The Battlefield is Primed for Carnage

Laugh out loud at the Altera shorts into a prospective Intel bid. Into the bell, I ditched MD and started a position in GTN. I love both AMCX and GTN, pure plays on the golden era of television. GTN has exposure to all of the major networks, locked in for 5 years. With programming getting better and better, expect ad rates to rise and earnings to power ahead.

Next week the market is going to take off. I’d bet my entire face on it and would play Russian roulette with a fucking trebuchet to prove my vigor. “The Fly” is a man with many hats and multiple logs in the fire. You’d be unwise to bet against him.

Reminder: Be sure to tune in tomorrow, as I continue my Orson Welles greatness in cinema series. I’ll be wrapping him up soon, then moving onto Kubrick. Also, just to rehash what I said earlier, I am going to start beta trials for The PPT Exodus very soon. If you have an interest in taking it for a test drive, the world’s best market analysis software, email me [email protected]. Be sure to tell me if you are a current member, former member or prospective member.

I was up 0.74% for the day.

Have a cigar filled weekend.

They want you on food stamps eating hamburgers all day. Within 100 years, the Kingdom will own all of the world’s aircraft carriers and they will fly a crescent flag over the White House dome. Bankrupting the Bakken Shale is part of the plan. The greater plan is to directly bankrupt the nation by having us fight absurd wars in their backyard.

At the end of the day, oil is a dead trade. I wanted it to work and went long after the New Year’s. However, over the past month the price action has been abysmal. Right now, oil stocks make up less than 10% of my overall portfolio, with MUSA being my largest holding in the space. And that’s a pure gas station play, nothing to do with production.

The PPT is flagging YY as oversold with compelling backtesting results of 10 wins, zero losses, over 10 trading days for an average return of 7.25%–over the past 12 months. On that news, I dabbled on some shares and will masquerade about town dressed like an ancient chinaman, until I win on this trade.

Forget about the stocks on your screen, names that you pretend are good stocks. You don’t know what you’re doing. I am going to give you the very best stocks in the world. They aren’t the best merely because I say they are. They’re the best because that’s what they are.

One of the great new features in Exodus is the ability to screen for stocks and see what that basket has netted, in terms of percentage gain, over a pre-determined time period. After tweaking for hours, I found the very best parameters that resulted in the very best percentage gains. We want excessive amount of money, gobs of it, with little to no draw-downs. It’s not good enough to just play biotech and wish for the best. The draw-downs in the sector is terroristic.

This screen, prominently featured on Exodus‘ market grid page, consists of 75 stocks, free cash flow generating machines. The net result, had you bought them one year ago, would’ve been +40%.

Those of you in the business of professional money management understand that the novelty of growth without profits is a stupid course of action and is no longer respected by market participants. I am drawing my inspiration from screens like this for all of my present and future picks.

You’re going to be castrated before this is all said and done. Markets are flat for the year. German co-pilots have become terrorists, crashing into mountains. Saudi Arabia is now a military force to be reckoned with. Janet Yellen is a super-grandmother. GDP is weak; but who gives a shit?

Early this morning, ICPT caught an upgrade, accompanied with a price target increase from $300 to $400. I don’t think you people understand how big their prospective NASH drug is. If approved, we are talking about the biggest liver treatment drug ever. The stock goes to $700 or $40, nothing in between.

The friendly folks over at iBC are putting the finishing touches on The PPT 2.0, aka Exodus. Next week I am going to expand the beta trials to a select group of people. If you want to be part of the trials, email me: [email protected]. In your email, please let me know if you’re a current member, former member, or thinking about becoming a member of our service. As you know, this has been a very long road for me, a project that has taken nearly a 6 years to complete. Now that I am here, ready to launch this thing, I almost feel like tossing myself into a fireplace lit with fire logs.

Without question, this is one of the great accomplishments of my young life, something that I am immensely proud of and feel offers a tangible value proposition to anyone who plays the market. Naturally, since it was made with space-aged thinking, courtesy of my space alien magician brain, it is decades ahead of the competition, if not centuries.

Having said that, biotech stocks look strong as balls early going. The bears are simply walking into an oddball trap, one that comically severs their heads and catapults their headless bodies into make-shift bonfires.

I was busy eating protein bars all day. You didn’t think I was going to live blog this shit, did you? Look here pal, I’ve been doing this shit for centuries and get bored of the repetition.

Early this morning, all the bears started to lean over the edge. Now those fuckers are sky-diving without a parachute. Oh, do you think the bulls are fairing better? Most of these morons sold this morning and now find themselves, rather abhorrently, in the back seat of a FAZmobile.

I wouldn’t be surprised to see the market nose-dive into the bell, then shoot up like a bottle of coke loaded with mentos, being handled by the world’s leading jerk-off artist.

