I bought 5,000 Jarden Corporation [[JAH]] , north of $31.20.
Disclaimer: If you buy JAH because of this post, rabid dogs will eat your cat. And, you may lose money.
Comments »Fly Sell: MAS, ATPG, EWP
I sold out of Masco Corporation [[MAS]] , north of $14 and ATP Oil & Gas Corporation [[ATPG]] , north of $17.30.
UPDATE: I sold out of [[EWP]] , north of $41.10.
Comments »Remember to Take Profits
I probably won’t sell a whole lot today, mainly because I am stubborn in my bullishness. I am embedded in this market until pigs fly. However, some of you lesser folks out there may want to book some gains here, just in case.
I am looking forward to earnings out of Jarden Corporation [[JAH]] tonight. They should be a blowout. And, look for the company to discuss plans to market a single server coffee maker, licensed from Green Mountain Coffee Roasters Inc. [[GMCR]] , under the venerable Mr. Coffee brand. Thus far, sales out of Bed Bath & Beyond Inc. [[BBBY]] and Sears Holdings Corporation [[SHLD]] have been terrific. There is not reason to believe Jarden Corporation [[JAH]] will disappoint.
The metals are surging, based upon reports of “restocking inventories.” For more than a year, inventories have been lean. Look for businesses to restock on steel, copper and other metals, forcing capacity utilization rates higher. Firms like United States Steel Corporation [[X]] and Nucor Corporation [[NUE]] stand to benefit greatly from an uptick in demand.
Tech stocks are surging. My favorite name in the space is TEKELEC [[TKLC]] .
Finally, the dollar is getting trashed, as predicted here by myself and Uncle “fucker” Jake. Gold stocks have my blessing. My fav is Gammon Gold, Inc. [[GRS]] .
NOTE: The Overall Hybrid score is high. How high? Go subscribe to find out, you damn leeches.
Comments »“The Fly” Wins Again
Betting against “The Fly” is like going to Vegas and putting your life savings into the fucking slot machines. From time to time, you will win a few bucks, giving you the courage to bet again. However, at the end of the day, you are borrowing money to get home—because you lost it all betting against the house.
NEVER bet against The House of “The Fly,” especially for a duration of longer than 1 week. Eventually the laws of nature come into play and I win, such is the case today.
I am enjoying the splendor of winship today, all thanks and praise to those dastardly “buy only” robots at Goldman and the Federal Reserve.
From POSCO (ADR) [[PKX]] to Nucor Corporation [[NUE]] to United States Steel Corporation [[X]] to ATP Oil & Gas Corporation [[ATPG]] , I am winning.
However, now that the winning is out of the way, some of you may want to book some profits—just in case.
NOTE: I was going to get into detail about Chinese superstitions over the year of the tiger aka “widow year” and how weddings were up 100%, yoy, just prior to the new year and how Ctrip.com International, Ltd. (ADR) [[CTRP]] could stand to benefit from such a social shift; but I changed my mind. You fuckers don’t deserve anything by the black flag.
Comments »Goldman Sachs Killed Elvis
In general, I don’t like people. People are full of shit, selfish, upright walking pigs, always trying to further their nefarious agendas. Instead friends, I have acquaintances that can be utilized for personal or business purposes. The main difference: I am forthright in my intentions. This is a very important distinction between a hermit, which describes most of you internet shuffle board motherfuckers, and a person (“The Fly”) who plays the game of life as if it was a fucking chess board.
I will beat you senseless with a Panamanian sugarcane, straight from the ever ominous “Darien Gap.”
Many of my old colleagues crave the attention of others. And, like dogs, they beg for “social bones”, by way of depraved parties and/or internet communique. Let me tell you something right now: avoid such people as if they were the bubonic plague itself.
As for Goldman Sachs Group, Inc. [[GS]] :
Next to Apple Inc. [[AAPL]] , there is no better institution in the United States. All of the conspiracy bullshit surrounding Goldman puts a smile on my face; because, like “The Fly,” those fuckers aren’t interested in making friends. As a man with large testicles and excess testosterone, I am proud of the crazy bastards from Goldman, even if they killed Elvis.
