April 18, 2011

Stopped INFA at 51.51 -3%
Short GES at 38.42
Long MELI 87

Cautious here.  Start keeping a list of what holds up. 

Eye Candy for the coming week

Longs: WAB, NTES, YZC, AG, LXU, SOHU, RAX, MELI, RL, UNP, CLRO, DECK, ALEX, APKT, ROYL, PEET
Shorts: GES

April 15, 2011

Stopped QCOM at 53.25 -1.39 / -3%

April 14, 2011

Stopped IL at 27.6 -1.83 / -6.2% - still like and will probably jump back in, gave it a little more room than I wanted


Watching NTES, BJRI, LULU, SOHU, SFLY DECK for longs, but again being patient - wait for the setups to come - don't force it.

April 13, 2011

Stopped on $FFIV -4 / -4%
Long INFA at 53.18
Long IL at 29.43

Not overly excited about the action - remaining patient

April 12, 2011

Stopped on :
CHK at 32.39 -1.74 / -5%
OTEX at 60.59 +1.09 / +1.83%  (last half)
ROK at 91.39 +2.19 / +2.46% (last half)

Shorted:
FFIV at 92.67
QCOM  at 51.86

I remain cautious

April 11, 2011

Sitting tight
Stopped on SLW -1.18 / -2.61%

Stocks I'll be watching for the coming week 4/11-4/15

Energy seems to be setting up

For Longs: PEET, N, RAX, EL, IL, APC, APA, NFLX, UNP, CXO, PXD, ARLP, ROYL, SSN, CLB, WLL, SFLY
For Shorts: HIT, CCJ, SHAW, GES, NKE, CP, SNX, SCHL, HOT, H, FFIV, VSAT, ATNI, COH, CTL, GOOG, QCOM

Stopped on MWIV -.78 / -1%

April 7, 2011 Activity

Stopped HOC at 60.60 - breakeven on last half.
Again, sitting tight for the time being.  Stocks attracting my eye, but probably need time to base, include RAX, CIR, SFLY.  EL looks good.

April 6, 2011 Activity

Stopped on IHS -2.23 / -3.33%
Stopped on RL -2.22 / -2.47%
Stopped on PNRA (last half) +.31 / +.25%

Sitting tight and monitoring positons.  Watching RAX and MA.

April 5, 2011 Ideas

These are ideas that I think will need another week to set up, but if they show volume breaking past their highs I would think about buying.
RAX, SFLY, CXO, APA,

Currently have 12 positions working long.  I don;t went to get too long as I'm cautious at the moment.  I would like to see the market consolidate and hold gains before the next up leg.

April 5, 2011 Activity

Went Long SLW at 45.14
Covered last 1/3 of WMS at 37.49 +8.29% since 40.85 (Feb 22, 2011)

April 4, 2011 Ideas

April 4, 2011

Took some profits and started two new positions:
Sold half PNRA at 129.06 +$5.86 / +4.76%
Sold half BIG at 43.72 +1.64 / +3.9%
Long IHS at 89.74
Long RL at 128.72

Potential Longs and Shorts

If I were to go long or short these would my targets.  Honestly, did not see anything that great for longs, except for MTZ, COO, and IHS.  

Longs: CLB, PPO, ZINC, SBUX, BWLD, IHS, CXO, MTZ, BTU, ISRG, DHR, COO
Shorts: ETR, GES, HBC, SNE, CBRL, CPB, URBN, PTP