moneymcbags's Blog

Small Company Update: A Hot Piece of SAAS

moneymcbags — Tue, 15 Feb 2011 09:35:47 GMT

Money McBags wanted to finally get to SAAS today because he has mentioned it a f*ckton but has just never found time to cover it in full detail (likely because he has spent way too much time covering this in full detail) and it deserves it's own break out. This is o...

Economic Update: Lies, Damn Lies, and The B(L)S Jobs Report

moneymcbags — Tue, 08 Feb 2011 10:07:24 GMT

Wow. Just f*cking wow. Even with stability in the Middle East more fragile than an osteoporosis sufferer's boney coccyx as Egyptian government officials join in the protests against their own government (which is a bit like Alan Greenspan protesting against fiat currency or ...

Small Company Update: KITD Rolls Up a Joint Acquisition

moneymcbags — Tue, 01 Feb 2011 09:34:20 GMT

One of Money McBags’ favorite little companies, KITD, got their acquisition on again yesterday and bought a pu pu platter of video asset management technology companies in a flurry of transactions that surprised Money McBags more than protesters sur...

Surely You Can't Like CRUS. Money McBags Does Like CRUS, and Don't Call Him Shirley.

moneymcbags — Mon, 31 Jan 2011 10:40:37 GMT

Money McBags did a quick analysis of CRUS yesterday and today he was able to go through their transcript and he has to say, he was actually pretty f*cking surprised by how positive management sounded so perhaps there is still nice upside here. Below are Money McBags' takeaways from the call.

Twas the night before Christmas, when all through the White House

Not a politician was stirring, not even a louse;

The economy was flung by
Oh KIRK, you schlock-teasing little minx. Money McBags has defended you over the past few quarters as an undervalued gem (like the delightful, and yet soon to be overvalued Hayley Atwell ...

Small Company Update: Will Zagg Zigg?

moneymcbags — Mon, 15 Nov 2010 09:26:16 GMT

Money McBags finally had time to go through ZAGG's Q after listening to the call again since their f*cking transcript still hasn't been posted (so f*ck you very much StreetEvents or whomever is to blame) and catching up on his NSFW muff guessing. Readers of the award winning When Genius Prevailed will know that Money McBags thinks ZAGG's long-...

Small Company Update: Dropping more KITD off at the pool

moneymcbags — Tue, 09 Nov 2010 09:30:32 GMT

KITD pre-announced their earnings today and in typical KITD fashion, they managed to both titillate and confound, like watching a hot chick deep throat

With the market shooting up to whatever number is just above infinity (we'll call it Bernankity) thanks to the Fed's strategy that somehow revolves around making rich people feel richer on paper so they will hire poor people, Money McBags is going to focus today on DGIT who just put up a spanktastic Q. He will be back tomorrow with his usual daily market report.
&#...

Small Company Update: QCOR rises as IS, MS, and (maybe) NS, prove not to be BS

moneymcbags — Tue, 02 Nov 2010 09:27:33 GMT

On Friday Money McBags promised he would get to QCOR's spankrific Q today and with the market quieter than dark matter or Tim Tebow's bedroom (wink wink) due to QE2, he finally found the time to do so.

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9/28/10 Midnight Report: Market stimulated by QE2 rumor. Rumor is that unlike that c*cktease QE1, QE2 will provide happy ending

moneymcbags — Tue, 28 Sep 2010 23:33:27 GMT

The market climbed today as investors all bet on the Fed continuing to manipulate its balance sheet like like RuPaul manipulates his/her junk in a gaff (and the things Money McBags had to look at while searching for that term/pic on the internet shall never be mentioned, so please laugh at that joke for the dignity Money McBags had to give up in writing it).
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9/27/10 Midnight Report: M&A market remains hotter than Sasha Grey in Grand Theft (though with slightly less hair pulling)

moneymcbags — Mon, 27 Sep 2010 23:03:42 GMT

Money McBags is back after taking a mental health day on Friday because writing 1k-1.5k words a day of fresh material, analysis, and jokes about the market is not quite as easy as it sounds, especially as Money McBags takes his work very seriously (see, he could throw up just any picture of Odette Yustman, but instead heHo f*cking hum. Another day with more of the same news including bad unemployment numbers, bad housing data, and likely bad promises of a still unreleased Karissa Shannon sex tape (and it's not even the one ...

9/22/10 Midevening Report: Market down as Bernanke’s mixed signals cause it to question whether he “likes” or “like likes” it

moneymcbags — Wed, 22 Sep 2010 19:30:25 GMT

The market was up briefly in the morning before investors could pull themselves away from watching NSFW art films (and Money McBags does not know the plot of that film but believes it is about the unbelievably wonderful place people in heaven go to after they die in heaven) and realize that the The market was quiet for most of the day in anticipation of a statement from the FOMC where it was thought Bennie B. may let his hair down (pun completely intended) and talk honestly (and yes that was sarcasm) about the stagnant recovery. In the end though, the Fed just gave us more of the same with a statement almost identical to last month's except fo...

9/20/10 Midevening Report: NBER said recession ended 15 months ago, also said they saw Elvis and found the G-Spot

moneymcbags — Mon, 20 Sep 2010 19:10:04 GMT

The market melted up to a four month high today as technical levels were tripped after investors dropped some funny looking mushrooms in to the market's salad, President Obama had an hour long town hall on CNBC where he assured investors that his administrations' actions have stabilized the markets (though as always, it depends on what one's definition of "stabilized" is), and according to NBER (the...

9/17/10 Midafternoon Report: Surprisingly strong RIMM job fails to stimulate the market

moneymcbags — Fri, 17 Sep 2010 16:55:55 GMT

Volume was low today and the market was flat on a mundane "quadruple witching" Friday (and it is called that because all kinds of futures contracts and stock options expired today and not because Alan Greenspan's guest appearance on Charmed was being rerun). The big macro news of the day was that con...

9/16/10 Midevening Report: Americans flash foodstamps in Poverty Gone Wild!

moneymcbags — Thu, 16 Sep 2010 18:09:45 GMT

The market was remarkably flat today despite a flurry of economic news including new claims for unemployment, the producer price index, census data on poverty, and Craigslist officially shutting down its section for sex ads (thereby forcing wealthy scumbags to seek other arrangements

9/15/10 Midevening Report: S&P hits 5 week high even as macro data tries to hold an intervention

moneymcbags — Wed, 15 Sep 2010 18:21:57 GMT

The market was up again today as Europe remains solvent and investors ignore macro data and instead focus on how they can become race car drivers. In economic news, production in the US slowed as automakers ...

9/14/10 Midevening Report: Bigger retail sales fail to stimulate market as market prefers motion of the ocean

moneymcbags — Tue, 14 Sep 2010 18:56:14 GMT

The market closed down after being up most of the day as US retail sales were a bit better than guessed at by analysts thanks to bigger back to school discounts, some states offering tax-free holidays (or as they are more commonly known as: paycations), and consumers having more money after skimping