Comments »Seasonality Requests
Netflix, Inc. [[NFLX]]
| Month | Avg Return | Years Up | Years Down | Days Up | Days Down | Days Unchanged | Variance |
| January | 8.216% | 5 | 3 | 86 | 75 | 0 | -0.01 |
| February | 4.984% | 4 | 4 | 69 | 73 | 1 | 0.26 |
| March | 8.390% | 6 | 1 | 73 | 78 | 2 | 0.04 |
| April | -1.647% | 4 | 3 | 72 | 70 | 3 | -0.12 |
| May | 3.765% | 2 | 5 | 70 | 77 | 0 | -0.01 |
| June | 1.010% | 4 | 4 | 90 | 80 | 0 | -0.29 |
| July | -5.266% | 4 | 4 | 87 | 83 | 0 | -0.08 |
| August | 0.887% | 3 | 5 | 83 | 89 | 4 | -0.21 |
| September | 5.496% | 7 | 1 | 77 | 87 | 0 | 0.03 |
| October | 8.910% | 5 | 3 | 83 | 94 | 1 | 0.27 |
| November | 3.316% | 5 | 3 | 76 | 85 | 1 | -0.18 |
| December | 5.907% | 5 | 3 | 89 | 81 | 0 | 0.17 |
Amazon.com, Inc. [[AMZN]]
| Month | Avg Return | Years Up | Years Down | Days Up | Days Down | Days Unchanged | Variance |
| January | 1.983% | 5 | 8 | 140 | 122 | 0 | -0.04 |
| February | -3.969% | 6 | 7 | 136 | 95 | 6 | -0.52 |
| March | 7.002% | 9 | 3 | 133 | 128 | 2 | 0.04 |
| April | 11.366% | 8 | 4 | 124 | 122 | 2 | 0.55 |
| May | 2.105% | 7 | 5 | 118 | 134 | 1 | -0.3 |
| June | 7.541% | 7 | 6 | 134 | 137 | 5 | 0.55 |
| July | 1.589% | 7 | 6 | 145 | 125 | 5 | 0.07 |
| August | 2.371% | 7 | 6 | 141 | 140 | 3 | 0 |
| September | 12.064% | 10 | 3 | 133 | 128 | 1 | -0.16 |
| October | 4.348% | 7 | 6 | 137 | 151 | 1 | 0.42 |
| November | 10.545% | 9 | 4 | 123 | 140 | 1 | -0.03 |
| December | 3.365% | 5 | 8 | 139 | 133 | 3 | -0.09 |
ATP Oil & Gas Corporation [[ATPG]]
| Month | Avg Return | Years Up | Years Down | Days Up | Days Down | Days Unchanged | Variance |
| January | -7.944% | 4 | 5 | 93 | 83 | 6 | 0.03 |
| February | -3.288% | 3 | 6 | 79 | 80 | 2 | -0.08 |
| March | 21.842% | 5 | 4 | 89 | 105 | 1 | 0.37 |
| April | 3.624% | 5 | 4 | 89 | 93 | 5 | -0.17 |
| May | 9.739% | 5 | 4 | 79 | 110 | 2 | -0.25 |
| June | 4.262% | 4 | 5 | 86 | 99 | 6 | -0.01 |
| July | -1.317% | 3 | 6 | 101 | 87 | 2 | -0.14 |
| August | 4.831% | 4 | 5 | 97 | 98 | 4 | -0.18 |
| September | 4.339% | 4 | 5 | 90 | 82 | 7 | -0.4 |
| October | 0.797% | 4 | 5 | 90 | 104 | 7 | -0.05 |
| November | -5.743% | 4 | 5 | 105 | 77 | 1 | 0.02 |
| December | 1.855% | 5 | 4 | 87 | 101 | 2 | -0.33 |
Applied Materials, Inc. [[AMAT]]
| Month | Avg Return | Years Up | Years Down | Days Up | Days Down | Days Unchanged | Variance |
| January | 9.048% | 16 | 10 | 202 | 245 | 93 | 0.03 |
| February | 6.240% | 15 | 10 | 203 | 222 | 63 | 0.44 |
| March | 1.728% | 13 | 12 | 230 | 233 | 82 | -0.14 |
| April | 5.071% | 15 | 9 | 211 | 215 | 91 | 0.43 |
| May | 4.454% | 13 | 11 | 225 | 227 | 77 | -0.37 |
| June | -2.245% | 9 | 16 | 237 | 219 | 78 | 0.19 |
| July | 3.436% | 13 | 12 | 218 | 233 | 79 | 0.04 |
| August | 0.299% | 12 | 12 | 237 | 222 | 93 | 0.09 |
| September | -5.113% | 9 | 16 | 233 | 201 | 73 | -0.23 |