Thus far, I am up 0.42% for the day–erasing an early deficit–mostly thanks to PANW, GRUB and motherfucking ICPT.

The leisurely stroll through Central’d Park is over. Futures are cartoonishly lower, amidst ‘peasant war’ in the middled east. Oil is higher, serving as a bit of a tease for investors. Those seeking safe haven might take the bait today, shoveling money into what can only be described as a ‘cruel and unusual’ inferno–as the oil sector is destined for incineration.

Markets are now heading towards the lows of 2015, as the likes of Bluestar, and others of his ilk, prepare to feast off the bones of aggressive and ‘entrepreneurial’ longs. These cannibalistic forays are nothing unusual for savage barbarians who live a vulgar life. Men clad in nothing more than straw skirts and elephant bone hats– living adjacent to a live and very active volcano– can only be expected to eat you, at the end of the day.

Yesterday I lost 1.5%. Today, I endeavor to double those losses and field phone calls from panicked investors, desperate for a voice of calm and reason. “The Fly” offers nothing but surreal discomfort in this regard. I shall stoke the flames of horror and point to the Sword of Damocles, suggesting those in need of money to “run away and seek refuge elsewhere” for the cannibals are coming and they are going to chew your faces off.

This evening we are greeted with ‘peasant war’ on the House of Saud front. Apparently they could no longer sit by and watch ISIS behead everyone in Yemen, so they’ve decided to do some shearing themselves. Word has it there is an intolerable amount of homosexuals in Yemen. As such, the government of Saudi Arabia, in accordance with the laws written down by the prophet Muhammed himself, have taken to the skies to smite them from 30,000 ft above.

This is having a glorious effect on the price of crude. However, be careful not to get lured into this trap. If the House of Saud wanted higher oil prices, they’d simply behave like any normal producer– following a fucking catastrophic decline in their main export– and cut supply. Instead, those crazy beach bums increased supply, in order to break non-OPEC producing nations, like the retards in Canada.

Futures are flat and biotech is set to go lower again, as the congress is debating whether to change patent law, which would decidedly fuck the profits out of any upstart biotech company. Keep an eye out for that.

What names are worth buying on this decline? How about companies that don’t give a shit about oil or patent laws, for starters?

I like AMCX, GTN, GRUB, MD, MUSA and ANF.

The Sword of Damocles is striking down, with extreme force, upon the heads of overzealous biotech investors. Why just the other day, a certain someone was masterbating to ESPR, trading NORTH OF $110.

Let’s go to the video tape!  You’re gonna want to skip to 1:45 for the magic.

Today there are dozens of biotech stocks down more than 5%. It’s an absolute bloodbath–one that was desperately needed. As this sector unwinds, you will be tempted to buy dips. I would advise you to exhibit a modicum of patience and at least wait for the margin liquidations to kick in, which should occur about 3 days from now.

I am not immune to this rout, as I find myself down 1.5% for the session. For a person of ‘extreme caliber’ and penchant for the highest of beta, this is a stroll in the park for me. At this moment in time, I find myself diversified and surprisingly prepared for the death squads that will most assuredly visit the lot of you this week.

I’ve been out all day and haven’t checked my emails or Twitter feed yet. I am sure the Debbie Downers are screaming REDRUM at the top of their black lungs, declaring the market has topped out and all is lost. This is idiot talk. Markets go up and then they go down. We’ve had a really good run in a variety of sectors. The flat YTD broader indices doesn’t tell the whole picture.

Nevertheless, I think you go out and buy quality on dips, free cash flow generating machines, like JNS, MUSA, MD, BABA and SBNY, while avoiding the hot money sectors like biotech and solar. Let The PPT be your guide as to when we are oversold. We’re not there yet.

Pardon this lazy yam blog; I’ve been doing research since supper, deep in the comfort of my ‘slack room’.

What I did here is look for small companies, but profitable. They had to exhibit better than 20% annual revenue growth and their earnings had to be consistent. Some stocks are OTC, which is fine since this is merely an exercise. I do not know if these companies are filled with shit. But to greatly reduce that probability, I removed all companies domiciled in China. I really should present this data in a better way, since it took hours of my time to narrow down the list. Stupidly, I am giving you the benefit of the doubt to actually research these stocks on your own, which we both know you’re too entitled to do.

Nevertheless, this is what I have.

VDSI

SLP

SIMO

MNDO

GSB

GTN

GFN

THR

JKS

AMOT

ALG

AGX

AFH

PLOW

NLS

REED

SNAK

AGRO

THO

TIS

NHTC

BCPC

WFCF

FVRG

PRFT

NEO

IBA

BOFI