Wednesday, December 7, 2016

Indices closed UP 1.14% to 1.55%....NICE !!!!

Indices closed UP.

S&P 500 @ 2234.72, high 2235.57, low 2208.93

RSI @ 72.71

CMF @ 0.265

Internals were :

UP volume led by 3.78 to 1 in NYSE & 2.89 to 1 in Nasdaq

Advancing stocks led by 3.31 to 1 in NYSE & 1.81 to 1 in Nasdaq

Net new 52 wk highs were leading by 422 in NYSE & 377 in Nasdaq

VIX UP 3.65% @ 12.22

Oil @ $49.79

Gold @ $1177.50

Stocks which were UP 2% or more included   BIDU WB 
PI AKS QRVO TWTR UA V LULU SBUX JKS LEN 
MSFT TSLA CSIQ EBAY MA RIG FEYE FSLR
SPWR MU CIEN CNX SWIR CSOD MGA 
ORCL CRUS AKS AAL X LRCX.....

AH ER .....LULU UP 14.07%

AH Futures UP

AH Asian Markets UP

AH Oil & Gold UP

About market, TAPE went wild with enthusiasm for changes in Washington policies and priorities. Dow & S&P 500 and Transports went to new all time highs, Transport made into record books after a gap of 2 years, this is a major confirmation of this uptrend. Stock market is behaving like roaring 60's. There is more to this rally as we move forward, this is a real transformation of "ideas into action". IF you feel certain sectors are overbought, think again, they have just started on a major bull run, IF you need a hint, look @ their all time highs on today's chart, way way more to go.

BLOG does NOT give buy or sell.

Saleem

Indices UP .95% to 1.41%.....NICE !!!!

TAPE is in a blowoff stage and is creating a new all time highs in S&P 500 and Dow, Nasdaq only 20 points away. Oil is lower is not preventing bullish action.Indices are @ high of the day.

S&P 500 @ 2234.72, high 2235.57, low 2208.93

Oil Down 55 cents

Gold UP $6.20

Canadian $ UP 39 tick @ .6764

VIX Down 1.10% @ 11.66

In my portfolio....Started a position in FCX @ $15.42

Portfolio BIDU CNQ CMG FCX TWLO WB

Most stocks are UP

@ 2.27 following are red :

CNQ FCX TWLO NTES VRX TECK NTES EXPE
TK LNG WYNN TRIP PANW....

BLOG does NOT give buy or sell.

Saleem


Tuesday, December 6, 2016

Indices closed UP .18% to .45%.....NICE !!!!!

Indices closed UP.

S&P 500 @ 2212.23, high 2212.78, low 2202.21

RSI @ 65.28

CMF @ 0.231

Internals were :

UP volume led by 2.53 to 1 in NYSE & 2.32 to 1 in Nasdaq

Advancing stocks led by 2.45 to 1 in NYSE & 1.98 to 1 in Nasdaq

Net new 52 wk highs were leading by 255 in NYSE & 298 in Nasdaq

VIX Down 2.88% @ 11.79

Oil @ $50.93

Gold @ $1170.10

Stocks which closed green included BIDU TWLO
PI NVDA NEFF AMZN VRX AMD LVS LEN
QRVO NFLX CHK TK RIG FEYE CSIQ
LNG MU WYNN GS AGU COH MGA
SWIR CSOD ORCL PCLN MS SLW
CRUS AAL X M LRCX......

AH ER...PLAY UP 12.50%, WDC UP 4.81%

AH Futures UP

AH Asian Markets UP

AH Oil Down

AH Gold UP

About market, TAPE continued its bull run with buying interest, Dow made it into another all time high @ close. Many stocks are outperforming overall market. Diversification is key to making money in this TAPE, some stocks rest for a day, then jump to new all time highs. Show conviction and patience in letting profit run. Some stocks can be for long term but most should be for near term strategy.

BLOG does NOT give buy or sell.

Saleem

Indices UP .11% to .28%.....NICE !!!!

Indices are near high of the day on continued buying by investors / traders. Oil being lower is not impacting indices, which is a good thing. Economic reports in US came in better than expected but trade deficit grew, imports UP in anticipation of higher duties.

S&P 500 @ 2208.86, high 2210.01, low 2199.97

Internals are positive by 2 to 1

Oil Down 89 cents

Gold Down $5.50

Canadian $ Down 17 tick @ .6717

VIX Down 2.55% @ 11.83

In my portfolio :

Sold AMD @ $9.20

Added 70% WB @ $45.77

Portfolio BIDU CNQ CMG TWLO WB

Most stocks are UP

@ 2.25 following are red :

CMG CNQ WB GOOG AKS NTES FB CTRP SPLK
ABX TSLA SINA MA FNSR BABA YELP FSLR
SPWR CIEN TECK AEM....

