BACK ON THE BOAT

I bought SB, in light of the sharp recovery in dry bulk day rates. Yes, BALT has sprung forward without me. But SB hasn’t even begun to get started.

Long for the win. Boat drinks for all.

Look at these alternative energy stocks: PLUG, BLDP and FCEL. Those are the last companies in the world that I want to buy. If forced, I’d look at HYGS, which seems to have a decent business. Hell, even CPST is taking off. God knows I tried to make money there before.

I always knew GPRE would be a winner and voila: it’s a winner!

We’re all looking for bankable ideas, stocks that we can buy without worrying about getting it wrong. Truth be told, the never-ending melt up makes my job a lot easier. But I think I have a good eye for picking monstrous winners. Sadly, more often than not, I end up selling before the big move. Case in point: BALT, CRTO, YY, WNR just to name a few. But I’m okay with missing out on giant moves. I am proud to say, despite my impatience, that my percentage returns, for investors, beats out 99% of my peers. It’s not because my peers “suck”, per se– but simply because I am much better than them.

I don’t know where the market is going to trade today, tomorrow, next week or next month. However, I am fairly confident about a few things, “core positions” if I might be sold bold.

SALE and EZPW. That’s it. Don’t get me wrong: there will be others and I might even sell these stocks during a period of boredom or frenzied fear. If these stocks don’t work out big, I’d be shocked. The time frame is difficult to predict. Give it 6 months and if these stocks aren’t 50% higher from current levels, either two things happened: 1. the market went into correction mode. 2. “The Fly” lost his touch.

We all know the latter is an impossibility, based purely on mathematical and scientific models. So if the market remains strong, both EZPW and SALE should offer gargantuan returns.

Moving on, Carl Icahn took the savage beast, Marc Andreeson, to task again, for stealing from Ebay, while remaining on the board. Naturally, I side with Carl, as he seems to do everything right these days. I must say, in my book, Carl is a better investor than Buffett. Warren is more of a cheeseburger eating political hack, making money during times of duress, as companies prostitute themselves to get Warren as an investor. However, Carl does his thing in every market, in all sorts of sectors, and wins. He trades and forces companies into change. What does Warren do, other than 5 hour interviews with Becky Quick, talking about his portfolio of underwear and soda pop stocks–good for unrealistic 50 years holds?

When discussing the Keystone pipeline and energy independence, the CEO of Primoris, Brian Pratt, lost his cool and spoke his mind.
Skip to 51:00

Or listen to lower fidelity clip here.

The crazier the science, the more I like it. It is the ultimate pipe-dream, which produces the most irrationally bullish expectations out of the third estate investor, also known as the people who carry water for first adopters.

Coming off a 20% one week gain in ARGS, I am looking for lateral moves into other biotech stocks, readying to “space-kick” to the moon.

Here are 5 for your perusal.

ORMP
CNAT
BIND
FLXN
VSTM

(drops mic, lights stick of dynamite and throws it into the crowd)

http://www.youtube.com/watch?v=JgHBeCqbLRk#aid=P-SqAN2qPkA

[youtube:http://www.youtube.com/watch?v=c_mM8Y0_1XE 603 500]

Mr. Putin’s comments were followed by a response from Secretary of State John Kerry who visited Kiev today. Secretary Kerry called on Russia to refrain from using force and said the United States is not seeking a confrontation, but if Russia does not deescalate, then the U.S. will be forced to increase pressure on Russia. Less than 30 minutes after the comments from Secretary Kerry, Russia’s Foreign Ministry said the introduction of any potential sanctions will be met with a response that is “not necessarily symmetrical.”

Let me start by saying that I am not complaining. Being up 2.48% on any day is an awfully good one. As a matter of fact, most people would prostitute themselves to make 2.48% in a day. But I’d be lying to you if I said “I didn’t want moar.” I was expecting a bigger jump today, specifically for myself. I couldn’t care less about your portfolios; they could rot in hell and it wouldn’t affect my dinner menu.

Ah, very good. I just up ticked, now up 2.5%. See, that’s more like it. As a matter of fact, I was up more than 3% earlier today, when SALE and EZPW were swinging axes on the battlefield, aiming only for the lower midsection.

Oh, I forgot, you are here for picks. Well how about these? Buy EZPW, SALE, GNC, ARGS, IFON, NUS, SPLK, MA, BLOX and ANGI. I don’t have any new picks, per se, because I am hellbent on seeing these work out.

