Baltbear on Finance markets are like marshmallows

just last evening somebody with decent brains and a truly  dark and evil nom de net asked me

:”what in Gods green earth do you see in cbai? ”

first off… readers are invited to re-read
http://baltbear-on-finance.com/uncategorized/dancing-with-w-stocks

cbai… ok… let’s suppose that
1. random “stemcell”  plays from actc to btix, and on thru the alphabet are actually just fronts for the cults of singularity/corpsicle/trasnhuman…>>>always<<< a safe bet unless there is clear evidence to the contrary–
and therefore will always trade a shot at ebitda for a “new line of investigation.”
2.that congress under the current whack jobs will not do anything about repealing whatever that paragraph is that courts finally noticed makes everything but adult stem cell research unlawful for fed welfare bux, and that all states but ca will be pounding on congress door to “no earmark” them a place on the nipple;
a. let us note that the chick from colorado “spearheading” the repeal took like 7 phreaking years to get the idea thru congress that letting people actually know about e-coli outbreaks in food >before< people started dying was a bright idea;
b. let us spose that people with an opinion on embryos and such whio can get a repub style congressman on the phone are more prevalent than lettuce farmers, who were able to stall the e-coli thingy…
3. that cirm is actually just a hedge for the ca commercial real estate mkt…as already noted…and that jerry brown cannot squeeze blood out of turnips as well as the gubernator had been doing.
4. that paul was correct in saying—but never. ever..nevver.. doing anything about–that, other than sex, autologuous anythings are better than ones from others.
5.  that actual information theory (not cult fantasies) gets more traction in medicine, a mere..like 400 years after the royal academy first rejected the “germ theory.”
6. ur open to owning more “stems” but also would like more than one egg in the basket, and u got lottsa isco.ob.
7. u wanna go bar hopping with a whore stock.
8. if $2k goes down the sewer, it’s no different than a bad night at the boat, other than no free drinks.
9. u get to feel all noble and such… like the cultists do… about “helping humanity.” and have a valid excuse for a change on why the lady has to pass on those new ferragamos..and get bragging rights at the parish instead.
10.. play the total zillion/1 longshot and say that the cash coming back into speculation has learned enuff to think about a chance at gaap instead of “billion dollar mkt”… or “growing eyeballs.”

what’s not to like about cbai.ob???

given 1-5 above…can cbai.ob hit 1/8 on a frenzy??
so.. u buy it for 1/100 of 7/16…
if it dips randomly,u buy some more,  off load…trade into accumulation until ur basis is 0ish… not that long a trip…:-)

laws of a baltbear: how do u make $$ on a stock trading below a dime?? u buys lotttttsa it.

Posted under business

since the gameboys and posers on many boards have been shown as just that,
i thought it might be amusing to note some client positions “for the record.”

as noted elsewhere,
byd: in ~9 1/2 by 122010, with profits from offloading c. also as noted when announced, “ethics” is a primary motivator there: byd’s are better than c’s, even as bernard siegel’s were.
further on byd: clients wrote
BYD Jun 2011 13.000 call.. amusing chance to get the 20% apr + the gains.
recent room rates in vegas, combined w/my recent due diligence/ vacation/ biz trip that included a thoro sampling of main street station tell me that 13 is a reasonable do…but maybe not by june.
on anything involving vegas right now, the real gaming story is in debt allocation, junk trading, and bailing out. there’s plenty of restructuring to be done which will depress gaming “basket” buying that could otherwise give some push to byd.
clients w/ “whore stock” allocation into cbai.ob @ $0.0045 average.
clients who were aimed at bp @ 32, and who have been playing calls are all poised to exit by being called out on 47.5s.
as a hedge on my expectations for the double dip, clients started the new year accumulating arr.amex @ ~ 7 13/16….reading the filings will serve the prudent speculator, and i ain’t bothering to address the impotent punk posers much anymore.

on a compleatly unrelated note, as a matter of ethics and honour, if any readers have offspring
that fall into that “special needs” category, i’d avise taking a seriousllly serrious look at ur port&planning, any advisors u have, etc. and figure the odds are 3/2 they are screwing over the goals of ur planning.
as dodd/franks gets fought against by the entrenched gamers who’ve been living off u their entire life, this little detail may emerge from the smoke.
and do recall “laws of a baltbear: (vikinged from jfk) where there’s smoke there’s a smoke machine.”

Posted under business

regular readers will recall that i have a certain fondness for the macro and the uber-micro
in systems organisation.
towards any number of pumper, boiler-room, poser and ultimately useless proclamations based on weak 19th century ontologies, it may be useful to point out to prudent speculators that ruffly 65% of the human genome is shared with yew trees.
towards places where puppies play, amex.
towards a rat’s dropping free overview in a 10k:
“commercializing its proprietary technology, the iBioLaunch™ platform, for the production of biologics including vaccines and therapeutic proteins. Our strategy is to utilize our technology for development and manufacture of our own product candidates and to work with both corporate and government clients to reduce their costs during product development and meet their needs for low cost, high quality biologics manufacturing systems. Our near-term focus is to establish business arrangements for use of our technology by licensees for the development and production of products for both therapeutic and vaccine uses. Vaccine candidates presently being advanced on our proprietary platform are applicable to newly emerging strains of H1N1 swine-like influenza and H5N1 for avian influenza. ”

towards prudent speculators: my clients in for random small tastes ~2 3/4, following the last improvement in the financials.
goals: 20% roa + shares <1/2.

as the usual btw: recently somebody made the claim that “long term” meant, lol…18 mos.
granted that for quick&dirty irs purposes for speculators,long term means year and a day…
but for >>>investors<< it means 5 years.
laws of a baltbear: (this one vikinged from peter lynch) if u wouldna own it 5 years, don;t own it 5 minutes.

Posted under business