Fly Buys: DELL, CROX

I bought 10,000 DELL @$11.25 and 10,000 CROX @ $2.20.

Disclaimer: If you buy the above stocks because of this post, the next time you visit a Mexican pigsty, you will get “THE SWINE.” And, you will lose money.

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Not even a pandemic can keep this market down. Fuck all of the worrying about dying, via egregious strain of the flu. There are stocks to buy and money to make.

To be honest, I had plans to buy some flu stocks, like [[NVAX]], [[BCRX]] or [[SVA]]; but too many people piled in. If you are long some flu plays, you should be more afraid of the potential downside in your investment, than catching the virus itself.

I am feeling the love in LVLT, but not so much in CROX. For the most part, the market is treating “The Fly” as it should, with respect and dignity. At these levels, I like DELL, ATHR, NVLS, LVLT, CROX and SONS.

It’s time to roast a few bear balls on the barbie.

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Lenny Dykstra was born in Canada. That should settle the petty, idiotic Canada versus U.S. debate in the message boards. Once again, the sooner you fuckers realize that your opinion means nothing, the happier you will be not giving it.

As for the markets:

I am a bit worried about this Swine Flu bullshit. I mean, the economy cannot handle a fucking pandemic right now. With that in mind, I will probably get long a variety of “flu plays.” I provided a good list on PPT.

For now, chill the fuck out and enjoy the weather. Go eat some BBQ pig and tell some illegal Mexicans to wash their hands.

UPDATE:

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Gretzky House!

[youtube:http://www.youtube.com/watch?v=-CGXqRsqr6I 550 400]

Indeed Update:

[youtube:http://www.youtube.com/watch?v=Lo77x4VeoQE 550 400]

Bro Update:

[youtube:http://www.youtube.com/watch?v=Yl6JCr_cSuU 550 400]

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[youtube:http://www.youtube.com/watch?v=gjvH3JI5y30 550 400]

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In the words of a true legend, Leonard Dykstra, “I made cash, bro, all thanks to my cashmere, dude. It was the fucking cashmere (fart) that made the market go up.”

Contrary to what you may think, I do not like all of the giddy, school girl shit, which is infused into current market sentiment. Eventually, the magic carpet will be taken from you lucky bastards,absconding all of your principal with it.

However, until that day comes, I will enjoy, with great vigor and tenacity, kicking you idiot bearshitters, into large murderholes, whereby your carcasses will be devoured by rogue robot crocodiles.

For the day, I made coin. You should be concerned with the affairs of “The Fly,” for he is way out of your league. Just know, my gains reach close to 30%, year to date, and my book of business has never been better.

Tonight, I intend to dine on a 2 1/2 inch ribeye, medium, heavily salted, lightly peppered—washed down with a fine Bordeaux.

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In light of the stupid stress test non-results, I am taking off some risk here, selling ALU, JDSU, amongst others.

Clarification: I am taking profits on some names, while buying others. In other words, I sold ALU/JDSU, but bought some ATHR ($16.68). I own a lot of small caps and need to eventually unwind them, in order to preserve gains/not give any back and get back to normal stocks aka stocks with market caps worth more than 2 billion.

UPDATE: I bought 5,000 CECO @ $21.59, 5,000 ATHR @ $16.68 and 10,000 PCX @ $5.01.

UPDATE II: One more small crap buy, 30,000 LVLT @ $1.07.

UPDATE III: I sold out of ASX.

UPDATE IV: I bought 10,000 ATHR @ $16.90

–Done for the day.

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Ladies and Gentlemen,

I implore you to consume massive quantities of single malt Scotch, then proceed to “do the Karate Kid (crane kick)” on a variety of short sellers. You may pursue them up to 200mph in your tier one sports cars too, if necessary.

As for me, well, I’ve been busy sort of “roaming” the confines of my office, dressed in a white robe and sandals, while flicking cigar ashes at some of the lesser quality 3rd tier blogs on the internets. Oh, aside from that, I’ve been banking coin.

See Ladies, that’s what investing is all about: anticipate your enemies move, then crush him under a pile of horse manure.

On a much more serious note, “The Fly” is NOT pleased with the action in CROX, thus far. Now, it is possible for that bitch of a whore to redeem herself by the close of trade. However, at the moment, I am not enthused.

With regards to my other holdings: splendid!

Long STAR, LVLT, TBSI, OVTI, ASX, ALU, CECO, ARUN, CAVM, NVLS, JDSU, PCX and SONS has me thinking about running for Mayor. Congrats to all of you who played RUTH with Lord Ragin Cajun. Nice work.

Some other names worth perusing include: BGP, PQ, RNWK, LSI and EK.

UPDATE: I bought another 50,000 SONS, between $1.80-1.83.

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I bought 30,000 SONS @ $1.78

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This is an unbelievably, comedic, sad, pathetic, riveting article. An instant classic, regarding the wonderful life and times of none other, Lenny Dykstra.

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