ATTENTION INTERNETS: CREATE THE NEXT IBC LOGO AND WIN IMMORTALITY!

Our IT staff, spearheaded by the world famous programmer extraordinaire, VINCENZO ILLUMINATI, is very busy with code. Frankly speaking, he doesn’t have time to muck around with logos, and things of that nature. Therefore, effective immediately, I am going to allow you, the unwashed persons who travel the internets like vagabonds, to make your mark in life.

Create our logo. We will allow the people (you!) to vote for the best one and I will grant a monetary prize. I am not sure how much I am willing to give; but it will be in the hundreds.

Here’s the catch:

We have some credits available at 99designs and have commissioned them, professional hack-jobs, to make our logo too. In others words, it’s you versus them.

May the best men win.

Logos should be submitted to me, via email: [email protected].

After I am satisfied with the amount of submissions, I will post them all in a blog and you will have the opportunity to partake in elections, expressing your democratic rights, enabling a most fortunate web designer to achieve immortality.

NOTE: This is our current logo, a fine offering but not exactly what I had in mind. I need more art, less banana.

Bring them in. You know this isn’t going to stick. Everything you’ve come to know is meaningless. The market runs on nuclear vapors (extra USU) and no matter how dire the situation may appear, it rises again and again and again. It’s the relentlessness of the ascent that boggles the mind, causing us to run for cover at the first sight of panic.

Fear is the most powerful emotion of the human anatomy. It makes us do things we thought we never would. In this case, the fear is decidedly on the side of the short seller, the guy who knows what true carnage is–because he’s been a party to its baseness for the better part of 4 years.

The Nasdaq is down a point, YELP is hitting new highs, and I am cowering in the shadows like a eunuch witnessing a man speed chopping carrots atop a table with his penis on it.

I am begging you, all of the gods (old and the new), bring down this market, to its knees, and I will buy it all. Sadly, my prayers are often ignored in this regard.

It’s time to start buying stocks again.

This is all going according to plan. The market is pulling in at the precise time when I am 50% cash, enabling me the opportunity to buy some blood. Truth be told, I live for moments like this. It’s always hard to buy into a decline–because our brains get in the way of our balls. When in doubt, I condense the situation and declare to myself: “I might buy too early, but not as early as the poor fool who held through the decline.”

I am astounded by upside action in USU. What gives?

Just when everyone declared nuclear to be dead, it detonated on their faces. Other plays include URRE, URZ and GVP.

Are you watching some of these earnings disasters? EXPE, BRCM, SWI, ZNGA, CRUS. Ouch.

Holding a stock that you have no edge on, something that was supposed to just be a trade, is equal to swimming in an body of water filled with shark with chum hanging off your penis.

Here is the criteria:

Market cap: $1 bill+
YTD % gain: 20%+
2 week % loss: 10%+
Average daily volume: 100k+

The results:

Members of The PPT can access this screen here.

Here is that same screen, with a 1 year time horizon instead of YTD.

And here is the actual screen.

Ladies and Gentlemen, I am pleased to report that iBC has banned over 2,000 readers since the site was launched in 2007. I do this, for a variety of reasons, mostly to quench a personal thirst of digital slaughter that I’ve been afflicted with since I was a young adult.

There are two tiers of banship. The first is prohibition from commenting, which is lifted, 9 out of 10 times, after the reader emails me for respite. The most severe is FULL IP BAN from ever accessing the site again. Upon visiting the site, you will be redirected to this page, then redirected again to the Greg Solomon re-education camp. I’ve found that people who dislike Mr. Solomon are miscreants. Therefore, this video is ample punishment.

I ban people for the following reasons:

1. They are losers. Losers will not be tolerated in these halls.
2. They are stupid.
3. They are dressed poorly.
4. Their behavior is unbecoming of a gentleman.
5. Their commentary is childlike. Children are not permitted on these grounds.
6. Random rage assault. Sometimes I just blow of some steam by banning you.
7. Their stock picks are pathetic.
8. They spam the comments section with drivel.
9. They dislike Benjamin Bernanke.
10. They question my pimp hand. That, my friends, will not be tolerated.

These are the ground rules. If you want to become a better investor, learning from true professionals, shut your mouths and watch your manners.

Good day.

One of my developing theses is to profit from the demise of corn. All of these stupid farmers planted corn last year, due to drought induced price hikes. Over the past year, corn is down 27%, a great boon to companies that deal with corn inputs.

Corn is used to feed chickens, so this is a no brainer trade. Companies like PPC, SAFM benefit, directly. And, restaurant chains who sell chicken, like BWLD and BAGR, benefit from cheaper cheaper wings, widening gross margins.

Also, ethanol producers are benefiting. My favorite play, by far, is GRPE. Other ethanol plays include ADM, BIOF, PEIX and MGPI.

BG is interesting too.

PENX is a very, under the radar, starch play–that is soaring due to lower inputs.

ANDE makes the grain elevators and they’ve been on fire.

