“The Fly”, much to your chagrin, is too busy to give you “tips” today, for he is busy doing God’s work. Just know, he is an aggressive buyer of Cameron International Corporation [[CAM]] at these levels. And, he is a bit perplexed by the murderhole pin action in both Jarden Corporation [[JAH]] and Fuel Systems Solutions, Inc. [[FSYS]] .
More on that later.
All in all, today is a good day, as Goldman Sachs Group, Inc. [[GS]] makes some of you shit carriers carry more shit, to and fro.
Comments »It’s good to be an oilman, especially during times such as these. With large reservoirs of light sweet crude flowing freely into the Gulf of Mexico, oilmen everywhere should rejoice, as the price of oil is sure to rip higher due to supply disruptions in the Gulf. Also, might I add, natural gas production will get shut the fuck down soon, offering “unfortunate and exogenous harm” to those who sell short natty stocks.
Despite the “offshore catastrophe,” we should not fear oil rigs near our homes, beaches or even schools. To hell in a hand basket, we need that oil for our shit and I will be damned if we would deny some good Texas tea-men of their God given right to let oil flow freely throughout the Gulf of Mexico.
Fuck your birds and precious ecosystem. I need me some oil.
In other news, Nalco Holding Company [[NLC]] sells the chemical dispersant that is being used to clean up the oil. Be on the lookout for more chemical companies that may play a role in the clean up, like Cytec Industries Inc. [[CYT]] , for they will rip higher.
Finally, it makes sense to buy oil producers that have land exposure only. The offshore variety, much to our chagrin, might come under regulatory scrutiny. Names like SandRidge Energy Inc. [[SD]] and Ultra Petroleum Corp. [[UPL]] and parts makers, like Flotek Industries, Inc. [[FTK]] and Lufkin Industries, Inc. [[LUFK]] , should benefit, as the price of crude rises and onshore production goes up.
Comments »I will be busy all day tomorrow. So, in an effort to offer an early morning Sunday surprise, I give you my latest cartoon.
Enjoy.
The Fly Meets Sam Fries.
[youtube:http://www.youtube.com/watch?v=M4mcQEipU-s 616 500] Comments »We ain’t got shit to sell, other than egregious mugs. But, coming soon, I will be a t-shirt merchant. That’s right folks, I will give up my high paying Wall Street gig, in order to sell fucking Pelican T-shirts to complete strangers on the internets. For the record, Mrs. Fly thinks I am devoid of reason, with my internet adventures. Needless to say, she is NOT a fan.
Comments »
