Sunday, August 19, 2012

Retail Getting Attention


The 3½ year-old  rally that began in March 2009 is now getting a little less choppy, but of high interest is what has happened in some of the retail stock.

Here is a chart of retail stocks; KORS, FRAN, ROST, AMZN and of course AAPL compared to the  DIA .

Wow ! Look at Michael Kors and Francesca's Holding!
3 Month
 
 
Wo what did I see in my weekend review?

The 10-yr Treasury yield continues upward now at 1.82 

IBD (Investor Business Daily) continues:  Confirmed Up Trend 

Copernicus Systems: Is still long, still mixed

Moneys Flows continues up is all 3/3 portfolios, now with price matching. 

IBD 50 Top Five:
FRAN, SWI, KORS, MLNX, AAPL

Last Week:
ALXN, SWI, MLNX, CTRX, AAPL

Copernicus Top Stocks are:
AMGN, VRSN, EBAY, GILD, CSC

Last Week:
AMGN, IACI, GILD, VRSN, EBAY

Currently my "Stocks for a Trade" now consists of:
RGR  -4.19, time to leave defeated  on this one, but will be watching, perhaps after November

IBD 50 Basket Holdings Are:
AMGN .22%
MLNX 6.33% time to take this profit
WMT -.3.10% doubtless this one will recover, but time for me to leave.

ETF’s for a trade are:
(All gains or losses shown are the total since purchase)
GLD -4.91%
IBB -3.28%

What will I do?
I did not sell WMT last week as planned; it just got away from me. I will do so now as well as selling MLNX, and RGR. All of this nets out a little loss and a reminder to do better buying and profit taking.

Retail looks very interesting. I will be watching KORS, FRAN, ROST and the great AMZN. AAPL is great too, but I have enough of that at this point.

I will also watch PCLN and MNST for possible entry points, but may have missed that.

Next is a list to watch of: SYMC, VRSN and SWI

I will also be looking for some day trades, did this well this week in WNC, catching it down one day and picking up a nice profit the the next day.

I hope you have a great week.

Sunday, August 12, 2012

A Nice Little Upward Stagger



DJIA 3 Month

 

The DJIA had a nice little upward stagger this week. I should point out that we are once again approaching the all-time high of around 14,200 that occurred in October 2007. I am also reminded that by March of 2009 it had dropped to 6,469. The Market can be humbling, so it is always good to be reminded of what can happen…in both directions.

DJIA 1 Year
 
 

So what did I see in my weekend review?

The 10-yr Treasury yield has danced upward to 1.65 

IBD (Investor Business Daily) continues:  Confirmed Up Trend 

Copernicus Systems: Is still long, still mixed, but perhaps less so IMHO.

Moneys Flows continues up is all 3/3 portfolios, now with price diverges in only 1/3, so a little progress seen here. 

IBD 50 Top Five:
ALXN, SWI, MLNX, CTRX, AAPL

Last Week:
ALXN, CTRX, SWI, MLNX, AAPL

Copernicus Top Stocks are:
AMGN, IACI, GILD, VRSN, EBAY

Last Week:
AMGN, EBAY, WMT, ARBA, MRK

Currently my "Stocks for a Trade" now consists of:
RGR  .70% a much appreciated turn around

IBD 50 Basket Holdings Are:
AMGN -.56%
MLNX 7.52% this is what I like to see, will continue to hold
WMT -.82% a little stumble

ETF’s for a trade are:
(All gains or losses shown are the total since purchase)
GLD -4.63%
IBB -3.49%

What will I do?

I was pleased to see the turn in RGR and the step up in MLNX, will hold these.

I like seeing IACI, GILD and VRSN joining Copernicus Top Stocks, will be looking at these further.
I may sell WMT and to pick up one of these.

I hope you have a great week.