Ideas
Dec 06 2006
FIZ
SHLD
GGAL
SVVS
Dec 07 2006
Bonds- Extreme bullish consensus
Dollar- Long. Magazine cover indicator. If you see another magazine cover on dollar weakness this week.
Hospital Sector: When top end of the market is vulnerable to correction, look for sectors where money is likely to rotate.Today's laggards become tomorrow's leader.
AMSG,Amsurg Corp Common
CYH,Community Health Systems
DYII,Dynacq Healthcare Inc
HMA,Health Management Assoc
HORC,Horizon Health Corp
LPNT,Lifepoint Hospitals
MDTH,Medcath Corp
MGLN,Magellan Health Services Inc
RHB,Rehabcare Group Inc
THC,Tenet Healthcare Corp
TRI,Triad Hospitals Inc
UHS,Universal Health Svcs B
Dec 08
Home Builders Short BZH Beazer Homes Usa(47.09)
JOYG- Joy Global Inc Short 44.61
7 comments:
I am thinking SHLD may be a short here or rather that it has limited upside...
It says ideas, not long idas or short ideas ;-)
right - i gotcha - i wasn't assuming all long suggestions...
steel still long? my gut says yes, from the way the charts are shaking out...
everyone watching for double top or break out here...
no red flags yet - and in this market , no red flags = bullish abandon...
i am not sure what the earnings estimatest are for X and steel sector
i do think it was interesting how X popped first, and then the next or the second day ATI popped...
I have been bullish on steel since September based on my earnings based system.
I have pounded the table on steel so many times.
Now everyone is getting it, so best part of the rally is probably over.
Things are never as easy as they look. That information is uselss. Big elephants do not buy/sell that way. Lot of deception is involved in buying or selling by large funds. Trading based on that information will be highly risky. That information is crap.
Also I rarely use intra day data to make my decisions.
Post a Comment