Sunday, October 31, 2010

Packers WHIP Jets, and shut up loud mouth Ryan


The Pack beat the Jets outright 9-0--Easiest money in the NFL this weekend. Never even had to sweat this game!!

Ryan was more concerned this week in telling Jet fans to beat up Packer fans at the Meadowlands.

Instead, the Pack beat up the Jets on the field!!!

And the Jets get exposed as the pretenders they are.

Subway Super Bowl?

Give me a break!!

In the meantime, I'll take the FREE MONEY!!!

And what will Rex with his inflated talking have to say now?

Probably just this!!

Pick the Pack!

Green Bay +6 vs the Jets at the Meadowlands

Sorry but Rex Ryan has met his match with the Packer fans!

Wednesday, October 27, 2010

Molycorp makes new highs

$38.56 after trading up to almost 40 because of the launch of the new rare earth ETF.

Oh My!!

Wasn't this name touted 10 points ago??

And isn't this just the type of name that Wall Street pimps and pumps?

Heck--I think I'm even doing that!!

As Advertised!!!

Thursday, September 30, 2010

Molycorp: The rare earth metals momentum play

Molycorp is the only rare earth oxide (REO) producer in the Western hemisphere, and outside of China, it owns one of the largest and most fully developed rare earth projects.

China has curtailed REE exports, and along with Japan and Korea, these nations are building strategic stockpies.
It's front page news in Japan.

And also here in the States, as everyone is sick of China muscling the world.

Bloomberg had this story today:
Pentagon Loses Control of Bombs to China Metal Monopoly

A senior manager at a company that churns out metals routinely used in U.S. smart bombs pauses in mid-sentence when his phone rings: a Wall Street stockbroker looking for information. He makes a note to have an assistant call back -- someone who is fluent in English, not just Chinese.
“It’s a seller’s market now,” says Bai Baosheng, 43, puffing a cigarette in his office in Baotou, China, where his company sells bags of powder containing a metallic element known as neodymium, vital in tiny magnets that direct the fins of bombs dropped by U.S. Air Force jets in Afghanistan.

A generation after Chinese leader Deng Xiaoping made mastering neodymium and 16 other elements known as rare earths a priority, China dominates the market, with far-reaching effects ranging from global trade friction to U.S. job losses and threats to national security.

The U.S. handed its main economic rival power to dictate access to these building blocks of modern weapons by ceding control of prices and supply, according to dozens of interviews with industry executives, congressional leaders and policy experts. China in July reduced rare-earth export quotas for the rest of the year by 72 percent, sending prices up more than sixfold for some elements.

And then we had this news:

By a vote of 325-98, the House passed H.R. 6160, the Rare Earths and Critical Materials Revitalization Act.

Rare Earths and Critical Materials Revitalization Act of 2010 – Establishes in the Department of Energy (DOE) a research, development, and commercial application program to assure the long-term, secure, and sustainable supply of rare earth materials to satisfy the national security, economic well-being, and industrial production needs of the United States.

Directs the Secretary of Energy (Secretary) to: (1) support new or significantly improved processes and technologies (as compared to those currently in use in the rare earth materials industry); (2) encourage multidisciplinary collaborations and opportunities for students at institutions of higher education; (3) collaborate with the relevant directorates of the European Commission to coordinate activities; (4) establish a Research and Development Information Center to catalogue, disseminate, and archive information on rare earth materials; and (5) submit an implementation plan to Congress.

So enter Wall Street to fill the news with a stock.

From the prospectus, of their IPO:

• the Mountain Pass mine is the largest non-Chinese rare earth deposit in the world;

• other U.S. rare earth deposits exist, but these deposits are still in early exploratory stages of development;

• officials emphasized the significance of the widespread use of commercial-off-the-shelf products in defense systems that include rare earth materials, such as computer hard drives;

• heavy REEs, such as dysprosium, which provide much of the heat-resistant qualities of permanent magnets used in many industry and defense applications, are considered to be important;

• government and industry officials told the U.S. GAO that where rare earth materials are used in defense systems, the materials are responsible for the functionality of the component and would be difficult to replace without losing performance;

• a 2009 National Defense Stockpile configuration report identified lanthanum, cerium, europium and gadolinium as having already caused some kind of weapon system production delay and recommended further study to determine the severity of the delays; and

• defense systems will likely continue to depend on rare earth materials, based on their life cycles and lack of effective substitutes.

And what does Molycorp want to do?

Build the largest, most advanced and efficient fully integrated REO processing facility in the world.

