Spydertrader's Jack Hershey Equities Journal

Discussion in 'Journals' started by Spydertrader, Sep 25, 2004.

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  1. I think you have to use a little judgement with this system - for goodness sake Jack is said to have just "eyeballed" volume.

    I did not take the SNDA trade, and I'm glad I did not - my reasons were: 1) I did not like the initial action in the SNDA today and while I was observing it I noticed there did not seem to be enough volume churn to propel it to the average dry-up volume by 11:00am, and in fact there was not (sorry, didn't record the exact number. ) Stochastics were trundling back and forth over the 80 line and price was not holding. Then it collapsed at 10:30, recovered briefly, but after 11 it was all downhill. 2) The score notwithstanding, the stock is clearly trying to work off an overbought condition - not in a dip.
     
    #1251     Jun 3, 2005
  2. 2005-06-04, Saturday - BCSI Comments

    By now, most of you have seen the BCSI Earnings News from Thursday afternoon and watched as shares of BCSI significantly increased in price on Friday (See Attached Chart Below). Following our rule to "Never hold shares during Earnings Announcements," I sold all shares of BCSI prior to the announcement. Before anyone starts calculating the amount of money I "could have made" by holding onto those BCSI shares a few more days, I need to remind everyone that it could have just as easily gone the other way. BCSI could have missed their numbers, and as a result, shown a significant gap down on Friday morning.

    While we spend out rime in the pursuit of profits, we must remain mindful of the potential losses as well. Reducing overall risk allows us to strike a balance between those potential profits and potential losses. Holding shares during an Earnings Release (irrespective of the BCSI outcome) carries with it significant risk. I encourage you to maintain the discipline required to avoid the temptation to hold during Earnings Releases simply because of what happened with BCSI. Sometimes the better trade requires us to do nothing and sit on the sidelines.

    Enjoy the weekend!

    - Spydertrader

    <img src=http://www.elitetrader.com/vb/attachment.php?s=&postid=762124>
     
    #1252     Jun 4, 2005
  3. I just want to ask again about your stop loss. On SNDA you determined this to be at the 37.30 level. How did you determine it?
     
    #1253     Jun 4, 2005
  4. I think I erred in my subtraction. My initial stoploss should have been at 5%. Obviously $37.30 does not match up. I have been playing with setting the initial stop loss at 2% (vs. 5% of the entry price as I do now) on a few tests recently that appear to have positive results.

    - Spydertrader
     
    #1254     Jun 4, 2005


  5. Dont forget the most important fact. Market was also down 100 points that didnt help... 70-80% of all stocks ended poorly for the day.
     
    #1255     Jun 4, 2005
  6. With all due respect to Trend Fader, the overall direction of the broader market has little to do with our system. The broader market does however play a part in risk assessment, as it would in any system. The following URL points to a post made on another such day when the market basically went into the toilet, but our system triggered two profitable trades.

    http://www.elitetrader.com/vb/showthread.php?s=&postid=745806#post745806

    In addition, on this same day to which Trend Fader refers, BCSI gapped up in a huge way after beating earnings estimates the night before (See BCSI chart two posts prior to this one). The lesson: stocks fall during rising markets and stocks go up in declining markets.

    - Spydertrader
     
    #1256     Jun 4, 2005
  7. 2005-06-06, Monday - Lists

    Hershey Wealth-Lab Chartscript Culling Methodology
    Hershey Chartscript Scans / Qcharts Culling / Stocktables.com Sort

    Hot List

    FORD JUPM MCRI

    Dry Up Stocks

    JUPM MFLX TASR USG

    Hot List Stocks Scores

    FORD - 7
    JUPM - 0
    MCRI - 2

    Dry Up Stocks Scores

    JUPM - 0
    MFLX - 5
    TASR - 0
    USG - 2

    Keep an Eye on These Stocks

    FORD (Attached)

    <img src=http://www.elitetrader.com/vb/attachment.php?s=&postid=762915>
     
    #1257     Jun 5, 2005
  8. 2005-06-06, Monday - Update

    This morning I monitored one list of stocks (4 total equities): Those equities from our daily Hot List and from our Final Universe List finding themselves "In Dry Up."

    Dry Up Stocks

    JUPM MFLX TASR USG

    Our system generated one possible trade signal from the list of 4 Dry Up Stocks when actual volume exceeded calculated "Low Band" Dry Up Volume prior to 11:30 AM.

    Dry Up Stocks Triggering Signal

    TASR

    Dry Up Stocks NOT Triggering Signal

    JUPM MFLX USG

    TASR showed price improvement at time of signal generation (10:07 AM). In addition, both MACD and Stochastics fell within desired parameters. The particulars for TASR were as follows:

    TASR

    Time: 10:07 AM
    Price: $11.58
    MACD: +.0414
    Stoch: 80.0012
    Score: 0
    FRV: 8,451,252 shares

    Although TASR appeared to meet our criteria for entering into a long position, once again, we see several large block trades with TASR occurring right at time of signal generation. As a result of these block trades (100,000 to 200,000 shares), I took no action with respect to TASR today.

    - Spydertrader
     
    #1258     Jun 6, 2005
  9. 2005-06-06, Monday - Update

    None of our Dry Up Stocks made it to FRV levels (including TASR) by EOD. As a result, I once again took no action with respect to trading any of our Dry Up Stocks.

    - Spydertrader
     
    #1259     Jun 6, 2005
  10. 2005-06-07, Tuesday - Lists

    Hershey Wealth-Lab Chartscript Culling Methodology
    Hershey Chartscript Scans / Qcharts Culling / Stocktables.com Sort

    Hot List

    FORD JUPM MCRI SNDA XXIA

    Dry Up Stocks

    EZPW JUPM MFLX SIGM TASR USG

    Hot List Stocks Scores

    FORD - 7
    JUPM - 7
    MCRI - 7
    SNDA - 7
    XXIA - 1

    Dry Up Stocks Scores

    EZPW - 0
    JUPM - 7
    MFLX - 7
    SIGM - 0
    TASR - 7
    USG - 5

    Keep an Eye on These Stocks

    EZPW (Attached)

    <img src=http://www.elitetrader.com/vb/attachment.php?s=&postid=763705>
     
    #1260     Jun 6, 2005
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