Monday, June 29, 2020

Indices closed UP 1.20% to 2.32%....NICE !!!!

Indices closed UP.

S&P 500 @ 3053.24, high 3053.89, low 2999.74

RSI @ 49.82

CMF @ 0.055

Internals were :

UP volume led by 5.81 to 1 in NYSE & 2.66 to 1 in Nasdaq

Advancing stocks led by 3.02 to 1 in NYSE & 1.96 to 1 in Nasdaq

Net new 52 wk highs were leading by 62 in NYSE & 64 in Nasdaq

VIX Down 8.49% @ 31.78

Oil @ $39.70

Gold @ $1781.20

Canadian $ @ .6311

In my portfolio :

Added 15% SU @ $16.74

Added 70% APA @ $13.35

Portfolio AAL APA CCL MGM SU

Stocks which were UP 4% or more included AAL CCL MGM SU
GAN TOL DAL ERI KBH ENPH JKS NVAX SEDG EAT KRA
NCLH BA VICR RUN MOMO TSLA UAL EXPE WYNN
M ULTA......

AH Futures UP

AH Asian Market Mixed

AH Oil Down

AH Gold UP

About market, TAPE surprised most traders when it opened higher and never looked back, Indices closed @ high of the day, logical question is why, there were too many portfolio Managers were waiting for a 2 day pullback and were ready to deploy funds in equities. Buying begets buying and everyone piled in near close. Chinese PMI came in above expectations @ 50.9% vs expected 50.4% another boost to this rally and futures reflecting that.

BLOG does NOT give buy or sell.

Saleem

7 comments:

stocktrader_1996 said...

Hi Paramjeet,

If memory serves, TZA in July has a pretty good track record, although the first few days see month/quarter positive flows. Good luck with the trade!

Stocktrader

psrajpal said...

Hi Saleem & Stocktrader,

I sold TZA @ 22.25 earlier in the day after seeing TAPE strength on the overall trading landscape. Market is relentless and not giving up. Will wait for lower entry for TZA to hedge.

Sold 30% ALT @ 10.44

Bought PS @ 17.41
Added 20% DKNG @ 33.18

Paramjeet

Stocks100 said...


Hi Paramjeet,

Good luck with PS & more more more DKNG....

Saleem

stocktrader_1996 said...

Hi Paramjeet,

Good luck on continuing adjustments. The market seems harder to read right now.

Stocktrader

psrajpal said...

Hi Guys,

LITE seem to be doing very well during the first half but last I checked, it faded. Your thoughts on this stock in much appreciated.

Thanks

Paramjeet

stocktrader_1996 said...

Hi Paramjeet,

I think everyone was a little surprised how bad LITE's Q2 guidance looked compared to some peers, so the strong resilience during the peak of the pandemic didn't see much follow-through to the upside. XLNX's commentary last night about relaxed restrictions to shipping into China I think helped sentiment today, but then we got more Huawei news as the day progressed.

Bottom line, I think it should be a good long term story as things normalize, but their business seems more impacted than many other tech stocks in the interim.

Stocktrader

psrajpal said...

Hi Guys,

Thank you Stocktrader for sharing insights and thoughts on LITE. I would wait to see how LITE trades in the next few days to pull the trigger.

Bought TZA @ 21.24
Sold ELY @ 17.60
Sold BLPH @ 12.56

Thanks

Paramjeet