A Glorious Day

I offer no advice, merely rants of my market “Godliness.”

Just know this, I share very little with the internet kind. Most of my trading is done in the darkest corners on Wall Street and the size of my transactions are often minimized, for secrecy purposes.

I will tell you this, listen very carefully:

“The Fly” is back in the most egregious way possible, via absurd gains. Today represents the single best trading day of the year, for Senor Tropicana aka “The Fly.”

During the session, I sold out of my longs and reversed to heavily short, with exact precision. So sorry.

Today’s gains stand at a staggering, but not surprising, 8%+.

Read it and weep, “clown fucker.”

Off to eat a piece of rare beef.

UPDATE: I am listening to the [[HANS]] conference call. Let me just say, it is, by far, the worst call in company history.

Stay away.

Fuck [[LEH]].

Carry on.

UPDATE: I realize it is not nighttime. I was going to correct it; however, for some odd reason, I find the error rather amusing.

[youtube:http://www.youtube.com/watch?v=OLUGBujl2-0 450 300]

Truly masterful.

As you already know, “The Fly” wins again.

I bought 10,000 shares of [[SKF]] @ $95.85.

Disclaimer: If you buy SKF because of this post, the Government will resume its spree of bank stock purchases. And, you may lose money.

Is this a key tell or more Chinese fuckery?

Go down the list of stupid Chinese stocks, from [[LFC]] to [[CHL]] to [[CTRP]] to [[PTR]] to [[ZNH]], they’re all receiving the “Stalin Shiv” to the neck treatment.

Keep in mind, previous market tops started with the collapse of the chicoms.

At any rate, just to be cautious, I am paring down many long positions here, while adding to [[FXP]].

I could be wrong. But, either way, it doesn’t hurt to book some gains and wait to see if this dip is buyable or a fucking suitcase nuke in your oven.

I sold 10,000 [[NVDA]] @ $22.50 and 3,000 [[HANS]] @ $35.80.

Forget about buying [[CSCO]]. They’re too big and cumbersome to bank serious coin off of. However, playing the smaller, niche, companies, who feed off CSCO—like small fish on a shark, can be your lottery ticket.

If demand for routers and servers are still in boom mode, there are better ways to play the growth side, other than CSCO.

Personally, I’ve always been impartial to [[EQIX]]. These guys are like the [[EBAY]] of bandwidth. Forget about [[AKAM]], [[LVLT]] or [[LLNW]]; EQIX is the shizzle.

If they could get their fucking act together, [[RACK]] is “homeless man cheap,” and would make a great acquisition target.

Also, a stock that I’ve been buying, and is well off of its highs, [[FFIV]]. They optimize the delivery of data. The stock has been beaten like an Iranian civil rights leader and looks ready to book higher.

An old [[BBY]] derivative favorite, [[NTGR]], looks good, down at these levels. Something tells me the stock is too cheap to ignore.

Finally, within the sector, the following stocks are on my watch list:

Off topic NOTE: [[NILE]] beat the estimates, but guided lower yesterday. However, the stock dropped like a lead balloon (10 bucks), prior to numbers. With 60% of the shares short, I like this name for a bounce here.

They are having issues with production costs and trucking.

If you read this blog, you know “The Fly” is a monster fan of [[HANS]]. However, I don’t feel like rolling the dice on this quarter. Doing so would make me no different from a Kentucky Derby looser [sic]. That, my little internet leech, I am not.

While it’s true, HANS, for the first time in company history, raised the price per case. It’s also true, gasoline and aluminum expenses have been fucking soaring through the roof.

Looking at the company with rosed color glasses, they are expanding rapidly, and will become the largest maker of energy beverages in the world, surpassing Red Bull, sometime in the near future.

In addition, they would be a great acquisition for [[PEP]], [[KO]] or [[BUD]].

NOTE: Vote for “The Fly.”

NOTE II: Both [[LFC]] and [[CHL]] are being raped in premarket trading. [[FXP]] is set to surge,

Who should replace Gunners? [540 votes total]
Green Writer (76)	14%
DPeezy (79)	15%
Alpha (232)	43%
Cuervo (11)	2%
BEAS (85)	16%
Leonard the Monkey (38)	7%
Hattery (19)	4%

Part 1

Part 2

This just in, via the “Elect BEAS campaign:

NOTE: We will be consolidating all iBC videos to our youtube page. I demand you subscribe to iBC’s youtube page at once, and give the videos many, many stars.

UPDATE: I will be signing off, making room for our election moderator, Dinosaur Trader.