While it’s true, the market is in the process of skinning people who are long stocks alive, such as hideously ugly folks like Don Luskin and Zachary Karabell; at some point, one might want to get long stocks with large net cash per share ratios.
Within financials, it’s incredibly hard to discern what’s real and what’s not, since they are all lying cocksucking ham and eggers. Nonetheless, there are a few worth exploring.
In addition, while the economy is in rapid descent, it’s hard to forecast how much cash will be left on company balance sheets, since it’s entirely possible that such said companies may start bleeding out losses.
Nevertheless, I have compiled a list, broken down by sectors, courtesy of The PPT of course, for you—the internet schmuck—to peruse.
Tech
OVTI
PC
Basic Materials
Healthcare
Consumer Goods
Financials
Industrials
Services
UPDATE: Bob
[youtube:http://www.youtube.com/watch?v=4Nfy-RR7_50 450 300] If you enjoy the content at iBankCoin, please follow us on Twitter
Do u think time to buy some UYG???? feeling damnn cheap…..at the same time scary too
FAS is scary.
kft, and such? hmm hmm hmm
Could the bottom be in ? Asshat Ben Stein was preaching staying the course and investing for the long term as the market collapsed last year. Now he’s advocating to stay in cash. We must be near the bottom.
is there a ticker symbol for 3x short cramer’s charitable trust? that would be free money.
World’s Greatest – http://www.youtube.com/watch?v=WYhANdw_UMQ
Yeah, and get ready to sell again in a week. LMAO
I have one question.
Where is Devildog?
I second that FAS statement. I played with it for 45 minutes today and got burned. It’s like a hot piece of coal, except that one is overly tempted to grab for it, hoping it will soon cool into a watermelon-sized diamond.
than Later
World’s Greatest – http://www.dailymotion.com/video/x4kq10_rkelly-the-world-greatest-live_music
Get ready for another ban on shorting the financials.
Hasn’t Zach Karabell suffered enough? He’s the ugliest dude I have ever seen on TV.
does anyone want to touch JPM here? i think this is setting up like fly’s call on C a few weeks/months ago. the govt can’t continue to allow even the common stock to just get wiped out. if they govt comes up with a new plan, it seems that JPM would be the best of the big banks to get long.
if the govt starts buying these bad assets, how dillutive do we think that would be?
Chow:
I started nibbling at UYG at 2.75 – 2.85. Small positions but….
DEVILDOG..where are you when we need you?
I BOUGHT JPM @18.12
Senor Fly, why are you bullish, we don’t seem oversold yet and things are getting worse by the day?
KHD closed at $10.58 and they have $13.37 in cash.
Wise man (the Fly) once said:
Better to be a rich prick, than a poor schmuck.
This market reminds me of when I had my boat at the yacht club.
Rich pricks have boats, and you know what BOAT stands for:
Bend Over And Take it….OR….as my marine mechanic used to say, Bring Over Another Thou$and.
That baby fat bitch in the ad is disgusting.
Fly- Thanks for posting. Looking forward to your additional updates, as always.
The best two days of owning a boat are the day you buy it and the day you sell it.
I am not bullish yet. I just like to build watch lists in advance. Prepare the battlefield, if you will.
Fuck it….I’m gonna pick up some FAS
crude_oil – nice pick. i’ll keep that one on the radar for sure.
People keep talking about bank nationalizations. Haven’t they basically done that though. The Feds tell Citi to downsize and they’re doing it.
The RBS nationalization was different in the sense that it resembled the Wachovia takeover, RBS basically wrote off its capital and the UK had to step in.
DOG up $4.20 since the Agosto trading system made the call on Jan 13, 2009.
Who needs equities when you have indices?
j – agree. this “nationalization” business just won’t fly (pardon the pun) in america. like i said above, and borrowing from the fly with his citi swing trade a few weeks ago, i just don’t see the govt totally wiping out common shareholder equity. doing so puts every single bank on a path to zero.
How many pixels in an internet schmuck?
________
How many of you misappropriators of the blessed yiddish even know what a schmuck is?
_______
Hint: “I got my schmuck chopped off in JPM today — it was no bris let me tell you!”
_______
Tx for posting Fly. Looking forward to the time you go in heavy again in this motherless whore of a market.
@Jake
http://ca.youtube.com/watch?v=mprv2wc28XM
Hey!
@Jake: I saw these fine musicians at the Ashkenaz Festival
http://ca.youtube.com/watch?v=mprv2wc28XM
DD is not showing up yet, so we have more room to the downside.
Did Dimon let you keep the tip?
Here another one.HRN closed at $3.30 and has $3.59 in cash.
I’ve already made a couple of trades on this one.
I’ll stay on the sidelines but ready to take advantage of another run up when I think the time is right. I suspect the time is getting near. But we aren’t there yet.
Thanks Fly, duly noted.
I expect to see some bottom fishing here for a few financials, but I still think it is a dangerous game. I agree with Fly, the people running these banks are lying cocksuckers. We are just starting to see behind the curtain, and all of you can thank short sellers like me. There are more skeletons in the closet. C goes the way of AIG. BAC is next. Even the so called best bank, GS is going to feel more pain. WFC and JPM are next in line. Wachovia and WAMU were shit and they are just starting to figure out that there was so much shit there they may not be able to swallow it all.
