BORING…

As I look at my book there are really only four names that grab my attention: WHR, FB, WNR, and STP/JOSB.

WHR: Another successful earnings play nearing a 6% ROI.

FB: Sorry bears, those numbers were just too good. I’ll take lower margins over higher revenue in a growing company any day. Especially in the social media industry.

WNR: What a crazy ride! While all the other refiners I owned were ripping, the WNR was dragging through the dirt, now it’s at an almost 10% gain.

STP/JOSB: My two newest shorts. JOSB is my only short that is currently in the red, and STP is up 4% today. Frankly, I don’t care one bit. Be patient and trust in your thesis. It’s far easier to sleep that way.

I must get my mane cropped this afternoon, as I look like a young Moses, then I plan on crushing iron like it’s the Ravens Offensive Line.

Anybody have any interesting earnings plays coming up?

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