Sunday, October 11, 2015

Where is market heading now ?

Market has come off double bottom with the following stat from low to intraday high on Friday. :

S&P 500 UP 1148.22 points or 6.13%

Dow UP 1168.51 points or 7.33%

Nasdaq UP 354.32 points or 7.89%

To get that kind of move in 8 trading days is exceptional.

Easy move has been done

Now comes the tough part of digesting fast gains and fighting resistance.

Resistance is clearly @ 200 DMA in all indices.....

Some technicians are looking @ 2040 in S&P 500 as resistance...

US$ has been weak which has given a boost to stocks, oil, gold currencies and commodities

There is a strong feeling that US$ may resume its strength very soon, that will have opposite effect on above......

Gold is entering its weak seasonality in October.....

Sentiments of new found bulls are too euphoric

Bears are still leading bulls by 2.2%.....which is a contrary indicator, means there is still room for bullish TAPE.

SO...based on all that has happened and may be ready to occur, what strategy to implement.....

Do not go with euphoric moves which has already taken place

Try to focus on laggards with good fundamental

Try to book profit earlier than later

TAPE may rest for a while as earning picture gets clear...

I do not expect earnings to give a broader lift to the market, it will be a stock specific situation.

All in all is to check your euphoric side and be more conservative.....

Market has been tough and may remain so.....

BLOG does NOT give buy or sell.

Saleem

Friday, October 9, 2015

Indices closed UP .07% to .41%.....NICE !!!!

Indices closed higher with Dow making 6 UP day in a row, Nasdaq only 5 points away from taking 50 DMA.

S&P 500 @ 2014.89, high 2020.13, low 2007.61

RSI @ 59.63

CMF @ 0.150

Internals were :

UP volume led by 1.02 to 1 in NYSE & 1.25 to 1 in Nasdaq

Advancing stocks led by 1.31 to 1 in NYSE & 1.23 to 1 in Nasdaq

Net new 52 wk highs were leading by 49 in NYSE & 28 in Nasdaq

VIX Down 1.95% @ 17.08

Oil @ $49.62

Gold @ $1156.00

Canadian $ 70.57..highest level against US$ since July, 2015

Stocks which were UP 1% or more included FIT FEYE VDSI
AMZN AAPL TWTR BIDU BABA GPRO CSIQ EXPE
YUM YELP YNDX AAL SPLK SBUX ABX SLW 
GG AEM DATA CSOD MGA Z .......

In my portfolio :

Sold BABA @ $68.80

Bought TSLA @ $221.34

Here is my weighting :

FB      24.38%

LULU 19.31%

NXPI  13.70%

VDSI  12.56%

TSLA 11.54%

FIT     10.18%

FEYE  8.33%

Exposure 308%

Next post by 2 PM on Sunday

BLOG does NOT give buy or sell.

Saleem

Thursday, October 8, 2015

Indices closed UP .41% to .88%....NICE !!!!

Indices closed UP.

S&P 500 @ 2013.43, high 2016.50, low 1994.01

RSI @ 59.40

CMF @ 0.182

Internals were :

UP volume led by 4.97 to 1 in NYSE & 1.86 to 1 in Nasdaq

Advancing stocks led by 3.44 to 1 in NYSE & 1.88 to 1 in Nasdaq

Net new 52 wk highs were leading by 44 in NYSE & 26 in Nasdaq

VIX Down 5.33% @ 17.42

Oil @ $49.63

Gold @ $1144.30

Stocks which were UP 1% or more included BABA NXPI
NFLX YHOO SWIR TWTR RAD CNQ COH LVS 
WYNN LEN JKS CSIQ FSLR SPWR CMG SU
YNDX SNDK AMCC CY AAL GMCR X
SBUX MCD CCJ Z TRIP MLNX.....

AH ER...AA Down 4.81%, GPS Down 5.87%, RT Down 7.88%

AH Futures Down

AH Asian Markets Mixed

AH Oil UP

AH Gold Down

About market, TAPE continued its march towards higher highs, S&P 500 is above 50 DMA alongwith Dow, Nasdaq is next to conquer, its only 31 points away. Tonight IBD is changing its markets outlook to " market in confirmed uptrend " Dow has been UP 5 days in a row. When VIX reaches 15 area, market will be @ fair value. Rotation needs to be in focus as first mover stocks need a rest.

BLOG does NOT give buy or sell.

