1. Best Buy (BBY)

2. Verizon (VZ)

3. Harley Davidson (HOG)

4. Capital One Financial (COF)

5. Gamestop (GME)

I hate them for different reasons…Verizon because I am a customer, Best Buy for their pathetic bait and switch financing tactics and financial engineering, Harley…because they are loud, stupid and not made for jewish hips, yet riden by too many 40 plus year old jews, Gamestop because it’s the only store in the mall that Max makes me go to (and the dirtiest) otherwise I would never go to the mall and Capital One Financial because it’s so loved by Wall Street.

I have no current positions in any of these. They all have printed money and have been Wall Street Favorites. Harley was even Wallstripped , although I have never owned it (finally tanking on its own credit vomit). Before you Harley lovers chime…you all look like retards on them even with your blow up girlfriends.

If I were to short one stock from this group today, it would be Capital One Financial. I have no particular feeling about which one on this list will implode next, but since I am long Visa, Mastercard and American Express right now and run a ‘hedge fund’, Capital One is likely to implode if the others implode. Based on price action, it should implode faster than my three financial longs.

What’s your most hated company and does it relate well to a stock that could implode.? Do tell…

I always wanted to be the guy to catch the move to zero in a Fannie Mae, Best Buy or Capitral One.

I HATE these companies and use to short them in the old days. I lost money all the time. The shorts are having their day in the sun. I of course have missed them.

Since 33 percent of all stocks roundtrip/get delisted, it should not be that hard to catch a roundtripper. I just want to catch one in the 50′s or 40′s. Obviously the best lace to catch one is when it’s already a penny stock. Since that’s no fun though, who should we short?

Can’t be Fannie Mae, Harley, Capital One or Best Buy and has to be high profile. I choose Gamestop. Brian and I were just emailing each other about it and it got me thinking how I do hate this company. I hate all retailers actually…except Apple and Chipotle (visited both in last 24 hours)

Let’s see if we can find a high profile one together.

Disclosure- Long Chipotle

I have to be honest. I wake up at 6 AM on the button each day and watch CNBC for 5 minutes. It reminds me what I may be missing. Today, that seems to be the discussion about a must Fed 50 basis point cut. Off you go now.

Pathetic.

The S&P is rallying because of the financials weighting. I think it could back to all-time highs based on a big financial rally, but that would just suck the wrong people in, the same that bought homes they could not afford. Those that are shorting confuse me too beacuse they are standing in front of a wimpy and spineless Fed and government. Needless risk and pain.

I still think you do less although I am tempted to hammer the market to the short side. I will hit a few financial ETF’s for a trade just to settle my urges at some point this morning.

One bullish sign is that IPO’s are getting pulled like crazy . I am watching those IPO’s that make it, they either really need the money and are being puked out or are great and can survive and thrive in which case they shape up as new leaders.

Sentiment…including mine, sucks. That’s bullish . When I am this cranky about market direction and CNBC I don’t force anything.

If there were real strength I would actually be a buyer.

This time it does not feel like a momentum short. Lot’s of complacency beacuse Search, Gold, Solar and Appe seem impermeable. They are’nt if we get messy.

Let me know your favorite short idea. If I use it, I will send you some SHKL’s :) . I think mine is still homebuilders. They go lower still.

Disclosure – surfing JDate for lonely Jewish traders

The bears are truly in control of most sectors of the US market right now. If I were a shortseller, I am just short Akamai, I would focus on the weakest of the weak.

Betting on 20 percent fast drops on the highfliers is not what I would do. That said, that’s what most shortsellers are doing.

I am sticking with my great portfolio for now, but it ain’t bulletproof.

Let’s give the bears their do. Here is the most vigilent . No bear works harder than Timmmmy. This is what your brain must work like to be a bear . Poor bastard.

The point is, they may be smart and intellectual and right even, but they are putz’s.

Shortsellers are the SALMON of the stock world. They just MUST swim against the river of water (buyers). What’s the big prize for the salmon…death by exhaustion.