| October | -1.712% | 9 | 17 | 240 | 242 | 96 | -0.33 |
| November | 3.275% | 16 | 9 | 211 | 229 | 90 | -0.11 |
| December | 3.807% | 14 | 11 | 226 | 224 | 99 | 0.21 |
Chesapeake Energy Corporation [[CHK]]
| Month | Avg Return | Years Up | Years Down | Days Up | Days Down | Days Unchanged | Variance |
| January | -0.581% | 7 | 10 | 172 | 151 | 24 | -0.01 |
| February | 3.708% | 11 | 6 | 125 | 160 | 28 | -0.24 |
| March | 12.267% | 14 | 3 | 152 | 180 | 38 | -0.71 |
| April | 7.451% | 11 | 6 | 140 | 177 | 31 | -0.49 |
| May | 6.616% | 9 | 8 | 160 | 166 | 33 | 0.26 |
| June | 3.414% | 6 | 9 | 168 | 167 | 26 | -0.37 |
| July | -4.544% | 6 | 11 | 177 | 151 | 27 | -0.08 |
| August | 5.359% | 10 | 7 | 176 | 172 | 25 | 0.06 |
| September | 5.662% | 10 | 7 | 155 | 169 | 19 | -0.23 |
| October | 0.752% | 8 | 9 | 168 | 183 | 25 | 0.08 |
| November | 0.082% | 8 | 9 | 161 | 167 | 18 | -0.04 |
| December | 1.085% | 9 | 8 | 171 | 161 | 28 | 0.1 |
Lennox International Inc. [[LII]]
| Month | Avg Return | Years Up | Years Down | Days Up | Days Down | Days Unchanged | Variance |
| January | 2.730% | 5 | 6 | 108 | 110 | 5 | -0.95 |
| February | 6.195% | 9 | 2 | 86 | 109 | 6 | -0.76 |
| March | 0.388% | 6 | 4 | 104 | 110 | 4 | -0.1 |
| April | 1.288% | 5 | 5 | 109 | 93 | 4 | 0.46 |
| May | 2.761% | 4 | 6 | 107 | 103 | 3 | -0.13 |
| June | 2.714% | 5 | 5 | 107 | 95 | 11 | -0.57 |
| July | 4.385% | 5 | 5 | 100 | 106 | 5 | 1.05 |
| August | 0.387% | 7 | 4 | 126 | 109 | 9 | -0.26 |
| September | -8.497% | 2 | 9 | 121 | 94 | 5 | 0.27 |
| October | -3.362% | 4 | 7 | 119 | 118 | 7 | -0.42 |
| November | 4.654% | 8 | 3 | 101 | 116 | 8 | 0.09 |
| December | 4.397% | 7 | 4 | 96 | 130 | 6 | 0.22 |
Beacon Roofing Supply, Inc. [[BECN]]
| Month | Avg Return | Years Up | Years Down | Days Up | Days Down | Days Unchanged | Variance |
| January | 5.659% | 5 | 1 | 58 | 61 | 1 | 0.12 |
| February | -2.392% | 3 | 3 | 54 | 50 | 1 | 0.12 |
| March | 8.575% | 4 | 1 | 49 | 59 | 1 | 0.1 |
| April | 2.994% | 3 | 2 | 47 | 55 | 1 | -0.05 |
| May | 5.841% | 4 | 1 | 52 | 51 | 3 | -0.05 |
| June | -4.181% | 1 | 4 | 57 | 48 | 3 | -0.26 |
| July | 2.358% | 2 | 3 | 53 | 51 | 1 | 0.04 |
| August | 5.142% | 4 | 1 | 58 | 52 | 1 | -0.03 |
| September | -2.139% | 2 | 3 | 54 | 46 | 2 | 0.13 |
| October | -10.668% | 0 | 5 | 59 | 51 | 1 | 0.14 |
| November | -0.463% | 3 | 3 | 63 | 56 | 4 | -0.01 |
| December | 3.079% | 4 | 2 | 59 | 64 | 4 | -0.03 |
Flotek Industries, Inc. [[FTK]]
| Month | Avg Return | Years Up | Years Down | Days Up | Days Down | Days Unchanged | Variance |
| January | 5.874% | 3 | 2 | 50 | 50 | 0 | 0.54 |
| February | -5.363% | 2 | 3 | 50 | 36 | 0 | 0.28 |
| March | -14.359% | 1 | 3 | 45 | 41 | 1 | 0.21 |
| April | 28.309% | 4 | 0 | 31 | 48 | 3 | -0.39 |
| May | -0.150% | 2 | 2 | 44 | 40 | 1 | -0.81 |
| June | 1.265% | 2 | 2 | 45 | 39 | 2 | -0.58 |
