Monday, December 11, 2017

Indices closed UP .23% to .51%.....NICE !!!!

Indices closed UP.

S&P 500 @ 2659.99, high 2660.33, low 2651.47

RSI @ 73.78

CMF @ 0.153

Internals were :

UP volume led by 1.63 to 1 in NYSE & 1.75 to 1 in Nasdaq

Advancing stocks led by 1.17 to 1 in NYSE & .88 to 1 in Nasdaq

Net new 52 wk highs were leading by 96 in NYSE & 34 in Nasdaq

VIX Down 2.51% @ 9.34

Oil @ $57.99

Gold @ $1246.90

Stocks which were UP 1%+ included BZUN MOMO SHOP WB
TSLA AAPL NVDA AMD NTES SNAP SPWR VRX TWTR TECK
LVS WYNN QRVO MSFT CSIQ SINA AGU TRIP YELP FNSR
ORCL SPLK NKE CNX.....

AH news....JBL UP 7.22%

AH Futures UP

AH Asian Markets Mixed

AH Oil UP

AH Gold Down

About market, TAPE finished near high of the day, Dow & S&P 500 closed @ new all time high. Internals were mixed. We are in overbought territory in Dow & S&P 500 while Nasdaq is not, SOX is a big question mark in terms of weakness. VIX @ 9.34 is near 52 wk low of 8.56. IF rotation works then technology is a good area for now while financials rest.

BLOG does NOT give buy or sell.

Saleem

Indices UP .17% to .47%....NICE !!!!

Indices are higher on higher oil. Indices are near high of the day.

S&P 500 @ 2658.03, high 2659.36, low 2651.47

Internals are positive

Oil UP 60 cents

Gold Down $2.70

Canadian $ Down 1 tick @ .7156

VIX Down 1.25% @ 9.46

Portfolio BIDU BZUN CTRP MOMO SHOP WB

Most stocks are UP

@ 2.30 following are red :

BIDU SQ NFLX GE OLED LULU MU SWIR BAC 
UA KGC JKS COH LEN EBAY YUM FFIV
PCLN FSLR MGA MS MCD AEM CRUS
ULTA KORS GG KBH CMG LRCX.....

BLOG does NOT give buy or sell.

Saleem

Sunday, December 10, 2017

Dow & S&P 500 overbought....BUT

Here is a quick snapshot of indices and some sectors, they are giving conflicting reading, IF you believe strong sectors, then we are in trouble, BUT.....IF you look @ weak sectors, then it is a screaming buy....based on old lense....

Here is the story of RSI in select sectors / indices :

XLF         75.50

DOW       74.13

S&P 500  71.63



Nasdaq    57.31

RUT        55.81

SOX        40.15

As you can clearly see from the above sample, where it is overbought and where it is  " deep value " or maybe NOT...

Star of this rally was financials where MS GS BAC JPM WFC C have taken this sector into strongest performance in many years.

BUT.....SOX is where the  " deep value is " or is it ?

Nasdaq is definitely lagging considering AMZN GOOG  AAPL are heavy weighting.....

Nothing to worry here, but financials may be the story for next 5 years, like technology has been since bottom of 2009.....

For historical perspective S&P 500 was 666.79 in 2009, today it is 2651.56...a gain of 1984.77 or almost a gain of triple......

Gains in Nasdaq has been off the carts..looking @ 5 times in same period from bottom of 2009...

On a relative basis S&P 500 has more room to run....

We all are too used to technology stocks, which needs to change ASAP.....

Strong gets stronger like financials and weak gets weaker like SOX......

Next week market may gain more momentum on tax deal.....

Anyway......things are changing as illustrated above......

It is extremely prudent to have overweight exposure in financials.......

Good luck with your own evaluation of trend & comfort level.

BLOG does NOT give buy or sell.

Saleem

Friday, December 8, 2017

Indices closed UP .40% to .55%....NICE !!!!

Indices closed UP after government funding was approved for 2 weeks, jobs report was better than expected. S&P 500 closed @ new all time high, internals were strong. 

