Wednesday, October 1, 2014

SPY Breaks Support as Stocks Drop on Rising Volume...GPRO, AMBA, NKE and FB Pullback...Bumpy?

One of nine sectors moved higher on Wednesday… XLU moved higher while all other sectors were lower with XLE and XLB being the weakest. 

Breadth weakened…decliners led advancers…3.04 to 1 on the NYSE and 3.55 to 1 on the NASDAQ.

Wednesday – weakened, decliners led
Tuesday – weakened, decliners led
Monday – weakened, decliners led
Friday – strengthened, advancers led
Thursday – weakened, decliners led


SPY down 2.39 at 194.63 on 177.5 million shares, double average volume
VIX up .40 at 16.71…
TNX down 1.05 at 24.03…
TLT up 2.04 at 118.31...
XLF down .28 at 22.89 on 51.2 million shares

AAPL down 1.57 at 98.18 on 51.3 million shares, below average volume
FB down 2.48 at 76.56…on 54.9 million shares, above average volume

Technical Commentary:
SPY – 1.23%, DIA – 1.25%, IWM – 1.42%, QQQ – 1.60%.

All four major market indexes were down between 1.3% and 1.6% on Wednesday.  On Tuesday we indicated: Be on alert for a bearish shift if SPX/SPY break short-term support.

Today was the biggest one day drop in the past four days.  The indexes haven’t dropped this much in a single day since…hmmm…last Thursday. 

In fact, when the last four days are taken as a whole the SPX is down -1%, the Dow is -.83%, and the NDX is -.54%.  Yes, the RUT, since last Thursday’s close, is down -2.24% in large part due to its -1.45% drop on Tuesday.

All this selloff inspired one financial writer to observe that it’s anyone’s guess what the market will do in the final quarter of the year, but almost all agree that it will be "bumpy."  Bumpy?  Bumpy?  Bumpy?

Has anyone looked at a daily chart of the bull market since March of 2009?
                   (click image to enlarge) 

Chart Signals observes chart patternsIs it actually helpful to have financial observers make astute observations like "bumpy" about future market performance?

Chart Signals finds comedy in the fact that someone would actually spend the time to write such a description.  It seems like someone observing that water is wet and thinking they are telling their readers something insightful.

Wednesday’s market drop is attributed to tensions between Russia and Ukraine, in the Middle East, Hong Kong and Ebola concerns. 

Over the past three months the SPX is -1.3%, Dow -.9%, NDX +2.2% and the RUT -10%YTD the SPX is +6.2%, Dow +2.2%, NDX +11.8% and the RUT -5.1%.


Earning season unofficially begins next week on Oct 8 when AA releases earnings after the close.  Forecasts on SPX companies are for revenue growth in the vicinity of 3.5% and earnings growth around 7%.


Wednesday provided both bear flag and break of support entry opportunities.  Trade with the trend of the chart you are trading and continue to move your profit protection stops.  Continue to follow your rules.

Short-term Chart Targets:
SPY = 198.98, 200.65, 201.90...
QQQ = 99.75, 100.56
IWM = 109.8, 111.27, 112.46...

Support Levels
SPY = 194.35, 193.03, 190.28...
QQQ = 96.94, 96.17, 95.06
IWM = 107.43, 106.74...


Sept Earnings Reactions
Positive Reactions – BBBY, BBRY, MU, NKE, PAYX, LULU, PANW, ULTA, MFRM, SPLK,

More than 10% - NKE, ULTA, LULU, PANW, MFRM,

Negative Reactions – AZO, ADBE, KKD, CIEN,

More than -10% -

Reversal in progress –

Reversal of Initial Reaction – KKD,


The SPY Market Forecast green line is at 32This is a bearish reading.

____________________

Setups
Horizontal Breakout: RAX, TLT,
Diagonal Breakout: PANW, SPLK, GILD,  
Bull Flag:  AMBA, GPRO, NKE, EBAY, FB, MU,
Potential Bullish Divergence: CTRP, Z, STX, WDC,   
Bear Flag:  CRM, SFUN
At Support: BX, BBY, C, CSIQ, DAL, HPQ, IWM, MS, SPWR, STI, SWKS, TPX, UA, YELP, ZION, ZU, AVGO, GMCR, GOOGL, ILMN, NFLX, SNDK, XLNX,

Moves
Breakout Test: MBLY,  
Bounce: JDSU, RAX, ADSK,  
Bear Flag: AA, AIG, EMC, FAS, IBM, JCP, SCSS, ADBE, AKAM, CMCSA, GRMN, SBUX, STX,
Support Break: SPY, ATI, GOGO, JASO, LNKD, RCL, SCTY, SSYS, SWI, TSL, UBNT, VRSN, X, YY, NTAP, PCLN, TXN,


______________________

Only 4 out of 100 NDX stocks closed higher on Wednesday.


Leading NDX 100 stocks included: GRMN, DTV, ADSK, ALZN

Lagging NDX stocks included: ADP, VRTX, VIP, DISCA, STX, NTAP, NXPI, CTXS, EXPE, ILMN

Leading stocks > +2% on Wednesday included: RAX, JDSU, ANGI

Lagging stocks < -2.0% included: JCP, SWKS, KNDI, TSL, QIHU, SCTY, X, LOCO, FEYE, AMBA, RCL, CSIQ, GOGO, WLT, XONE, GTAT, DDD, VJET


Stocks to Watch on Thursday
Holding Above 30 DMA= 17
COST, AMGN, MNST, ROST, PAYX, AVGO, DTV, VRTX, INTU, ADSK,  REGN, SIAL, BBBY, CSCO, MU, YHOO, EBAY

Moving Above 30 DMA = 1
ALXN                                                  

Moving Below 30 DMA = 13
ALTR, BRCM, CELG, CERN, CTXS, DLTR, EXPE, FB, GILD, INTC, KLAC, MSFT, NTAP
                                                                                             
Staying Below 30 DMA
BIDU, MAR, NXPI, SNDK, TXN, VOD, XLNX, AAPL, GMCR, LBTYA, SBAC, SPLS, ADP, AKAM, BIIB, CHKP, FAST, FISV, GOOG, QCOM, CHTR, CMCSA, FFIV, LLTC, WFM, AMAT, CA, CHRW, ESRX, EXPD, ISRG, LMCA, MXIM, MYL, SYMC, TRIP, VIAB, VRSK, DISH, EQIX, ILMN, MDLZ, NVDA, ORLY, SIRI, CTRX, KRFT, ADBE, AMZN, ATVI, FOXA, LINTA, NFLX, TSLA, VIP, HSIC, SBUX, SRCL, TSCO, DISCA, MAT, ADI, WDC, GRMN, PCLN, PCAR, CTSH, WYNN

Sixteen Week Intermediate Term Market Trend: Up
3-Day Short Term Market Trend: Down

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