Tuesday, July 23, 2019

Indices closed UP .58% to .68%....NICE !!!!

Indices closed UP.

S&P 500 @ 3005.47, high 3005.90, low 2988.56

RSI @ 62.45

CMF @ 0.112

Internals were :

UP volume led by 2.37 to 1 in NYSE & 1.47 to 1 in Nasdaq

Advancing stocks led by 1.85 to 1 in NYSE & 1.35 to 1 in Nasdaq

Net new 52 wk highs were leading by 125 in NYSE & lows by 41 in Nasdaq

VIX Down 6.80% @ 12.61

Oil @ $56.77

Gold @ $1421.70

Stocks which were UP 2% or more included IQ
BIDU NIU AAL CRON BABA OLED 
BZUN CHK WB WYNN GS MGA
OSTK XLNX M.....

AH news....TER UP 16.45% SNAP UP 9.1%

                    TXN UP 7.19%, IRBT Down 18.11%

AH Futures Down

AH Asian Markets Mixed

AH Oil UP

AH Gold Down

About market, TAPE closed @ highest point of the day, after hours earnings reports from Internet,  Semiconductor  & Equipment makers are very strong and showed excellent after hour action. BUT Department Of Justice in USA is starting a new investigation into the practises of GOOG, AAPL, AMZN & FB which brought all these stocks down in AH. Tomorrow after hours TSLA, FB reports among many others.

BLOG does NOT give buy or sell.

Saleem

Indices UP .42% to .59% NICE !!!!

Indices are @ high of the day after Nasdaq showing indecision earlier. Resumption of trade talk between US & China next week is a catalyst also.

S&P 500 @ 3003.20, high 3004.14, low 2988.56

Internals are positive

Oil UP 39 cents

Gold Down $6.00

Canadian $ Down 11 tick @ .6871

VIX Down 6.13% @ 12.70

Portfolio CIEN FB IQ NEM TSLA TWTR

Most stocks are UP.

@ 2.04 PM, following are red :

NEM AEM MU SHOP ROKU PHM SPLK
VICR CSIQ JKS NFLX LNG SPWR MCD
KBH CMG .....

BLOG does NOT give buy or sell.

Saleem 

Monday, July 22, 2019

Indices closed UP .07% to .71%....NICE !!!!

Indices closed UP.

S&P 500 @ 2985.03, high 2990.71, low 2976.65

RSI @ 57.87

CMF @ 0.069

Internals were :

Down volume led by 1.03 to 1 in NYSE & .71 to 1 in Nasdaq

Declining stocks led by 1.06 to 1 in NYSE & 1.17 to 1 in Nasdaq

Net new 52 wk highs were leading by 84 in NYSE & lows by 46 in Nasdaq

VIX Down 6.37% @ 13.53

Oil @ $56.22

Gold @ $1426 .90

Stocks which closed UP 1% or more included FB NEM TWTR
AMD NVDA UBER MU LRCX AMAT SHOP AMZN ROKU
AAPL JKS QRVO ALDR TK MA OSTK MSFT SWKS TSM
XLNX X CNX....

AH news...PRCP UP 11.63%, FLR UP 5.3%

                ACAD Down 15.63%, CCO Down 7.16%

AH Futures UP

AH Asian Markets Mixed

AH Oil  & Gold Down

About market, TAPE closed higher due to earnings hope but internals were mostly negative. SOX was strong due to upgrade by GS of MU LRCX & AMAT. Keep an eye on earnings reaction and its guidance. This is a critical week based on how we close and stocks close day after earnings.

BLOG does NOT give buy or sell.

Saleem

Indices UP .07% to .70%....NICE !!!!

Indices are higher after reversing on Friday.

S&P 500 @ 2986.34, high 2987.25, low 2976.65

Internal are positive

Oil UP 64 cents

Gold UP $2.20

Canadian $ Down 40 tick @ .6800

Portfolio CIEN FB IQ NEM SQ TSLA TWTR

Most stocks are UP

@ 2.24 PM following are red 

IQ TSLA HUYA MOMO LYFT WB NIU
CRON TLRY CGC FFIV NFLX PANW
SPWR SINA ULTA ....

