Wednesday, January 8, 2014

Indices mixed on Fed minutes......

Fed minutes are carefully worded to monitor & ensure economic growth in terms of Job, inflation & GDP growth....nothing is pre-determined..all based on upcoming data....these words should have a positive effect on stock market action..after usual jerky moves......

S&P 500 @ 1836.46, high 1840.02

Internals are mostly negative

Oil Down 95 cents

Gold Down $6.40

Canadian $ Down 51 tick @ 92.38

VIX UP 1.86% @ 13.16

In my portfolio :

Added 40% AUY @ $8.94

Portfolio JKS KOG SINA AUY LULU option

Most stocks are down

@ 2.18 following are green :

JKS SINA AUY MU TRIP MGA BIDU TSLA
AMZN NFLX LUV AAPL GOOG TSL
YHOO DNKN LVS YUM MA V
ARUN RVBD CRUS GMCR
SNDK FNSR CIEN C
SBUX X STLD CSOD
WUBA SPWR TRLA
AGU WYNN
MLNX 
YELP...

BLOG does NOT give buy or sell.

Saleem

Tuesday, January 7, 2014

Indices closed UP .61% to .96%.....NICE !!!!

Indices closed green.

S&P 500 @ 1837.88, high 1840.10

RSI @ 62.23

CMF @ 0.049

Internals were :

UP volume led by 1.60 to 1 in NYSE & 3.67 to 1 in Nasdaq

Advancing stocks led by 2.01 to 1 in NYSE & 2.32 to 1 in Nasdaq

Net new 52 wk highs were leading by 127 in NYSE & 153 in Nasdaq

VIX Down 4.65% @ 12.92

Oil @ $93.67

Gold @ $1229.60

Stocks which were UP 1% or more included JKS KOG SINA AUY
MU BBRY FB LNKD TRIP MGA BIDU EXPE TSLA LUV
AMZN PCLN GOOG FSLR GMCR ZNGA LRCX 
SNDK TSL CSIQ YHOO CMG EBAY YUM
LVS FFIV MA PANW SPLK SBUX Z
WUBA CSOD TRLA WYNN 
YELP.....

AH ER MU UP 7.13%

AH Futures UP

AH Asian Markets Mixed

AH Oil UP

AH Gold Down

About market, Indices had a decent reversal from 3 day weakness. IF we close green again then this rally has leg. Many sectors are behaving better & it is important to be exposed to those sectors. Solar & some techs are making new highs.

BLOG does NOT give buy or sell.

Saleem

Indices UP .44% to .67%....NICE !!!!

Indices are in the green.

S&P 500 @ 1834.58, high 1840.10

Internals are positive by 2 to 1

Oil UP 43 cents

Gold Down $9.80

Canadian $ Down 91 tick @ 92.90 lowest level since May 2010

VIX Down 3.39% @ 13.09

In my portfolio :

Bought Option LULU strike $60 expiring Friday @ .24 cents ..1 contract...LULU got upgraded to Buy with $73 target.....wanted to play this call.....so far not looking good ?

Portfolio JKS KOG SINA AUY LULU option

Most stocks are UP

@ 2.08 following are red :

AMCC TWTR M SLW NFLX MS KORS AAPL
DNKN FNSR TCK GRPN X GG AEM JCP
WLT GS AGU MLNX.....

BLOG does NOT give buy or sell.

Saleem

Monday, January 6, 2014

Indices closed down .25% to .44%.....

Indices were under mild selling pressure & closed lower.

S&P 500 @ 1826.77, low 1823.73

RSI @ 57.81

CMF @ 0.061

Internals were :

Down volume led by 1.33 to 1 in NYSE & 1.25 to 1 in Nasdaq

Declining stocks led by 1.16 to 1 in NYSE & 1.66 to 1 in Nasdaq

Net new 52 wk highs were leading by 105 in NYSE & 106 in Nasdaq

VIX UP 1.53% @ 13.55

Oil @ $93.43

Gold @ $1238.00

In my portfolio : Added 175% KOG @ $10.66

AH Futures UP

AH Asian Markets Mixed

AH Oil & Gold UP

About market, S&P 500 closed down for 3 straight days but the intensity of selling was missing & we did not slumped @ close...a very bullish sign. S&P 500 lost 25.71 points from absolute high or 1.39% which is pretty mild. TAPE did not go into any serious selling. When TAPE acts strong it is important to recognize that selling pressure has abated. Even TWTR recouped 50% of its losses by close. I think TAPE wants to go higher.

