Top 50 Winners of 2009

This is an amazing list. Actually, there were so many outstanding winners, I feel like a fucking chump being proud of 90% gains. Oh well.

No.	Ticker	Industry	YTD Return	Price
1	DDRX	Processed & Packaged Goods	9,597	34.91
2	ONP	Chinese Burritos	4,146	10.19
3	GFRE	Chinese Burritos	3,833	11.80
4	DTG	Rental & Leasing Services	2,326	26.44
5	CAGC	Chinese Burritos	2,291	27.50
6	VNDA	Biotechnology	2,210	11.55
7	NLST	Semiconductor- Memory Chips	1,683	5.17
8	DAN	Auto Parts	1,366	10.85
9	HGSI	Biotechnology	1,362	30.99
10	VVTV	Catalog & Mail Order Houses	1,355	4.80
11	PIR	Home Furnishing Stores	1,311	5.22
12	VCI	Marketing Services	1,307	18.57
13	TSTC	Chinese Burritos	1,289	19.59
14	ZOOM	Communication Equipment	1,207	6.01
15	BZ	Synthetics	1,158	5.41
16	KERX	Biotechnology	1,105	2.65
17	UEC	Industrial Metals & Minerals	1,084	3.67
18	CGEN	Biotechnology	1,028	4.85
19	PRSC	Specialized Health Services	1,023	16.28
20	MGPI	Processed & Packaged Goods	1,021	7.51
21	BTAHY	Closed-End Fund – Equity	1,002	6.50
22	BONT	Department Stores	927.00	10.27
23	NANO	Scientific & Technical	923.68	11.67
24	ATHX	Biotechnology	868.89	4.36
25	OPXA	Biotechnology	868.42	1.84
26	SMRT	Apparel Stores	851.33	10.75
27	PMII	Medical Instruments & Supplies	840.91	2.07
28	CATM	Business Services	758.14	11.07
29	DFT	Property Management	750.72	17.61
30	LEE	Publishing – Newspapers	734.15	3.42
31	CTIC	Biotechnology	728.57	1.16
32	QTM	Data Storage Devices	725.00	2.97
33	IGLD	Diversified Communication Services	711.11	18.98
34	RINO	Chinese Burritos	709.14	28.32
35	GPRE	Specialty Chemicals	702.72	14.77
36	SBSA	Broadcasting – Radio	698.00	0.80
37	BIOF	Specialty Chemicals	688.57	2.76
38	LNET	CATV Systems	684.29	5.49
39	OGXI	Diagnostic Substances	657.00	22.71
40	CAMP	Communication Equipment	637.78	3.32
41	TCK	Industrial Metals & Minerals	629.21	35.88
42	TGB	Copper	628.07	4.15
43	KOG	Oil & Gas Drilling & Exploration	606.45	2.19
44	CVGI	Auto Parts	593.55	6.45
45	TSEM	Semiconductor – Integrated Circuits	592.86	0.97
46	SPDE	CATV Systems	589.74	2.69
47	SNIC	Business Software & Services	581.82	12.00
48	CLW	Paper & Paper Products	571.04	56.30
49	NEPH	Medical Instruments & Supplies	566.67	0.80
50	NGSX	Drug Manufacturers – Other	566.67	7.80

Reminder: Sign up for Woodsheeder’s premium service. We didn’t spend months crafting this thing to perfection so that you fuckers could get a 1 day free trial out of it. No kidding, it’s very kickass.

I’m off to prepare for New Year’s festivities. I intend to buy the fanciest of things, ranging from lobsters (maine) to champagne (dom) back to caviar (beluga) etc. I will purchase said items while crowned with a golden wreathe, dressed in titanium armour [sic] and my favourite [sic] ancient fur capeline, made from mink—paired with black cowhide sandals— taken from the cow of a sitting King.

Separately, I have grande plans in store for my money in 2010, with regards to investments. I will reveal said plans, at my earliest convenience.

To sum up today’s tape: see you tomorrow.

I bought 15,000 AgFeed Industries, Inc. [[FEED]] , north of $4.96.

Just throwing dice on the next to last trading session of 2009. Nothing to see here.

