A White Robe Day

Before I rant, here are the moves made to the portfolios this morning:

Sold out of salesforce.com, inc. [[CRM]] @ $43.70’s
Sold 20% of ADTRAN, Inc. [[ADTN]] @ $25.10’s
Sold 25% of Atmel Corporation [[ATML]] @ $4.18
Sold 20% of Ciena Corporation [[CIEN]] @ $10.80’s
Sold 30,000 [[ENTR]] @ $3, holding lots more
Sold 20% of Corning Incorporated [[GLW]] @ $16.90’s

What other website gave you picks like that above? Tell me, you fucking ungracious bath tub scrubbers. Let’s have more Flotek Industries, Inc. [[FTK]] discussions, shall we? Or, instead, let’s have some back handed remarks floated around, about other stocks that went down (God forbid) after Senor Tropicana blessed it with his magic wand. While everyone else told you to “be careful” and act like a hermaphrodite, “The Fly” told you to “put your balls on the guillotine,” and bank some coin like a man.

Luckily, I have a higher echelon audience, in The PPT, where throwing meatloaf at one another is strictly prohibited. In there, believe it or not, we actually talk about stocks, nothing else.

Coming here, onto iBC, is sort of like being in the back seat of a black car, while passing by Harlem, where I point at the burnt down buildings and sort of just laugh about it with the kids.

Honestly, most of you are undeserving of my advice, since you are retarded in the first place. Most investors that I meet are lacking ball size or brain capacity. Most people never have the right amount of balls and IQ to make a serious run at this market.

With my money, I decided to raise some cash, via booking profits in a variety of names (see above). Additionally, I am eagerly anticipating earnings from Starent Networks Corp. [[STAR]] tonight. In my opinion, they will blow past the estimate of .17. But, after such a big run up, I am hesitant to buy it now. Instead, I might just load the fuck up on STAR‘s biggest competitor, Alcatel-Lucent (ADR) [[ALU]] . In an oddball way, owning ALU is a hedge against STAR. In short, STAR is a main player in the 3g/4g rollout, occurring world wide. They have an 80% market share lock on the mobile core router industry (think iphone, bberry internet access). For me, STAR is the most important earnings story, whether I own it or not, with respects to my current investment theme.