We are on the cusp of a glorious run in natural gas, as America gets buried alive in frozen water. This winter is going to be so stupid, so cold; if you are not careful, you are going to freeze your cocks off. Two thousand ten will be known as “The Year of the Blizzard,” with the global warming crowd getting the sharper end of the icicle to their faces. Natural gas drillers have been capping wells for years now, attempting to save themselves from assured bankruptcy. Eventually, the supply and demand imbalances will even out and the commodity will sprint higher.
I believe we are at such a crossroad.
As you know, I’ve been buying SandRidge Energy Inc. [[SD]] and ATP Oil & Gas Corporation [[ATPG]] . And, sadly enough, I own a fucking truckload of Flotek Industries, Inc. [[FTK]] .
Arena Resources, Inc. [[ARD]] is also very high on my buy list.
That’s all. I don’t need to inundate you idiots with too many strategies. Believe you me, I know 50% of you stop reading after the first paragraph.
In short, I am making a market call to be long natural gas and Green Mountain Coffee Roasters Inc. [[GMCR]] was up more than 2.75% today, while gold sucked moose balls.
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Natural Gas will save the US when the UN bans coal use.
Fuck the United Nations, what are they going to do? That organization has no teeth.
Maybe you guys need to back off on the green mountain roasted caffeine and mellow out with this really mellow dude.
http://www.youtube.com/watch?v=U4PN3YA121s&feature=related
Just like how the refiners ran during hurrican’t season?
Check back and see how I nailed the WNR / TSO trade.
When you are qualified to talk to me, please, send Woodshedder a note and I will reply.
Cramer Doing Kuerig right now – infomercial on GMCR
does anyone have a more irritating voice than Cramer now that Billy Mays is dead? I want to put my foot thru his face…hope his asstard listeneners are running out and getting the keurig for xmas after they buy buy buy as their leader says…
Actually, I find that Billy Mays imitator that does the beer commercials to be quite annoying as well.
fid
Yeah, do that.
Natural Gas is looking quite excellent. I’m hoping that with oil continuing to depreciate, NOV won’t be saved by any natural gas exposure it might have. That’s probably what spurred this run up today; or else just a bounce after five days of continuous downward movement.
They just bought 2 private Chinese companies related to the oil rig tech and maintenance segments of their business.
Yeah, I saw that. Hopefully it will pay off for them in the long haul.
Sitting inside drinking 192 degree coffee while this fucking place is buried alive in snow. Sounds like K-cups and nat gas is all i need to get through this.
Great Winter to read “Winter’s Tale.”
Sufficiently apocryphal times, too.
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Perhaps “Gulag: A History” would be even more apropos.
LOL.
“Darkness at Noon?”
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[I’m reposting this, since the article’s humorous and I doubt many people will see it.]
http://www.reuters.com/article/idUSN0820752520091208?rpc=77
Andrew Gould, you sly devil. If you weren’t the embodiment of superior management, I would take issue with your acting like a charlatan. Rather, I’m giving you the best of wishes; enjoy the money.
http://moneycentral.msn.com/investor/charts/chartdl.aspx?Symbol=SLB&ShowChtBt=Refresh+Chart&DateRangeForm=1&C9=0&ComparisonsForm=1&CE=0&DisplayForm=1&D4=1&D5=0&D3=0&ViewType=0&CP=0&PT=2
Look, it starts when he sells on December 1, and you can actually see the option exercise on December 4. Positively marvelous.
I am long CHK at these levels. I do think we are about to explode to the upside in NAT GAS, its freak’n getting cold.
V. Keep up the great work!
For a second I thought the V.King actually had a stock idea. Then I saw it was only his brother.
The “V. Prince,” as it were.
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My friend (same one who’s wife saw the k-cups on Ellen, and came up with the hemp turbin/burqa idea) made me shit my fucking pants 30 minutes ago… He knows I sold the smoldering remains of my ill fated CIT gamble, just to get the fucking thing off my screen. So he calls me 30 minutes ago while I’m at a lunch and goes “DUDE, CIT is out of BK – and it’s up like 30 bux!” In the moment I totally forgot that bondholders get new common, and he was fucking with me. For a few minutes I thought I missed out on turning a 10K dart throw into 250K.
.
shat my fucking pants
.
.
(not really)
.
.
and I just got a parking ticket. I ran outside while the (semi hot) meter maid chick was writing it and tried to bargain my way out of it. No dice.
.
.
The only good thing that happened today was accidentally adding a 0 to my GMCR order and making 900 bux on the correction.
Soon you will wish you had added 0 in total.
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Not worth the wrath if it went the other way.
IOC will be a 100 in like 5 days..counting the weekend…the fucking options are so expensive though…
Wow. That was a quasi stock idea. How about filling us in on the affairs of Global Warming or something odd about a certain unnamed democrat?
You know, here on this financial website, we lack political news. Please, i insist, keep us all informed.
Hey coffee is great …BUY BUY BUY…Gold is Gay …SELL SELL SELL…. I use big words..SMART SMART SMART…V.King your banned because you get 10X the amount of response than Shitshed on your crappy blog that’s tucked away with a bunch of loser’s…BAD BAD BAD…
you have no manners
ROFL —
“I use big words.”
You have to admit, he is “high” comedy.
