Pharma Stocks (DRG) Break Higher Today

Please see my blog entry from Monday April 18 here http://steadytrader.wpengine.com/are-pharmaceutical-stocks-about-to-rally-big/ Today the AMEX Pharmaceutical Index (DRG) is breaking out and higher above the $320 discussed on Monday.  Individual names like Pfizer (PFE) are acting well of course. This all goes in my theme of non-cyclicals/defensive stocks starting to outperform the broader tape, as discussed here: http://www.minyanville.com/businessmarkets/articles/sp500-utilities-consumer-staples-financial-sector/4/18/2011/id/34021

Home Depot Continues To Act Well. Adding

I've pointed out HD here http://steadytrader.wpengine.com/is-home-depot-hd-ready-to-rip-higher/ and it continues to act well.  In the Morning Line-up newsletter this morning i raised it again to subscribers and we are adding to longs.  Stops remain around $36 and profit targets are layered above $38.50.

Quick Daily Summary Thoughts – April 19

Well, after a morning of backing and fillling (the gap), stocks decided to edge higher by roughly 0.50%, depending on which u.s. index you look at.  Monday's 15 point gap lower only has about 5 points left to go to fill entirely.  One of my key shorts as of late is RIMM, and it treated […]

Ketchup A Good Investment Now? Heinz (HNZ)

I wrote about cyclicals vs. non-cyclicals earlier this week.  The point was that some non-cyclicals like consumer staples are decoupling from the S&P 500 and ripping higher.  Read here: http://www.minyanville.com/businessmarkets/articles/sp500-utilities-consumer-staples-financial-sector/4/18/2011/id/34021 In that group of stocks we also find Heinz (HNZ).  While Ketchup arguably goes well with many types of foods (eggs & hashbrowns anyone?), at this […]

Harley Davidson (HOG) Taking It On The Chin

HOG is down 4.3% today as of this writing on the back of weaker than expected earnings.  Margins schmargins…yes they are important but I wonder if some investors aren't realizing that the ultimate discretionary spending toy (a Harley) may soon not be on everyone's list anymore…top of cycle etc. To the charts and we see […]

Banks Faltering!

It's been a topic of much mention on my part over the past few weeks and our subscribers have taken full advantage of this trade – short banks vs the S&P 500.   Thus far our focus has been on Bank of America, Goldman Sachs, JPMorgan.  Today however two other characters enter our rader. Bank […]

Goldman Sachs (GS) Close Below $151.50 Is Interesting

Yesterday's low in GS was at $151.50, where it bounced quite hard.  Should we get a close below that level today I will consider a bucket 2 short side stab.  In the chat-room this morning we are discussing this in great detail. http://steadytrader.wpengine.com/members-area/  

American Express (AXP) Looking Good But Earnings Ahead

American Express (AXP) looks good here tecnhnically, respecting and above both the 50 day and 200 day moving averages.  Resistance is just above at $47 and if cleared has room to next resistance at $49, and then much higher. The caveat is earnings coming out April 20 after the closing bell, so we in the […]

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