One of the uses of the most bullish and bearish stock lists is to gauge the health of a rally. What I like to see is a lot of leading stocks in the bullish list that matches the length of the run. We’ve had a rally that lasted three weeks and is now taking a […]
After months of lagging performance the Twitter Top 10 portfolio has finally logged a large gain against the S&P 500 Index (SPX). The portfolio is up over 3% from the first Friday of the month while SPX is basically flat. Celgene (CELG), Lululemon (LULU), FireEye (FEYE), and Starbucks (SBUX) are responsible for the majority of […]
The top 10 stocks in the following list are the January picks for the Twitter Top 10 portfolio. I’ll update this post with the December performance numbers sometime after the close on Friday. Below is a performance chart and details of the December holdings. This year was a rough one for the Twitter portfolio. Mass […]
The Twitter Top 10 Portfolio hasn’t been able to gain any traction after the severe damage done in the first four months of the year. This month is shaping up to be another loser due to a huge decline by Plug Power (PLUG) which is down almost 30%. The screen has been picking too many […]
The StockTwits Top 10 portfolio is lagging again this month. The under performance is due to Walter Energy (WLT) which is down over 11%. The monthly picks this year seem to find at least one stock that blows up. I see it as just another sign of a thinning market where investors and traders are quick to […]
Over the past month the Twitter Top 10 portfolio was down over 1% even though the S&P 500 Index was up. Ironically, the largest drag on the portfolio was Twitter (TWTR) which was down over 25%. Another thing of note for TWTR is our trading strategy called a sell signal for TWTR in mid September […]
Over the past month the StockTwits Top 10 portfolio lagged the market. The under performance was mostly a result of a nearly 20% decline from First Solar (FSLR). Celgene (CELG) was the only outstanding winner up 12%. For the month the portfolio was up just over 1%. It’s the first Friday of the month so it’s […]
The Twitter Top 10 portfolio is slightly down this month and is performing similar to the S&P 500 Index (SPX). The only real leader this month is Bank of America (BAC) up over 5%. The drags on the portfolio are Achillion Pharmaceuticals (ACHN) down almost 10%, JC Penney (JCP) down 8%, and Netflix (NFLX) down 6%. […]
The StockTwits Top 10 portfolio continues to track the S&P 500 Index (SPX). It is slightly under performing this month mainly due to Advanced Micro Devices (AMD) down 12.5% and First Solar (FSLR) down 5.5%. Lululemon Athletica (LULU) is the only stock that is significantly out performing SPX, up nearly 8%. Below is a performance […]
Last Monday the momentum stocks took a big hit on a mild down day in the market. Yesterday the market sold off harder, but momentum names didn’t get hit as hard as last week. This is an encouraging sign for the market as a whole because it indicates that profit taking in high fliers is slowing […]