The end of December could be a very frustrating time for investors, as fund managers whip-saw in and out of stocks to dress their windows. They want to appeal to their investors, afraid of redemptions, so they sell losers and buy winners. Often times really good names get sold the fuck down, to the depths of hell, due to this practice. More often than not, oversold names bounce and bounce hard during the month of January, as the facade of window dressing is removed, leaving fund managers naked and without ideas.
Did you know XIV (short volatility) was +199% in 2012? I’m telling you now, buying XIV everyday is a sure way to billions.
So what sectors will be pumped and dumped?
I believe financials and construction plays will be bought, while basic material and richly valued tech sold the fuck down. As always, REITs will be bought and natural gas kicked to the side, like dogs in China.
Just know, if your stupid stocks are behaving badly, for no good reason, they’re being dumped for tax losses, removed from the marketing materials at some fucktard mutual fund.
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If there was ever a window dressing stock it will be getting out of SWHC and RGR this year.
You have insiders nibbling in the $9 range prior to Newtown. Maybe a nibble here and there and keep a tight leash on it.
wow not bad
Gun stocks getting cock punched.
Fund managers dropping their holdings.
Big box stores taking black rifles off shelves.
Rumor of 0bama issuing executive order.
I just got my balls blown off…went allin at the close looking for the snpback this AM…fly you still totin’ your firearms here?
BTW — I missed your “Let’s Be Clear” post until this morning.
Extraordinarily well stated and defended.
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I took some profits on TROX, it’s amazing how a Barron’s article can influence a stock’s price. I have my eye on HLSS, thinly traded and it looks like the easy money has already been made. I’m not so sure and I’m a buyer when it goes to $17-range. Anybody else like this stock?
It’s a bull market, you know …
all smart kids shorting UVXY for the past year 🙂
Hey Fly, I know we’re a smaller market up here, but do you ever follow any stocks north of the border? (someone mentioned Tim Horton’s in a previous posting…)
ie Canadian financials, specifically the banks, are in excellent shape, cheap, great divi’s…
I am drinking from a Tim’s mug as we speak. Thinking about finding out what it would take to get a franchise in my area as a matter of fact.
they are a license to print money. Never a time of day that the drive-thru isn’t lined up on the 3 that I drive past on my way to work – considering this is a coffee/donut shop, they are doing a great job expanding out of the typical morning coffee market. As for the stock, I’d be a buyer below $45 – still seems pricey here.