Something tells me (time machine), 2010 will be a year of indecision. I do not expect the markets to plow higher or collapse. Instead, I expect we will ebb and flow, just like 2004.
The bull case is very enticing, as inventories restock and global growth comes back online. However, in general, people are “negative nancies.” Expect morons with small brains and big balls to sell into news, based upon the musings of useless fuckfaces on CNBC.
“The Fly” sold out of many of his favorite names today, because he loves “the money.” Price targets, for the most part, are inane and represent a persons ego, not practical, actionable events. So, with that in mind, I think Green Mountain Coffee Roasters Inc. [[GMCR]] will touch down on $100 during 2010, but I sold it out, nonetheless.
Why did I sell it out?
Answer: because I can.
I am beholden to no stock, person or organization. It does not bother me to miss out on winners, since I have a special ability to pick winners, almost at will. If you are twisting my logic to suit your own bearish thesis, you are sorely mistaken. This is still a LONG ONLY market. Any proceeds from sales that I execute will be swept into retarded, low interest bearing, money market accounts. God willing, if the markets pulls back from here, I will look to reposition into a variety of tech names, as discussed, here on this fucking blog, no more than 1 week ago.
In short, I am re-balancing and adhering to the laws of the hybrid aka The PPT.
Top pick: Gammon Gold, Inc. [[GRS]]
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