GLOBAL GROWTH IS BACK

Just when you thought civilization was going back to the time of the Tudors, BAM!, a new global growth story emerges. Year over year estimates will be shattered, amongst all relevant companies. Moreover, America is old hat, compared to the cool people from Asia—who have slaves for labor and gamblers for rich folks. Those fuckers will buy so many LCD teevee’s, Corning Incorporated [[GLW]] will run out of sand to make the glass that goes into those fuckers.

At any rate, aside from 4g, aside from foreign names, “The Fly” is actively researching Industrial Electric Equipment companies. For those of you who are subscribers to The PPT, click here for reference.

For you other cat fondlers out there, take a gander at General Cable Corporation [[BGC]] , Powell Industries, Inc. [[POWL]] , REGAL-BELOIT CORPORATION [[RBC]] , AZZ Incorporated [[AZZ]] , AMETEK, Inc. [[AME]] , EnerSys [[ENS]] , Rockwell Automation [[ROK]] — and long shot plays Capstone Turbine Corporation [[CPST]] , Exide Technologies [[XIDE]] , Plug Power Inc. [[PLUG]] and Ultralife Corp. [[ULBI]] .

[youtube:http://www.youtube.com/watch?v=KIiUqfxFttM 616 500]

In my basket, I own a variety of stocks. Some of my positions are quite large, others are rather small. I tend to my basket every single day, making adjustments to it, ensuring it stays in pristine condition.

At the present, I own a lot of oil and gas stocks, with the great hope that the dollar will continue to fuck itself and commodities will soar into the stratosphere. One of my stocks, which is one of my larger positions, is Flotek Industries, Inc. [[FTK]] . As some of you know, I’ve been holding “good ol’ cocksucking” Flotek for sometime now, hoping others will catch wind to the idea that maybe Flotek is Bronx whore cheap. And, moreover, as oil charges higher, people will roll into FTK, effectively trapping the large short position, putting them into a “fag-box” filled with time bombs disguised as male genitalia.

Aside from FTK, I own decent positions in Tesoro Corporation [[TSO]] , [[RAX]] , General Cable Corporation [[BGC]] , Starent Networks Corp. [[STAR]] , [[ENTR]] , TeleCommunication Systems, Inc. [[TSYS]] , TEKELEC [[TKLC]] —just to name a few.

The point I am trying to make; and this is very important, so pay attention: “The Fly” never loses. Do you hear me you fucking faggots? I endure temporary lapses in winship, just to allow you retards catch up to me. However, at the end of the day, I am up 70% year to date, while you are over there dicking around in your batman suit, planning some fucking queered out Halloween party.

…therefore, you are not privy to “The Fly’s” thoughts, trades or oddball hobbies. I will be out most of the day, on business, eating lamb and drink the milk of goats. In case you were wondering, I am not afraid of any market pullbacks. As a matter of fact, I am sure the market will rally, in the face of horrifying economic data.

Glossing over my positions, I am down a bit this morning, no more than 0.5%. My intention, with the grace of God, buy 4G/smartphone stocks on a pullback and allocate 20% of my capital to foreign names.

At the moment, I like the action in Sonus Networks, Inc. [[SONS]] , Corning Incorporated [[GLW]] and Flotek Industries, Inc. [[FTK]]

My offices are decorated with diamonds. My coffee mugs are made from platinum, sans the handles. My form of transportation is one that travels at the speed of light and dispatches nuclear bomb hand grenades from a velvet cargo bay, onto the rooftops of my enemies.

“The Fly” has larger dicked gains than you and there is nothing you or your stupid friends can do about it.

Top picks: Flotek Industries, Inc. [[FTK]] , [[RAX]] , Hercules Offshore, Inc. [[HERO]] , Tesoro Corporation [[TSO]]

I bought 20,000 [[RAX]] @ $13.84.

Disclaimer: If you buy RAX because of this post, large rats will eat your pantry clean. And, you may lose money.

I sold out of ANADIGICS, Inc. [[ANAD]] around $4.01, Sunstone Hotel Investors, Inc [[SHO]] , between $6.29 and $6.49, Complete Production Services, Inc. [[CPX]] @ $9.90.

New buys pending.

