Fly’s End of Year Top 10 Holdings
December 23, 2007 – 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
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.
December 23rd, 2007 at 9:46 pmBy the way Merry Christmas to the Fly family!
December 23rd, 2007 at 9:46 pmI second that. Merry Christmas to the Fly family and looking forward to another year of entertaining and enlightening content.
December 23rd, 2007 at 10:01 pmfuck 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
December 23rd, 2007 at 10:28 pmMerry Christmas to you too.
Tim:
May sAnTa drop a brick oven on your piece of shit car.
December 24th, 2007 at 12:01 amMay you sweet and soah poke be velly sweet, but not too sticky.
December 24th, 2007 at 12:22 amjake if you see this
December 24th, 2007 at 12:45 amMAS 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
How about the name of the DOG that holds YOU Mr.Flea, and your brew , thats your number 1 holding!
December 24th, 2007 at 3:22 amDefinitely…
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
December 24th, 2007 at 4:42 amFXP is gonna rip your ‘ed off, short term .. China is gonna blow skyward when their markets reopen wednesday.
December 24th, 2007 at 5:17 amwhat car did you buy? what you do with the rexus?
December 24th, 2007 at 7:11 amHolly christ FXP and SKF are getting snipped today. We could be going to new highs soon if they keep melting us up.
December 24th, 2007 at 8:35 amalais: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.
December 24th, 2007 at 8:43 amGot it, thanks Zee.
December 24th, 2007 at 8:51 amCROX 40.25 for next week’s squeezed play…should test 45.
December 24th, 2007 at 8:52 amMay be a good day to short CROX.
Not “participating,” as it were.
December 24th, 2007 at 9:16 amFrosty… lol. Did not see your post before I typed mine.
Stop on CROX at $41.25, not much damage from here.
December 24th, 2007 at 9:22 amCheck out JSDA these days… how the mighty have fallen.
December 24th, 2007 at 9:24 amCROX…doulbed down 39.91, we have a market…indeed.
December 24th, 2007 at 9:40 amCareful, 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.
December 24th, 2007 at 9:55 amI hear ya’ ie :CROX…I think your spot on regarding where the stops are gathered.
December 24th, 2007 at 9:59 amMy 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.
December 24th, 2007 at 10:22 amMVIS
ARCW
BJCT
and a tiny tot, ABTG
for a great 08!
December 24th, 2007 at 3:00 pmare 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??
December 24th, 2007 at 5:00 pm[...] 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 [...]
December 27th, 2007 at 1:28 pm