Comments on Fund My Mutual Fund: Fuel Systems Solutions (FSYS) - Monster Quarter bu...

"InPlay: Fuel Systems Solutions beats by $0.02, be...

2008-08-08T03:46:00.000-04:00

"InPlay: Fuel Systems Solutions beats by $0.02, beats on revs; guides FY08 revs below consensus - Briefing.com (Thu Aug 7)"

Mark, did you get the same press release? Yelp, you nailed the intrepretation of the koolaid press. I really like the "... guiding below consensus ...."

hey mark i didn't realize but POT and MOS...mostly...

2008-08-07T21:25:00.000-04:00

hey mark i didn't realize but POT and MOS...mostly POT is holding the 200EMA quite well.. hmm maybe they're not broken...YET

Also I don;t get it...why is NUE in freefall (below 200EMA) yet X doesn't go down...aren't they like the same thing?? It's so weird. POT is holding 200 EMA nicely, MOS is almost falling apart.

anyway i think the quant's computers are having a field day bc they can short POT and other stocks near the top and keep naked/downtick shorting them down to make money and then bust it through lower resistance to trigger more selling...i think it all comes back to the downtick rule

i notice you have decent stakes in POT/MOS and coal now.. S&P looks bullish by your metrics....holding 20EMA and ascending triangle breakout possible...maybe the rising tide (of kool aid, not water ;) )will lift all boats even those that seem to have subprime exposure (POT and MOS and ANR)

anyway..you're fund's ability is so underestimated...its a shame..the idiot who was in all cash and bought some DAL a month ago bc airlines are back (says CNBC)!! is outperforming you...its a sad market...

i still have faith in you...i may be able to make a pledge for february 2009, just speculation.

Don't worry - they'll find a reason/excuse to tras...

2008-08-07T20:19:00.000-04:00

Don't worry - they'll find a reason/excuse to trash this one too. Should be down 20-30% within a week or two.

Naked short selling - get some.

Wow... an exciting company that is blowing away es...

2008-08-07T20:17:00.000-04:00

Wow... an exciting company that is blowing away estimates AND has an upwards trending chart.

What was I thinking investing in POT and MOS? Fertilizers are yesterday's story...

Ok... I'm a little frustrated... usually when I do the work and I'm right about earnings and even a global slowdown means earnings go up I am used to getting rewarded. However... what FSYS and other beats have going for it is that there aren't so many out there afraid of losing their huge gains.

Ok... back to FSYS.
I do like FSYS... yes I do. Very exciting company.

In fact, what was I thinking investing in