Late stage rallies call for the arrival of egregious short squeezes. If you have been paying close attention, over the past 6 months, the biggest winners have been the stocks with the largest short positions, like Crocs, Inc. [[CROX]] and Fuqi International, Inc. [[FUQI]] . If you were smart, which most of you are not, you would position yourself alongside men who fly in spaceships, getting long names with large short positions.

A little fyi for you assholes out there, Flotek Industries, Inc. [[FTK]] has a short position of 25% and is in a sector that is on the cusp of turning the corner. Providing FTK can get the cocks out of their ears, the stock can see $10, sometime this year.

Tesoro Corporation [[TSO]] has a short position approaching 18% of the total outstanding shares, yet the refinery business is recovering. In my opinion, a lot of stubborn bears are about to get lit aflame in that name.

Look people, I can’t give you my brain, so that you can make more money in the markets. I can lead you to the water; however, if you drown in it, that is entirely on you. So you know, “The Fly” has been basking in the glory of his marksman-like positioning, over the past 6 months, all the while most of his competitors blew themselves up—trapped inside of “fag-boxes” aka inverse ETF’s.

Some other potential short squeezes to consider are Synaptics, Incorporated [[SYNA]] , American Axle & Manufact. Holdings, Inc. [[AXL]] , Netflix, Inc. [[NFLX]] , SL Green Realty Corp. [[SLG]] , Cypress Semiconductor Corporation [[CY]] , MannKind Corporation [[MNKD]] and SVB Financial Group [[SIVB]] .

Despite the recession, people in America are still stuffing their fat faces in record fashion. From apples to zucchini, this country is chockful of languid burger biters, who’d rather frequent their local artery clogging fast food chain than a treadmill.

I have invested in many names, in numerous industries, over the past 6 months. However, ever since receiving a “summer beatdown,” a few years back, long NutriSystem Inc. [[NTRI]] , “The Fly” has not invested alongside upright walking pigs, who regularly ask for “MORE BREAD” at their favorite eatery. Nonetheless, with the economy ROARING BACK (ROFL!), I have decided to burden myself by investing in America’s heart attack production facilities aka restaurants.

My top 5 restaurant stocks are:

Chipotle Mexican Grill, Inc. [[CMG]] Buffalo Wild Wings [[BWLD]] [[MCD]] Panera Bread Company [[PNRA]] Tim Hortons Inc. (USA) [[THI]]

Going with that theme, considering the Kraft Foods Inc. [[KFT]] for Cadbury plc (ADR) [[CBY]] bid, I like Hansen Natural Corporation [[HANS]] and Dr Pepper Snapple Group Inc. [[DPS]] .

My long-shot picks are [[JSDA]] , [[RUTH]] and The Pantry, Inc. [[PTRY]]

The dollar is a piece of shit. Hence, you’d be a moron not to be long commodities, in some form. If gold and silver gives you morning wood, so be it. However, I am into buying commodities that people actually use. Hence, I like to consider myself an oilman.

Via The PPT:

Top 3 Oil & Gas Equipment Service Stocks

Cal Dive International, Inc. [[DVR]] GulfMark Offshore, Inc. [[GLF]] Baker Hughes Incorporated [[BHI]]
Top 3 Independent Oil & Gas Stocks

Stone Energy Corporation [[SGY]] Talisman Energy Inc. (USA) [[TLM]] CNOOC Limited (ADR) [[CEO]]
Top 3 Oil & Gas Refinery Stocks

Murphy Oil Corporation [[MUR]] CVR Energy, Inc. [[CVI]] Holly Corporation [[HOC]]
Top 3 Oil & Gas Pipeline Stocks

Magellan Midstream Partners, L.P. [[MMP]] Genesis Energy, L.P. [[GEL]] Enbridge Inc. (USA) [[ENB]]

Top 3 Oil & Gas & Exploration Stocks

Pride International, Inc. [[PDE]] Enerplus Resources Fund (USA) [[ERF]] Noble Corporation [[NE]]

Bonus:

Top 3 Stocks, ranked by technicals

Brigham Exploration Company [[BEXP]] American Oil & Gas Inc. [[AEZ]] Kodiak Oil & Gas Corp. [[KOG]]