There are a lot of outlier plays that could catch fire, if the price of corn continues to drop. However, be careful of this trade reversing. If the corn crop isn’t as great as everyone thinks it’s going to be, everything I just said will occur, but inverse–like a triple inverse ETF from hell (extra Direxion). Last year, consensus opinion stated that corn prices had to go up because of drought. I viewed that as simplistic and built a monster position in PPC, around $4. Soon enough, after the harvest, the price of corn collapsed and PPC took off like a wild mongoose in a field filled with cobras.

I am throwing some mixed signals here, but that’s the nature of the market. As of now, however, companies who have to buy corn to produce a product are in a sweet spot. It’s also worth noting, cattle prices collapsed last year, because ranchers were slaughtering their stock early, to avoid feeding them. Well, since then, the price of cattle has soared to new highs, due to supply/demand constraints. It doesn’t take a rocket scientist to figure out steak prices will be coming down soon.

The increase in volume, due to lower food prices, is bound to help grocery store stocks, like WFM, NGVC, FWM, WMK, IMKTA, KR and SVU. There’s a reason why these stocks have been soaring. Now you know.

Oh, one more thing, wholesale food distributors, like UNFI, CORE and SYY work too.

Hilarious. Skip to 22:00

I was looking into this company again, having sold it around $19 several years ago, because of their exposure to Twitter. More than 14% of their fund is invested in Twitter. Here are their holdings.

The question is, why is the stock trading $4 below its NAV?

I will tell you. Since coming public, their CEO, Mike Moe, has demonstrated an acute disregard for shareholder value. Instead of managing the fund, with the shareholders in mind, he’s focused on collecting fees. Every time the stock went up, he filed a secondary offering. It got to the point of comical abuse, which is why I walked away from this company. As you can see by the share price, nothing has changed.

Although it’s nice to see Twitter so overweighted in their portfolio, the way it’s structured, so broadly diversified, it’s almost impossible to see a real increase in NAV. He’s invested like a coward, only interested in very late stage companies and meekly to boot.

These 1-5% positions are a joke. No one makes money on those positions but him. If this company was truly interested in you, the shareholder, they’d have 10 10% positions, confident in their ability to pick winners.

Heck, they don’t even pay dividends or buy back stock. Why should I invest in Mike Moe, when he doesn’t care about my money?

Ultimately, this is a play on getting back to NAV, which is a sizable percentage increase from today’s share price. I do believe this stock will increase in value, the closer we get to a Twitter ipo. However, let the record state, thus far, GSVC has been a boon for management and a sinkhole for investors.

30% of my assets are tied up in IMMR, +5.5% today. I have another 50% in cash, 10% in CXO and another 10% in a bunch of old man stocks, that includes FB and AAPL.

I am not looking for stocks to buy yet, because I want them lower.

“The Fly” has risen from the ashes of misery and is once again flying higher, like an eagle defecating on you weasels down below.

A lot of people got caught long tremendous amounts of BRCM today. That’s your fault. Had you simply kept only ‘the very best’ stocks in your portfolio, you’d be fine.

If you’re a doctor or someone who understand the terrorisitic world of biotech, feel free to invest in the sector. Everyone else should refrain from playing doctor on the internets, for your degrees are cheap and the penalty of being wrong is expensive.

After thinking about the world and where a person, such as myself, might profit from the blood, sweat and tears of others, I am left with just one sector: technology.

Everything else is a joke, a gamble, like a manned space capsule heading towards the moon. You know damned well we’ve never landed on the moon, only Stanley Kubrick knows the truth and he’s dead.

Back to my most central of theses. Connectivity. I want to invest in companies that make the world a better place. Period.

If I could kick myself in the testicles for selling TRIP 50 points ago, I would. But TRIP is going higher, and ANGI, and YELP, and OWW, and GOOG, and AAPL, and PCLN , and AMZN, and OSTK, and Z, and TRLA, and  OPEN and  LNKD, and AWAY, and FB.

We’re just scratching the surface here. 3-D printing companies will change the way we live. Why not invest in DDD, XONE, SSYS or PRLB. ONVO says they will be printing livers inside of a decade.

CREE, RVLT, VECO, AIXG and RBCN service the LED space. In the future, incandescent light bulbs will be something we tell our grandkids about, just like my grandfather told me about kerosene lamps.

Oh, you want a new name, something with an angle?

How about POWI? Does your phone take forever to recharge? Well, they just signed a contract with QCOM to provide “quick-charge” technology that will charge your smartphone 75% faster.

How about IMMR? It’s my biggest position, so I might as well show you what they do.

http://www.youtube.com/watch?v=L7-hNNx2OAs

Finally, there is AMBA. These guys are bringing camera technology to a new standard.

Amazing how one quarter can change public opinion. I am long from low $30’s and welcome the idea of being profitable on the position.

In addition to FB, TRIP smashed earnings, as well as BIDU. Tech is where money need to be allocated. No doubt about it.