I know a homeless guy with an IQ of 180. Despite being able to do advanced calculus in his head, he forages for food in garbage canisters and sewer pipes. Conversely, a friend of mine operates a $200 million per year business and has an IQ equal to a small gorilla. He is most definitely addled with ADD and is afflicted with severe paranoia. Nonetheless, he eats beluga caviar from a gold spoon. He is still an idiot.

Throughout 2009, people without market savvy made fortunes, getting long names, without thinking about the downside. The bravest money is always the newest. There is a reason why Wall Street employs young people, while kicking old fuckers into empty elevator shafts. For the most part, young people are not scorned— damaged by prior bear markets or really bad trades. If you are old and lost money in 2009, do not feel bad. You were supposed to lose money, because God hates old people, which is why he kills them with great regularity.

Going into 2010, “The Fly” would like to acknowledge a few people, who helped me destroy enemies and foes, throughout 2009.

I would like to thank my iBC blogger family, including Jakegint, Danny, HOLLY-Wood, Gio, RC, Chart Addict, Henry Fool and Jeremy aka “Vincenzo the olive oil lover.” Additionally, some of you Peanuts have contributed to this site, on a very high level. I offer praise to Green Writer, Mrkcbill, Mr. Caine Thaler, Dubz, Dpeezy, Mushroomz, Dr. ‘Cane and Cuervos. If your name was not mentioned it is because you are on the “Enemies of the State” list. In other words, you should fear for your life.

My expectations for 2010 are modest. I do not expect to duplicate this year’s success. To hell in a fucking hand basket, 2009 was a gift from God. Do not expect God to gift twice, for he is more likely to murder you via cardiac arrest or egregious cancerous tumor.

Outside of iBC, the good folks from Stocktwits kicked ass, by way of taking an idea and turning it into a viable business. Despite Howard trying to kick me in the nuts, throughout 2009, I wish him well in 2010, as well as Dr. Phil and “Soren the Seasoned Salad Savior” (sorry had to say it, 1,000 apologies your way).

I am sure there are other people worth mentioning; however, at the moment, I don’t feel like thinking. So, without further delay, I am leaving this computer in favor of something more exciting, more exotic. I might go drink some bourbon out of a fucking pineapple, with a side order or guava, or something awkward like that.

Developing…

Let the crystal balling begin.

iBC 2010 Predictions –

The internet is a wonderful place, full of arm-chair analysts, who have zero industry experience. These people type long essays, prognosticating dire events, specifically for the U.S. Despite other nations having much worse fundamentals, these one man think tanks declare “The US will crash again,” under a heap of treasury bills. They throw out big numbers, like 55 trillion, and exclaim “it’s only a matter of time until the U.S. double dips itself into depression.”

Instead of trying to out-think the one man think tankers, I offer a phrase in rebuttal: “who gives a fuck?”

If the internet is well aware of these numbers, so are foreign central banks. It is my understanding, foreign central bankers (particularly the Asian ones), enjoy the current arrangement, with regards to America buying their crap in order to fuel their growth.

So, before you money losers dive in head first, short this market, keep in mind that Black Swan events (2008 credit crisis) do not occur often and are NEVER forecasted by cretins from the internet.

I have meetings to attend for the remainder of the day. Sometime tonight, iBC will issue 2010 predictions, from all tabbed bloggers, on one big PDF file, for your review. In the meantime, enjoy the bull market and feel free to flick your lit cigars at the doom and gloom, burlap sweater wearing, beartards.

Going with the end of the year kill-a-bear theme, I bought 2,500 Cummins Inc. [[CMI]] @ $47.15, 5,000 Flotek Industries, Inc. [[FTK]] @ $1.33, 5,000 SandRidge Energy Inc. [[SD]] @ $9.90 and 10,000 Corinthian Colleges, Inc. [[COCO]] @ $13.80.

Disclaimer: If you buy the above stocks because of this post, you will become impotent. And, you may lose money.

