Friday, October 11, 2013

IWM Leads Stocks Higher...QQQ Near Resistance...XLF Financials on the Move...MU Negative Reaction...SCTY Gaps Higher...

All nine sectors moved higher on Friday…XLE, XLY and XLK were the strongest sectors…XLP was the weakest sector. 
 
Breadth weakened advancers led decliners…2.89 to 1 on the NYSE and 2.81 to 1 on the NASDAQ.
 
Friday – weakened, advancers led
Thursday – strengthened, advancers led
Wednesday – strengthened, decliners led
Tuesday – weakened, decliners led
Monday – weakened, decliners led
 
 
SPY up 1.09 at 170.26…volume 105 million shares
VIX down -0.76 at 15.72…
TNX down .03 at 26.82…
TLT down .03 at 105.46...
XLF up .11 at 20.31 volume 38.9 million shares
 
AAPL up 3.17 at 492.81…volume 9.6 million shares
FB up .06 at 49.11volume 58.4 million shares
 
Technical Commentary: 
QQQ + 2.12%, DIA + 2.15%, SPY + 2.16%, IWM + 2.41%.
 
Stocks moved higher on Friday as optimism continued that a debt default could be avoided by Oct 17.  Our view is that the weight of the evidence has indicated for three weeks that the market wanted to go higher and that a compromise would be reached.  On Tuesday and Wednesday markets sold off suggesting doubt was increasing about a timely compromise.  Markets rebounded on Thursday and Friday following word of a Republican compromise proposal.
 
While a compromise has yet to be reached and the failure to reach a compromise next week would likely lead to a sharp selloff, it appears likely that a compromise that avoids default could lead to both the RUT and NDX breaking out of horizontal resistance.  Strength in the RUT at horizontal resistance with its second highest close on Friday, the NDX just below resistance, the breadth increasing in the NDX and the huge gain the Financials XLF over the past two days are indications coming from big money buying.
 
JPM and WFC finished with neutral earnings reactions on Friday while the financials as a whole continued to rise.
 
MU -1.59. -8.63% negative earnings reactions following Thursday’s release.
 
SCTY +8.85, +23.09% on raised guidance from the company.
 
Next week is a big week for earnings with heavy weights KO, INTC, JNJ, YHOO, AXP, BAC, EBAY, IBM, CMG, GS, GOOG, UNH, VZ, GE and MS all reporting.  We expect that positive surprises in earnings, revenues and guidance will lead to positive reactions while negative surprises will likely lead to large selloffs in individual stocks.
 
 
Resistance Chart Targets:
QQQ = 79.69
SPY = 172.76
 
Remember it is big money that creates and sustains the trend.  As Granville once wrote, “technical analysis is the art of tracking the market, following the footsteps of the ‘smart money’ crowd.  The ‘smart money crowd’ is no mysterious ‘THEY.’  It is simply a collection of people who are reading the market correctly, seeing through the maze, unconfused by this hall of mirrors.”
 
Short-term market posture is SPY neutral.
Support Levels
ES = 1,685, 1,672, 1,660, 1,641
SPY = 168.33, 167.08, 165.31, 164.62
QQQ = 78.40, 77.36, 76.79, 75.99
IWM = 105.82, 104.85, 103.90, 102.94
 
Earnings to Watch
Monday – SCHN
Tuesday – KO, CSX, INTC, JNJ, LLTC, SCHW, YHOO
Wednesday – AXP, BAC, EBAY, IBM, KEY, MAT, PEP, SNDK, SCSS, SWK, STLD, USB, URI, XLNX
Thursday – CMG, GOOG, GS, ISRG, LVS, NUE, BTU, UNP, UNH, VZ
Friday – BHI, GE, HON, KSU, MS, SLB, STI
 
 
Q3 Earnings Reactions
Positive Reactions – COST, AA
 
Negative Reactions – FAST, MU
 
 
Chart Signals Strategy Guidelines
When the market is trending up Chart Signals looks for support bounce and resistance breakout entries. 
 
When the market is trending down Chart signals looks for resistance pull back and support break entries. 
 