BLOG does NOT give buy or sell.

Saleem

Indices down .07% to .33%.......

Indices have recovered most of the morning losses.

S&P 500 @ 1828.47, low 1823.73

Internals are mostly positive except for Nasdaq which is negative.

Oil Down 53 cents

Gold Down $1.30

Canadian $ Down 11 tick @ 93.92

VIX UP 2.69% @ 13.39

In my portfolio :

Sold RALY @ $20.09

Portfolio JKS KOG SINA AUY

Most stocks are Down

@ 2.12 following are green :

JKS SINA AUY BBRY FB SLW BIDU
MS PCLN AAPL GOOG TSL CSIQ
ARUN GMCR BRCM C PANW
GG AEM WUBA CSOD Z
TRLA WYNN GS 
YELP.......

BLOG does NOT give buy or sell.

Saleem

Sunday, January 5, 2014

January indicator not looking good ......

Trading world is fixated on first five days of trading in January which foretells how the market will do in January & for the whole year......

First thing first.....January indicator is off to a bad start, S&P 500 has been down 2 days out of 2 trading days ....a poor batting record from any angle.....

I am not hopeful that not only 5 trading days may be negative overall but next 10 trading days are also not looking good.....

I do not see much of a catalyst in near term.......

We have to wait until week of 20th January to see some spark from GOOG earnings report.....

Next 10 trading days may be down overall, then it will depend on how good earnings are & their guidance.

Individual investors are retreating in a hurry, bulls are 43.1% vs 55.7% while bears are jumping to 29.3% vs 18.5%........this is a positive indicator as it confirms lack of  "euphoria".......BUT look @ the next stat ...

Advisers or professional Money Managers are salivating in this TAPE ...they are roaring bulls @ 61.6% & bearish only @ 15.2%.....a uber euphoric number..negative for near term action.......

Bottom line is that we have a long way to go to curb enthusiasm...

Traders have to recognize that this is 2014 & TAPE character is not defined yet......

It will be wise to take a "different approach to trading or investing"

Laggards have changed into desirable picks....recognize this & you will be fine even in this corrective phase.

Every year markets are not the same, some of us have learnt this the hard way......

I am expecting tough market in the near term...

Keep an eye on RSI in S&P 500 which is "real market of 500 leading basket of stocks"

RSI needs to come down from current 60.53 to 40 area to complete this phase of pullback...

This pullback has "only just begun"

Lying low for few weeks is not a bad idea, wait for TAPE to find its support.

BLOG does NOT give buy or sell.

Saleem



Friday, January 3, 2014

Indices closed mixed......

Indices closed mixed fighting selling pressure.

S&P 500 @ 1831.37, low 1829.13, high 1838.24

RSI @ 60.53

CMF @ 0.053

Internals were :

UP volume led by 1.20 to 1 in NYSE & 1.08 to 1 in Nasdaq

Advancing stocks led by 1.82 to 1 in NYSE & 1.64 to 1 in Nasdaq

Net new 52 wk highs were leading by 72 in NYSE & 94 in Nasdaq

VIX Down 3.30% @ 13.76

Oil @ $93.96

Gold @ $1238.60

Canadian $ @ 93.86

Stocks which closed green included JKS RALY
LULU TWTR TRIP MGA M LUV MS C
GRPN ARUN GMCR JDSU FNSR 
TSL CSIQ SPWR YHOO CMG
YUM COH PANW CSOD
GS ......

In my portfolio..Bought KOG @ $10.60

Here is my weighting :

JKS  38.11%

SINA 29.47%

AUY  13.52%

RALY 12.89%

KOG  6.01%

Exposure 135%

Next post by 2 PM on Sunday.

BLOG does NOT give buy or sell.

Saleem