Sunday, July 14, 2019

Series of new highs, now what?

SO...market celebrated Fed dovish stand on the direction of interest rates,lower the direction of rates, higher the direction of market.

We made series of new all time highs in DOW , S&P 500 and finally in Nasdaq...

Going forward, we have to recognize where the opportunities are, and where market is or maybe overbought.

Let us look @ RSI numbers to see where each sector of bull is sitting :

DOW         74.25

S&P 500   70.86

XLF          68.31

Nasdaq     67.83

SOX         64.53

XLE         62.87

GLD        62.61

TAN         59.01

RUT         57.57

I had to look @ most sector of this market to see where we are headed, It is very clear that DOW is overbought and RUT is lagging badly.

IF we play momentum plus rotation, we should see good returns.

Market is definitely getting close to overbought in a hurry but other sectors are not like Nasdaq & SOX which offers lot of ways to participate in their catch up rally..

Russell 2000 may represent biggest profit potential BUT sometimes laggards stay laggard for a long time and then turn south with overbought market.

XLNX AMD LRCX NVDA look undervalued relative to outperforming stocks.

Chinese stocks may be the-most attractive in terms of valuation, BUT it is the elephant in the room ( US China trade war is a major drag )

SO...hopefully...you have lot to think about in terms of how you will play this market rally which seems to be getting stronger by every close.

Good luck with your own strategy and comfort with this TAPE.

BLOG does NOT give buy or sell.

Saleem

Friday, July 12, 2019

Indices closed UP .46% to .90%...NICE !!!!

Indices closed UP @ high of the day plus made new all time highs in S&P 500, DOW & Nasdaq. Internals were positive.

S&P 500 @ 3013.77, high 3013.92, low 3001.87

RSI @ 70.86

CMF @ 0.124

Internals were :

UP volume led by 2.07 to 1 in NYSE & 2.53 to 1 in Nasdaq

Advancing stocks were leading by 2.02 to 1 in NYSE & 1.43 to 1 in Nasdaq

Net new 52 wk highs were leading by 243 in NYSE & 79 in Nasdaq

VIX Down 4.18% @ 12.39

Oil @ $60.21

Gold @ $1412.20

Canadian $ @ .6955

Stocks which were UP 2% or more included TSLA SQ
LYFT LULU LRCX AAL PHM VICR AMAT CRUS
CSIQ OLED TK RIG WYNN MGA OSTK ULTA
SWKS KBH X M .....

Here is my portfolio weighting :

AMD          22.20%

TSLA         21.90%

TWTR       16.80%

BZUN       11.80%

CIEN          9.80%

NEM          8.80%

IQ             8.70%

Next post by 6 PM on Sunday.

BLOG does NOT give buy or sell.

Saleem

Thursday, July 11, 2019

Indices closed mixed......

Indices closed mixed.

S&P 500 @ 2999.91, high 3002.33, low 2988.80

RSI @ 68.58

CMF @ 0.100

Internals were :

Down volume led by 1.14 to 1 in NYSE & 1.24 to 1 in Nasdaq

Declining stocks led by 1.04 to 1 in NYSE & 1.25 to 1 in Nasdaq

Net new 52 wk highs were leading by 222 in NYSE & 70 in Nasdaq

VIX Down .77% @ 12.93

Oil @ $60.20

Gold @ $1406..70

In my portfolio ...Sold SQ @ $80.05 in AH

AH news....HOOK UP 40.57%, SDRL UP 4.4%

                   EMKR Down 17.93%, ILMN Down 16.13%

AH Futures UP

AH Asian Markets Mixed

AH Oil & Gold UP

About market, TAPE closed at all time highs in DOW & S&P 500. Internals were weak due to technology stocks being relatively weak. Market closed near best level of the day which shows buyer coming in and shorts panicking even @ these record high level. There is only a closing BLOG on Friday's around 7 PM.

BLOG does NOT give buy or sell.

Saleem




Indices mixed.....

Indices are mixed after higher open on Interest rate cut optimism. DOW made a new all time high. Indices are @ low of the day.

S&P 500 @ 2991.32, low 2989.93, high 3002.33

Internals are negative.

