Random Rants and Market Ideas by Brandonf

Discussion in 'Journals' started by Brandonf, Oct 10, 2005.

  1. Brandonf

    Brandonf Sponsor

    Current Positions

    Cash: 83%

    Longs
    CMX $50.83

    Shorts
    GM $27.94
    WY $62.80
    DIA $103.16
    DUK $26
    PHM $35.40
    TXN $27.41
     
    #71     Oct 27, 2005
  2. Brandonf

    Brandonf Sponsor

    Closed DUK

    Updated stops

    DIA above 103.11
    TXN above 27.86
    WY 62.86
    PHM above 36.45
    DUK closed
    GM 27.35

    CMX is my only long. Stops are under 51.60. I added a small amount from 52.10 this morning
     
    #72     Oct 28, 2005
  3. Brandonf

    Brandonf Sponsor

    CMX gave us a very nice long setup yesterday from the breakout above $50.50. It is currently trading 52.80. Im going to take gains on 1/2 of the trade here and move my stop to $51.75 on the rest.
     
    #73     Oct 28, 2005
  4. Brandonf

    Brandonf Sponsor

    Pretty much just treading water here with a huge cash position, down slightly.
     
    #74     Oct 28, 2005
  5. CMX is known to be a choppy stock.. just look at the chart.. its not really a momentum stock... there is a high chance you will get stopped out because your stop looks to be a bit too tight.

    It was a nice trae.. but u are probably best off selling into strength to unload position than trail.


    --MIKE
     
    #75     Oct 28, 2005
  6. Brandonf

    Brandonf Sponsor

    Eventually the goal is to be stopped out. I want to trail out all my stops with very few exceptions, so nearly all my exits will occur on a stop.
     
    #76     Oct 28, 2005
  7. I understand.. but different market environments warrant different market principles...

    We are in a very nervous and jittery market and CMX happens to be a stock that is pretty choppy.. it has been in a practically 10 poin range almost all year.. I think it would be wise to adjust your methods based on the changing market conditions...

    --MIKE
     
    #77     Oct 28, 2005
  8. empee

    empee

    brandonf,

    I dont use any fundamentals (except to check news/see that it doesnt have earnings coming up) but I wrote some scripts to give me candidates "to watch". I like to run it on a big down day since thats when you can really see strength, anyway maybe it'll save you some time tonight, I ran it on last nights data and added volume 1million+, here are some ideas.. as I said I dont use fundamentals so maybe you can start on this list and see if it meets your other criteria, it takes me about 5 mins each nite to run the script and it was a lifesaver versus looking at charts manually:

    AAI
    AAPL
    ABS
    ACI
    ADBE
    AKAM
    AMR
    AQNT
    CRM
    ET
    FCX
    FFIV
    GOOG
    JNS
    MACR
    MEDI
    PKZ
    RHAT
    SNDK
    SYNA
    THE
    TNE
    VAR
    VCLK


    Obviously you still have to look at the patterns (or watch the stocks) to see them setup nice bases, but take a look at PKZ for example, perfect setup except they got bought yesterday :(

    Anyway, just thought might help for future setups, longs are tuff 2 find in this market! (stock with strength).

    The other cool thing about automated scanning is that you will usually find themes of a bunch of stocks in a sector.. obviously :)

    Hope it helps!
     
    #78     Oct 28, 2005
  9. Brandonf

    Brandonf Sponsor

    I appriciate your obvious concern for my trading. I am sure all of my clients will sleep better knowing you are helping now on board after 7 years.
     
    #79     Oct 30, 2005
  10. Brandonf

    Brandonf Sponsor

    Cool stuff. Keep up the good work and thanks.

    Brandon
     
    #80     Oct 30, 2005