The stock is easy to trade, they trade good volume in the options, and it moves around alot.

It's only been public a couple months and it has already doubled--they raised about $400 million, but now the Wall Street hype machine has taken over.

You can play the hype both ways with this name!

Because Wall Street always loves a story no-one understands!

Las Vegas Sands breaks out again, to new highs

And once again, the shorts bitterly complain!!!

Oh My!!

I've been saying that this stock is going to triple digits (a hundred bagger from $1.77). And I can say that. After all, it was touted at 1.77.

And today, Singapore was huge for LVS. What a novel idea. In fact, the tax rate on Singapore was touted on this blog in April of 2009, back when LVS was a hatsize!!

Thursday, April 2, 2009

The action is at the casinos!

Let's look at what has happened in Las Vegas the last few days.

First Colony Capital said it was interested in working with MGM on City Center.

We also saw that Sheldon Adleson of Las Vegas Sands indicated that he was going to finish the construction of the casinos in Macau, and would probably do a joint venture with investors to help accomplish that.

Sheldon also put his money where his mouth was, and bought a boatload of shares with his wife on the open market at around 3.

Shares Purchased
Execution Price Range
March 27, 2009
$2.91 to $3.15
March 30, 2009
$2.78 to $2.87
March 31, 2009
$2.80 to $3.06

He also added another slug today. The Sands Singapore Casino will have a tax rate 70% lower than Macau, and when this is up and running, it will add materially to Las Vegas Sands bottom line.
Well, you had 46 in tonight's after-hours action!!
And for the 47 million shares that are shorted on this name??

How's your position doing now?

And for every other moronic HFT trader that only is interested in scalping .50 cents on this name, because they're too afraid to hold the stock overnite?

Well, you get the same response that the shorts get!!

Booyah Baby!!!

Tuesday, October 5, 2010

Didn't buy AAPL at 12? Didn't buy LVS at 2?

Remember when AAPL was selling at $12 with $12 of cash, and they were embarking on their new music venture--the iPod--that was immediately panned by critics? Split adjusted, the stock is now 1155.

Did you catch that 100 bagger?

And now LVS, at 37, because it was 2, is expensive?

Why can't it be a 100 bagger also?

Because when it is a 100 bagger, it will then have a market cap only half of AAPL's.

LVS is an international company, but traders and stock investors are so concerned about making .50 on this stock, on every intraday zig and zag, that they miss the big picture.

But a lot of people missed the big picture in AAPL also!

LVS will make a billion dollars a year in their Singapore casino, and that's where people have to pay $100 to gamble for 24 hours. Or they can buy an annual pass to gamble for $2,000.

The payback on LVS' first casino in Macau was 9 months.

Sands ain't just Vegas, baby!

It's even in Bethlehem, PA!

LVS, continues to be one of the easiest stocks to trade from the long side on the big board, as estimates are continually being raised.

Eventually, people will look out at earnings for 2012 and then give it a multiple of 40-60X and then look at today's stock price and say it is scheap.

And they'll have help.

Because the moronic, idiotic, 44 million shares that are short this name--well Mr. Market is calling for his Marker

And when the bad bet blows up in their face, you'll see faster and quicker highs, as Mr. Market starts giving LVS the multiple it deserves.

After all, shouldn't Sheldon get paid for building a casino in Singapore during the heart of the financial crisis??

So get paid with him!

Just like those who bet with Jobs on AAPL got paid!!

And keep the shorts underwater!!!

Because they never get out of their spreadsheets to get a real view on what makes a good investment!!

Sunday, October 24, 2010

Brock Lesnar done in 1

And then the Undertaker talks smack to a real fighter?

Jenn to Brett: Show me the money!

Now, of course, calling a sideline reporter on the phone is a crime in the NFL. At least things are different in college. There you have to at least make a video of the reporter.

But Jenn's attorney had this to say:

"Jenn's willingness to cooperate with the NFL's investigation is not for sale," Phil Reese told The Post, denying a report that a financial settlement with Favre would buy her silence.

"This decision is ultimately Jenn's to make, and hers only.

"Not for sale" is lawyer talk for show me the money!!

Don't give her a dime!!

Because if Favre get's busted, so then should the weatherman!

Wednesday, October 20, 2010

"Back to Mac" starts at 1:00

(CNN) -- In recent years Apple's business, and the hype surrounding it, have been driven by smartphones, tablets, TV boxes and hand-held media players.

On Wednesday, the company plans to refocus its attention on its original product: computers.

