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Random Musings of a Fool.

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June 30, 2011 – Comments (11) | RELATED TICKERS: FFNTQ.DL

In no particular order.  Not all are intended to be funny, so don't think too hard..... 

Most of the CAPS accounts must be inactive.  There are 73,865 registered accounts. If you exclude some that are on vacation, and some that only make calls on equities they own and you subtract for the players with YESMEN charms who didn’t give them up, there should have been a lot more players to make a call on LinkedIN than 1,200.   

Alstry is even more extreme than a PermaBear, but his icon is the “udderworld”   Why would a bear name his website with reference to a cow?? Either he’s trying to “milk” fear for all it’s worth or perhaps he wasn’t weaned at the right time?? 

RenRen  :  Proof that saying something twice still doesn’t’ make it right. 

When a sector starts getting really high valuations, some (perhaps those who are jealous they missed out), will say that we’re in a bubble.  I don’t know if everything is in a bubble, REE’s, Social Media Sites, Apple, Gold, (not me saying it Chris, don’t attack), Housing, etc or not.   At least there should be plenty of soap to go around for anyone about to take a bath.


ChimpContest:  Proof that rhyming doesn’t help make a good investment (or caps score) and that CIGX can blow smoke in enough investors faces to rise to the top time after time.  Now what was it they are trying to cure this time....I forgot.... 

I recently had FriendFinders Network Inc (FFN) added.  It’s down over 50% since it IPO’d six weeks ago on May 18th.  I’m not sure if it has more to fall. I downthumbed it out of jealousy.  It’s close to stepping on my own idea for what I’m sure will be a winning social media site.  Rent-A-Friend (Patent Pending).  I am sensitive that some people have trouble making friends, due to various issues, or isolation.  I think those of us who use Motley Fool would have no need for the service.  (With a few exceptions who created fake friends, dialoged with them and set a new pitch rec record by them high-fiving each other). Overall though, how can some people participate in social media such as Facebook if they have no friends. 

With Rent-A-Friend, for a nominal fee they can have a selection of quality friends. The friends will Rec their posts on Fool, link to them on social sites, and send them a birthday card.  Deals with Facebook and LinkedIn will really make this a winner.

DragonLZ once said that if Portefeuille was a stock he would buy some. I’d be very interested in a biopharm portfolio ran by Port and zzlangerhans.  As long as it didn’t become Shakespeare’s Folly’s.  

If the economy gets any worse bears will have to go back to buying the cheap toilet paper whether it sticks to their hinny or not. 

Why are bears so gruff, their favorite food is honey….don’t they get enough….or is it the bees???

Speaking of Port.  There are 12 Portefeuille profiles.  11 have a score of 99.70 or higher.  Portefeuille12 has a score of 31.69.  Is he a wayward child, or lacking attention??  Seems to be one in every family, in this case it’s the “youngest”.   Gotta watch those younger children!

I recently noticed that I'd gained the coveted "skeptic" charm. I was a little surprised since I classify myself as a perma-bull.  But then again, I'm particular about the grass that I graze on.  Seems one end of my field is contaminated with overly sweet salad dressing and some farmer sprayed pesticide on the other end.  It's getting really hard to find a nice spot of grass nowadays.

TSIF signing off.

The Sky Isn't Falling today...(perhaps tomorrow).

Disclaimer, if I knew anything, would I be posting here?  ;) 

Signed a PermaBull wondering whether to wake up from his summer nap and look for some uncontaminated grass or if he should go back to sleep for the rest of the summer!

11 Comments – Post Your Own

#1) On June 30, 2011 at 9:36 PM, blesto (32.22) wrote:

You are a skeptic.

And that's a good thing. Skepticism and being a negative downer are two totally seperate things.

We all could use a good dose of skepticism, especially before making an investment decision.

Fool on 

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#2) On June 30, 2011 at 11:47 PM, shamapant (80.72) wrote:

Haha nice post, I agree seriously though, a biopharm portfolio run by portefuille and zzlangerhans would be awesome.

Shamapant 

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#3) On July 01, 2011 at 10:50 AM, anchak (99.84) wrote:

Disclaimer, if I knew anything, would I be posting here?  ;)

 

WELL SAID!! ENCORE!

 

Same goes for me at least - and to prove my pedigree - I think I should be posting something soon - otherwise people might be misled :)

 

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#4) On July 01, 2011 at 12:15 PM, lemoneater (81.72) wrote:

I have a friend who always dresses up; is punctual at mealtimes; is a great listener; has a mellow voice; and gives free massages.

Mr. Kitty, you are wonderful!