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I am amazed that you would say such a thing…I’m sorry that some people on this sight aren’t that talented and no-one cares what they have to say…Even though you might hate me right now I will say that you are one of the most talented writers in cyber-space, you and Jeremy the Great have created a terrific sight, and The PPT is really useful…
But I am no political hack…
Healthcare Change effects the market
Cap and Trade Change effects the market
The 2 War’s and Change effects the market NO MATTER what side of the fence that you are on…The V.King Blog is the Market..not to mention a sense of humor and some hot chicks
C’Mon imagine a place full of D.Pizzy’s your server would un-plug itself from boredom
It’s “site”
I wouldn’t bother, Yossarian.
V.King’s brain “unplugged itself” due to inactivity a long time ago.
“Effects” is a noun. You should be using the verbal form “affects”.
V.King is a non-conformist. If it were me I would be hyping abortion providers accompanied by a picture of Obama with a fetus impaled on the end of a stick.
‘You know, here on this financial website, we lack political news. Please, i insist, keep us all informed.’
lmao…
Hey Fly,
Since we are on the cusp of a run in nat gas and the drillers have been capping wells for years now, would you say we are at a crossroad? If so, do you like SD, ATPG and maybe even FTK? Also, what about ARD?
thnx –
Why did you change your name?
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attempt at humor?
“Believe you me, I know 50% of you stop reading after the first paragraph.”
*rimshot
Ah, I wish I had read after the first para — I would’ve gotten the jape.
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What about IOC?
I had a mouthful of potato chips when I read the “freeze your cocks off” line and nearly choked from laughing.
This is actually the Fly’s most lethal technique. He would have you believe it was swift kicks into idle manholes or elevator shafts, but… Dunkin’ Donuts to k-cups down at the city morgue, it’s potato chips by pound after esophagus clogged pound. However his favorite Mortal Kombat-esque coup de grâce is uploading a pithy blog update at just the right moment as a knuckle dragging, Potato chip crunching internet leech reading ibankcoin on his 3rd tier 2G smart phone nears an idle manhole. It is whispered in the halls of Valhalla that many an internet leech has actually died of suffocation before his burlap shirt and velcro shoes hits bottom.
Fly,
Tomorrow might be nice. Cramer is slobbering over GMCR tonight. He might be clownish on tv, but there is no denying that he gets people to pay attention to a stock even if just temporarily.
Correction. He got people to pay attention. Is anybody stupid enough to pay attention to that clown anymore?
Tim Knight’s blog still has readers
That means this:
“GS unloading the arb.”
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Kudlow & Cramer = Fly & Cramer. Dont be fooled !
is NLST doing a secondary??? BTW this spam prot thingy is a real drag
why is Mr Fly buying Posco – they said steel demand is soft and they had to cut prices in December
I have yet to understand why you internet leeches have to open your fucking gap tooth mouths and try to comment on one of the Fly’s posts.
Just shut the fuck up and enjoy the ride.
Keep the political bullshit out of here.
And stop trying to tell him that one of his stock picks is wrong…assholes!
Now can’t we all just get along?
We were far happier when you kept your cakehole full of cake.
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LOL @ the lot of you. fuckin’ hilarious this ev’nin.
Who needs NG? Hot fat chicks rule!
http://www.youtube.com/watch?v=SigRPr7OS84
Damn that song is ancient.
But good.
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In case it’s of any importance to those of you who own GMCR, I just saw Kuerig coffee makers in our BIG Island Walmart for 99 bucks. This price included 8 packs of various coffees.
I’m not sure whether this would be a plus or not.
No, that is fine. Wal-mart must make room for the next fad of the moment , is all.
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Jake
You are incredibly short sighted. Do you realize how big the bullshit office coffee market is?
Enough of your GMCR hatred here. Be gone.
I am playing “Devil’s” Advocate.
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You are not on the side of the angels with Cramer, though, let me tell you.
Unfortunate.
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I am long pkx from low 100’s.
Cramer is just trying to suck up to “The Fly” for his EQIX treachery.
Ha, I thought the same thing.
Cramer Video on GMCR
http://www.cnbc.com/id/15840232?video=1355683659&play=1
Via cnbc.com
Branded Keurig pods are called K-cups. Green Mountain, which also owns about half of the single-cup coffee pod business, produces and sells 74% of K-cups on the market, collecting a nice 35% margin at the same time. The last quarter or so are companies that license the rights to produce K-cups. That’s why Peet’s pushed so hard for Diedrich, the largest remaining independent licensed K-cup provider – to get in on the action. But Green Mountain, which has been buying up the licensees to consolidate K-cup distribution, tendered the higher bid, leaving Peet’s in a pretty tough spot.If regulators approve the deal, Green Mountain will hold about 95% of the K-cup market. Peet’s meanwhile will be fighting competition on two sides, from both a resurgent Starbucks [ SBUX 22.31 +1.01 (+4.74%) ] and the expanding ranks of home brewers using Green Mountain’s Keurig machine. It will be hard for Peet’s to accelerate growth, Cramer said, in that situation. Not to mention, he likes GMRC’s valuation better, the stock trading at 24.1 times 2010 earnings with a 31.8% growth rate. Peet’s trades at a 19.5 multiple on next year’s numbers with a much smaller 22.3% growth rate.
FIC = Fly is Cramer
Based on their stock picks lately, they are either one and the same or Cramer is reading this blog again for ideas, odd no?
Fly:
You’re pushing a sort of long coffee short gold trade which is an historically very popular pair trade 🙂
V.King, the only thing you can close are the teen Facebook pages on Internet Explorer when the librarians walk by. Stick to the 7-10 splits at the bowling alley, you can throw around you balls more recklessly there.
V.Queen wears a fanny pack to the gym while conversing with the bicep boys on the latest pro-hormone cycles (LOL)
and his post workout meal consists of milk and cookies provided by his mother
So I was told..
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