I rest my case.

If you need pictures to help, here is one. Please ignore the ridiculous squiggly lines. The shorsellers are the best line drawers of all-time. They also own PLENTY of ERASERS as the bulls make them move them around all the time :) .

Disclosure – I read Tim Knight to my kids at bedtime. Knocks ‘em out :) .

PS – I kid the shortsellers. I do.

The financials are just cooked and they are so heavy in the indexes that the damage looks worse than it is.

I have to say thought that I am looking st shorting some weak stocks that lack price protection and rely on the US economy. First time in a few years that I really care to waste my time on that.

Disclosure- Long SPY for a trade, short Akamai

Sure – we throw them bones …GM, Dell, Ford, Homebuilders, semiconductors and even some big financials this year, but the rest still belongs to the bulls.

They bears focus too much on charts and price and levels…NOT TIME.

They don’t realize the amount of people focused on keeping the sytem moving forward and possibly even ‘rigged’ (I hope it’s rigged for all our sakes).

They don’t realize the power of the bullish system of America. They have their little toy of the ‘no uptick rule’ which definitely helps them during meltdowns, but creates this mess for them when sentiment turns for just a few days.

This has been one of my better trading weeks of the year again…thanks to the bears. I remember the pain of being early at $81 on VMWare just a few days ago, so I WILL SELL some more today at $94. I remember being scared of a crash while buying lot’s of SPYders at $142. I will book profits on a bunch today at $149 a few days later. Yes we could go higher, but this is indeed a meaty move in a short time and I have no opinion on the market itself.

Take a look at these spikes. If you are a shortseller remember them.

Disclosure – Long VMW, SPY and as you know alot more.

Like who cares about Citibank and Countrywide and Homebuilders anyway. Bunch of crooks and sheiks.

Sure, a few of my stocks were shredded shamelessly in the carnage – BBBB, SGMS, TRMB, LOOP, CTXS, CSTR, HNSN, CYNO, EMC, TASR but the stops were few.

One big rally and most of my leaders in my accounts are at or near more all-time highs.

RIMM, AMZN, ESRX, CME, FSLR (sold down), SYNA, VRSN, MIL, WFR (a freaking semiconductor), LOGI, DLB, ERTS, SINA, IBKR, CPRT, GAIA, ADBE, PAAS, SLW, GLD, LIFC, NUAN, GPRO, AUXL, QDEL, RICK (sold most of it down)

My lone financial – American Express – is like a rock. Goldman is the only other financial worth owning and it was up 15 plus today.

Hats of to Rajun for nailing mastercard (MA), up like 14 points since I blogged the great idea. If I was not travelling, I would have made that buy. Totally was honed in on VMW and SPYders.

On my watch list – Condoms (CHD), NOK, CRM (salesforce.com) and more Trimble.

Disclosure- Completely out of Garmin Baidu and Google now.

By watching all-time highs and better yet, having my friends Cole and Eric emailing me ideas every now and again from Blackstar’s portfolio, I never get too bearish.

On Friday, I noticed two things…solar stocks were exploding higher (my First Solar is back near all-time hughs) and some drug and medical stocks doing well…ESRX (long), JNJ and MCK and SRCL (Wallstrip TOMORROW). In tech, Verisign (VRSN) showed me some great love ripping to 5 year-highs. NOBODY in technology likes this stock. That’s good .

Check out CSIQ from the solar sector which busted to all-time highs Friday. Rajun Cajun has the details . I am not sure if I trust a stock called Canadian Solar that really is a Chinese company, but that is some serious strength. I just checked the website and they have an office on Phoenix near me so I may just drop by if I buy the stock and see if they really are doing business :) .

It’s fun to be bearish, especially when you don’t own stocks. It just has not been a great bet for the last bazillion years (since 1987 here ). Makes for good dinner talk though.

Disclosure – Long FSLR, ESRX, VRSN