Gaps update…

yesterday and this morning the big gap up from last Thursday's euro bailout joy filled. now this mornign we woke up to a 31 point gap.  so far today we have filled half of it.  the other half remains but has a decent chance of filling someitme today.

profit taking

this morning… we took full profits in our Bucket 2 shorts in: SPY we took full profits in our Bucket 3 shorts in: CAT AAPL we took half profits in our Bucket 2 shorts in: WYNN …at first profit target at $128  

MS bucket 2 long-side is interesting

we may consider a new long position in MS for bucket 2. banks remain underowned and overshorted and as a relative outperformer we like a few select names going into end of November should the performance anxiety hit. right now the stock is still at the 50 day moving average and at the 50% retracement […]

italy 10 year bonds…for some perspective

we don't reference the bond market enough…we will do this more as it is the key driver at the moment…as it often is. the issue with italy is clearly reflected in teh 10 year bond yield of italian bonds.  essentially their borrowing cost is more than 6% now…that's not  healthy

Regal Entertainment (RGC) May Have Follow-Through Potential

  Regal Entertainment Group (NYSE: RGC) operates almost 550 movie theatres in the United States, which comes to almost 6800 screens.  With that sort of scale the company is a cornerstone in the U.S. movie theatre operations market and closely watched for its metrics each earnings season. After regular market trading on Thursday June 28th […]

Abercrombie & Fitch (ANF) May Have More Upside

  Most people have heard of Abercrombie & Fitch (NYSE: ANF), if not for their clothing then for their often risqué advertising campaigns making headlines.  I’d love to give you a fundamental story here for this trade but for me this one here is just that, a trade.  As such I’ll refer to the technicals […]

Another Technical Look At The Russell 2000

The most recent stock market rally that started on May 25th continued in full force yesterday, Tuesday May 31st.  While end of month forces may have been at work, it speaks positive nontheless. The major U.S. equity indices closed at the highs of the day and as such overcame a good amount of technical resistance […]

Right Here Right This Minute: S&P 500 Key Area

Note the key area the S&P 500 (and the other major U.S. indices for that matter snuck to this morning.  It's hold or fold time here if you ask us.  A bounce will become obvious if it happens and at that time we will look to names like Apple (AAPL) and VMware (VMW) on the […]

Watching Apple (AAPL) At A Crucial Level

Apple (AAPL) doesn't need much introduction so I will skip that part of the analysis.  And exactly because everybody knows the company, follows it, and it carries a 1.9% weighting in the S&P 500 it is worth watching closely.  Case in point, yesterday's announcement that Steve Jobs will hold the keynote address at the upcoming […]

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