Coffee For All

With Green Mountain Coffee Roasters Inc. [[GMCR]] winning “The Coffee Wars,” defeating [[PEET]] by acquiring [[DDRX]] , GMCR will now own and control 85% of the K-cup market. Do you understand how significant this is, fuck-ball? They go from making .06 a cup to .12. Chew on that, while you marinate in your fucking GMCR short.

The market is taking a bit of a breather today; but for the most part, my stocks are up. From [[YONG]] to Green Mountain Coffee Roasters Inc. [[GMCR]] to CGG Veritas (ADR) [[CGV]] to Sociedad Quimica y Minera (ADR) [[SQM]] to Equinix, Inc. [[EQIX]] , I am up.

However, certain sectors are getting punched. If you are at all interested in positioning into foreign names, POSCO (ADR) [[PKX]] , Mechel OAO (ADR) [[MTL]] and Vimpel-Communications (ADR) [[VIP]] would be at the top of your watchlists, right now. From my vantage point, the market is setting up for a terrific “Santa Claus Rally,” whereby “Santa Fly” will make mounds of coin.

To the watchlist, fuckface!

I like China Digital TV Holding Co., Ltd. [[STV]] , [[HEAT]] and SandRidge Energy Inc. [[SD]] , right here, right now.

The melodrama is in full swing today, as stupid men with Tea Party of the brain syndrome sell their stocks because “it’s all coming to an end.” The violins play loudly, while oversized gorillas speak in banana tongue on CNBC and Bloomberg to a hermaphrodite crowd, who prefer to fuck themselves, rather than take what’s rightfully theirs.

There is no point in trying to time the market in the short term, at least for now. Just pick a team, put on the uniform, and play the game. No bitching. No complaints. Just play.

If shorting stocks is your game plan, understand your task is heavy and bold. Execute your trades, as if you were walking on egg shells and do so in moderation. If you are bullish, try to avoid the laggards that do not attract “end of year fuck you money” from our brilliant money managers. If you are interested in making end of year money, make sure to invest in what is working and sell them quickly.

Once 2010 comes all bets are off. I would not be surprised to see a 10% drop in the first week of 2010, considering how far we have come in 2009. Eventually, the market is going to grind for a bit, frustrating lots of amateurs in the process. Lucky for me, I am no amateur.

No. “The Fly” banks coin on a consistent basis because he is SAM (space alien magician). You should not fuck with me, if you know what’s good for yourself.

At any rate, into the bell, I like China Digital TV Holding Co., Ltd. [[STV]] , [[YONG]] and Century Aluminum Company [[CENX]] .

“Oh the drama, it’s just too much to bear.”

Woodshedder, 2009

UPDATE: Dr. ‘Cane has what you need, with regards to a reason to be long natty.

I bought 25,000 south of $6.05.

Disclaimer: If you buy China Digital TV Holding Co., Ltd. [[STV]] because of this post, China’s form of communism will morph into America’s brand of capitalism. And, you may lose money.

“The Fly” has been running errands all morning, based upon the strict directives of Mrs. Fly. Sometimes one must give in order to take. In my case, life is whimsical. While there is lots of work to be done, buying presents for distant relatives, who happen to be asshats, move up the ladder of importance this time of year.

As for the markets:

Other than sporadic text messages and annoying emails, I’ve been out of pocket and have no feel for today’s tape. However, my overall opinion is that we are to trade higher, into the new year, BROKEN ROBOT style, as if the Goldman machines lost their fucking minds or memory chips.

I see NVIDIA Corporation [[NVDA]] is breaking the fuck out due to Intel Corporation [[INTC]] delaying a graphic chip. Big fucking deal. People just want to go long, you stupid son of a bitch. Don’t you get it already?

I will not speculate over the specific reasons why stocks are trading higher. Instead, I will just tell you to follow the trend and ignore what the pundits have to say, especially the bearish ones. Those fucking clueless cocksuckers are right once every 20 years. Believe me on this one. If you are into warm clothes, shelter, food and family, heed my advice and follow the trends. However, if you are an ideologue with goat brains, keep reading the assholes.

