I’ve been spending the entire morning looking over the market and building a buy list. I must admit, it is getting incredibly hard to find “cheap” stocks, which is usually a sign that the market is overheating. Nevertheless, I will make it my business to bank some quick coin, get the fuck out, then throw empty pina colada mugs at my trader/servant.
Thus far, for a trade, I am eyeballing Chipotle Mexican Grill, Inc. [[CMG]] and Eastman Kodak Company [[EK]] . Additionally, I will add to my TeleCommunication Systems, Inc. [[TSYS]] position.
Within my portfolios, I am most impressed with Alcatel-Lucent (ADR) [[ALU]] . With the market shooting higher and the technology revolution commencing, the morons from Alcatel-Lucent (ADR) [[ALU]] can rectify their underfunded pension situation. If you are interested in playing the 4g roll-out, seriously, ALU is a must own, since they have their filthy French hands in everything.
Finally, at current levels, I may buy back Level 3 Communications, Inc. [[LVLT]] for a dice roll play. The company is turning its business around and would make a great acquisition for a number of telcos.
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FIG…welcome back
AMD on the move
Coincidentally, bought a large pikers wad of LVLT this am 1.22 …. up a proud 3 cents … thinking of booking my gains …. nah .. not yet 😛
La Mosca,
Where’s the entry about the time you spent in vacation? Any pictures you would like to share?
No picture sharing for me, since I do not wish to “share” my life with you fuckers.
I will discuss my ridiculous money pit of a vacation in dribs and drabs. It’s back to work for me.
the publicly traded (content distribution networks) CDNs look more attractive to me than LVLT. such as LLNW and AKAM. strip out their cash and the valuations look more than fair. many telcos have publicly come out and said they would be interested in buying LLNW and all LLNW needs to get free cash flow positive is more scale, which the telcos could provide. i see your point with LVLT but i’d prefer to own one of the CDN companies instead.
or the tower companies like SBAC – AMT – CCI
I am complete again with the fly here.