Sunday, October 6, 2013

BOTD's Top 5 Stocks


the TWIT of CHI-NER!
... with the $TWTR (twitter) IPO on the horizon and talks of a 20 billion valuation, the twitter of CHINA should go higher in anticipation, ... long the NOV 95 calls. 

HUNGRY HIPPOS!?
... Yelp is in the sweet spot of MOBILE and LOCAL with a "what's for lunch?" play on food.  ... long the NOV 80 calls. 

PRINTING PROPHETS!
... i'm not sold on the whole 3D personal home printer idea, but i think the business use opportunities are HUGE. ... long NOV 60s.

CASH MACHINE.
... the BOTD retail play of choice with a loyal (mobile) customer base that grows stronger by the day, Starbucks is unstoppable.  ... long NOV 80s. 

SULTAN of SOFTWARE.
(king of cloud)
... it's appropriate that Salesforce.com would have the best "salesman" as CEO ... long NOV 55 calls. 

No hardware. No software. No boundaries.


full disc:  Long ALL FIVE (via calls) 

3 comments:

Adarsh said...

Aren't you scared of what's happening in DC?

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