Markets continue to churn at these levels. The earning as catalyst trade continues to work well. For those following earning strategy, there are number of stocks reacting positively to earning growth or surprises.
Here are some of the stocks in which I have existing positions or watching for entries:
AMKR,Amkor Technology Inc
GMKT,GMarket Inc
GROW,U.S. Global Invest Inc A
GT,Goodyear Tire&Rubber Co
ISIS,Isis Pharmaceuticals Inc
THS,TreeHouse Foods Inc
6 comments:
not sure about other housing stocks, but TOL hasnt been doing too well - timing is the killer - shorts told that bottom was put in and now many value players underwater - markets out to destroy everyone in that sector for the short term, at least
The value funds bought in June-July, so they are hardly under water. Are probably up and will continue to write options on it. Plus they hold for years, so they would not be bothered by it.
The better shorts are always at or near top of range.
I would rather look at short ideas in following stocks for better risk rewards(I have not cleaned it for mergers and other stuff).
AAPL,Apple Computer Inc
ACLI,American Commercial Lines Inc
ADM,Archer Daniels Midland
AEM,Agnico-Eagle Mines Ltd
AEOS,American Eagle Outfitter
AEPI,Aep Industries Inc
AKAM,Akamai Technologies Inc
ALJ,Alon USA Energy Inc
AMAG,Advanced Magnetics Inc
AMLN,Amylin Pharmaceuticals
ANDE,Andersons Inc (The)
ARD,Arena Resources Inc
ARS,Aleris International Inc
ATI,Allegheny Technologies
AXR,Amrep Corp
BAP,Credicorp Ltd
BDC,Belden Inc
BGC,General Cable Corp
BIDU,Baidu.com Inc
BUCY,Bucyrus International Inc
CELG,Celgene Corp
CHAP,Chaparral Steel Company
CHL,China Mobile Ltd
CLB,Core Laboratories N.V.
CPY,Cpi Corp
CROX,Crocs Inc
CRS,Carpenter Technol Corp
CRVL,Corvel Corp
CSH,Cash America Internat
CTRP,Ctrip.com International
DECK,Deckers Outdoor Corp
DRIV,Digital River Inc
DRQ,Dril-Quip Inc
ELE,Endesa Sa
EME,Emcor Group Inc
EQIX,Equinix Inc
EZPW,Ezcorp Inc Cl A
FMCN,Focus Media Holding Ltd ADR
FMD,First Marblehead Corp
FORM,Formfactor Inc
GDP,Goodrich Petrol Corp
GEO,Geo Group (The)
GES,Guess? Incorporated
GI,Giant Industries Inc
GLG,Glamis Gold Ltd
GOOG,Google
GPI,Group 1 Automotive Inc
GRMN,Garmin Ltd
GYMB,Gymboree Corp
HITT,Hittite Microwave Corp
HOC,Holly Corp
IBCA,Intervest Bncshs Cp Cl A
ICE,Intercontinental Exchange Inc
ILMN,Illumina Inc
ISE,International Securities Excha
JBX,Jack In The Box Inc
JLL,Jones Lang Lasalle Inc
KOSP,Kos Pharmaceuticals Inc
LCC,US Airways Group Inc
LFC,China Life Insurance Company
LIHR,Lihir Gold Ltd Adr
LVS,Las Vegas Sands
MA,MasterCard Inc
MDR,Mcdermott Internat Inc
MICC,Millicom Intl Cellular Sa
MTW,Manitowoc Co Inc
MWRK,Mothers Work Inc
MYOG,Myogen Inc
NEU,Newmarket Corp
NGPS,Novatel Inc
NRPH,New River Pharmaceuticals Inc
NSS,Ns Group Inc
NTRI,NutriSystem Inc
NUE,Nucor Corp
NVEC,Nve Corp
NYX,NYSE Group Inc
OMG,Om Group Inc
OMX,Officemax Inc
OS,Oregon Steel Mills Inc
OYOG,Oyo Geospace Corp
PCLN,Priceline.com Inc
PCU,Southern Copper Corp
PGS,Petroleum Geo-services Asa
PJC,Piper Jaffray Companies
RIMM,Research In Motion Ltd
ROG,Rogers Corp
RTI,Rti Internat Metal Inc
SHOO,Steven Madden Ltd
STLD,Steel Dynamics Inc
TCC,Trammell Crow Co
TEX,Terex Corp
TLK,P T Telekom Indonesia
TS,Tenaris Sa
UARM,Under Armour Inc
VMI,Valmont Industries Inc
VOL,Volt Info Sciences Inc
VTS,Veritas Dgc
WBD,Wimm Bill Dann Foods Ojsc
WCC,Wesco International Inc
WCG,Wellcare Health Plans Inc
WFR,Memc Electronic Material
WHQ,W-h Energy Services Inc
WRLD,World Acceptance Corp
WST,West Pharmaceutical Svcs
X,US Steel Corp
If your holding GROW today, congratulations on great earnings and price pop. I'm holding RIO and also good earnings from this iron oar company. Also bought DAKT the other day and breaking out today. Things are looking better on the long side.
I would be very careful with DAKT. Lot of things which I have tested on short side, show the rallies after 25% plus high volume drop are prone to failure.
Most things I have are up nicely, which always scares me, the market might be ready to hit air pocket.
Don't plan on holding DAKT into earnings next week.
Steel stocks are looking strong. Any thoughts on this sector?
Look good to me, but barring few , they have not caught fire post earning.
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