When the market is sideways in consolidation Chart Signals will look for support bounce, diagonal breakouts and pull backs at resistance where price action stays between support and resistance. 
 
Technical setups for short-term option trades be in and out by earnings release.
Over earnings release use earnings option strategies such as straddles, strangles, OTM calls or puts.
After earnings look for bullish setups in positive reaction stocks and bearish setups in negative reaction stocks.
 
 
The Market Forecast Green Line is pointed up.   
 
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Setups 
H Breakout: C, CLF, CREE, DNKN, GS, MFRM, SCSS, SSYS, V, VECO, YNDX, ADBE, AMAT, MYL, SBUX, STX, SYMC, WDC,
 
Diagonal Breakout: A, ANR, ATI, CRM, DDD, F, GLW, MCP, PWRD, QIHU, VRSN, BTU, XONE, AAPL, AKAM, FFIV, QCOM, TSLA,
 
Bull Flag: CIEN, KKD,
 
Potential Bullish Divergence:  JNPR, UAL,
 
Gap Up:
 
Gap Down: 
 
Bear Flag: LNKD, NTES, RAX, RCL, Z, AMGN,
 
At Support: GLD, UAL,     
 
Moves
New Highs: CMG, CNX, LVS, TSL, LCC, X, CTSH, GRMN, STX, WFM, WYNN,
 
Gap Up: SCTY,
 
Gap Down:    
 
H&D Breakout: BAC, FAS, LVS, SPY, ZION, ADBE, BBBY, CMCSA, MSFT, TXN, XLNX,
 
Breakout Test: 
 
Bounce: FIVE, FSLR, SINA, SOHU, SPLK, SWK, YELP, YOKU, AXP, ADSK, AMZN, BIDU, GOOG, ROST,
    
 
MACD Divergence Bounce: SSYS, STI, SWI, CSCO,
 
Bear Flag:  
 
Support Break:  GLD,
 

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80 of 100 NDX stocks closed higher on Friday.
 
Leading NDX 100 stocks included: CTSH, CHKP, TSLA, WYNN, WFM, LMCA, ADBE, AMZN, WDC, ORLY
 
Lagging NDX stocks included:  MU, REGN, FAST, MDLZ, NFLX, GOLD, CTRX, NVDA, BRCM, SHLD
 
Leading stocks > +2% on Thursday included: SCTY, ANR, AKS, CNX, TSL, SSYS, CLF, WLT, YOKU, LVS, LDK, DDD, Z, FSLR, ESI, FAS, URE
 
Lagging stocks < -2.0% included: CDE, FAZ
 
Stocks to Watch on Monday
Holding Above 30 DMA= 60
GRMN, FB, WYNN, ADSK, AVGO, CTSH, VOD, MU, MXIM, ROST, YHOO, ADBE, DLTR, SNDK, WFM, CHTR, BIDU, MYL, SBUX, STX, AMAT, CERN, CMCSA, BBBY, MSFT, XRAY, VRSK, ISRG, AAPL, HSIC, SPLS, AKAM, AMZN, ATVI, BRCM, CELG, COST, DELL, DISCA, EXPE, FFIV, FISV, FOSL, FOXA, GILD, INTC, INTU, KLAC, LINTA, LMCA, ORLY, PAYX, PCAR, PCLN, SBAC, SIRI, SRCL, TXN, WDC, XLNX
 
Moving Above 30 DMA = 7
CHKP, DTV, EBAY, LLTC, MCHP, SYMC, TSLA
 
Moving Below 30 DMA = 1
REGN
 
Staying Below 30 DMA
SHLD, FAST, NVDA, ALXN, BIIB, VIAB, KRFT, NFLX, VIAB, AMGN, LBTYA, MAT, QCOM, SIAL, CHRW, EXPD, GOOG, NTAP, ALTR, EQIX, MDLZ, ADP, ADI, CA, CSCO, CTXS, NUAN, GMCR, GOLD, ESRX, VRTX, CTRX, MNST
 
Sixteen Week Intermediate Term Market Trend: Up
5-Day Short Term Market Trend: Neutral

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