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#5) On July 01, 2011 at 1:13 PM, TSIF (99.96) wrote:

Lemoneater......your friend sounds like the "cat's meow"....I have one that is similar, but sometimes it litterly flys down the stairway onto the back of the couch, over any people sitting on the furniture and it slides into the small wall unit with knicknacks and picture frames, recovers, and disappears into the kitchen.  I suppose we should just accept it and move the knick-knack stand somewhere else.  Overall, our friend doesn't ask for much either and if she would trim her claws a little bit, the massage wouldn't be bad either!   ;)

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#6) On July 01, 2011 at 1:13 PM, Teacherman1 (57.73) wrote:

I've been taking a lot of naps myself, but wake up from time to time to see if I can find a "crack" in this "topsy turvy" summer market to stake a claim on at least a small piece of the "pasture".

Here are some you might want to take a serious look at, if you haven't already looked and rejected them.

AXAS, AZC, LYG, ACPW, and DCIX.

I argee that finding the right "grass" is getting harder to do, and buying at the right price is getting even harder. Some of these would have been a better "shorter term" buy a week or so ago, but for a longer term hold, they are all still ripe.

JMO and worth exactly what I am charging for it.

Say hello to Mr. Kitty for me Lemoneater. I can't have cats because I am allergic to their dander, but personality wise, they have dogs beat by a mile. Especially my wife's giant, perpetual shedding machine.

Have a nice holiday all.

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#7) On July 01, 2011 at 1:22 PM, TSIF (99.96) wrote:

Anchak...mislead about your knowing anything, or mislead by whether you are still with us??   I look forward to your upcoming blog....maybe one on why you think ORS, my downthumb play of the day this week, is so good that you upthumbed it!!!  ;)

I can't say much there.  Four days ago I accidentally downthumbed LYSDY.PK,  a stock that I own.  I'm currently up 15 points on a call I didn't intend and am now the score leader!  That's one wrong way thumb where I should have shorted myself in real life!!!  Maybe it was a premonition.  If ORS goes screaming up the next six days then maybe we will need to start investing in our wrong way thumbs!!!

Shamapant  I whole heartedly agree...as long as Port12 isn't the director and CEO!

Blesto  Me a Skeptic???  Who???   Yes, being a skeptic can help you preserve your capital.  Overall, there is a balance.  If you're too much of a skeptic you might end up frozen in place.  

Thanks!!!

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#8) On July 01, 2011 at 4:16 PM, dragonLZ (99.59) wrote:

TSIF, I would also buy me some TSIF, if TSIF was a stock.

Because of the incredible run you had for the past 12 months, at first I thought, most likely I would have a tight stop-loss on TSIF, but then, I realized TSIF is a stock one can buy, forget about it, and retire on." :)

Congrats man, and have a great 4th of July!

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#9) On July 01, 2011 at 4:29 PM, Momentum21 (95.67) wrote:

Happy 4th TSIF...nice post!

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#10) On July 01, 2011 at 5:09 PM, anchak (99.84) wrote:

TSIF...misled about me knowing anything of course.

Yes I echo Dragon - I would like to buy me TSIF stock too.... :)

 

I sincerely do not have enough interesting topics to do anything -

 

Maybe you can suggest a topc

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#11) On July 01, 2011 at 10:51 PM, TSIF (99.96) wrote:

You guys are too much....or was the Friday night cut loose too much???   ;)

Thanks Teacherman1, your comments must have been the same time as I entered my updates.  I'll research some of those when the samples from the new brewery wear off.  I saw LLoyds turn on a dime, but I didn't research why. Active Power has had a good year, but I haven't checked it in awhile. I've followed you from time to time and I'm certain your list is worth a look.  Careful that you don't get "lost" in the fur. 

Thanks Momentum21, I'm going to lay low for the 4th, but if you find me, drinks are on me.

DragonLZ, you're the man, I wish you were here to sample the coolaid.  I saw your new blog and if I had a time machine those calls are the first that I would buy.  I learned several lessons the last two years about BK candidates and how financiers don't want to own businesses.. I really thought you'd cross the 5,000 mark and hold it.  There are lessons to be learned two years into the recession but you had the right idea for the first year or so.  I think the, "you can only cut yourself to savings only holds so far" kicked in on a few of your calls.  A very fickle market and while no two recessions are the same, I think we are both better prepared for the next one....(Hopefully a long, long time in the future)!

Anchak. I gave you an idea....why did you you short me??  ;)   I'm not normally vindictive, but I hope you pay for that one....it would serve you right for DOM.L   (Don't forget the .L, whole different story...maybe that's punishment enough). You're calls were spot on. Most of your logic is over my poor head, but maybe you could try explaining it again for more rationale fools. 

I'm going to be out eating grass for awhile if I can find some that isn't tainted. I might keep an eye on things if the spousal unit isn't watching, but I'm going to rest the account , minus limits.

 I definitely would keep a tight stop on TSIF stock.  It does get erratic from time to time and it does push the risk/reward matrix for the sake of being contrarian, but overall, I think it's one that will keep getting better over time. 

Happy 4th to all.  I really appreciate the Friends that I have here on CAPS and that I only have to send a reasonable sized check to DragonLZ and Anchak for thier services!  ;)  Rent-A-Friend could be expensive if you don't have Fools for Friends and if you don't recognize the friends you do have.

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