Thursday, January 24, 2013

Daily Analysis and Stock Ideas for 01/25/2013

Daily Analysis -
Today was an interesting day - a little different from last few days. Last few days we have been opening little lower and have a continuous move higher throughout the day, which is a very bullish sign for the market. While the first part of the day followed a picture book pattern, we saw some selling coming in the second half of the day. While I don't foresee a major pullback in the market, the fact that we reversed from a key SPY 150 level and has VXX stay positive throughout the day, could mean a small pullback is in the offing in the market. We have a reversal candle on major indexes so watchout for confirmation tomorrow. I've been a long AAPL bull, but today's action got me. Looked very very weak. Watch it closely next few days on tradeable bounce. Here's an updated SPY chart.




SPY levels
Resistance -  150.10, 150.70
Support - 149, 148.42, 147.40, 146.30, 146, 145.60, 144.50, 144, 143.06

Holdings into next week

SWKS, JCP, KSS, TNGO, BRCM, TSLA, GMCR
Closed some of my swing positions today to lighten up SD (+15%), RIMM (+50%), CF (+13) .

Sectors to watch -

Financials - In digestion mode.
Techs -Mixed bag.
Retail - I like the relative strength in retail. Still long KSS, JCP. May look to enter LULU, UA.
Semi's - Weak on AAPL earnings. Holding BRCM, SWKS. CRUS had decent earning a/h.
Fertilizers - AGU, CF, MOS,  MON all acting very strong. Closed my CF position today.

Trade Ideas -
 Here are some trade ideas for tomorrow -

EPAM - Over 21 could make a run


GMCR- Has a large gap to fill. Target $48-$49 eventually.


JCP - Have a large position in this one. Over 19.60 should take this into 20s.


DECK - Still stuck in this wedge


 OPEN - 2 reversal candles. Showing Bearish divergence. Could be a decent short idea.


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