No Time

Due to some nice travels this week, no time for a stock review, so just the numbers and brief details.

What did I see in my weekend review?

The 10-yr Treasury yield now 2.56%

IBD (Investor Business Daily) continues: Market in Confirmed Up Trend

Copernicus Systems continues: Long, but still mixed IMHO.

Moneys Flows:  still down in money flows for 2/3 portfolios, but all portfolios are still in positive territory.

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

YHOO   +1.09%, stumbled badly this week…so I bought more

PCLN -.73%

BIIB -.41% dropped a lot, but I will give it some room

QLGC sold for a modest gain

ETF’s for a trade are:

QQQ +1.99% 

XLF +4.072% 

IBB +12.03%

SPY +3.64%

IWM +5.04%

XLY -.46%...may sell this one

What will I do?

…some review

I hope you have a great week.

Happy, Happy

It has probably been obvious that I have been bullish on the markets recently, but next week could be telling.

Recent headlines note that on Friday IBM was down 2.25%, AAPL down 2%, mighty GOOG down 1.15%, once mighty MSFT down a staggering 11% and INTC down 1%.

However on this same Friday I noticed a longtime fav holding of mine, DOV up 2.01% continuing its little spike and another long term holding GE up 4.61%.

Its all about earnings or rather perception of earnings isn't it?

On Monday we have a report due on existing home sales and earnings from NFLX, MCD, TXN and HAL…I would guess the net of this would be good news…why not?

But.... I do not have a crystal ball and have learned not to trust those that do.

If the uptrend continues I will be happy, if it stumbles I will be happy to sell VXX, so I am Happy, Happy

What did I see in my weekend review?

The 10-yr Treasury yield dropped a little more, now to 2.49%

IBD (Investor Business Daily) continues: Market in Confirmed Up Trend

Copernicus Systems continues: Long, but still mixed IMHO.

Moneys Flows: Copernicus portfolios stubbornly still down in money flow for 2/3 portfolios, but all portfolio net prices are still in positive territory.

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

YHOO   +6.07%, so reminiscent of the old YHOO

PCLN -1.15%

BIIB +2.73%

QLGC +1.08%

ETF’s for a trade are:

QQQ +93% 

XLF +4.52% 

IBB +11.22% Biotech is really working for me

SPY +3.68%

IWM +5.23% (I see in my sloppiness I have missed reporting on this for a few weeks)

XLY -.37%

What will I do?

I was able to add PCLN, BIIB, QLGC and more YHOO.

I think that is enough for now and I don’t see anything new for me, so if opportunities arise it will be to add more to existing holdings. That said I am  looking to sell QLGC if I can get a little more gain.

I hope you have a great week.

I like what I see!

The Up-Trend from Mid-June continues

What did I see in my weekend review?

The 10-yr Treasury yield dropped a little to 2.6%

IBD (Investor Business Daily) now has: Market in Confirmed Up Trend

Copernicus Systems continues: Long, but still mixed IMHO.

Moneys Flows:  All of the portfolios are still in positive territory…..but now one is finally trending upwards

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

YHOO   +5.9%, a nice turnaround

ETF’s for a trade are:

QQQ +1.89% 

XLF +2.61% 

IBB +10.10%

SPY +2.66%

IWM  +3.6%

What will I do?

The continuation of the uptrend has now turned all of the positions for a trade positive…. what a difference a few weeks can make.

The reload of the VXX, which moves inversely to the market, is now looking poorly. It is difficult to see a profit come out of this in the near future, so I will be looking for any reasonable opportunity to off load it now.

The stocks that make up the IBB have really been cooking and as a momentum investor I have been liking like what I see in bitotech for few weeks now.

But being a momentum investor I like what I see in a number of stocks and ETF’s

I like ETF’s XLY, EWJ and I would still like to add more IWM

For stocks I still like PCLN, but now like SANM, BIIB, GILD, MRVL, QLGC and TXN

I hope you have a great week.

Optimism

Last week I noted with optimism that my guess was: “the bull market resumes shortly” …So far so good as IBD notes:

For the week, the Nasdaq added 2.2%; the S&P 500, 1.6%; and the Dow, 1.5%. The S&P 600 rose 3.2%

They also point out that July has launched decent rallies in the past.

What did I see in my weekend review?

The 10-yr Treasury yield is really climbing now at 2.71

IBD (Investor Business Daily) still has: Market in Correction.

Copernicus Systems has switched to: Long, but still mixed IMHO.

Moneys Flows:  All three still pointed own…all still in positive territory.

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

YHOO   -.38%

ETF’s for a trade are:

QQQ -1.79% 

XLF -.07% 

IBB +3.93%.

SPY -1.96%

What will I do?

This week I did reload some VXX. My confidence in picking up small gains with this index is gaining. It seems to work adequately with market orders. This also seems to offer some insurance and helps to brighten those down days by being available to turn some profits.

The holdings for a trade are still mostly red, but IBB is now positive and hopefully the laggards will have their day soon. The rapidly rising interest rates should mean the banks will be able to earn more and this in turn should boost XLF

I am comfortable with the current holdings for trades, but XLY and PCLN still deserve that closer look.

I am overdue for a complete review of dividend payers and  hope to comment on this in the next few weeks. I have done a preliminary review of 5 year price gain for this group and I see that the following have been outstanding: GWW, KSU, SJM, CHD, LEG, LOW and WAG.

  

The method used is to look for:

•    Profitable US companies (positive EPS)
•   Consistently pay a dividend
•   Consistently grow the dividend over time
•  Have a great 5 year dividend growth rate
•  Outperform the S &P 500 over a 1 year or 5 year span….or have an outstanding dividend

I hope you have a great week.