Portfolio Holdings Tuesday Dec 6

No changes from yesterday.  See yesterday's portfolio holdings here: http://steadytrader.wpengine.com/portfolio-holdings-monday-dec-5/

Bucket 3 Trade Idea: FRO

The company operates a fleet of large container ships The stock slumped big this year as prices for container transport dropped and the firm subsequently ran into a cash crunch Yesterday and this morning the stock made gigantic leaps due to a restructuring announcement that essentially takes a bankrupcy in the medium term off the […]

Another Indicator For Weak Growth:

Referring back to the previous post on FRO, note that `forward freight agreements, traded by brokers and used to bet on future transport costs, are anticipating unprofitable charter rates for at least two more years.` Translated that simply means lower global demand for goods and hence services… Take that and combine it with all the […]

When will the next tradable move come?

much of the next move in equities and risk assets in general depends on the outcome on thursday with the ECB rate decision and the announcement on Friday by Merkel and Sarkozy until then this tape will likely chop around and give false signals all over the place…stay out of it please a chart worth […]

closed entire bucket 2 long in MS

as per the email alert sent out on Friday, we closed the entire position in MS ahead of the weekend…the risk just seems a little too high for our portfolios.

WYNN Retesting The H&S Neckline

WYNN is retesting its neckline now for resistance.  if this can hold as resistance the next swing should be towards the final target of $90.  we remain in half of our original short position after taking profits earlier this week

Akamai Long-Side Try

AKAM is coming into a huge level here.  the downtrend from January (blue line) and the 50 day moving average are right here right now.  $23 is horizontal resistance and if we can overcome that on a solid daily closing we would consider going long.  also note the gray zone…a gap, that could fill nicely. 

Profit Taking in MS and IWM

we closed our bucket 2 long position in MS for profits  also took half off of our IWM Bucket 2 long position for profits

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