Folks like to bite off me. It seems because I am just a lowly blogger network blogger that they think they can just copy and paste direct quotes. I just read a few articles on Seeking Alpha about P, LULU, and ZNGA and it’s like they took the words right out of my mouth, or right off one of my blogs. I digress, I am trying to lay low today. I covered half of my P, which is now a 2% position, I bought AAPL and EXK, making them 22.5% and 11.4% respectively. Even if VHC causes AAPL to eat serious shit, there are armies of hipsters ready to brave the elements for a chance to get an iPhone 5 and 1/8. Miners aren’t getting any love, but you can bet your bottom fucking dollar they will. It’s only a matter of time.

After seeing the bullshit that was occurring earlier in the market, with my balls being squarely kicked in, I went back to sleep for an hour or two. Now here I sit, looking at an extremely troubling FSLR short -22% and RGR long -11% on my book. Fuck you, that doesn’t make any sense. I just sold the last of my RIMM for +2%, I was long RIMM, WTF? I like what OII is doing here and it’s been on my book for awhile. UA is just simply frustrating.

I am trying to lay low because of the impending roller coaster ride tomorrow, LULU and SWHC release earnings. I am long both, and believe- let’s call it hope -that they not only beat, but they guide in a manner of decadence. I really do think they do, but if you had told me FSLR was gonna go on a 20% run to the upside I would have laughed in your face.

Here is an article furthering my conviction in LULU. HERE

Now, off to the halls of The PPT in order to find pockets of winship.

This is why LULU and UA are buys.

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