iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
22,151 Blog Posts

The Gilded Era Has Returned

Netflix is hurrying back to $300, its rightful and lawful price given to it from the Gods of cinema. Apple is finished and semiconductors, like KLAC, QLGC, LSCC and RMBS, are all the rage.

OSK reported an outrageously good number, once again helping the prospects for trucking stocks. NAV is my favorite in the space, not because of the fundamentals, but because of the potential upside. I consider it to be a powerball ticket.

Bill Ackman is getting the business again, with shares of HLF trending up. It seems all of the high profile shorts, like GMCR, CMG, are ripping to the upside. Dare I say, it’s folly to disclose a short position to the world, unless you’re planning to cover your short right away. I don’t think it’s tactful or gentlemanly to hold these press conferences, highlighting reasons why XYZ is going to zero. These short sellers have it coming to them, AND MORE.

I’m fully invested, with less than 5% in cash. I am up 0.8% for the day and +7% for the year.

The Yen is getting wrecked today and SNE is up nicely off an upgrade. WETF and HMC are my favorite Japanese plays.

Finally, I like the look of OVTI here, as well as MOS. I want to position into Ag before the planting season, which is less than a month away. This is the season for Ag. Don’t expect Ag stocks to trend higher all year long. But you should expect them to keep going up now.

If you enjoy the content at iBankCoin, please follow us on Twitter

12 comments

  1. Scott Bleier

    DARN TOOTIN !

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  2. Mr.Partridge

    May be I should just sell all and take the rest of the year off?
    DUSTed nicely
    LULU DECK UA my girlish picks are on fire today

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  3. ruggyup

    AAPL is NOT finished. It is in a post orgasmic disturbed nap with a huge case of conscious cock. Fact is, 2013 iMac just rated #1 in the biz. I know, WTF cares, W uses a desktop? Point is, it’s a reflection of a lost quality standard born again. Maybe Tim Cook really can get it up.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  4. Zero Dark Kitty

    The sign of a truly quality research system is it catches winners months ahead of time.

    OSK Oshkosh was popin’ up in PPT for months, accumulation, relative strength, increasing hybrid score…MAs; It was all there since late summer/fall.

    Too bad it never made it past my watch list to actual buy.

    Anyway, if you are saying “PPT what is that?” …Well PPT does that… it spots a big handful of seeds that will turn into beanstalks, before 99% of the tweeters.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  5. JimH

    Commods and PMs are weak and showing lower highs…
    lower equity prices are on the way?

    take profits and keep yer powder dry…

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  6. Vertigo

    A stock you owned last year looks good: LNN. A severe drought in the midwest persists.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  7. jimmy_two_times

    right on the MOS mark !!

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  8. The Eye-Talian Stallion
    The Eye-Talian Stallion

    MCD for the “hundred $ roll” as Fly puts it. AAPL for the $400 roll. EXK for the $7 roll.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  9. The Child Of God

    MXWL

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  10. Cascadian

    HLF is a scam, but then so is religion.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  11. fig

    I can’t believe you didn mention the VirnetX (VHC) rise today was attributed to positive ruling by
    USPTO in CSCO case.

    • 0
    • 0
    • 0 Deem this to be "Fake News"