Friday, January 11, 2008

Newer Breakouts

Let's cut to the chase. Get out of the yuk-swamp, spit out the roadkill and you'll see the market is hot hot hot right now (but not hott). Dow Jonestown will come, sure, but not yet - the lower-rate rheostat is dialing things up instead.

New Fed-candy is meant for the ill-balanced, weak and dying financials and a shot in the consumer's (ARMS) during an election year (politics?).

But the candy is just added-dandy for already healthy growth. It's all the better that the Bartiromo's haven't yet invited themselves. In this party the unfashionably early make the easiest money. Bedeviled eggs and toothpicks choc full of meat are plentiful if you know which table to hang out at. By the time the cog-and-sent-ease around and things get a bit crowded, I have to tone things thing down (depending); nudge my anorexia-free ass closer to the exit. For now though, I'm keying aggro-growth from within the leadership groups; long and longer. Growth stocks are launching!

I'm working on two lists this weekend instead - Live Set-Ups and Newer Breakouts. I've finished the majority of the Breakouts list (below). By Sunday night I should have a Live Set-ups list posted (many of the names will be from lists earlier in the week if you want to scroll through now, but I'll be adding new names and culling out deadwood for Sunday night).

I'm not a workaholic...I just play one on TV. g'night

Newer Breakouts (long):


MEDICAL/GENETICS/BIOTECH:
CPHD
VIVO
AGP
SUNH
MATK
HWAY
PPDI
IRIS (thin)
GENZ (low-vol brkout)
GILD (low-vol brkout)
GHDX
ILMN
SVNT
ICLR
BCR
HUM
BDX
SONO (thin)
XNPT (low vol brkout; thin)
XRAY (low vol brkout)
BAX
TEVA
CMED
CVD
VRUS (extended)
RHB

AG/FERTILIZER:
TITN (thin)
CZZ
SYT
COIN (thin, extended, quality?)
AGU
LNN
TNH (vol low on brkout so far)
CF
BG
TRA

SOLAR/ALT-ENERGY:

AKNS
(no other new solar brkouts - group is consolidating/basing after extended run-up)

OIL GAS PROD/EXPLOR & OIL-SERVICE:
SPN
REXX
RRC
SWN
NBL (low vol brkout)
NGS
ATW
APC
MCF (thin)
BPT (thin)
PBT (thin)

MISC:
PRXL
MELI
TNE
OMG

Current Long Positions, Friday's close (by size): GENZ, LNN, APOL, TNH, OII, HOLX, CVI, MR, VIVO, CPHD, JASO, CAF, SYT, YGE, IRIS, GHXD, TISI, CSIQ, TITN, CZZ

No comments: