Today's action is very bullish. The Dow is down 200 points at this writing, but market breadth is only marginally negative (relatively speaking), new 52-week lows are declining dramatically and growth leadership is very firm on the tape.
The Ag and Farm group is fire-hot, following an exceptionally bullish crop report today.
I'm in there already with (increased) TNH, CZZ, SYT, CVI, LNN, but now I've added to SYT (53.04) and I'm buying new Ag-IPO-breakout TITN (ave.15.72). TITN is very thin, but it is breaking to new highs on >4x's normal volume already. I'm keeping the size small for now, but it could be explosive (big earnings reported there this morning).
[Edit: Today's powerful Aggie/IPO breakout name TITN has an exceptionally high up/down volume ratio at 5.4 to 1]
SYT, meanwhile, is a leader in that group and it has pulled back with the Swiss market the last couple of days. This report is igniting everything Ag, however; this one could potentially reverse higher before the day is out; it is safely above the open-price and is doing big volume.
Oh, I also bot back the full amount of CPHD (31.07 ave.); this is staying up on the day with enormous volume and the Dow is down a million - no reason to get shy with this today.
Current Longs (by size): GENZ, LNN, APOL, TNH, OII, HOLX, CVI, MR, VIVO, CPHD, JASO, CAF, SYT, YGE, IRIS, GHXD, TISI, CSIQ, TITN, CZZ