My post yesterday with links to Mike and Fly was right on, but one bad day and all the doom and gloomers are back.
I think this market will just do the opposite of what everybody wants right now.
I am back in rhythm and printed some good money today. Staying light and looking for extremes will continue to pay off for now.
Oil is the wildcard here, but it’s been like that for a while. Water is way more expensive and we have lived with that forever.
I love this technology, although it looks too good to be true. I trust mankind’s will to survive and remain as optimistic, don’t confuse with bullishness, as ever. You tell me:
The numbers were insane across the board. You needed to be in the leaders and on this blog you have been shown plenty.
Gold and OIL exploded as the economy ‘global’, despite what the fed and naysayers think is freaking HUMMING. How about my long time favorite PHO (water ETF), up 5 percent to an all-time high.
I sold my Goldman puts with the stock at $192 and change this morning and it closed at $199. Best loss I took all year.
Loved the action in Gaiam (GAIA) today, up $2 and change to a new all-time high. Don’t hate…participate! SYNA, LIFC, GLD, OIH, BAIDU, GOOGSTER, AAPL, ADBE….
Tomorrow we add weekend content, which will come mostly from me. More man on thes treet in New York discussing the big trends.
The first show focuses on water 2.0 and Energy Drinks due to the $4 billion purchase of Vitamin Water by Coke. Today, Hansen’s is up nearly 10 percent (Congrats FLY) on a Goldman Sachs BUY upgrade.
We covered Jones Soda (I do not own) on Wallstrip and it has been shellacked so lot’s to discover in this mighty trend.
We will also be doing more interviews with key people in the hedge fund, entrpreur and trading business. We are very excited
…for now .
How about their potential ad campaign…support our ad free environment by buying our Energy Drink or Coffee or freaking socks by that manner.
I like this Vitamin Water purchase by Coke and it is a big statement.
I drink Vitamin Water and am impressed with its marketing and distribution. Coke says they will leave it alone. Smart as well.
Shit, maybe Coke should now buy Facebook with the promise of leaving it alone and ad free. That would launch Web 4.48 for real. Upside down. Coke above $55 is something to watch for in the meantime.
NavTeq - NVT – my favorite GPS play. I also own Garmin.
Nuance – NUAN. It has almost doubled from my orifginal purpose and I still can’t find somebody who believes. Yet, more and more I hear their services when I call companies.
Akamai – AKAM. Been selling on the way up but original buy in the teens noted on this blog.
BAIDU – BIDU. No one Chineses stock is better suited to rise if their market rises and still rise in a market decline.
SIGM. Actually a component play so I have been selling since the mid 20’s and own a fraction of what I started with.
1. Commodities – For 2007 my focus will be more on water.
2. Mergers – a continuation of this trend. Bigger and Bolder and more egotistical than ever!
3. More IPO’s – I think entrepreneurs will show more balls this year and stop building to sell and start building to BE SOMEBODY! Update – Here is a recap of 2005 and 2006 IPO numbers.
6. Healthcare – This area of the stock market is sure to have some major winners. Sleep, Biotech, Infectious Disease. It would be great to see some major breakthroughs in 2007.
7. Inflation or Deflation – While that ridiculous debate continues that no one wins, I will focus on how can I make money off the areas of inflation and the areas of deflation in the global systems.
8. The Tapped Consumer – I am tapped. The average consumer is way past tapped. I am not shorting stocks, but I am tempted in stocks that are a play on the tapped consumer.
9. Porn – No explanation needed .
10. Broadband Internet Video. Yes – Fred is the internet guru in my eyes, but I feel I have some expertise here and there is likely to be some major busts and new winners in this space in 2007 and beyond.
I will let the show speak for itself on the Company. The risks are discussed in detail.
In areas that I believe, but do not fully understand, The ETF is a sweet substitute for the individual stock. I may give away the homerun, but I participate in the trend without the day to day worries.
At this point I will be looking to add to my position in PHO on a new all-time high.