It is true: Yesterday, I sold out of 90% of my Green Mountain Coffee Roasters Inc. [[GMCR]] position. However, that does not preclude me from participating in today’s spike, quite the contrary. For the love of little squirrels and French strudels, I am still long the stock and will be most delighted to see it charge higher. See, I am not attached to stocks, like you are to a chart. I use them as vehicles, in order to get from point A to point B. I will not lie to you and say “I never get emotional with stocks”; because I too am human (half) and fall victim to delusional fantasies.

Case in point: holding Flotek Industries, Inc. [[FTK]] , with an overall cost basis of around $2.30, was a mistake, yet here I am still holding it. Why?

Perhaps I truly believe that the stock has been unfairly punished and is cheap? Or, maybe the stock possesses hypnotic powers over me, effectively tossing me into a handicap chair, disabling me from selling it. Whichever the answer, I should not be in the stock, period. However, since I am already in the stock, with no choice other than to root for the shares to climb higher, I insist, rather emphatically, that the company is led by fucking big booted homo clowns, who must use company dollars to shoot each other in and out of carnival cannons while saddled on lazy camels, instead of selling drilling parts. Hopefully in 2010, they can regain some dignity and I can get the fuck out of the stock.

Another interesting name is Sears Holdings Corporation [[SHLD]] . The stock has been a favorite for shorts, mainly due to K-mart being such a terrible retailer and Cramer loving the name. Nonetheless, Sears is a cash cow and the Chairman, Eddie Lampert, is on a mission to annihilate those who bet against him, via large company sponsored buyback program. Let’s face it, the consumer goods sector is on fire, as evidenced by sales data out of Whirlpool Corporation [[WHR]] and Jarden Corporation [[JAH]] . Where do you think those fuckers sell their fucking blenders?

Exactly.

Look for SHLD to bust through $100, AND MORE, in 2010.

Finally, let it be known, it’s cold as fuck here in NYC. Natural gas has been an enormous disappointment for investors in 2009. All of that shit is about to change, in a big way. With my money, I am long SandRidge Energy Inc. [[SD]] and intend on making it a top 3 position of mine, alongside other names like Arena Resources, Inc. [[ARD]] and GMX Resources Inc. [[GMXR]] . If you are wondering “what’s it all about,” I will tell you.

It’s all about flaying short sellers and wearing their skin to your next dinner party. That’s what it’s all about. Find a stock with a large short position, accumulate it ever so gingerly, then go in for the kill.

Top picks: SandRidge Energy Inc. [[SD]] , Corinthian Colleges, Inc. [[COCO]] , Sears Holdings Corporation [[SHLD]]

With Flotek Industries, Inc. [[FTK]] and Green Mountain Coffee Roasters Inc. [[GMCR]] tailwinds, “Le Fly” is closing out his best investment year since 1999. I would like to thank all of you for helping me; but that would just be a lie.

See folks, while you stay home studying your fucking charts, I am flying in saucers, trying to figure out tomorrow’s trade. Granted, having a run away market since March has helped a bit. However, I do not know many people who had the internal fortitude to stay long, for as long as I have, without flinching, without being gay and stupid.

I give thanks and praise to myself for creating The PPT, alongside Lord Jeremy of the Twin Cities. Without it, I would have driven myself mad, allocating countless hours of my time doing research that PPT can accomplish with one click. Indeud. The one thing The PPT excels at is saving me from wasting time. In my business, time is money; and right now, you fuckers are costing me money.

I sold out of 90% of my Green Mountain Coffee Roasters Inc. [[GMCR]] position because the move higher was too sudden. In my opinion, I believe the stock will surpass $100 and punch its enemies in the face. However, I’d be an idiot not to take a 2 week 20% profit, on my largest position, during the final week of the year. With some of the proceeds, I bought Corinthian Colleges, Inc. [[COCO]] , based upon sector strength, a monster short position and rigorous attitude towards winning in names that chart lovers despise.

And, for tax loss purposes, I closed out my Homex Development Corp. (ADR) [[HXM]] position.

See you motherfuckers tomorrow!

Going in for the kill.

I bought 30,000 Corinthian Colleges, Inc. [[COCO]] , north of $13.70.

Disclaimer: If you do not possess a plutonium powered time machine, do not follow my trades. You may lose money.