| July | 1.888% | 1 | 3 | 45 | 37 | 3 | 0.68 |
| August | 7.112% | 2 | 3 | 52 | 57 | 2 | 1.08 |
| September | 0.926% | 3 | 2 | 51 | 49 | 2 | 0.43 |
| October | -3.796% | 3 | 2 | 53 | 52 | 6 | 0.92 |
| November | -17.462% | 1 | 4 | 58 | 43 | 1 | 0.09 |
| December | 2.690% | 3 | 2 | 49 | 53 | 3 | 0.16 |
Microvision, Inc. [[MVIS]]
| Month | Avg Return | Years Up | Years Down | Days Up | Days Down | Days Unchanged | Variance |
| January | 0.037% | 7 | 7 | 151 | 123 | 10 | -0.18 |
| February | 6.203% | 6 | 7 | 130 | 115 | 13 | -0.27 |
| March | -0.647% | 7 | 6 | 131 | 139 | 13 | -0.13 |
| April | 4.534% | 7 | 6 | 137 | 124 | 9 | 0.48 |
| May | 9.015% | 10 | 3 | 122 | 144 | 8 | -0.02 |
| June | -0.092% | 4 | 9 | 143 | 124 | 11 | -0.03 |
| July | -4.520% | 6 | 7 | 148 | 116 | 12 | 0.03 |
| August | 2.288% | 6 | 7 | 145 | 125 | 16 | -0.02 |
| September | 0.273% | 5 | 9 | 136 | 129 | 17 | -0.09 |
| October | -0.367% | 6 | 7 | 152 | 139 | 21 | -0.08 |
| November | 3.051% | 8 | 6 | 145 | 124 | 15 | -0.5 |
| December | 8.013% | 7 | 7 | 151 | 131 | 15 | -0.08 |
Gammon Gold, Inc. [[GRS]]
| Month | Avg Return | Years Up | Years Down | Days Up | Days Down | Days Unchanged | Variance |
| January | -2.024% | 2 | 5 | 77 | 63 | 0 | 0.29 |
| February | 15.688% | 7 | 0 | 54 | 68 | 2 | 0.16 |
| March | 4.913% | 4 | 2 | 69 | 63 | 0 | -0.08 |
| April | -5.464% | 3 | 3 | 71 | 51 | 2 | 0.16 |
| May | 5.619% | 3 | 3 | 61 | 62 | 3 | 0.88 |
| June | 0.539% | 3 | 3 | 69 | 58 | 2 | -0.31 |
| July | -3.409% | 3 | 3 | 61 | 61 | 4 | 0.1 |
| August | -9.690% | 1 | 5 | 73 | 57 | 3 | 0.23 |
| September | 12.314% | 4 | 2 | 62 | 59 | 2 | 0 |
| October | -5.727% | 2 | 5 | 76 | 72 | 7 | -0.59 |
| November | 8.857% | 5 | 2 | 57 | 84 | 1 | -0.82 |
| December | 14.807% | 4 | 3 | 67 | 78 | 4 | 0.84 |
Sneak Peek into PPT 2.0
The Overbought/Oversold indicator (OB/OS) will try to identify stocks that are bottoming or topping out, based upon a sublime harmony in mathematical precision (S.H.I.M.P) aka The PPT. Here are the most recent readings, courtesy of the generous and gregarious folks at iBC:
OVERBOUGHT (HYBRID):
count: 112
CDCS
HWK
BPAX
RNN
NENG
SLTM
RMTR
TCBK
ZIXI
XXIA
WIBC
WEN
VR
VIVO
UVV
UTI
USNA
UNFI
UAUA
TXN
TRST
TINY
THS
TDS
SWHC
SLE
SIGI
SHOO
SHFL
RPM
RIMM
RBCAA
PPG
POWI
PNY
PNFP
PM
PHM
PGR
PGNX
PEET
OPLK
ONNN
OMCL
OIIM
NYB
NVDA
NTCT
NSIT
NLS
NJR
NETL
NDN
MYL
MTH
MPWR
MOT
MKTX
MKC
MHO
MFE
MCRL
MCHP
MAT
LUB
LEN
LCC
KLIC
KEP
KCP
JCG
ISRG
ISIL
INDB
IKAN
IHS
ID
HSIC
HRC
HEK
GSIC
GROW
GFF
GCOM
G
EZCH
ERIE
EQR
EDE
EAT
DEO
DCOM
CRUS
CRI
CRDN
CPLA
CMI
CCMP
CCI
CAVM
CAKE
BTI
BRCM
BRC
BLL
AVT
ATR
ASH
ASCMA
ARW
AMR
ACTL
OVERBOUGHT (TECH):
count: 105
PMT
NATH
HWK
BPAX
RNN
TCBK
XBI
ITB
XXIA
WTW
WIBC
WEN
VPHM
UVV
TRV
TRMB
TNH
TG
TDS
STXS
STNR
SSI
SLH
SIGI
SAFT
ROLL
RNOW
RIMM
REGN
RDWR
RBC
Q
PTIE
PM
PIM
PHM
PGR
PGNX
PCTI
OSBC
OMCL
OIIM
NYB
NVO
NVDA
