Tuesday, February 11, 2020

Indices closed mixed....

Indices closed mixed.

S&P 500 @ 3357.75, high 3375.63, low 3352.72

RSI @ 63.61

CMF @ 0.085

Internals were :

UP volume led by 2.61 to 1 in NYSE & 1.55 to 1 in Nasdaq

Advancing stocks led by 2.31 to 1 in NYSE & 1.75 to 1 in Nasdaq

Net new 52 wk highs were leading by 487 in NYSE & 201 in Nasdaq

VIX UP .93% @ 15.18

Oil @ $49.94

Gold @ $1570.10

Canadian $ @ .6697

In my portfolio Bought HUYA @ $21.03

Portfolio HUYA LSCC LK MRVL QCOM

Stocks which were UP 2%+ LSCC LK MRVL
IQ ASML ROKU XLNX AMD BZUN TSM 
TLRY SPWR JKS UBER NIU AAL CGC
CRON AMAT CRUS CSIQ QRVO TSM
WYNN TRIP MGA SWKS.....

LSCC reported a beat in Q 4 Sales and EPS
Guiding Q 1  in line.....stock AH Down .71%
Analyst should view favorably on 2 cents EPS beat
and should upgrade LSCC before open.

AH news...BBBY Down 25.45%, LYFT Down 5.71%

                  SPWR UP 5.36%

AH Futures UP

AH Asian Markets UP

AH Oil & Gold UP

About market, TAPE opened strong but faded by close. DOW, S&P 500 and Nasdaq all made a new intraday all time high, S&P 500 & Nasdaq made a new all time closing high. Internals were strong today although we closed mixed. Market is going through rotation even during the day.

BLOG does NOT give buy or sell.

Saleem       


Monday, February 10, 2020

Indices closed UP .60% to 1.13%....NICE !!!!

Indices closed UP.

S&P 500 @ 3352.09, high 3352.26, low 3317.77

RSI @ 62.87

CMF @ 0.153

Internals were :

UP volume led by 1.09 to 1 in NYSE & 2.44 to 1 in Nasdaq

Advancing stocks were leading by 1.50 to 1 in NYSE & 1.46 to 1 in Nasdaq

Net new 52 wk highs were leading by 254 in NYSE & 74 in Nasdaq

VIX Down 2.78% @ 15.04

Oil @ $49.57

Gold @ $1579.50

Canadian $ @ .6672

Portfolio LSCC LK MRVL QCOM

Stocks which were UP 2% or more included    LK
HUYA IQ ROKU BYND NVDA TWLO MSFT
TSLA LYFT SHOP AMZN FEYE SPLK PRNB
FFIV OLED SNAP LVS SWKS KBH CMG..

AH news...S UP 68.54%, AMKR UP 17.32%

                LOGC Down 25.84%, ZBH Down 17.67%

LSCC reports after close on Tuesday, here are the expectations:

Q 4 Sales $100.06 Million, EPS 15 cents or 9 cents non GAAP / GAAP

Guidance Q 1 Sales $99.9 Million, EPS 14 cents / 8 cents

Expecting a beat in Sales & EPS....

AH Futures UP

AH Asian Markets UP

AH Oil UP

AH Gold Down

About market, TAPE ignored rising death toll of 1000++ from Corona Virus and kept going UP after opening 100 points lower in DOW. S&P 500 & Nasdaq went on to make a new all time closing high.Internals were on the weak side, thus reflecting narrowing of market focus. It is strictly a stock pickers market where momentum lies, AMD, NVDA and FANG keep on making new highs.

BLOG does NOT give buy or sell.

Saleem

Sunday, February 9, 2020

Is CHINA going to pull US markets down?

Chinese economy is hurting due to Corona Virus.

More cities are being closed down to prevent spread of this virus

Now it is turn of Industrial cities of CHINA to be locked down, this can have major impact not only on Chinese economy but worldwide.

US stock markets have been making series of all time highs while Corona Virus is impacting more and more people and Chinese cities.

US celebration of all time highs can come to screeching halt and may head south in a hurry.

Here is a look @ RSI of major part of US market :

Nasdaq          64.91

S&P 500       59.52

DOW            55.62

SOX             49.99

IWM            49.57

Test of 50 DMA already happening in RUSSELL 2000 where it is sitting @ 50 DMA, SOX is barely above 50 DMA.

Nasdaq, Dow & S&P 500 are further above 50 DMA and may have to join in testing support or penetrate 50 DMA.

Chinese economic impact is more than alarming, thus needs reset.

IT IS important to look beyond comfort zone of USA to get an accurate handle on impact of this virus where death toll have surpassed SARS already as we are in 800++ zone.

As long as as you are taking risk knowingly, that chance of going down have risen considerably in last 72 hours, there will be no surprise.

Good luck with your own analysis and comfort level.

BLOG does NOT give buy or sell.

Saleem

Friday, February 7, 2020

Indices closed down .54% to .94%.....

Indices closed down after setting series of all time highs, today's push back was just digesting gains.

S&P 500 @ 3327.71, low 3322.12, high 3341.42

RSI @ 59.59

CMF @ 0.088

Internals were :

Down volume led by 2.66 to 1 in NYSE & 1.76 to 1 in Nasdaq

Declining stocks led by 1.83 to 1 in NYSE & 2.20 to 1 in Nasdaq

Net new 52 wk highs were leading by 234 in NYSE & 30 in Nasdaq

VIX UP 3.41% @ 15.47

Oil @ $50.32

Gold @ $1573.40

Canadian $ .6692

Stocks which closed green included HUYA MOMO WB AMD
BYND SQ TWLO MSFT FB LYFT UBER SHOP AMZN
AAL PHM PRNB GOOG SNAP ULTA KBH CMG....

