Some of you goat herders are short the market, awaiting a prolonged pullback to the March lows of 2009, which is EXACTLY why I bet against you and spit in your face. During the “BROKEN ROBOT” era of 2009 (late December), I thought about shorting stocks in early 2010, due to distant memories of getting hemlocked in 2004, by way of a dastardly fucked up January. However, that idea sort of drifted out to sea, like a pelican in a canoe, as I counted my money and drank my coffee.
Thanks to the invention of the single server coffee machine, more specifically THE KEURIG, I drink more coffee than God now. If I should awaken in the middle of the night and head downstairs for a beverage, it is coffee that shall be the chosen liquid for my person. Do you understand what I am saying to you, caveman? I declare the share price of Green Mountain Coffee Roasters Inc. [[GMCR]] to be a bit extended here and pray to the Gods for a pullback. If the stock pulls back to $75 or lower, I shall empty my bank accounts and thrust into the stock, yet again.
Generally speaking, my holdings are off to “le fucking races” today, led by gains in POSCO (ADR) [[PKX]] , CGG Veritas (ADR) [[CGV]] , Equinix, Inc. [[EQIX]] , Flowserve Corporation [[FLS]] , SandRidge Energy Inc. [[SD]] , Cummins Inc. [[CMI]] , [[CBD]] and U.S. Global Investors, Inc. [[GROW]] .
Do not fear me because I am better than you. Fear me because I shall punch your mustache off with such vengeance and veracity; your entire face will cave in from the g-force.
Top picks: whatever I think of next.
fig
fig
Most of you share this problem: You lack refinement. And FUQI.
Fly, Thanks for the EQIX idea a while ago. I’m loving it from $88. Winship has its advantages. Thanks.
Winship is a word the Cramer crowd does not enjoy, particularly when it comes to EQIX.
Indeud!
FLS to roll soon.
winship omnipresent @ iBankCoin.
http://ibankcoin.com/henry_fool/2010/01/04/my-holdings-blasting-off/
BTW: Wood’s PDS nailed this move with 77 open longs this morning. Amazing stuff.
Nice, but 77 positions? Sounds more like ETF than PDS.
Trust me I got WOOD, but my gradma could have 100% wins today.
The point I am making about 77 is that it is the most ever. In other words, the system identified this melt up.
Truly sick. However so did I with my space alien powers.
Treu, but, [leaning forward, looking deep into your soul] “do you respect wood?”
No answer required. Wood knows.
Got Wood?
THAT’S the slogan. Go make me one.
On it.
I hear Tiger had Wood for The Woodshedder.
With all of that caffeine will Fly look like Kramer (too much cafe latte) and have to hire Jackie Chiles as his attorney:
http://cosmo-kramer.navajo.cz/cosmo-kramer.jpg
or will he look like this?
http://www.visualjokes.com/pics/toomuch.jpg
FIG, indued. I too am a bit concerned about a choppy tape starting TOMORROW a la the year 2000. If you recall, the original robot was invented in the late 90’s and its inventors lost complete control of it in Q4 of 1999. The NAS was up everyday for an entire month, if not longer. The trend continued through the first trading day of 2000, then on the next day, the choppiness began. Since FIG, he already knew this reality.
On another note, I noticed you no longer mention MWW. I was wondering if you are still holding this gem with the inevitable rebound back to 9% unemployment.
MWW is a top 10 position. I can’t mention all of my stocks everyday.
Thanks, I appreciate your tutelage.
Here comes the RDN gap fill I called
http://ibankcoin.com/henry_fool/2009/12/21/pounding-the-table-on-rdn-350-645/
anybody tracking Palm to see if has a run in response to CES like it did last year when it practically doubled due to their CES presentation? They are on stage Thursday morning PST which might be worth a few points if they announce any surprises. They are putting their phones on verizon who has been blasting ATT the past month over their map. If vz gives palm phones a big push (which I predict they will), Palm could have a nice (monster?) stock run. For your consideration.
good luck.
and I see cree still has some juice left as we start the New Year. Hopefully LEDs still work as a theme in 2010.
Fly,
Does the French investment in CHK strengthen your conviction about SD?
yes, of course
Take a look at SWN. I have a feeling that one is gonna get bought out by a monster Oil company. They are at an all time high and have a much better balance sheet than most of the natty companies. This does not take anything away from SD however. I assure you that SD is in talks to sell out. There are going to be more M&A deals in the next 6 months than in the last 3 years. The Oil and Gas sector will be one of the most active areas of M&A, especially nat gas due to the large amount of small players. You want to be in these names for the next 3 months as it overheats.