My DryShips Inc. [[DRYS]] is melting higher. I know the company is a piece of shit. However, if we are going to have some “good old fashioned Weimar Republic style inflation,” the shippers should catch fire, on the coattails of egregious commodity prices.
Without a doubt, the quality of like in America is about to take an oddball turn for the worse. Forget about such luxuries like health care and a military. We are going to be eating each other’s young, soon enough.
Taking a gander at the market, I am very much interested in the business software sector, due to m&a activity. “The Fly” is into that sort of thing, so have at it.
Within the sector, the following names interest me, based upon valuation:
Patni Computer Systems Limited (ADR) [[PTI]] , Cognizant Technology Solutions Corp. [[CTSH]] , ArcSight Inc. [[ARST]] , Amdocs Limited [[DOX]] , Tibco Software Inc. [[TIBX]] , CSG Systems International, Inc. [[CSGS]] , Sapient Corporation [[SAPE]] and Cogent, Inc. [[COGT]] .
With my cash position, as you know, I am waiting to buy into a slew, mind you, of foreign stocks. At the very top of my list is Aixtron AG (ADR) [[AIXG]] ; but the corn on the cocks will not come down.
All in all, I am having a grande [sic] day, despite dealing with people who think “The Fly” is a backwards rube.
Top picks: [[MWW]] , ADTRAN, Inc. [[ADTN]] , DryShips Inc. [[DRYS]] and Flotek Industries, Inc. [[FTK]]
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FIG
Still loving my ININ in the business software space. Could get bought, but I like this company on it’s own.
The latest post to come out TIM’s site is mind numbingly bad but suprisingly the comments are even worse.
I’m not complaining though, someone has to take the other side of the trade. With idiots like that in any size, the market can only continue to go higher.
Backin up the truck again on CBAK
you-da-man….
on a down day, you speak of 2 stocks, both up, one up 8%
backed it up….CBAK
look forward to your blog posts
What do you like about CBAK? It’s been pretty disappointing for quite awhile.
Keep watch on HLCS for a strong close – anything north of here would be a serious win.
– what good is business software if we are going to be eating our young as you say?
and what the hell difference does it make what these companies do? you and the group here never hold them long enough for what they do and how well they do it even matter, no? I got a lot of HLCS today..
cheers!
How can shippers catch fire with over 10% of the entire global shipping fleet mothballed south of Malaysia?
I don’t get it…
Thx,
Dennis
Piracy, my friend, piracy.
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