BLOG does NOT  give buy or sell.

Saleem

Sunday, July 21, 2019

Critical week for US stock market.....

This week is extremely critical as to how US stock market reacts to major earnings this week.

Friday's reaction to excellent earning from MSFT is disturbing....

This week earnings reports are being tested against two cross currents, first Federal reserve back peddling expectations of interest rate cut, secondly strange confrontation between UK & Iran in terms of capturing vessels.

I have 3 earnings report which will impact my portfolio as follows :

Wednesday

FB

TSLA

Friday pre market

TWTR

Thursday

GOOG

AMZN

IF we look @ bull bear ratio, it is also flashing warning....

Bulls   58.00%

Bears  16.8%

There is lot of optimism built in those numbers which may not bode well for the market.

Reaction to NFLX, MSFT has been more or less negative.

Friday we closed @ low of the day after opening higher, a reversal day which may have more downside.....

Rotation is happening even steels stocks are showing life.....

A safe strategy could be buying laggards or stocks which are showing new sign of life now....

We have made series of new all time highs recently, it may be time for TAPE to rest and may not reward good earnings report.

A safe strategy may be is to get out on the day of earning and not risk negative reaction, case in point MSFT....

I am quite concerned about this earning season, as we may hear more negative commentary going forward due to ongoing US China trade rift / duties...which is impacting Chinese domestic economy and US companies being hindered to do normal business transactions....

Considering all of the above, a pass on US market for now may not be a bad idea.....

Market needs clarity, there are too many issues hanging over this market.

Overbought may be the last thing this market can handle.....

Good luck with your own strategy and take on this market.

BLOG does NOT give buy or sell.

Saleem

Friday, July 19, 2019

Indices closed down .25% to .74%....

Indices closed @ low of the day on .25% to .50% reduction debate on Fed rate cut, .25% is all Fed is going to do it.....

S&P 500 2 2976.61, low 2975.86, high 3006.02

RSI @ 55.81


CMF @ 0.011


Internals were :

Down volume led by 1.61 to 1 in NYSE & 1.54 to 1 in Nasdaq

Declining stocks led by 1.29 to 1 in NYSE & 1.51 to 1 in Nasdaq


Net new 52 wk highs were leading by 198 in NYSE & 24 in Nasdaq


VIX UP 6.80% @ 14.45


Oil @ $55.63


Gold @ $1426.70


Canadian $ @ .6914


Stocks which closed green included IQ TSLA BZUN

BIDU MOMO LYFT MU LRCX WB SINA VICR
FSLR CSIQ FFIV RIG BABA MGA MSFT X M
TSM CNX.....

In my portfolio....

Sold AMD $33.05

Sold BZUN $52.10


Here is my portfolio weighting :

TSLA        26.00%


FB            25.10%


TWTR     18.60%


CIEN       10.90%


NEM         9.90%


IQ             9.50%


Next post by 6 PM on Sunday

BLOG does NOT give buy or sell.

Saleem

Thursday, July 18, 2019

Indices closed UP .01% to .36%.....NICE !!!!!

Indices closed UP.

S&P 500 @ 2991.36, high 2998.28, low 2973.09

RSI @ 62.00

CMF @ 0.085

Internals were :

UP volume led by 1.32 to 1 in NYSE & 1.33 to 1 in Nasdaq

Advancing stocks led by 1.22 to 1 in NYSE & 1.23 to 1 in Nasdaq

Net new 52 wk highs were leading by 161 in NYSE & lows by 9 in Nasdaq

Oil @ $55.30

Gold @ $1428.10

AH news... MSFT UP 2.65%

AH Futures UP

AH Asian Markets Mixed

AH Oil & Gold UP

About market, TAPE struggled again and went down after open but major Indices closed UP, looks like we found support and turned UP. AH earning report from MSFT is a beat all over which is turning futures higher. US planes shot down Iran drone which pushed Gold into a new 7 year high.There is only a closing BLOG on Friday's around 7 PM.

BLOG does NOT give buy or sell.

Saleem