The Messiah and his team will kill capitalism, as they will not allow failure. They will come in and take the bad debt and take common equity in the banks and wipe out the shareholders.
So go fishing like j did today.
Thanks j for being on the other side of my trade on GS. Buy some more as I short that bitch down to 40
Can we get an IQ test around here to keep retards like captain obvious, DEVILDOG, and T MOE out? Bunch of braindead droolers, in their own way.
Jake:
I have had the pleasure of being called a schmuck by highly qualified individuals for the smallest of errors.
My friend Ernie’s website has a nice posting on the general topic, I suggest you check it out.(see link below)
p.s.: Ernie is Jewish
http://www.ehowa.com/january2009.shtml
correction HNR.its been a long day.
puny-
Why all the hating on me and DevilDog. We are just trying to help you get your head out of your ass. If you would stop sucking bull cock and listen to what we have to say you would be making money.
Crude:
Like the KHD pick. I saw it but passed it up because of market cap.
Hate HNR, due to it being related to oil.
Got to admit, T MOE, former Ragin Cajun, has been killing it lately.
Props to you sir.
Don’t knock the orangutan called Zachary Karabell. It has been proven that primates are better stock pickers than the other CNBC “experts.”
Let’s go Fly, call that pivotal turn. I need to make 40% by May so I can sell and go fishing. Fuck stocks.
T MOE – i am nearly all cash, so i dont give a fuck where the market goes tomorrow, next week, or next month.
you and devildog are a pair of retards who just say “anarchy is coming, the world is fucked, trust me I know, the market drops today, etc.” a gaggle of regular asshats, if you will. you don’t actually know your dick from a doorknob. i think you even suggested a short of BRK-A today. sounds like devildog’s ferrari.
Hes right about us going lower but not always how low. although were going lower. but his timing is never right. u cant say we always going lower. got to play bounces and falls
Obama must have found the PPT “up” button after knocking around his new digs. Tomorrow we “go green” in more ways than one.
MOS held up pretty well today, given the drop.
Seems like everyone is in over $30+ on that pig now.
Hmmmmm.
Puny- Good name it probably describes your account size. I Never said anything about BRK-A, dont even follow it. I Never say where the market is going. I just look for things that look weak, like you and try to land a Jimmy the Super Fly Sunka elbow on that ass. There may be a time where I turn, but now is not it. The bottom is not in, IMO. And its dumb asses like you who do not know how to take advantage of the downside.
I knew I should have never used this name. Obviously, it exposed my account size.
Moe
I bought 5% of what I wanna hold in GS and MS. As i said I welcome a move down to the 40.. 30’s even in GS.
Believe me, the size of today’s trade wasn’t that big. My view is 5-10 years on these two and my views are different to yours in the sense that i think that if there are two firms that will change to face of banking it will be these two… of course over a long period of time. These go into my retirement account.
I covered my dollar shorts last night after I heard the Chosen one’s speech. What threw me off was his comment that Americans consume too much. Si i guess the recession must be a good thing? The chosen one is a fucking idiot.
So we have Europe that looks like shit, the UK broke and a new prez that doesn’t like consumption.
I thought his speech was very anti-commerce by the way.
I really don’t know how to express that as a currency trade and could be why one of the reasons the Dollar is backing up today.
I’m thinking that gold could be the play, however the problem with gold is frankly no one is able to buy it if the economies are up shit creek.
Maybe buy some gold for a trade up and get the fuck out quickly.
j-
OK, thats probably a good trade as they will probably be around then.
Are you bullish or bearish on the dollar? During the Depression there was a flight to the dollar for quality which pushed the dollar higher aren’t we kind of seeing the same now?
If you REALLY want to go fishing…
I mean, no bullshit, the real-deal, fishing…
May I suggest, either:
“Warm and moist”:
San Diego, late spring long-range fishing (minimum 5-7 day trip) tell the owner John, that Damon sent you and ask for a discount:
http://www.qualifier105.com/
“Cool and wet”:
Southeast Alaska 3-5 day trip in mid-August:
Tell the owner, Dave, that Damon sent you (and ask for a discount):
http://www.sheltercovelodge.com/
Y’all can thank me later for the fucking fishing trip of your lifetime.
Over and out, cappy.
Damon-
Thanks for the fishing tips. Being from Cajun Country I have fishing in my blood. Now that I live in the Pacific NW I really want to get up to Alaska. Thanks for the link
Here’s a tip for all of the online addicts. I am not sure how many people use internet explorer, but if you do, scrap that piece of shit! I used to use Firefox but I have been using Chrome for a couple of months or so and it flys!!!!
Obama rally? What fucking Obama rally?
You guys are all idiots. Devildog is drunk on his success. He has no time for foolish bulltards and newbie bears.
New lows before the end of the month. Did you write it down?
Get short. The real show is about to start.
Dow to 5500.
Moe
You have to go with the trend on the buck but really watch what’s happening on the US side of the pond with the new guys.
