Quit bellyaching about jobs. For those of you who are unemployed, send your resumes into iBankCoin, for I am looking for qualified people to shine my shoes.
You see, folks, I bought [[MWW]] , before the C student analysts upgraded the name, in anticipation of an improving employment market. It’s only a matter of time, via hook or crook, people of America will work again. Granted, their jobs will suck moose balls; but it’s work, nonetheless.
In a normalized jobs market (5-6%), [[MWW]] is worth north of $40. Write it down somewhere, put it in your sock drawer, and go eat a bowl of Chinese noodles.
Yet again, the market is melting up—no surprise there. What is surprising is the price action in Flotek Industries, Inc. [[FTK]] . I mean, what in God’s good name are the short sellers thinking? With more than 20% of the shares sold short, and commodities running, Flotek Industries, Inc. [[FTK]] is poised, mind you, to break the fuck out, “murking” scores of bears along the way.
As an aside, AT&T Inc. [[T]] is kicking ass on the smartphone front, now signing up Dell Inc. [[DELL]] . Verizon Communications Inc. [[VZ]] is an ass.
To play this, you want to own the names who benefit from the At&t build out, such as Ceragon Networks Ltd. [[CRNT]] , Starent Networks Corp. [[STAR]] , Alcatel-Lucent (ADR) [[ALU]] , TEKELEC [[TKLC]], ADTRAN, Inc. [[ADTN]] and [[ERIC]] .
Separately, General Cable Corporation [[BGC]] is doing all sorts of good shit and will likely blow the barnyard doors off estimates.
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