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Fly’s End of Year Top 10 Holdings

by The Fly on December 23rd, 2007 at 9:00 pm

Sometime soon, I will post a year end summary for you (the internet leech). In the meantime, behold my top 10 holdings:

1. VMI

2. MVIS

3. SKF

4. FXP

5. RIMM

6. AAPL

7. BWLD

8. CLX

9. GME

10. GD

25 Responses to “Fly’s End of Year Top 10 Holdings”

  1. gappingandyapping Says:

    Hmm didn’t realize you owned that much SKF or FXP for that matter. VMI is going to coin money. Good year all around though, it wasn’t easy the second half at all.

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  2. gappingandyapping Says:

    By the way Merry Christmas to the Fly family!

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  3. PoorOkie Says:

    I second that. Merry Christmas to the Fly family and looking forward to another year of entertaining and enlightening content.

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  4. Tim Says:

    fuck you! list your picks for 08 my are here fuck face:

    TRN
    GTLS
    IOSP
    KMGB
    EMC
    UFS
    TTEK
    HAYZ
    ASYS
    MSCS
    CMCSK
    C

    eat shit, weight them equally, and fuck you and your gay blog

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  5. The Fly Says:

    Merry Christmas to you too.

    Tim:

    May sAnTa drop a brick oven on your piece of shit car.

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  6. Mr. Limm Says:

    May you sweet and soah poke be velly sweet, but not too sticky.

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  7. zee Says:

    jake if you see this
    MAS is back, for a couple of days….you might want to get in your farewells to the guy as he won’t be with us much longer…
    zee
    and to any other posters here, please help me get this message to jake…i think it’s important…
    thanks

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  8. Howie Says:

    How about the name of the DOG that holds YOU Mr.Flea, and your brew , thats your number 1 holding!

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  9. gmac Says:

    Definitely…

    1. AAPL - if it wasnʻt for Blackberrys theyʻd rule everything
    2. CLX - hard to find as solid a recession pick as this
    3. FXP (during or just after Olympics)
    4. SKF - may be making huge dough soon
    5. vaguely an ag pick, food prices will go up this year.
    6. vague energy pick is out there as well…
    7. short the hotels… credit woes = no vacation

    There are breakouts that will come in 2008 as it did this year (i.e. Solars). We will see… especially if we approach the Bear market

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  10. Juice Says:

    FXP is gonna rip your ‘ed off, short term .. China is gonna blow skyward when their markets reopen wednesday.

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  11. Tim Says:

    what car did you buy? what you do with the rexus?

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  12. gappingandyapping Says:

    Holly christ FXP and SKF are getting snipped today. We could be going to new highs soon if they keep melting us up.

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  13. larry Says:

    alais:BPOE

    TIME MACHINE alert:Blue Screen

    Being a System Engineer I broke into your Time Machine. It was fxping a male goat from China. You need to run Dick Cleanup and Defag ASAP.

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  14. JakeGint Says:

    Got it, thanks Zee.

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  15. Frosty Says:

    CROX 40.25 for next week’s squeezed play…should test 45.

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  16. JakeGint Says:

    May be a good day to short CROX.

    Not “participating,” as it were.

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  17. JakeGint Says:

    Frosty… lol. Did not see your post before I typed mine.

    Stop on CROX at $41.25, not much damage from here.

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  18. JakeGint Says:

    Check out JSDA these days… how the mighty have fallen.

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  19. Frosty Says:

    CROX…doulbed down 39.91, we have a market…indeed.

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  20. JakeGint Says:

    Careful, Frost, that’s the 61.8% fib line at $41.10, and she’s already banged her head once on it, circa 3:00 last Friday.

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  21. Frosty Says:

    I hear ya’ ie :CROX…I think your spot on regarding where the stops are gathered.

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  22. JakeGint Says:

    My present for the New Year… GAIN.

    Nice fat yield (9.6%) and not without risk, but one of the best “original” leverage debt investors in the country — David Gladstone — making the calls.

    He refused to participate in the crazy valuation market and instead parked dough in syndicated bank debt. He’s been punished for that, but this thing IPO’d at $15 and is a stone bargain at these yields.

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  23. DaddyWarbux Says:

    MVIS
    ARCW
    BJCT
    and a tiny tot, ABTG

    for a great 08!

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  24. TomTom Says:

    are you saying you have over 500,000 shares in VMI, because I know you have a lot of shares in MVIS. The hold base on dollar value right??

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  25. Stock Picks and Discussion at iBankCoin.com » Blog Archive » Year End Review: It Was the Best of Times: It was the Worst of Times Says:

    [...] reason why I’m still up 20% is due to my long term strategy to hold quality stocks. Within my top 10 holdings, three of them (RIMM, AAPL and GME) enjoyed triple digit returns in [...]

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