Saleem

Indices mixed.....

Indices are mixed after Fed minutes which showed concern for slowing growth internationally. Earlier indices were all red, now @ high of the day.

S&P 500 @ 2003.30, high 2004.08, low 1987.53

Internals are positive

Oil up $2.02

Gold Down 50 cents

Canadian $ UP 55 tick @ 70 cents US..highest level in a month

VIX Down 3.37% @ 17.78

Portfolio BABA FB FIT FEYE LULU NXPI VDSI

Most stocks are UP

@ 2.37 following are red :

FIT FEYE AMBA TSLA GOOGL AAPL BIDU
GPRO AMZN SINA EXPE EBAY HIMX
CRUS QIHU SPLK DATA GS......

BLOG does NOT give buy or sell.

Saleem

Wednesday, October 7, 2015

Indices closed UP .73% to .90%....NICE !!!!

Indices closed UP.

S&P 500 @ 1995.83, high 1999.31, low 1976.44

RSI @ 56.61

CMF @ 0.148

Internals were :

UP volume led by 4.57 to 1 in NYSE & 3.43 to 1 in Nasdaq

Advancing stocks led by 3.55 to 1 in NYSE & 2.47 to 1 in Nasdaq

Net new 52 wk highs were leading by 30 in NYSE & 15 in Nasdaq

VIX Down 5.15% @ 18.40

Oil @ $47.81

Gold @ $1148.70

Stocks which were UP 3% or more included BABA FEYE LULU
SWIR TWTR CNQ CSIQ SINA CY AMCC AAL SPLK X
STLD CCJ SPWR Z WYNN YELP.....

AH ER ...NVLS UP 16.23%

AH Futures Mixed

AH Asian Markets Mixed

AH Oil UP

AH Gold Down

About market, TAPE showed its strength today despite profit taking bout in mid day. S&P 500 is fractions away from taking out 50 DMA, Dow has already done that. Internals of the market was all positive, we continue to make higher highs in all indices. Profit needs to be booked as many stocks are lagging behind, rotation is a good strategy. There is new strength in beaten down stocks which is good for broadbased rally.

BLOG does NOT give buy or sell.

Saleem

Indices UP .49% to .66%....NICE !!!!

Indices are strong today as commodities stocks are moving.

S&P 500 @ 19992.33, high 1999.31, low 1976.44

Internals are positive by almost 4 to 1.

Oil Down 2 cents

Gold UP $2.10

Canadian $ Down 19 tick @ 69.49

VIX Down 2.01% @ 19.06

In my portfolio :

Sold BIDU @ $148.50

Sold CNQ @ $23.59

Bought FEYE @ $31.55

Bought BABA @ $64.97

Portfolio :

BABA FB FIT FEYE LULU NXPI VDSI

Most stocks are UP

@ 2.24 following are red :

FB FIT NXPI BIDU NFLX AMBA YY TSLA GOOGL AAPL
COH GPRO YUM FFIV YNDX M SBUX MCD AEM .....

BLOG does NOT give buy or sell.

Saleem

Tuesday, October 6, 2015

Indices closed mixed......

Indices closed mixed.

S&P 500 @ 1979.92, low 1971.92, high 1991.62

RSI @ 53.96

CMF @ 0.072

Internals were :

UP volume led by 1.51 to 1 in NYSE & .85 to 1 in Nasdaq

Advancing stocks led by 1.24 to 1 in NYSE & .79 to 1 in Nasdaq

Net new 52 wk highs were leading by 11 in NYSE & lows by 8 in Nasdaq

VIX Down .72% @ 19.40

Oil @ $48.53

Gold @ $1146.40

Stocks which closed green included CNQ LULU VDSI
AMBA YY TSL MU LVS WYNN GPRO JKS FSLR
SPWR SU SNDK AMCC LSCC CY GMCR MCD
X ABX SLW GG AEM CCJ Z AGU......

AH ER..ADBE Down 3.11%, YUM Down 18.35%

AH Futures Down

AH Asian Markets Mixed

AH Oil & Gold UP

About market, All indices made higher highs and Dow closed above 50 DMA. After hour earnings reports are on the weak side especially YUM which may raise Chinese growth issue. Any weakness is a buying opportunity and may not last too long. Oil & Gold are getting bid in this environment. Stay the course, we are heading in the right direction.

BLOG does NOT give buy or sell.

Saleem