Fly Buy: BBND

I bought 20,000 BigBand Networks, Inc. [[BBND]] , under $3.65.

Disclaimer: If you buy BigBand Networks, Inc. [[BBND]] because of this post, the economy will “double dip” and zombies will eat your brains. And, you may lose money.

I think we are close to bouncing; but what do I know? Hell, I am only on a 10 year winning streak, despite having wide ranging intellectual impairments, with regards to not believing political campaign literature and commercials. Everyone has their vices. I guess my biggest one is being able to see the worst in everyone. I am a cynic and it helps to fuel the fire in my stomach, which, incidentally, makes me work harder than everyone else.

Aside from the stocks on my radar, there are a number of others that have been resistant to the recent decline. It is incredibly helpful to see what the morons at our local mutual fund companies are buying now, into weakness, since they may be outperforming other equities if the market goes on a protracted decline. Also, consider the following: we are ending the calender year soon and many managers want to chase performance, into the New Year. There is no way, on God’s green/filthy Earth, that the market is going to collapse into the New Year, while sitting on handsome year to date gains.

Here is a short list of names, screened by The PPT, that meet the criteria (min mkt cap 10 billion, hybrid daily change 5%+, % from 52 week high less than 10%):

Lorillard Inc. [[LO]] , Duke Energy Corporation [[DUK]] , The Coca-Cola Company [[KO]] , Kookmin Bank (ADR) [[KB]] , Shinhan Financial Group Co., Ltd. (ADR) [[SHG]] , Best Buy Co., Inc. [[BBY]] , General Mills, Inc. [[GIS]] , ICICI Bank Limited (ADR) [[IBN]] , Abbott Laboratories [[ABT]] and [[MCD]] .

In this screen, same criteria as above but scanning for hybrid weekly change leaders, the following met the criteria:

[[CGA]] , Wal-Mart Stores, Inc. [[WMT]] , Best Buy Co., Inc. [[BBY]] , Visa Inc. [[V]] , TransCanada Corporation (USA) [[TRP]] , General Mills, Inc. [[GIS]] , Shinhan Financial Group Co., Ltd. (ADR) [[SHG]] , The Mosaic Company [[MOS]] , Abbott Laboratories [[ABT]] and Duke Energy Corporation [[DUK]] .

Like it or not, that is what is working now, at least in large cap. All in all, not a bad list and not overly defensive.

My best guess, we strengthen throughout the day, based upon the prospects that the dollar will get its face punched in again.

Bush did it.

Le Fly, despite the prognostications of Carter Worth, added to some of his positions today, mainly due to an oversold reading by The PPT (2.22). I am cognizant of the fact that trends are meant to be broken. However, for the better half of an entire year, it has made me money, quicker than a whore-pimp relationship in Vegas.

In closing: WHERESMYROOTBEER?

Top picks: U.S. Global Investors, Inc. [[GROW]] , Green Mountain Coffee Roasters Inc. [[GMCR]] , ICICI Bank Limited (ADR) [[IBN]] and Ciena Corporation [[CIEN]]

I bought 2,000 Green Mountain Coffee Roasters Inc. [[GMCR]] @ $64.25 and 5,000 ICICI Bank Limited (ADR) [[IBN]] @ $36.94.

Disclaimer: If you buy the above stocks because of this post, a bird will peck away at your tires until they are without the luxury of air. And, you may lose money.

This sell-off, although disheartening, is nothing to worry about. About a week ago, when I went to 60% cash, just prior to putting some money back into the market, most of you threw meatloaf at me. Now, all of a sudden, you are licking the meatloaf off your monitor. See how that works, Jack?

Young people, I have more than 40% of my capital in cash and I will use it to make timely purchases. This is EXACTLY what I wanted to happen, AND MORE.

In an effort to reiterate an already redundant point: I like Green Mountain Coffee Roasters Inc. [[GMCR]] , U.S. Global Investors, Inc. [[GROW]] , W.W. Grainger, Inc. [[GWW]] , [[MWW]] , [[ENTR]] , ICICI Bank Limited (ADR) [[IBN]] and Mechel OAO (ADR) [[MTL]] —amongst others. Did you imagine I would turn sour on said names because they are dropping in price? If so, you are a primate and belong in a zoo, in the rain, not under a roof.