Here is my portfolio weighting :

QCOM           45.46 %

MRVL            24.99%

LSCC             20.45%

LK                   9.10%

Next post by 6 PM on Sunday.

BLOG does NOT give buy or sell.

Saleem

Thursday, February 6, 2020

Indices closed UP .27% to .54 ....NICE !!!!

Indices closed UP.

S&P 500 @ 3345.78, high 3347.96, low 3334.39

RSI @ 63.45

CMF @ 0.146

Internals were :

UP volume led by .94 to 1 in NYSE & 1.32 to 1 in Nasdaq

Advancing stocks led by 1.87 to 1 in NYSE & .90 to 1 in Nasdaq

Net new 52 wk highs were leading by 338 in NYSE & 135 in Nasdaq

VIX Down 1.25% @ 14.96

Oil @ $50.95

Gold @ $1570.00

Canadian $ @ .6702

Portfolio LSCC LK MRVL QCOM

Stocks which were UP 2% or more included MU HUYA MOMO
IQ WB TWTR SPWR JKS MSFT NIU PRNB SNAP LVS
OSTK ULTA.....

AH news....SYNA UP 19.12%, PINS UP 16.95%

                   UBER UP 5.45%, EBAY Down 6.18%

AH Futures Down

AH Asian Markets Down

AH Oil & Gold UP

About market, TAPE enjoyed another all time high close in DOW, S&P 500, Nasdaq. Tomorrow it is all about Jobs number 157,500 is what market consensus is + or - can dictate direction of this hyper mode action. It was strange day for internals of this market, a very mixed reading and muted action in VIX.....

BLOG does NOT give buy or sell.

Saleem

Wednesday, February 5, 2020

Indices closed UP .43% to 1.68%....NICE !!!!

Indices closed UP.

S&P 500 @ 3334.69, high 3337.58, low 3313.75

RSI @ 62.05

CMF @ 0.117

Internals were :

UP volume led by 3.08 to 1 in NYSE & 2.01 to 1 in Nasdaq

Advancing stocks led by 3.14 to 1 in NYSE & 2.41 to 1 in Nasdaq

Net new 52 wk highs were leading by 328 in NYSE & 148 in Nasdaq

VIX Down 5.61% @ 15.15

Oil @ $50.75

Gold @ $1562.80

Canadian $ @ .6702

Portfolio LSCC LK MRVL QCOM

Stocks which were UP 2% or more included LSCC MRVL QCOM
MU ASML XLNX SPWR JKS UAL AAL PHM QRVO TRIP SU 
IBM X M CNX...

AH news...PTON Down 9.17%, GPRO Down 14.45%

                 TWLO Down 5.87% 

QCOM reported a beat in Sales and EPS, 
Guiding higher in both Sales & EPS
Stock closed Down 1.99% in AH.
Conference call focus shifted to current
Chinese Corona Virus impact on Cell phones
Sales, this has been factored in guidance.

AH Futures UP

AH Asian Markets UP

AH Oil UP

AH Gold Down

About market, TAPE was strong from open and closed near high of the day. S&P 500 and Nasdaq made another new closing all time high. Market is getting momentum buying into many stocks while new TSLA took a well deserved pullback. Market is looking well beyond Corona Virus and impeachment is in rear view with congress vote.

BLOG does NOT give buy or sell.

Saleem

Tuesday, February 4, 2020

Indices closed UP 1.44% to 2.10%....NICE !!!!

Indices closed UP.

S&P 500 @ 3297.59, high 3306.92, low 3280.61

RSI @ 56.91

CMF @ 0.065

Internals were :

UP volume led by 3.58 to 1 in NYSE & 3.55 to 1 in Nasdaq

Advancing stocks led by 2.46 to 1 in NYSE & 2.34 to 1 in Nasdaq

Net new 52 wk highs were leading by 246 in NYSE & 98 in Nasdaq

VIX Down 10.68% @ 16.05

Oil @ $49.61

Gold @ $1555.50

Canadian $ .6730

Portfolio LSCC LK MRVL QCOM

Stocks which were UP 3% or more included LSCC LK MU
MOMO ASML BYND NIO TSM TLRY SPWR JKS UAL
BZUN MSFT TSLA LYFT LRCX AMAT SHOP UAL 
AAPL SPLK VICR FSLR NFLX OLED YY SNAP
NTNX BABA WYNN YELP ....

AH news...  SNAP Down 10.54%, F Down 9.59%

                  MTCH Down 8.36%

QCOM reports AH Wednesday, here are the expectations:

Sales Q 4 $4.83 billion, EPS 85 cents

Guidance Q 1 Sales $5.08 billion, EPS 86 cents

Expecting a beat in EPS and in line guidance.

AH Futures Mixed

AH Asian Markets UP

AH Oil & Gold UP

About market, TAPE shot UP on optimistic interpretation of Corona Virus potential impact in USA, It is a medical story not a disease story which is restricted to China. TSLA has gone ballistic on rewording of its industry affiliation, it is being dubbed as technology / environment play instead of  Auto company, thus sky high potential. Nasdaq closed @ new all time high, All major Indices are above 50 DMA now.

BLOG does NOT give buy or sell.

Saleem