If you’re into Chinese stuff, dress about the house in traditional garb and the like, maybe you should buy SFUN. Both YY and QIHU have taken numerous prisoners and strapped them to the back of a speeding locomotive. I suspect SFUN will do the same, and soon.

Rejoice, be happy and celebrate the man of the hour, Vladimir Putin. May his gene pool extend for another thousand years and his vacation home in the Crimea free from incendiary devices designed to blow his arms off whilst making coffee.

Somehow that doesn’t have the same ominous ring as “winter is coming.” Truth be told, the spring is far from scary, at least from an investors view point. It is a time to relish in greed, make big bets and eat at the very best steakhouses. As a matter of fact, restaurants do quite well during March.

Inside of The PPT, I just posted the seasonality report for March. In layman’s terms, it is a screen that scours our database of over 5,000 stocks and ETFs to find stocks that outperform during the month. You’d be surprised at some of the “coincidences” that reoccur over and over again.

For example: BWLD has never traded down in March. I’ve been saying this since 2007, here and on the old Fly site. If you dig a little deeper into why BWLD is 10-0 with an average monthly return of 9.31%, it’s all thanks to March Madness basketball.

QCOM has been up 20 out of 23 years, CMG smashes, as well as LULU and LL; but you’ll probably want to avoid FIG and CZZ.

All in all FAS, TNA, URTY and DRN outperform all other ETFs, with 80% success rates and 10%+ average monthly returns.

Since 1993, the S&P has been up 71% of the time in March. Vladimir Putin is well aware of these facts and has likely halted his attack on The Ukraine because of it, likely very long S&P futures in his personal $10 billion slush fund account, giddy like a little school girl at the specter of making outrageous returns today, following that little gambit he played in Crimea.

Putin, the never ending trickster, got you all flat-footed again.

President Putin has ordered troops sent last week to a surprise military exercise in western and central Russia to return to their bases.

Putin ordered the return after a Defense Ministry report, which said the exercises have been conducted successfully, presidential spokesman Dmitry Peskov told the media.

The surprise military drills in Russia’s central and western territorial commands were launched last Wednesday.

They involved 150,000 troops, 90 aircraft, 880 armor, 80 warships and other hardware.

On Monday the last phase of the drill was witnessed by Putin, who visited the Kirillovsk military range in Leningrad region in north-western Russia.

See, it was just a game. Back to your regularly scheduled bull market. S&P futs are +12.

Twitter: Ukraine wire.

Everywhere I read there are out of shape men writing about an evil Chinese-Russian alliance, warning “the west” of detente and how Hitler used it to kill 100 million people. I swear to God these people watch too much history channel, or play far too many violent video games. It’s almost as if they’re erect, sexually aroused, while writing this nonsense. They yearn for the days of World War, despite never living through one.

On the front page of Drudge Report is a bunch of crap regarding Chinese missiles and how they are now sucking off the Russians to jointly screw over America. After all, it’s all about us. I am sure it’s the first thing on everyone’s mind, whether it be in Switzerland, Japan or Mongolia: “what are those freedom loving white devils doing in America?”

Whoever is directing policy in this country, and it’s certainly not the government you and I see, is acutely paranoid and hell bent on controlling natural resources. This whole fiasco in The Ukraine would have some validity, if we weren’t the unfortunate fact that we drop tonnes of depleted uranium munitions on unsuspecting participants of Afghan wedding celebrations. I know, “we do more good than bad, collateral damage”…yadda, yadda, yadda.

How about this for a change: let other people settle their own problems. It won’t be because we’re cold hearted bastards; but because as a nation, we aren’t in a position to serve as world police. Let’s welcome refugees into this country with open arms and hope that they come with the same zeal and vigor of immigrants from the past, the men and women who built this country.

As for you bloggers and “journalists” out there saber rattling for the sake of page clicks, shame on you: may your house burn down at 10,000 degree temperatures.

The Ukraine is the #6 producer of wheat in the world. Have a look at WEAT today, up more than 9%. Corn is higher as well (The Ukraine is #3 producer of corn), alongside oil, gold and silver, which are up for security reasons. I am bullish on domestic retailers that don’t care about Ukrainian wheat. Stocks like GNC, BBBY, MA and EZPW trade higher, near term.

I’m loving SALE here and want to own more BLOX and SPLK into a sell off. I do not believe we bounce back right away. Putin acted harshly and doesn’t have a clean exit strategy that will allow him to save face. So until this is resolved, markets will remain on edge and your cash reserves should be used judicially.