Archive for August, 2010

• Sectors' Relative Strength
  Posted by Ivanhoff on August 30th, 2010 at 9:48 pm, Comments: 0

  A look at sectors’ RS reveals a lot about the current market sentiment. In the following charts I am comparing each of S&P 500 main [...]

• Market Reaction
  Posted by Ivanhoff on August 25th, 2010 at 12:08 pm, Comments: 0

  I have talked many times here that strong price moves are supported by a sequence of catalysts that change market participants’ perception of value and [...]

• $ASYS – Anatomy of an Earnings' Trade
  Posted by Ivanhoff on August 23rd, 2010 at 8:43 am, Comments: 0

  Earnings’ season is a time of elevated volatility. Volatility brings opportunities. For some stocks their earnings’ report becomes a catalyst that alters market participants’ perceptions [...]

• WSM
  Posted by Ivanhoff on August 20th, 2010 at 7:22 am, Comments: 0

  Williams Sonoma Inc just guided Q3 EPS at $0.26-0.30 vs consensus of $0.21. The company raised its earnings’ expectations range for FY10 from 1.39-1.48 to [...]

• Money has been Going to Coal
  Posted by Ivanhoff on August 19th, 2010 at 2:31 pm, Comments: 0

  Let’s take a look at the 3-year performance of different energy producers vs oil producers Coal vs Oil Solar vs Oil Wind vs Oil Nuclear [...]

• JAZZ
  Posted by Ivanhoff on August 11th, 2010 at 7:43 am, Comments: 0

  JAZZ  could present a good buying opportunity if it manages to break  and hold above 9.70 They just raised FY10 earnings guidance from .80-.95 to [...]