The electronics maker will hold a news conference, dubbed "Back to the Mac," Wednesday on its Cupertino, California, campus. CNN will be covering the event, which starts at 1 p.m. ET.

CREE's guidance

Just in case you missed last night's "Bartman moment"


Citi now upgrades MOS?

Oppy on BAC putback exposure


Goldman: HANS could be a takeout?

GS main uno 1020

Huh???? Obama's latest fan??

Check out this ad on Craigslist:

Addicted to freaky! - w4m - 32

Date: 2010-10-19, 1:56AM EDT

I am a cute, height/weight proportionate black woman seeking a professional, half-black, biracial man--who is at least 5'9 to blow my back out every once in a while (with protection). Yea, it seems like a weird fantasy...maybe I am taking the Obama thing to a whole new level. No, I am not color struck or anything--I love all my black men..All complexions..but I just have to fulfill a particular fantasy. A lot of the black men get on CL looking for "white" women Your picture gets mine..thanks!

  • it's NOT ok to contact this poster with services or other commercial interests
PostingID: 2013703633

Tuesday, October 19, 2010

"Rent is Too Damn High Party"

Chrystal Cathedral goes into bankruptcy

GARDEN GROVE, Calif. – Crystal Cathedral, the megachurch birthplace of the televangelist show "Hour of Power," filed for bankruptcy Monday in Southern California after struggling to emerge from debt that exceeds $43 million.

In addition to a $36 million mortgage, the Orange County-based church owes $7.5 million to several hundred vendors for services ranging from advertising to the use of live animals in Easter and Christmas services.

Now instead of just these taglines--"If you can dream it, you can do it!"  "You can tap into the Power of God, anywhere and anytime!"--you can add "If you can bend over your banker, just do it!"

Goldman's daily tip sheet

GS main uno 1019

Oh My!! Our stocks are dropping!!

They should!! The charts on a lot of the big names are parabolic!

The high fliers need to come in.

And today, the shorts will press their bets, and then, maybe some of the charts will look better again.

So let things come in.

I'm not buying Wall Street's pump on this morning's dip.

But the elections are coming, so don't get too bearish!

We'll finally get some people unemployed that need to lose their jobs!!

Morgan Stanley tips Allergan to 85

They now see growth of 18-19% the next few years, due to the approval of botox for migraines.

I know this stock has been boring, but maybe they can con some fund managers into this name, and they could get a multiple expansion.

The whole street tips AAPL and IBM

First Citi. Oh My!! Can't these I-Banks even let the market come in a bit, before all the sheeple panic??

UBS is also reading the same script!

And so is JPM!! And so is the rest of the street!!

Monday, October 18, 2010

James Harrison begs for a suspension

Remember that Harrison didn't go to the White House after the Steelers won the Super Bowl, because he didn't think the invitation was sincere?

And now, he doesn't understand that a concussion has medical effects on players?

Here's what he said:

"I don't want to injure anybody," Harrison said following Sunday's game against the Cleveland Browns where he knocked wide receivers Joshua Cribbs and Mohamed Massaquoi out of the game with helmet-to-helmet hits. "There's a big difference between being hurt and being injured. You get hurt, you shake it off and come back the next series or the next game. I try to hurt people."

"I thought Cribbs was asleep," Harrison said. "A hit like that geeks you up, especially when you find out the guy is not really hurt, he's just sleeping. He's knocked out but he's going to be OK."


Someone needs a suspension!!

"Gone in 60 seconds"

Strategist Jeffrey Saut, of Raymond James, who has gotten this market right, is pulling in his horns for about 2-3% pullback.


Friday, October 15, 2010

Selling into the GOOG ramp

Selling a bit into this morning's strength, as I think the archaic idea of property rights for homeowners isn't so archaic!

I've seen this movie before!

Goldman's morning

GS main 1015 _1_

Thursday, October 14, 2010

Battlecam billionaire pays rent for Obama streaker instead of a million dollars

Rihanna's latest album cover

Is it just me, or is she getting lighter?

Flipping Freeport!!!!

Free Money!!! Whooot Baby!!!

No-one wanted this in July at $60?

I'm ringing the register!!!!!!

SocGen on Precious Metals


Goldman's Weekly Options Watch


Indian billionaire moves into billion dollar house

Mukesh Ambani, who is worth $18 billion, needs a staff of 600 just to help run his 27 story house. The Indian Prime Minister, Manmohan Singh, suggested that India's business leaders should be "role models of moderation."

How's that working out??