The Lindzon first semi-annual paired trade contest is officially over.
Not close. Andy Swan killed us with his short of Bulletin Board stock MNCS. It is truly amazing how so many of the entrants shorted strength and bought weak stocks. Google was the top short choice. As Cramer would say – WROMG!
Here is Andy’s YODA like entry post:
Long JDSU
Short MNCS
Whoops…both are against the trend, and MNCS likely against the “rules” since it’s an OTCBB likely pump and dump…
But I want that broken IPOD!!!
I owe Andy a used iPod and pair of Crocs knockoffs (size 18?). The PRICK just happens to be in town next week from Louisville and will hound me for collection!
Nice job Andy.
Let’s start the next contest. Please post your paired trade NOW!
I will throw in a broken Blackberry with all my contacts as well for this one :) .
UPDATE – as a bonus – please add a web business non public – you are long and one you are short.
Long Wallstrip, Short Digg
BRK and TRF. LOL
Second choice Long MyBloglog short myspace.
Steven – nice
ok for real – Li=ong MyBlogLog/short Digg
and SHORT RUSSIA (TRF), long EWM (malaysia)
steven i’m calling you out on this one: short mybloglog, long myspace. mybloglog is a great idea, but i think someone else is going to do it way better. who knows, but see you in one year. oh yeah, and myspace and bloglog shouldnt really be compared. apples and oranges.
for real: long VLCM, short JSDA
mybloglog just isn’t that sticky. People spend all day on myspace (or facebook) and that sort of thing.
I need to acquire a blackberry for testing stuff. But no picks from me for now.
mine: long BP, short SUNW. Figure BP for a big acquisition or merge, and Sun’s been trying to fall apart for years.
Besides, I like BP, they are way easier to work with than most of our oil company clients.
Regarding non public web businesses, I have to agree with Candice’s assessment.
As for the stock picks:
Long: HD
Short: AXR
Size 18 Crocs ??? Those are some large flippers.
“No picks from me for now” – just wait 50 minutes. LOL
Long AKAM, short RIMM. Taking the first half of that on the open, waiting on the RIMM until after the New Year’s pop.
Andy – stop gloating and lets see if you can defend the coveted title
The sour taste of defeat has left you bitter Howard.
Oh–and don’t think I didn’t catch the 2007 prize irony. My daughter plays with that “broken Blackberry with all my contacts” on a daily basis and now you make it the prize in 07…
So now I must defend the crown to avoid being ostrasized at home as well as in the blogging community.
Well played, well played.
Long GOOG Short MAMA
Long HANS
Short GROW
Andy – size 15 on order. They are looking for a special rubber plant
I just dropped the iPod again. I added some of your faves – britney Spears and Justin Timberlake.
Broker A – how come no MVIS
Because MVIS may run up, then run down. I
HANS will likely keep its gains.
Bill: yeah well, sleep and I don’t get along.
HA I have arrived..HL stole my short idea…lol
yeah Eddie..call me out after you are done being hung over…I think you still got them beer goggles on…lol shoudla took the advice of your wise elders chugged some pace picante sauce…lol
Holy crap stock picks from Candice. And here I thought she was way to smart to engage in such low brow pursuits. :) Welcome to the jungle…lol
Long EZPW, Short FFEX
Hey I was promised one of those shirts too…I got the email somewhere…lol.
By the way, there is a story being floated that Howard is fresh out of EA (Entrepreneurs Anonymous) read all about it at
valueblogreview.blogspot.com.
lol
shirst – we owe 10 people plus shirts – I think our store finally goes live tomorrow so we will be able to send some.
Howard: “Andy, what big feet you have”
Andy: “The better to STOMP the competition in the paired trade contest, my dear!”
Do you have anymore WallStrip shirts…I want one with “HE HATE ME” on the back. :)
Short ADBE, Long AIRN.
Phaa, gimme that Blackberry…. LOL
Long ABB, Short PLXS
Happy New Year Howard :)
Short Cramer (TSCM) Long Alvarion (ALVR)
I withdraw from the contest. I am going long on RIMM tomorrow.
:-0)
shit bill – I may go long rimm above 140 close as well.
Long: HNSN
Short: NTRI
whoa TRF already down near 20 percent – STEVE and I are on fire
Did you pick up that RIMM today?
how about an update at half time of the contest…