More Baskets, More Stocks, More ETF’s

I did pick up stocks FLT and TRIP and ETF’s EWG and XLB as mentioned last week.  I also bought XLB (on bad data) and added CRM and DAL, to the Cramer basket. For good measure I added CMG

What did I see in my weekend review?

The 10-yr Treasury yields now at 2.75 %

IBD (Investor Business Daily) now at: Confirmed Up Trend

Copernicus Systems: Long

Moneys Flows:  all positive

Currently my "Stocks for a Trade" now consists of:

ABX -14.576%, ….I’m not happy with myself for what I have let happen here. This could recover, but who knows

CMG -2.41%

Cramer Basket

PCLN +1.67%

DAL +1.89%
GOOG -.36%
CRM -6.47%
NFLX +.19%
AMZN +1.53%

Copernicus Basket

FSLR +15.50% …Note to self: sell or re-evaluate when gain drops to 8% or rises to 30%

TRIP -.42%

IBD Basket

FLT +1.86%

ETF’s:

EWZ -4.07% give it another week

QQQ +13.65% 
IWM +12.84%
EWG -.19%
XLB -.88%
XLI +.02%

What will I do?

As mentioned I will sell XLB, perhaps buy more XLI…hoping to look further at MRVL and OTEX

I hope you have a great week.

 

 

Cramer Basket

I enjoy Jim Cramer.

It took some time for me to appreciate his work, but I have now been following him for several years, going back to his days on radio. I find him very entertaining and educational. I know that “you cannot trade with Cramer”. But I find him to be very helpful in understanding what is going on in the market right NOW.

I have often said that when people start predicting what will happen in the future it’s time to stop listening to them. Cramer does try to predict where stocks are going and he is not always right…no one is. But it is always good to hear his reasons and he has such a following no doubt he does influence in the market …IMHO.

All of that said he picked CRM, GOOG, NFLX and AMZN to be good choices between now and the end of year, if my notes taken while on the elliptical listening to a podcast are correct.

Per Mr. Cramer this is due to money managers stuffing their portfolios with these winning stocks so they will look smart when their year-end holdings are reviewed. I sure don’t know if this actually happens, but these have been outstanding stocks this year and they should at least continue this momentum…plus likely the Cramer Effect will help them. So I took a quick look and these, decided to pass on CRM for now and in its place added both PCLN and DAL that Mr. Cramer has said to “buy when down”. This gives me a nice “basket” of five stocks.

I picked this up midday Friday.

What did I see in my weekend review?

The 10-yr Treasury yields now at 2.709 %

IBD (Investor Business Daily) now at: Confirmed Up Trend

Copernicus Systems: Long

Moneys Flows:  all positive

Currently my "Stocks for a Trade" now consists of:

ABX -5.76%, ….I know I should sell this one, perhaps the next time it turns green

FSLR +22.85% …Note to self, sell when gain drops to 8%, rises to 30% or reevaluate

Cramer Basket

PCLN +.16%

DAL +.18%

GOOG -.20%

NFLX +.74%

AMZN +.67%

ETF’s for a trade are:

EWZ -3.13% give it another week

QQQ +13.61% 

IWM +10.20%

IBB +5.03%

What will I do?

I am looking at adding ETF’s EWG and XLB; stocks FLT and TRIP…yes, I am a little bullish right now

I hope you have a great week.

A Quick Review

I did make an initial entry into EWZ (Brazil) this week

What did I see in my weekend review?

The 10-yr Treasury yields continues to rise a little, now 2.75 %

IBD (Investor Business Daily) dropped to: Up Trend Under Pressure, but also cites the repair work done on Friday

Copernicus Systems: Long, but mixed IMHO

Moneys Flows:  all positive

 

Currently my "Stocks for a Trade" now consists of:

ABX -4.97%,

FSLR +15.78% …should I sell?

ETF’s for a trade are:

EWZ -6.28%

QQQ +11.69% 

IWM +10.20%

IBB +1.01%

What will I do?

 I was clearly premature in going into EWZ (Brazil), and it is dropping in the rankings this week, will give it another week.

I will try to decide if it’s time to take a profit in FSLR. At a 15% gain I try to determine if I would buy it at this point…so a little home work is needed

 

I hope you have a great week.

Just After Last Week’s Blog…..

Last week I made the comment “FSLR is up in the rankings I follow…and rapidly doing so. I took a quick look and was surprised to see that it is profitable, but I think I will pass”

Well I changed my mind and early on Monday I  made a couple of buys and by the end of the day I was thinking why did I do that …but the end of the week after “trouncing third-quarter earnings expectations, hitting a 52-week high” I was pleased that I had.
 

First Solar is an energy company that provides solar energy solutions. It provides both components and systems. It is still out of favor with the analysts…does this create more hidden opportunity?

What did I see in my weekend review?

The 10-yr Treasury yields now up a tad to 2.62 %

IBD (Investor Business Daily): Confirmed Uptrend

Copernicus Systems: Long, but mixed IMHO

Moneys Flows:  all positive

Currently my "Stocks for a Trade" now consists of:

ABX -6.07%,

FSLR +13.18

ETF’s for a trade are:

QQQ +12.05% 

IWM +9.68%

IBB +1.94%

What will I do?

I will keep my eye on EWZ (Brazil) which is strangely rising in the ranking in spite of FXI (China) falling.

I hope you have a great week.