Wednesday, April 29, 2020

Indices closed UP 2.21% to 3.57%....NICE !!!!

Indices closed UP.

S&P 500 @ 2939.51, high 2954.86, low 2912.16

RSI @ 59.74

CMF @ 0.087

Internals were :

UP Volume led by 5.31 to 1 in NYSE & 3.47 to 1 in Nasdaq

Advancing stocks led by 6.71 to 1 in NYSE & 4.31 to 1 in Nasdaq

Net new 52 wk highs were leading by 9 in NYSE & 36 in Nasdaq

VIX Down 6.97% @ 31.23

Oil @ $15.06

Gold @ $1713.40

Canadian $ @ .6061

In my portfolio :

Bought CLDR @ $8.30

Added 70% CNX @ $10.65

Portfolio AMD AAL CIEN CNX CLDR DDOG MU SU TWTR

Stocks UP 4%++included AAL CLDR MU SU TWTR
APA MGM TER MSFT GILD CCL DAL KBH PHM 
BA VICR LSCC SQ ASML XLNX FB LRCX UAL
MTCH SPLK FSLR AMAT OLED QRVO SLB 
SNAP NTNX WYNN MA MGA SWKS V X...

AH Futures Mixed

AH Asian Markets UP

AH Oil & Gold UP

Before open couple of my stocks are reporting, expectations are :

TWTR Q 1 Sales $775.96 million, EPS 10 cents

Guidance Q 2 Sales $698.01 million, EPS 5 cents

Expecting a match to expectations, potential move 11%+-

AAL Q 1 Sales 8.94 billion, EPS loss $2.38

Guidance Q 2 Sales $2.08 billion, EPS loss $7.99

Expecting worse than expected ..but it may be factored in?

About market, TAPE was in full overdrive thanks to Fed statement / Q & A which was extremely supportive of bull case. Earnings reaction are in and they all are flying as IF worse case scenario is behind us. MSFT FB TSLA KRA were UP sharply in AH. Expect a strong technology driven open.

BLOG does NOT give buy or sell.

Saleem

10 comments:

psrajpal said...

Hi Saleem,

Added NAIL@17.61 on the pullback. Most of the Home builders and suppliers posted good numbers and the next quarter guidance/expectations are already priced-in.

Thanks

Paramjeet

Stocks100 said...


Hi Paramjeet,

Good luck with NAIL.

Saleem

stocktrader_1996 said...

Hi Saleem,

Sold UPS @ 93.72

It hasn't acted well post-earnings and a brewing situation with China may hurt trade.

Stocktrader

Stocks100 said...


Hi Stocktrader,

Good luck with your next picks.

Saleem

stocktrader_1996 said...

Hi Saleem,

Trying ELF again @ 12.79

Stocktrader

Stocks100 said...


Hi Stocktrader,

Good luck with ELF.

Saleem

stocktrader_1996 said...

Hi Saleem,

Bought AMD @ 52.79

Count me in for the party! :)

Stocktrader

Stocks100 said...


Hi Stocktrader,

Good luck with AMD.....should be more than OK going forward!

Saleem

stocktrader_1996 said...

Hi Saleem,

Rebought UPS @ 94.74

It was a mistake to sell and so I rectified that. As we need to restock the world's stores, these guys should be major beneficiaries as this is highly profitable for them (versus the home consumer business which they can't quite seem to figure out how to leverage).

Stocktrader

Stocks100 said...


Hi Stocktrader,

Good luck with UPS....

Saleem