Even if you’re not a man.
With Hurricane Ike (here I go again) barreling down the highway of rigville, “The Fly” is very keen on buying shares of Western Refining, Inc. [[WNR]] here, in a very pointed and deliberate way—mind you.
You loosers [sic] can go play with the banks and end up getting ripped off like a rich dude at a Coney Island side show. However, with my money, I’m into new things.
As you well know, “The Fly” will not sell his [[SKF]] , sub $140. So there.
Anyway, with gasoline spiking and oil gay, I like Valero Energy Corporation [[VLO]] , Frontier Oil Corporation [[FTO]] , Tesoro Corporation [[TSO]] , Western Refining, Inc. [[WNR]] and even Delek US Holdings, Inc. [[DK]] .
In addition, I am feeling brave, with a chestful of venom, holding shares of [[DIG]] and [[IEO]] , which gets you long the whole oil/gas space.
Finally, I believe the forced selling in Freeport-McMoRan Copper & Gold Inc. [[FCX]] is almost done. I like that name, a lot, sub $70.
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SKF looks like DUG and SMN when you were unsuccessful shorting those two ETF’s…
How so?
I have never lost money on SKF, EVER.
Can someone escort this man off my blog?
Thanks
I’m in FCX off your buy this morning, dirt cheap.
Bennet Sedacca
10:47:14 AM
No positions in stocks mentioned.
The carnage continues…
In credit. Particularly in financials.
While I respect it, the market acts like last Friday (financials strengthening etc).
So my firm covered all our shorts into the swoon and will reset below a close of 1200 SPX.
This trade seems dead. When will it come alive? Oil has come 40%, and their crack sprizzles are getting better. Why can’t these stocks go up, ever?
Using the hurricane to get long will just lead to the next leg down if it doesn’t hit again won’t it?
You are long the refiners and oil? Did you ride the short bus? Study the sector…try crack spreads…oil up = refiners down…what school of trading did you go to?
Kidstock-
Fly is funny how? Ha ha funny?
Why you fucking asshole, I got him Fly.
http://www.youtube.com/watch?v=ufWV60QfCTw
Jake I thought you forgot about me!
speaking of oil men … did you ever notice how weird Boone Pickens eyebrows are? Everytime one of his commercials are on, I’m fascinated by those things, they look like caterpillars crawling on his forehead. Never mind.
TSO is the one thing making me happy today.
Fly, can you throw me an opinion on grabbing some LEH for a weekend hold? Seems like a lot of upside to it.
ZION is a nice short here. Up nearly 100% from its lows of July. I’d buy some $20 October puts here and wait it out.
LJ:
I’m went to the school that’s better than yours. Don’t embarrass yourself any longer and buzz off.
Someone needs to go to Lehman HQ and paste a $1 bill to the front door since that’s the amount they’ll be sold for.
Pesci –
I bet you thirty seconds with your head in a vice that he loses money on this SKF position.
My belief is that it trades down to 80 or so…
Hey Kidstock!
You tawkin’ ta ME?
__
Stop giving me financial advice. I don’t care what you think.
Hey Deniro –
Which hand do you write with?
You degenerate gambling mother F$#@&$…
I’m going to get the papers…get the papers.
Poof, your pretend SKF gains have vanished.
http://online.wsj.com/article/SB122105086142419159.html?mod=yahoo_hs&ru=yahoo
I’ll stop now since you have no interest in discussing closed gaps and lower highs with us chart-chompers…
Good luck with that.
Don’t worry Kidstock, I still hate you far less than everyone else.
Hey Kidstock!
Y’see…
A maaaaan has… his “entooziazms…”
Wunna mine… is baseball… (clap, clap, clap)….
Eye cawl it… “Skiffles Baseball”…. (“aaayyy, clap, clap, clap, clap….)
____________
It’s getting very close to “Short MOS again” time.
If it can’t get above $86.10 and begins to falter?
That’s your signal to push it.
Push it real good.
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not that fly cares, but vlo could be a pretty good play. crack spreads will be free to move higher after the election and the commodity selloff has doubtless added to the recent down-side. now fly must be filled with self doubt because the bucket has agreed with one of his trades. i hope u get your $140 for skf too, i hate the damn bankers.
I am long VLO.
just for old times sake
http://www.rallymonkey.com/video/kenindex.swf
Hey boss,
You want I should make this “Bucket” goomar o’ yours “go away,” permanently, if you know what I’m sayin’?
Like, “have an acc’dent downa sausage factory” type ting?
_
I am long VLO.
u just said that. why the repeat?
Captain,
Sensors indicate the VMC ship is now flying the flag of “Ursa Major” and is showing signs of serious “dilithium fatigue.”
Judging by it’s crystallized vapour trail, it doesn’t look like it should get very far past 74.15 parsecs.
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