Monday, December 1, 2014

AAPL Mini-flash Crash Accelerates Sell-off as Interest Rates and Oil Rally...MSFT Gains...

Two of nine sectors moved higher on Monday…XLE, XLU and XLV were the strongest sectors and XLI was the weakest.
 
Breadth weakened as decliners led advancers…3.49 to 1 on the NYSE and 3.53 to 1 on the NASDAQ.

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


SPY down 1.44 at 205.76 on 103.7 million shares, above average volume
VIX up .96 at 14.29…
TNX up .24 at 22.18…
TLT down .71 at 121.50...
XLF down .17 at 24.23 on 27.2 million shares

AAPL down 3.86 at 115.07 on 83.6 million shares, above average volume
FB down 2.60 at 75.10…on 31.6 million shares


Technical Commentary:
DIA -.28%, SPY - 0.69%, QQQ – 1.13%, IWM -1.56%.

Crude light oil gained +3.16, +4.78% and lifted the sector XLE led by CVX, COP, XOM, QEP, DO, DVN and MURUSO +.73, +2.87% also gained.

Interest rates opened lower and closed higher for the day with TNX 22.18, +0.24, +1.09%.

GLD +4.47, +3.99% bounced and made a horizontal breakout through short-term resistance with a Chart target of 119.97.

Reports of an AAPL -3.86, -3.25% mini-flash crash around 9:49 am ET, was attributed to high-frequency traders that provide much of the liquidity to the market, pulling bids once a pull-back ensued.  The SPY and other index ETFs sold off at the same time and stayed range bound for the balance of Monday and ended near lows.

MFRM -1.72, -2.47% in after-hours on improved sales and earnings.

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 = 207.33, 209.06, 210.49...
QQQ = 106.94
IWM = 118.25, 119.37, 121.27…

Support Levels
SPY = 205.71, 203.13, 201.90...
QQQ = 102.42, 101.38, 100.56
IWM = 115.04, 114.37, 113.35...


Earnings this week: AMBA, AVGO, KKD, MFRM

Q3 Earnings Reaction
Positive Reactions – ADI, HPQ, PANW, QIHU, ADSK, JASO, ROST, SPLK, GOGO, RAX, NTES, XONE, YOKU, VJET, BABA, MNST, WFM, ABC, ACI, AMGN, BIDU, BWLD, CBOE, CLF, CLX, CNX, EA, ESRX, EQIX, EXPE, FISV, GLW, GPRO, GRPN, GT, HSY, JCI, JDSU, LNKD, LVLT, MA, MAR, MO, MTW, MYL, PCAR, FE, SCHN, STX, SWI, SWKS, TASR, V, WY, X, WHR,  AAPL, ALK, ALXN, APOL, BMY, BRCM, CAT, CELG, CERN, CHKP, CMCSA, CNI, EMC, EW, GD, HAL, HAS, HOG, ILMN, IM, KLAC, KMB, LLY, LRCX, LXK, MMM, MXIM, MSFT, N, ORLY, PG, RMD, STLD, STT, SWK, TRV, TSCO, TXN, UNP, VRSN, WOOF, YHOO, YNDX, ZION, AMD, C, CSX, DAL, GE, HON, LVS, MS, SCHW, SLB, STI, URI, XLNX, COST, BBBY, BBRY, MU, NKE, PAYX, LULU, PANW, ULTA, MFRM, SPLK,

More than 10% - GOGO, RAX, WFM, GPRO, GPRN, LNKD, BWLD, SWI, N, EW, TSCO, NKE, ULTA, LULU, PANW, MFRM,

Negative Reactions – GME, CRM, JD, MBLY, SINA, YY, SWKS, FEYE, FSLR, PCLN, QCOM, TRIP, SCTY, SSYS, SUNE, UBNT, Z, ZU, AEM, CHRW, COH, FB, GRMN, KRFT, MDC, MRK, NEM, PNRA, RGR, SLCA, TPX, TWTR, ALTR, AMZN, BA, BTU, CMG, CREE, DECK, DNKN, DOW, EAT, F, GM, IBM, JNPR, KO, LMT, LUV, NDAQ, P, UA, VMW, XRX, YELP, AXP, BAC, COF, EBAY, GOOGL, INTC, JNJ, JPM, KEY, MAT, NFLX, WFC, AZO, ADBE, KKD, CIEN,