So the trend is for the stronger dollar against the Euro and the Pound.
The Yen is a trading range but could be a profitable one. Buy dollar yen when it gets down to 85-87 and sell it at 90 ish.
I think the BOJ will protect you and help you make money with the possibility of intervention.
j
Ok. looks like the yen is weakening tonight. I will watch it to see the range.
Hair-
If you post is to be sarcastic, I say be careful doubting DevilDog. While he does make outrageous predictions sometimes, Dow 6000 is a probably going to happen once we break through the Nov 20th low. The big oils report next week and if they shit the bed or have shitty guidance then its going to get scary. A lot of institutional money is in XOM and the other oils. When they start to get scared and look for cover elsewhere it may get ugly
Devildog’s mother has a penis.
You know the currency that looks like it could head off a cliff, Moe , is the Aussie. It looks like shit down here. Aussie is hard to trade at times, however it really looks like is could head quite a bit lower.
I sold it at around here .6560 and think we could try 63 cents again. It’s a risky trade and there’s no reason to devote a lot of capital to the trade. I have a 6583 stop loss.
Fly:
Don’t all jackals and or Hyena’s have a sort of penis. I read somewhere that baby hyenas are given birth through a penis type of contraption.
J:
Enjoy the deflationary vortex.
Time to drink some shots.
What fucking deflationary vortex? Did you notice that last months CPI was basically zero when you “x’ed” out energy?
More about Hyena sex;
http://www.livescience.com/animals/060426_hyena_cubs.html
‘Imagine giving birth through a penis’
But providing the extra hormones takes a toll on the mother. The dose of androgen that she received from her own alpha mother damages her ovaries, making it difficult to conceive.
It also causes female reproductive organs to grow. A lot. Her clitoris, which contains the birthing canal, protrudes 7 inches from her body. YIKES
“Imagine giving birth through a penis,” said study co-author Kay Holekamp of Michigan State University. “It’s really weird genitalia, but it seems to work. Although giving birth through a ‘penis’ isn’t a trivial problem.”
The clitoris’ birth canal is only an inch in diameter, and the tissue often tears as a 2-pound cub squeezes through the narrow opening. The rip can be fatal, as evidenced by the high death rate for first-time mothers.
T MOE. No, I’m serious as a heart attack.
By the way, that hyena birth canal shit is the wierdest stuff I heard in a while
…fluckin’ SKF is up a 100 bucks…
… in 10 fluckin’ trading days…
—————
FLUCK THAT !!!
That’s just fluckin’ crazy !!!
.
Why the fuck is there a discussion about hyena clit?
How about a Walrus penis?
They are the tone at the tip of the bone,
You can buy those as souvenirs up in Alaska.
(in other words, the walrus doesn’t need any Viagra)
p.s. to John: My ex-girlfriend had a hyena clit. I sure miss that about her.
Every time I get an itch to buy UYG I remember Master Flys quote, “UYG is a buy under $11”
The futures are doing a gay dance in green leotards.
A 7 inch clit is pretty much a cock no matter where it’s located on who or what.
Addict-
You know how I make my dick 7 inches?
I fold it in half!
-heehee
.Why the fuck is there a discussion about hyena clit?
Well of course fly, started it by suggesting just out of the blue and without any provocation whatsoever that Devildog’s mother has a penis.
Of course, fly was only being cryptic here. As we all know the Dog is the devil’s own he was spawned from a jackal or hyena, hence how we got to discussing a hyena’s clit.
Do keep up with the class, Chart addict.
http://www.whitehouse.gov/
W returns to darkness
they took off the close up pic on the.gov site for good
Im not a schmuck,schmuck.
DD could not pay for this dial up service and currently has no access to internet. He will post as soon as he scratches $9.95…
Wow.
Fly mentions schmuck in his post and most of the comments are about penises and animal sex.
Go figure.
Anyway, I’ve decided to go black. Coal black. sniper6 enters buy order MEE long for a trade.
IBM and NTRS Madoff’ed their quarters. I was hoping for a master flush during the first hour, but now those freaks have muddied things up.
Obama sez: I fooled the morons. I’m the Prez now and I don’t have a clue. I will live like a king and the morons out there can eat cake. Depression smession.
Say this about the Messiah — he sure has one cute family. His wife’s not half bad, and his kids are tv-quality cute. I thought that one (brunette) Bush daughter was a hottie, but these two are gonna be American Princesses, I predict.
Too bad about their Pops being a socialist and all.
On the Whitehouse.gov site, is that James Earl Jones in the factory picture?
_____________
When the Prez and his wife took to Pennsylvania Ave. on foot (out of the limo) I would have liked to seen what the two kids said and did when they were in the limo by themselves.
ASH wasn’t actually flush with ANY cash at the time of this post.
It was loaded up with debt that was a multiple of its market cap.
All of the financials for ASH shown by all of the sites (google, yahoo, thestreet, etc.) all showed it as having this huge cash reserve, but that was in fact past-tense, as they had already closed the Hercules deal.
Dang, dang, dang I miss the days when sitting down and figuring out a companies fundamentals meant you may be buying a stock that could multiply, not just go up 20%