S&P 500 @ 2651.50, high 2651.65, low 2644.10

RSI @ 71.63

CMF @ 0.143

Internals were :

UP volume led by 2.85 to 1 in NYSE & 1.96 to 1 in Nasdaq

Advancing stocks led by 1.46 to 1 in NYSE & 1.23 to 1 in Nasdaq

Net new 52 wk highs were leading by 92 in NYSE & 47 in Nasdaq

VIX Down 5.71% @ 9.58

Oil @ $57.36

Gold @ $1248.40

Canadian $ .7132

Stocks which were UP 1% or more included BZUN MOMO
TSLA BABA NFLX OLED SNAP LULU SPWR FSLR
JKS VRX TECK UA LVS V MSFT SINA EBAY
FNSR LNG FSLR ORCL MS AEM ULTA NKE
KORS KBH OPK X M......

Here is my portfolio weighting :

BIDU         32.45%

SHOP       19.51%

CTRP       17.84%

BZUN      12.35%

WB           11.09%

MOMO      6.76%

Next post by 6 PM on Sunday.

BLOG does NOT give buy or sell.

Saleem


Thursday, December 7, 2017

Indices UP .29% to .54%....NICE !!!!

Indices closed UP.

S&P 500 @ 2636.98, high 2640.99, low 2626.53

RSI @ 67.37

CMF @ 0.143

Internals were :

UP volume led by 1.88 to 1 in NYSE & 2.53 to 1 in Nasdaq

Advancing stocks led by 1.70 to 1 in NYSE & 1.75 to 1 in Nasdaq

Net new 52 wk highs were leading by 41 in NYSE & 14 in Nasdaq

VIX Down 7.80% @ 10.16

Oil @ $56.69

Gold @ $1253.10

Stocks which were UP 1% or more included MOMO SHOP WB 
BABA NVDA SQ FB OLED LULU SPWR MU VRX GOOG
LVS V MA JKS CSIQ FSLR LEN KBH FNSR LNG GS MS
AGU MLNX MGA AEM NKE AAL X PANW LRCX....

AH Futures Mixed

AH Asian Markets Mixed

AH Oil & Gold Down

About market, TAPE came to stability today with focus on resolving US Government shutdown issue, all 3 indices closed green for a change, Nasdaq was the strongest with techs back in vogue.
Once shutdown resolution is announced, we may have a very good Friday in market. we have 2 full week before holiday's come into play with low low volume. There is only a closing BLOG on Friday's around 7 PM.

BLOG does NOT give buy or sell.

Saleem

Indices UP .34% to .55%.....NICE !!!!

Indices are higher as technology stocks are UP 2 days in a row.

S&P 500 @ 2638.07, high 2640.99, low 2626.53

Internals are positive by mostly 2 to 1

Oil UP 74 cents

Gold Down $12.40

Canadian $ Down 49 tick @ .7163

VIX Down 5.99% @ 10.36

Portfolio BIDU BZUN CTRP MOMO SHOP WB

Most stocks are UP

@ 2.08 following are red :

BZUN CTRP COH QRVO YELP CHK CIEN.....

BLOG does NOT give buy or sell.

Saleem


Wednesday, December 6, 2017

Indices closed mixed.....

Indices closed mixed.

S&P 500 @ 2629.27, low 2624.75, high 2634.41

RSI @ 64.77

CMF @ 0.162

Internals were :

Down volume led by 1.87 to 1 in NYSE & 1.10 to 1 in Nasdaq

Declining stocks led by 1.36 to 1 in NYSE & 1.89 to 1 in Nasdaq

Net new 52 wk highs were leading by 16 in NYSE & lows by 34 in Nasdaq

VIX Down 2.74% @ 11.02

Oil @ $55.96

Gold @ $1266.10

Stocks which were UP 1% or more included TSLA FB BABA 
LULU GOOG JD SPWR TWTR FCX V MA JKS FSLR
MSFT MLNX DATA SPLK X LRCX.....

AH ER ....LULU UP 6.78%, AVGO UP 4.46%

AH Futures UP

AH Asian Markets Mixed

AH Oil UP

AH Gold Down

About market, TAPE was undecided and traded on both side of breakeven, by close it was mixed. Internals were weak which was the result of adjustment in tax reforms, there is some clarity tonight about corporate tax proposal. Nasdaq was the better performer overall as FANG behaved positively into close.

BLOG does NOT give buy or sell.

Saleem