Oil Down 20 cents

Gold Down $5.20

Canadian $ UP 7 tick @ .6927

VIX UP 1.46% @ 13.22

Portfolio AMD BZUN CIEN IQ NEM SQ TSLA TWTR

Most stocks are lower

@ 2.14 PM following are green :

CIEN SQ MU BIDU NVDA UAL SPLK GOOG
PANW NTNX AMAT TK LNG LVS GS MS
MA MSFT ULTA TSM NKE V X....

BLOG does NOT give buy or sell.

Saleem

Wednesday, July 10, 2019

Indices closed UP .29% to .75%....NICE!!!!

Indices closed UP.

S&P 500 @ 2993.07, high 3002.98, low 2984.62

RSI @ 67.40

CMF @ 0.060

Internals were :

UP volume led by 1.72 to 1 in NYSE & 1.72 to 1 in Nasdaq

Advancing stocks led by 1.92 to 1 in NYSE & 1.19 to 1 in Nasdaq

Net new 52 wk highs were leading by 341 in NYSE & 110 in Nasdaq

VIX Down 7.52% @ 13.03

Oil @ $60.43

Gold @ $1412.50

Stocks which were UP 1% or more included AMD TSLA
GLD MU FB AMZN NVDA MTCH FEYE AAL PHM
TLRY GOOG MRVL AMAT CHK TK RIG FEYE
OSTK MSFT TSM.....

AH news....EXFO Down 10.26%, PSMT Down 8.98%

                 AMKR UP 7.12%, PDLI UP 5.59%

AH Futures UP

AH Asian Market Mixed

AH Oil & Gold UP

About market, TAPE closed UP and in new record all time highs in S&P 500 and Nasdaq, DOW also made a new Intraday all time high. Fed chief testimony was market friendly thus vaulted into new record high. Internals were positive. All major Indices are heading into series of new all time highs.

BLOG does NOT give buy or sell.

Saleem

Indices UP .39% to .78%....NICE !!!!

Indices are higher on reconfirmation of Fed's intent to reduce interest rates to deal with issues in economy.

S&P 500 @ 2995.25, high 3002.98, low 2984.62

Internals are positive

Oil UP $2.31

Gold UP $11.70

Canadian $ UP 56 tick @ .6931

VIX Down 7.10% @ 13.09

Portfolio AMD BZUN CIEN IQ NEM SQ TSLA TWTR

Most stocks are UP

@ 1.41 PM following are red :

BZUN TWTR UBER HUYA LULU WB FSLR
BABA CSIQ JKS PANW YY SPWR NTNX 
WYNN LVS GS SINA ULTA CMG X ...

BLOG does NOT give buy or sell.

Saleem

Tuesday, July 9, 2019

Indices closed mixed....

Indices closed mixed.

S&P 500 @ 2979.63, high 2981.90, low 2963.44

RSI @ 65.02

CMF @ 0.032

Internals were :

UP volume led by 1.16 to 1 in NYSE & 1.36 to 1 in Nasdaq

Advancing stocks led by 1.02 to 1 in NYSE & 1.10 to 1 in Nasdaq

Net new 52 wk highs were leading by 125 in NYSE & 31 in Nasdaq

VIX UP .93% @ 14.09

Oil @ $57.83

Gold @ $1400.50

Stocks which were UP 2% or more included AMD CIEN SQ TWTR
LYFT UBER HUYA MU FEYE CRON PRNB OLED PANW TK
OSTK SU....

AH news....LEVI Down 7.23%, DLTR Down 3.67%

                   CNQ UP 5.03%, HLIT UP 12.04%

AH Futures UP

AH Asian Markets UP

AH Oil UP

AH Gold Down

About market, TAPE opened weak but by late afternoon erased losses in S&P 500 and Nasdaq was in green most of the day, DOW closed down slightly. Indices closed near high of the day which shows built in strength of this market, finds strength and buyers on any weakness. Fed chief testimony tomorrow will be positive for equities. Fed minutes will confirm lower Fed Funds rates in near future.

BLOG does NOT give buy or sell.

Saleem