Tuesday, June 08, 2010

Front Pocket Rocket (ready-list of live longs)


While we're all waiting for a plunder-plunge below 1040, I thought it time to line up my list of leading aggressive growth.

Don't do what I do, but I do like stocks which resist the down-side pressure and then pop towards their highs every time the market manages to rally. Except for the Energy and Chinese groups, these names hail from current high-rated relative-strength industry groups.

In it's own class:
NFLX

Cloud Computing and Cloud-Related:
CRM
VMW
AKAM
NTAP
FFIV
APKT (edited onto list 9 Jun)
ULTI (added 13 Jun)
ARBA (added 13 Jun)
LOGM (thin, added 13 Jun)
CAVM (added 13 Jun)
RHT (added 17 Jun)
CVLT (added 17 Jun)
NETL (added 7 Jul)

Other Tech:
AVGO
SPRD
CRUS
SNDK
OVTI
AAPL (removed 30Jun)
ARMH (added 13 Jun)
OPEN (added 18 Jun)

Retail:
LULU
GIL
ULTA
DECK
CMG
SBUX
YUM
COH (added 10 Jun)
CSTR (added 10 Jun)
UA (added 13 Jun)
ROST (added 13 Jun)
TJX (added 13 Jun)
URBN (added 13 Jun)
ARO (added 13 Jun)
SKX (added 13 Jun)
AZO (added 23 Jun)
ORLY (added 23 Jun)
VSI (added 25 Jun)

Generic Drugs:
RDY
PRGO

Chinese Growth:
CISG (thin)
HMIN
SPRD
CTRP (removed 7 Jul)

Energy:
SWN
XEC
CXO
EOG
NBR
IOC (added 13 Jun)
VQ (added 13 Jun)
ROSE (added 13 Jun)
WLL (added 13 Jun)
PSE (thin, added 13 Jun)

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