In closing, I feel as if my lungs are filled with black smoke. I have no time to partake in pissing contests with the likes of you. Do what you think is appropriate, not what I deem reasonable.

Y’all primates ’round these parts are have-n-a hell ovah days ’round here. In b’tween turkey salad banquettes, ya’ll gettin’ the stuffin’ knocked the hell out-of-ya.

I told y’all to raise some currency out of ya’ll pissant brokerage accounts, so that the market makers don’t take back all that cold-hard cash. YEEEEE-HAAAAAWWW.

Anyways, have yourself a merry time shortin’ this darn market. I’ll be at back, shootin’ at the deers, steers and queers, over in Texas-land. YEEEE-HAAAAWWWWW.

My absence today was due to my spontaneous desire to travel NYC, in my 1980’s style limousine, in order to throw quarter sticks of dynamite at people. Do not get me wrong, I am not a terrorist or anything like that— just a prankster. I do it for laughs, then I move on.

There are said rumors floating around, on twitter, from an individual named “Andy Swan,” regarding my involvement in rib eye consumption, followed up with drinks. Let me tell you something, it is a complete and utter fabrication. He also claims to have a shadowy picture of me: another said lie and fabrication.

So you know, in the event that you think you are meeting Le Fly, you really aren’t. I have hired actors to “act” on my behalf, in order to meet people and talk about small things, such as sports and politics. The real Fly would never waste his time with such things, so you know.

At any rate, I see the ADD addled crowd is out and about declaring Green Mountain Coffee Roasters Inc. [[GMCR]] another Flotek Industries, Inc. [[FTK]] because it was down today. For the love of Nike slave factories, my investment timeframe is longer than two days. Get back to me on X-mas and let’s see where she trades then.

I’ll get back at you suckers tomorrow.

Thanksgiving is right around the corner and people are about to gain weight again. Slothy fat people across America will stuff their faces with foods that will kill them, or leave them too fat to do anything other than waddle. Wall Street bankers will take a day off, from cocaine binges, to spend some “quality time” with the family. You see, there is no time to sell the market. This is the time of year when people celebrate their slowly depreciating life expectancy, via large bottles of whiskey and through gluttonous consumption of very large turkey legs.

I do not expect the short sellers to give up losing money, for they are experts in that field. The probability of them making money is equal to witnessing a lunar eclipse, with the naked eye.

I have a game plan, good Sirs, and I shall press my rights, as “coin operator,” over the coming weeks and months to come, indeud. I know you realize that I am different from many of you, which is treu [sic]. For example, I can write, eat and sleep better than all of you combined, AND MORE. It gets better.

I have a few stocks that are preparing to go higher. What do I mean when I say “preparing?” Well, I do not suggest they are preparing the battlefield by way of lacing it with flammable fluids, soon to be ignited by flaming arrow point, in order to “host” some overzealous short sellers; that would be archaic. Instead, they are simply biding their time, organizing, while waiting for the proper occasion to jump on the faces of those who bet against them.

I offer three names, of the most distinguished quality, worth your perusal and careful consideration.

1. Green Mountain Coffee Roasters Inc. [[GMCR]]

2. W.W. Grainger, Inc. [[GWW]]

3. U.S. Global Investors, Inc. [[GROW]]

Pardon my abruptness. I must be going now. Good day to you all.

You grizzled bastards are rejoicing today. I know it. I can smell it. But before you go about, all gay and stupid, just know: I am still winning.

An exercise in simple mathematics, shall we?

We shall.

Investor A steps into the market and buys $100k worth of Idiot Corp., @ $2.35. Much to Investor A’s chagrin, Idiot Corp. misses estimates (shocker), sending shares spiraling lower, down to $1.22. Unfortunately, because of the decline, Investor A lost—on paper—$48,081 for the day. The good news, it only represented 6% of his overall holdings. Away from the world of Idiot Corp., Investor A has $1.7 million in the market and his other stocks were up about 1% for the day. In total, he lost a mere 2% for the day.

Always remember, I am not as stupid as you and I do not hang out with the morons that you think are “smart.” My losses make me harder and stronger, which ultimately leads to bigger and better wins.

Life is all about winning, even in terribly dire losing situations, good Sirs.

Top picks: U.S. Global Investors, Inc. [[GROW]] , W.W. Grainger, Inc. [[GWW]] , Bio-Rad Laboratories, Inc. [[BIO]] , Ciena Corporation [[CIEN]]