For new positions, tech looks best to me, specifically my 4g thesis names, like F5 Networks, Inc. [[FFIV]] , Syniverse Holdings, Inc. [[SVR]] and Akamai Technologies, Inc. [[AKAM]] . And, for a gamble, small float fuckers are ripping, like [[RINO]] , [[HEAT]] , ZHONGPIN INC. [[HOGS]], China Digital TV Holding Co., Ltd. [[STV]] and [[YONG]] .

I was at dinner with a couple today who disclosed their early morning quibbles. She said “he just sits down while I get the kids ready for school. It simply isn’t fair.” He retorted “She makes me coffee and then complains when I sit down to drink it.”

“The Fly” queried: “Why does it take so long to drink?”

He responded: “I have to sip it slowly, since it’s so damn hot.”

PRESTO!!!!

With a grin on my face and a chest full of pride, I interjected, saying: “I got the answer people. Do yourselves a favor and buy a Keurig, so that he can make his own coffee and drink it right away, since it’s served at a comfortable 192 degrees.”

The charming couple looked at each other and said “that sounds fantastic.”

From the luxury of a five star restaurant eatery, “The Fly” saved yet another marriage, by way of a subtle and helpful Keurig coffee machine recommendation.

“Being loud and stupid is a great benefit to others, with regards to knowing not to waste time on you. For that, I thank you.”

-Fly, 2009

Gold crashed. Stocks went up and “The Fly” wins again. I got shares of [[CBD]] and [[MWW]] coming out of my fucking ears pal: don’t talk to me about your economic forecasts. You want to talk about the economy? Join a think tank. If you are interested in banking coin, visit my blog daily.

Off to eat some clams.

It’s homosexual opera Friday, as investors sashay in and out of stocks. Everyone is a skeptic. Therefore, as a result, no one makes money.

I have a theory. All of this fast trading shit has infected the minds of the average retail investor. It’s like they are inundated with so much information, so many different points of view, that they effectively churn themselves into oblivion. Most “traders” I know have little to no idea what the market is doing 24 hours into the future. They base their decision on “now,” and, as a result,  get fucking whip-sawed like midget clowns being shot out of carnival cannons.

Losses are part of the business. If you are unable to stare down a million dollar loss, as if it was nothing more than a mosquito, you should not be trading on behalf of others. If you are a trader and find yourself confused, more often than filled with convinction, do yourself a favor and tuck your money away under the mattress or a nice mutual fund.

I’m disappointed with today’s action; but most of my stocks are still up.

More at the bell.

Do not scoff at my charts; I am trying to make a point here. You want to be long MWW into the teeth of the joblessness; because that’s when you will get real value for the stock. MWW is a top 5 position of mine for the following reasons:

1. They are leaders in internet staffing solutions.

2. Everyone hates the stock.

3. When employment firms up, investors will race into the stock, sort of like today.

Here is a historical chart of MWW :

Now here is a historical chart of U.S. employment over the same time period:

It will take years to get the unemployment back down to 5%. However, it will take a few short months to get MWW back into the $20’s, based upon an improving employment picture. Also, let’s not forget, MWW is constantly rumored to be a prime takeover target for a number of internet companies.

In short, being long MWW with a 10%+ unemployment rate is hard. But, providing you are not addled with ADD and have the staying power to endure volatile swings, this fucker can turn out to be a homerun in the long run.

The jobs numbers came in much better than expected, sending the gay opera crowd packing with losses. All of you “Peggy the Panickers” can go suck on some “political franks,” as this market spirals higher today. I might have been wrong about an imminent “Broken Robot” melt up higher, but at least I didn’t shit the shower, by way of selling into yesterday’s homofied session.

The bottom line: big productivity gains always lead to job creation. We are seeing the first signs of real improvement in the jobs market. The next leg up in this market will be built around the idea of job creation. As a result, stocks like [[MWW]] will be richly rewarded.