Fly Buy: BEAV

I bought 15,000 BE Aerospace, Inc. [[BEAV]] @ $13.15.

Disclaimer: If you buy BEAV because of this post, JakeGint will move in next door to you. And, you may lose money.

I sold 90% of my National-Oilwell Varco, Inc. [[NOV]] position, north of $29.75.

Go ahead, waste your time exercising “your constitutional rights.” I am sure your vote will change the country for the better. All of a sudden, red necks from Virginia will start reading at a 7th grade level; and the pot heads from California will apply for jobs, effectively displacing all of those asshole/hard working illegal aliens.

As for managing money:

I have no interest in playing republo vs demo stocks. That’s pure gambling. As you know, good Sirs, I am no degenerate OTB guy, by no means, as a point in fact, decidedly so.

Although it is tempting to sell it all and just watch; I can’t do that. I like to keep my skin in the game, no matter what. People who go to 100% cash, for an extended period of time, are either really, really dumb or their spirits are riddled with outright cowardice.

As for you Obama haters:

He already won. No one is voting for Granpa Munster and his idiot sidekick. If the market wanted to price in an Obama win, it had weeks, if not months, to do so. In other words, I do not think the market will crater on Wednesday.

The drop off in crude is troubling. Should it continue, expect to see the market get all weak kneed and shit. So, if you rally lovers want to see more green, you best call your Arab friends and kindly ask them to jack up the price of crude— God willing, of course.

Top picks: Cash, BE Aerospace, Inc. [[BEAV]] , American Vanguard Corp. [[AVD]] and National-Oilwell Varco, Inc. [[NOV]]

Something doesn’t feel right about this tape. Call me paranoid, but I get the sense someone is trying to trick me into wiping out my fucking account. Everyone is too giddy. Even my neighbor Steve is “back in the saddle,” playing Gordon Gekko from the “unluxury” of his bullshit cubicle.

I have many stocks on my watch list; and many of them look poised to break out. However, the voices in my head tell me to “stay away asshole and go eat a sandwich.”

I have numerous wins today, via American Vanguard Corp. [[AVD]] , National-Oilwell Varco, Inc. [[NOV]] , BE Aerospace, Inc. [[BEAV]] and other unnamed/hidden gems.

To be blunt, as opposed to just beating around the bush and lying to you, I have an urge to splurge in the inverse etf’s, specifically [[SRS]] , [[FXP]] and [[EEV]] . And, I would like to short the euro, via [[DRR]] .

The election is just one big ol’ gay distraction. It’s allowing people/traders to catch a breather. True. However, my guess, volatility will pick up big time, post election, effectively punching the mustaches off of a variety of milquetoast traders and stay at home moms, deservedly so.

At the present, I have more than 50% in cash. I am conflicted between taking down a quick long side trade, going to cash or throwing up some downside hedges. These questions, and more, shall be answered for me, prior to the sessions end.

Let me be clear: I am bullish on stocks until Thanksgiving. However, by no means am I interested in participating in a brief sell off, before the turkey day run up. In other words, I am trying to demonstrate my “space alien magician” skills, for all of you “low-enders” to see.

As you can see, the airlines are running hard. These bastards may have more upside. But, unfortunately, my DNA does not allow me to ever buy an airliner. So sorry.

Select healthcare stocks, like Almost Family, Inc. [[AFAM]] , Amedisys, Inc. [[AMED]] and Chemed Corporation [[CHE]] look decent. I would like to buy in, God willing, at lower levels. And, education stocks are running with their socks off. However, they are too extended. I am tempted to bottom fish in beaten up tech, like NetGear, Inc. [[NTGR]] or Corning Incorporated [[GLW]] ; but they just blow.

Typically, when I force trades, I lose money. So, barring something really cool happening, I might just roam around my office, in a red turban, while berating everyone who works for me.

The market is not interested in going down, anymore. The volatility has grinded to a halt, as we wait for President Obama to give his acceptance speech.

So he will bankrupt the coal industry. Big fucking deal. Those black lunged fuckers will be happy to receive the government dole, in exchange for, umm, the black lung.

With my money, most likely, I will sell out of Arch Coal, Inc. [[ACI]] , especially since our next President is not into coal and shit.

I find it very humorous that VeraSun Energy Corporation [[VSE]] went bust. What happened to the glory of ethanol, you fucking idiots? Huh, what-fucking-happened-to-it?

Right here, right now, for some reason, I find myself long the homos from the perfume section at [[M]] . And, I like National-Oilwell Varco, Inc. [[NOV]] , American Vanguard Corp. [[AVD]] , BE Aerospace, Inc. [[BEAV]] , [[UYG]] and Apple Inc. [[AAPL]] .

Regarding my watch list, I am very close to buying [[EEV]] , [[FXP]] , Clean Energy Fuels Corp. [[CLNE]] and Research In Motion Limited (USA) [[RIMM]].

UPDATE: I sold out of my [[ACI]] position, north of $20.90.

Many of you weak kneed bloggers out there have the slightest idea how to build traffic, organically. You scurry around, link whoring like fucking imbeciles, praying for someone, anyone, to listen to your bullshit. When, in fact, the very notion of listening to pathetic link whoring bastards is quite sickening to most people, with intelligence quotients north of 99.

If you want to swing your balls from high stools, with regards to this blogging game, I recommend not giving a fuck about readers, content or even logic. Just throw shit on a page and call it “art.”

Tell the world you are a fucking space invader, with serious and purposeful intentions of sucking the gray matter right out of their stupid skulls. Believe you me, that’s a blog even “The Fly” would read.

With regards to other bloggers:

You guys all suck. Just pack it in and go play with your fucking blackberries.

As for me:

I got shit to do right about now, following an arduous weekend of busting out unions and making sure my NFL team improved to an unbelievable 8-0.

The wins come in bunches, if I may be so bold.

Another win for Senor Tropicana.

It’s almost ready.

I need to scurry along and prepare for my egregious Halloween festivities. As you know, “The Fly” is all about scary little kids in Santa Claus costumes.

In closing, I did nothing today. I am keeping my BE Aerospace, Inc. [[BEAV]] for the inevitable end of the idiot union strike at The Boeing Company [[BA]] , hopefully this weekend. Also, I am keeping my entire National-Oilwell Varco, Inc. [[NOV]] position intact, based upon its erroneous valuation.

I nibbled at lightly traded American Vanguard Corp. [[AVD]] , based upon PPT ratings. At the present, it is ranked higher than The Mosaic Company [[MOS]] and all other ag plays.

I am closing out October at all time highs, up more than 63% year to date, much to your chagrin. LIBOR is coming down. Sentiment is improving. And, finally, the bears are getting exactly what they deserve: a sharp blade to their string bean necks.

NOTE: [[TBT]] has been goose stepping higher, probably the safest trade for the next 5 years.

I bought 8,500 American Vanguard Corp. [[AVD]] @ $14.60.

Disclaimer: If you buy AVD because of this post, the neighbor kids will throw eggs at your bullshit car. And, you may lose money.