BLOG does NOT give buy or sell.

Saleem

Monday, December 5, 2016

Indices closed UP .24% to 1.01%.....NICE !!!!

Indices closed UP.

S&P 500 @ 2204.71, high 2209.42, low 2199.97

RSI @ 62.85

CMF @ 0.236

Internals were :

UP volume led by 3.18 to 1 in NYSE & 3.11 to 1 in Nasdaq

Advancing stocks led by 2.59 to 1 in NYSE & 3.14 to 1 in Nasdaq

Net new 52 wk highs were leading by 193 in NYSE & 211 in Nasdaq

VIX Down 14.02% @ 12.14

Oil @ $51.79

Gold @ $1176.50

Stocks which were UP 1% or more includedAMD BIDU TWLO WB
CHK PI NVDA FCX AMZN GOOG AKS CRM NTES QRVO FB
KORS SPLK OLED V LULU JKS COH MSFT CSIQ SINA 
MA EXPE PCLN FNSR TK RIG FEYE LNG TWTR
FSLR SPWR CIEN GS AGU TRIP MLNX TECK
DATA CSOD MGA ORCL CRUS TSLA X
PANW LRCX......

AH Futures Mixed

AH Asian Markets UP

AH Oil & Gold Down

About market, TAPE resumed its strength after a mini pause last week, Nasdaq came back strong. This TAPE is lifting all boats except Gold & Silver. After Fed rate hike, gold stocks may show some life. RSI & VIX has still some room for bullish action in stocks.Diversified portfolio is the biggest beneficiary of this rally, rotation is going on on a daily basis, one day of rest and then jump higher. This rally may be a very strong bull, show conviction and patience with winners.

BLOG does NOT give buy or sell.

Saleem

Indices UP .13% to .87%.....NICE !!!!

Nasdaq is back in a big way, other indices are marking time. Dow made an intraday all time high again.

S&P 500 @ 2202.15, high 2209.42, low 2199.97

Internals are positive by more than 2 to 1

Oil Down 15 cents

Gold Down $4.80

Canadian $ UP 35 tick @ .6743

VIX Down 11.05% @ 12.56

Portfolio AMD BIDU CNQ CMG TWLO WB

Most stocks are UP

@ 2.46 following are red :

NEFF CTRP VRX AAPL NFLX DNKN MU WYNN
SWIR AEM AAL M.

BLOG does NOT give buy or sell.

Saleem

Sunday, December 4, 2016

Rotation back into technology ?

Last 5 trading days have been on the downside for the most part, for S&P 500, Technology , Sox and Russell......

Here is the performance chart for last 5 trading days since hitting all time highs :

Dow......... down .29%

S&P 500 down 1.00%


Russell down   2.44%


Nasdaq down   2.74%


Sox     down     4.91%


Here is RSI picture :

Nasdaq    46.51

Sox          48.69


S&P 500 58.26

Russell    62.90


Dow        73.28


It is clear from the above statistics, that some sectors are clearly overbought and other sectors are deeply oversold.

Euphoria has set in base metals, financials and steels..... may need a well deserved rest.....

Technology has seen major outflows since election, those who wanted out are out, thus less selling pressure and may actually see buying interest, based on relative valuation.

Investor sentiment is 56% bullish, which is a clear sign that optimism is rampant.

Q4 is known to be strong for technology, which ends in 19 trading days.....

Year end selling may involve quick money made in election favorites, next year capital gains or personal tax may be higher, so more reason for booking gains this year.

YES.... the nature of this market has changed, from heavy technology weighting to equal weight in technology.

Energy looks very attractive after OPEC production cutback...pundits were wrong as usual.

It is always important, to be ahead of the game in rotation.

Here is my portfolio allocation :

CMG    32.56%

BIDU   21.94%

CNQ    18.97%

AMD   11.57%

TWLO   8.66%

WB        6.30%

Sincere thanks to stocktrader for doing daily recap and his buy and sell information. My sister is going through treatment @ Memorial Sloan Kettering in New York since October 15th for Neuroendocrine, I wanted to see her after 2 treatment of embolization in liver. She is recovering nicely, thanks to specialists @ MSK. Visited Richmond VA, South Windsor CT, NYC and Fishkil NY. Met many relatives, i have not seen in 11 years.

BLOG does NOT give buy or sell.

Saleem