring, jackasses, go buy that three bedroom bungalow and get it over with so can can mod up to something more appropriate in 3-7 years.  You do not need to love you home if you think of it the same way as you do a few thousand shares in FB.

Keep trading…