NSL
NPO
NEWP
NETL
MWIV
MWA
MTH
MKTX
MHO
MCRS
MCRL
MAR
LUV
LQDT
LLL
LH
LFL
LEN
LCC
KSWS
KSU
KEP
KCP
JOE
ISYS
ISIL
INDB
IN
IKAN
HVT
HSIC
HRC
HME
HEK
GWR
GSIC
GFF
GCOM
GAIN
G
ERIE
CRDN
COO
COLM
CMI
CITP
CIK
CCMP
CCI
CAVM
BTI
BRC
BNS
BLL
BHE
BEBE
ATR
ARG
AMR
AFG
OVERSOLD (HYBRID):
count: 11
THLD
TSP
STD
RMIX
QXM
PT
NOK
MT
HCN
DRE
OVERSOLD (TECH):
count: 9
PXF
IDV
ADRD
DWM
VGK
VEA
IEV
HYG
EFA
And, we are building a seasonality engine, that will be scaled in so many ways your heads will explode from joy.
Here is a sample for Joy Global Inc. [[JOYG]]
| Month | Avg Return | Years Up | Years Down | Days Up | Days Down | Days Unchanged | Variance |
| January | 0.618% | 2 | 7 | 84 | 94 | 4 | -0.32 |
| February | -0.750% | 4 | 5 | 80 | 75 | 7 | 0.49 |
| March | 6.810% | 5 | 3 | 81 | 92 | 0 | -0.48 |
| April | 8.135% | 5 | 3 | 73 | 89 | 5 | 0 |
| May | 7.668% | 6 | 2 | 74 | 93 | 2 | -0.03 |
| June | 2.161% | 5 | 3 | 82 | 86 | 2 | -0.22 |
| July | -3.775% | 3 | 6 | 92 | 92 | 7 | -0.42 |
| August | 3.989% | 6 | 3 | 99 | 96 | 4 | -0.17 |
| September | -5.281% | 4 | 5 | 83 | 90 | 6 | 0.66 |
| October | 3.415% | 6 | 3 | 86 | 105 | 10 | 0.44 |
| November | 6.174% | 6 | 3 | 79 | 102 | 2 | 0.52 |
| December | 7.464% | 6 | 3 | 91 | 97 | 2 | -0.3 |
For now, I will be posting some of this data, daily, in The PPT blog section. More updates to come.
Comments »Still Betting Against Me?
You might want to reconsider that line of thinking.
Top pick: Jarden Corporation [[JAH]]
[youtube:http://www.youtube.com/watch?v=SDUPLUS7ujk 616 500] Comments »Fly Buy: JAH
I bought 10,000 Jarden Corporation [[JAH]] , just north of $30.
Disclaimer: If you buy JAH because of this post, your only daughter will marry a bearshitter. And, you may lose money.
Comments »The Action is Good
Forget about the Dow for a minute. I am seeing leadership stocks melting up. In tech, Apple Inc. [[AAPL]] , Research In Motion Limited (USA) [[RIMM]] , NVIDIA Corporation [[NVDA]] , Ciena Corporation [[CIEN]] , amongst others, are robust. Within commodities, from Flotek Industries, Inc. [[FTK]] to United States Steel Corporation [[X]] , they are strong.
The point here is this: do not be scared off by the hat fuckers on CNBC. This maniac market is one buy program away from a full reversal, which will rout the bears in burlap in the most heinous fashion.
The only stock on my buy list is Jarden Corporation [[JAH]] , due to my small cash position (less than 6%). However, if I had more funds to invest, I’d buy Nucor Corporation [[NUE]] , POSCO (ADR) [[PKX]] , TEKELEC [[TKLC]] and Ctrip.com International, Ltd. (ADR) [[CTRP]] , as if they were water and my fucking hair was aflame.
I have a few errands to run for the remainder of the day. So, be well and try not to step in any murderholes. They’re killers.
[youtube:http://www.youtube.com/watch?v=WLrrBs8JBQo 616 500] Comments »