More than -10% - GME, CSIQ, FSLR, UBNT, ZU, AEM, P, TPX,

Reversal in progress – GOGO, P, PCLN, TPX, KO,

Reversal of Initial Reaction – AMZN, FEYE, SWKS, Z, ADBE, ALTR, ALTR, AXP, AZO, BA, BAC, BTU, CHRW, CMG, COF, COH, CREE, DECK, DNKN, DOW, EAT, EBAY, F, GM, GOOGL, GRMN, INTC, JNJ, JNPR, JPM, KEY, KKD, KO, KRFT, LMT, LUV, MAT, MDC, MRK, NDAQ, PNRA, UA, VMW, WFC, XRX,

The SPY Market Forecast is at 96.

___________________

Setups
Horizontal Breakout:  
Diagonal Breakout:  
Bull Flag: AA, AIG, ATI, BX, GLW, HPQ, JASO, JNPR, FFIV, SNDK,  
Potential Bullish Divergence:  
Gap Up:   
Gap Down:   
Bear Flag:
At Support: CTRP, ETFC, FEYE, GME, IWM, LNKD, SCSS, SCTY, STI, TSL, TWTR, X, YELP, YY, ANR, ESI, BIDU, GOOG, NFLX, TSLA, YHOO,  
C- Pattern:
Moves
New Highs: ESRX,  
H Breakout: GLD,  
D Breakout: MSFT,   
Breakout Test: 
Bull Flag Bounce
Bounce: TBT,  
MACD Divergence Bounce:   
Gap Up:  
Gap Down: SPY, FAS, NTAP,
C- Pattern:
Bear Flag:  
Support Break: BABA, BAC, CAR, CREE, FSLR, JD, LOCO, MBLY, MTW, SCHW, SPWR, SSYS, UBNT, VRSN, YNDX, SINA, WYNN,

______________________


17 of 100 NDX stocks closed higher on Monday.


Leading NDX 100 stocks included: MSFT, FOXA, SYMC, PCAR, AMGN, VRSK, ESRX, SRCL

Lagging NDX stocks included: TSLA, AMZN, FB, TRIP, BIDU, YHOO, AAPL, MAT, EXPD, DISH, LBTYA, ATVI

Leading stocks > +2% on Monday: GLD, KKD

Lagging stocks < -2.0% included: WLT, XONE, CMGE, CSIQ, SPWR, AMBA, SCTY, SFUN, QIHU, TSL, X, JD, FSLR, TWTR, JCP, YY

Stocks to Watch on Tuesday
Holding Above 30 DMA= 86
ROST, CHRW, GRMN, MYL, SRCL, DLTR, ISRG, MNST, PAYX, REGN, ADP, ALXN,  COST, ORLY, TSCO, VRTX, XLNX, AAPL, AMGN, BBBY, CELG, ESRX, FISV, HSIC, ILMN, KRFT, MAR, PCAR, SPLS, SYMC, TXN, BRCM, YHOO, CA, CERN, CHKP, CTSH, EXPD, INTU, LBTYA, NVDA, SBAC, SBUX, STX, ADBE, ADSK,  KLAC, LMCA, MDLZ, MSFT, AMAT, LMCK, MU, WFM, AVGO, FFIV, NTAP, NXPI, VOD, WDC, AKAM, CTRX, DISH, EQIX, SIRI, ADI, ALTR, CSCO, DTV, EBAY, EXPE, FAST, INTC, LLTC, MXIM, SNDK, FOXA, PCLN, SIAL, AMZN, CMCSA, CHTR, VIAB, ATVI, CTXS, DISCA,

Moving Above 30 DMA = 1
VRSK                                        

Moving Below 30 DMA = 0
BIDU, FB, GOOG, MAT, QCOM, TSLA
                                                                                       
Staying Below 30 DMA
VIP, GMCR, WYNN, BIIB, GILD, TRIP, NFLX

6-month Intermediate Term Market Trend: Up

3-day Short Term Market Trend: Neutral

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