Wednesday, May 20, 2020

Indices closed UP 1.52% to 2.08%...NICE !!!!

Indices closed UP.

S&P 500 @ 2971.61, high 2980.29, low 2953.63

RSI @ 59.38

CMF @ -0.015

Internals were :

UP volume led by 3.78 to 1 in NYSE & 2.42 to 1 in Nasdaq

Advancing stocks led by 4.24 to 1 in NYSE 7 3.72 to 1 in Nasdaq

Net new 52 wk highs were leading by 32 in NYSE & 73 in Nasdaq

VIX Down 8.32% @ 27.99

Oil @ $33.49

Gold @ $1752.10

Canadian $ @ .6084

In my portfolio Bought SPCE @ $15.35

Portfolio AAL APA CNX MGM SU TLRY SPCE

Stocks which were UP 2% or more included 
AAL APA MGM SU
CNQ CVX SLB UBER
CLDR CIEN SQ MU KRA
ELF TER BCLH DAL SHOP
MRVL ASML QCOM XLNX
BYND LULU TWLO AMZN
FB UAL QRVO YY SNAP CHK
NTNX LNG TWTR WYNN LVS
MA MS OSTK SWKS LRCX PANW...

AH Futures Down

AH Asian Markets Mixed

AH Oil UP

AH Gold Down

About market, TAPE opened higher and kept going UP and closed near high of the day. Most sectors participated in this rally. Economic activity in USA is going smoothly without any unexpected issues which is encouraging to traders and investors. We are near some very key technical levels to conquer which may happen before or after Memorial day.

BLOG does NOT give buy or sell.

Saleem


12 comments:

explorer said...

Hi Saleem,

Bought ACB @15.50 BA 6/19 150 calls for $7

Thanks
Explorer

Stocks100 said...


Hi Explorer,

Good luck with ACB & BA calls!

Saleem

stocktrader_1996 said...

Hi Saleem,

Was gone this morning due to the new house closing and missed some opportunities. Looking at LOW AVYA LITE TER for buy potential. Hoping to get another dip later in the day.

Stocktrader

stocktrader_1996 said...

Hi Saleem,

To elaborate:

LOW had an incredible number yesterday with momentum that I think can continue for a while, allaying my fears of a commercial shortfall.

I'm more bullish on AVYA as I look more at the company. I think it has a long runway ahead, and the stock deserves a heavy dose of multiple expansion.

I saw an analyst note today on LITE that said the impact from Huawei should be very minimal. That gave me more confidence for the longer term story.

TER is still on my radar from yesterday after ADI's great report.

Stocktrader

psrajpal said...

Hi Saleem and Stocktrader,

I too agree with AVYA as a potential multi-bagger based on the ER and expansion reports. They have played the lockdown scenario well and played to gain more.

I added AVYA at 14.36
Also added
ALT @ 5.90

Sold PS at 20.67 to book profits.

Thanks

Paramjeet

stocktrader_1996 said...

Hi guys,

Bought AVYA @ 14.41
Bought LOW @ 119.88
Bought LITE @ 72.42
Bought TER @ 61.68

Stocktrader

stocktrader_1996 said...

Hi guys,

I am still struggling to find cloud software exposure at a decent price. I think I just need these stocks to do secondaries to have a chance...

Stocktrader

Stocks100 said...


Hi Stocktrader & Paramjeet,

Good luck with your high comfort level buys & add on, was out shopping just got home.

Saleem

explorer said...

Hi StockTrader,

Good luck with your adds today. SPLK reports after hours, aren’t you considering that as a cloud exposure?

Explorer

stocktrader_1996 said...

Hi Explorer,

I flipped from SPLK to DDOG as my favorite some months ago, but I haven't been able to find a good entry point since it completely took off. DDOG is the all-in-one cloud native solution that should eat away at SPLK and NEWR and anything else that's single product or non-cloud native. That said, many analysts are still impressed with SPLK's prospects for the upcoming year.

Stocktrader

explorer said...

Hi StockTrader,

Thanks for the insights on SPLK and DDOG. AH SPLK is up slightly, I thought the report isn’t good. The revenue and the guidance were bad. Do you read anything better in the report? I am looking to short it in the morning.

Thanks,
Explorer

stocktrader_1996 said...

Hi Explorer,

The stock turned around during the conference call, so I assume they talked up their recurring revenue increases or something. Analysts will tell us more tomorrow. I was trying to get into NVDA's conference call but it was full - never had that happen before...

Stocktrader