Sunday, August 12, 2012

This week indices may pause.........

Now that we have firmly stayed above 1400 for four days on a closing basis, maybe its time to pause.

This week is option expiry, which may create more volatility than normal.

Sentiment has swung back to "major comfort level with this market"...this always put me in cautious mode.

CMF is stuck in lower end @ 0.124 vs 0.30 entire July.

RSI is @ 64.78...70 is a major resistance

Advance decline ratio is quite narrow

New 52 wk highs on the low end 

There seems to be a resistance in 1422 area also which is 16 points away.

The point i am trying to make, that in short term market is extremely vulnerable to pullback.

Risk / Reward is NOT good in the short term.

On a long term basis, 1500 is what we are looking @.

In coming days, i may be looking @ reducing my exposure "substantially"

This is a trading call which i am making, for long term investors, market remains a "very good place to be"......

What you do is based on your OWN interpretation of this market.

Last week was my "best week in two years"......

Tendency is to protect any gains which happens quickly.

We are waiting for "news" from China & ECB....IF that happens, we may reach the high end of trading range in a hurry.....means...sell the news.......

BLOG does NOT give buy or sell.

Saleem


Friday, August 10, 2012

S&P 500 closed UP six day's in a row......NICE !!!!

All indices closed UP from .07% to .32%.

S&P 500 closed @ 1405.87

RSI 64.76

Internals were :

UP volume led by 1.62 to 1 in NYSE & 1.08 to 1 in Nasdaq

Advancing stocks led by 1.18 to 1 in NYSE & .80 to 1 in Nasdaq

New 52 wk highs were leading, 100 in NYSE & 39 in Nasdaq

VIX closed Down 3.53% @ 14.74

Oil closed @ $92.87

Gold closed @ $1622.80

Canadian $ closed @ 100.90

Portfolio is BIDU,LVS,LEN,NTES,JCP,TCK,AUY

Stocks which closed UP 1% or more included NTES,JCP,TCK,
LULU,FB,FIO,BRCM,JDSU,FNSR,SBUX,MGA,SNE,OTEX....

Here is my portfolio weighting as of close tonight :

NTES 20.95%

BIDU 14.27%

LEN   14.26%

TCK   13.62%

LVS   13.48%

AUY  12.21%

JCP    11.21% 

Exposure 164%


Next post by 2 PM Sunday.

BLOG does NOT give buy or sell.

Saleem

 

Thursday, August 9, 2012

S&P 500 made it five in a row......NICE !!!!

S&P 500 & Nasdaq closed green, Dow closed down 10 points.

S&P 500 UP five day's in a row, closing @ 1402.80

RSI @ 63.83

Internals were :

UP volume led by 1.59 to 1 in NYSE & 1.24 to 1 in Nasdaq

Advancing stocks led by 1.21 to 1 in NYSE & 1.24 to 1 in Nasdaq

New 52 wk highs were leading, 143 in NYSE & 54 in Nasdaq

VIX closed Down .26% @ 15.28

Oil closed @ $93.36

Gold closed @ $1620.20

Stocks which were UP 2% or more included LEN,JCP,TCK,AUY,
ZNGA,FNSR,NVDA,KOG....

AH ER / News

YHOO Down 3.44%

OTEX Down 5.81%

MGA       UP 1.85%

NVDA    UP 4.35%

FIO       UP 26.07%

AH Futures Down

AH Asian Markets Mixed

AH Oil UP

AH Gold Down

About market, TAPE remains healthy & digesting its recent gains. Very seldom we see TAPE this stable in an UP trending mode. Many traders are too short sighted to project " what it could be". I remain firmly bullish.

BLOG does NOT give buy or sell.

Saleem
 

S&P 500 UP five day's in a row...NICE !!!!

S&P 500 is making five wins in a row. Nasdaq also green. Dow is down slightly.

S&P 500 @ 1404.06

Internals are positive.

Oil Down 11 cents

Gold UP $4.20

Canadian $ UP 20 tick @ 100.75

VIX UP .39% @ 15.38

Portfolio is BIDU,LVS,LEN,NTES,JCP,TCK,AUY.

Most stocks are UP

@ 2.37 following are Down :

NTES,LVS,CMG,PCLN,LULU,V,
SBUX,WYNN,IBN....

BLOG does NOT give buy or sell.

Saleem


Wednesday, August 8, 2012

Indices closed mixed.......

Fourth day in a row , S&P 500 & Dow managed to close green, Nasdaq was the only loser down .16%.

S&P 500 closed @ 1402.22

RSI @ 63.66

Internals were :

UP volume led by 1.54 to 1 in NYSE & 1.28 to 1 in nasdaq

Advancing stocks led by 1.05 to 1 in NYSE & .78 to 1 in Nasdaq

New 52 wk highs were leading, 129 in NYSE & 58 in Nasdaq

VIX closed Down 4.19% @ 15.32

Oil closed @ $93.35

Gold closed @ $1616.00

Stocks which were green @ close included
BIDU,LEN,JCP,
TIF,CLF,FCX,GOOG,M,
COH,MA,V,MU,JDSU,PANW

Chinese inflation data CPI came in @ 1.8%, expectations of 1.7%. PPI dropped 2.9% expectations were drop of 2.5%. These data leaves lot of room to loosen Chinese monetary policy further.

AH Futures UP

AH Asian Markets Mixed

AH Oil & Gold UP

About market, TAPE is so strong that it seems that a "blowoff" is imminent anytime. Markets are stable because there is something which IS brewing. Bullish bets are being rewarded big time & more may be on the way.

BLOG does NOT give buy or sell.

Saleem

Indices down .05% to .14%.......

Indices were caught in "famous European downdraft" again, but US market is trying to shrug off Spain downgrade.

S&P 500 @ 1400.97

Internals are mixed

Oil Down 62 cents

Gold UP $3.20

Canadian $ UP 22 tick @ 100.54

VIX Down 2.5% @ 15.59

In my Portfolio :

Added 150% BIDU @ 129.97

Added 70% LEN @ $30.13

Portfolio is BIDU,LVS,LEN,NTES,JCP,TCK,AUY

Exposure 164%

Most stocks are UP

@ 2.09 following are red :

NTES,LVS,YUM,CMG,PCLN,EXPE,AMZN,LNKD,
SU,SNDK,MOS,CCJ,APKT,SINA,BJRI,GS,IBN....

BLOG does NOT give buy or sell.

Saleem

Tuesday, August 7, 2012

Indices closed UP .39% to .87%....NICE !!!!

Indices are moving UP back to back & closing higher.

S&P 500 closed @ 1401.35

RSI @ 63.43

Internals were :

UP volume led by 2.30 to 1 in NYSE & 3.60 to 1 in Nasdaq

Advancing stocks led by 1.82 to 1 in NYSE & 1.84 to 1 in Nasdaq

New 52 wk highs were leading, 181 in NYSE & 80 in Nasdaq

VIX closed UP .25% @ 15.99

Oil closed @ $93.67

Gold closed @ $1612.80

Stocks which were UP 2% or more included LVS,LEN,NTES,TCK,
LULU,CMG,PCLN,GG,
ZNGA,LRCX,MU,JDSU,
CIEN,FNSR,TIF,FCX,GG,AGU

AH ER :

Z          Down 9.60%

PCLN Down 14.83%

AH Futures Down

AH Asian Markets Mixed

AH Oil Down

AH Gold UP

About market, Staying bullish & having overweight exposure has paid off for many traders. Pullbacks are not to be afraid of. Many are missing this rally or are underweight, will buy on dips. This rally has the feel of something BIG.

BLOG does NOT give buy or sell.

Saleem