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Thursday, April 29, 2010

THURS. APR. 29- Focus On The Best

If you were a huge Yankees baseball fan with no obligations and plans to go to sleep on a Friday night but were given free box seat tickets three hours before game-time to a Red Sox-Yankees game, you probably would make the effort to get out to Yankee Stadium. If you were a theater buff and you had plans to go out with a friend to a dinner but said friend received tickets to a Broadway show, you’d both go to the show. Even more specifically, if you really really really wanted tickets to either the game or the Broadway show, you’d be aggressive about it in trying to obtain the tickets from the Internet or the phone rather than just hoping a random friend comes up with them. Sometimes the hope comes to fruition, but usually when you’re not doing what you’re supposed to do, you miss out on the good opportunities by not being aggressive in doing what it is you are supposed to do. Such is the case with trading. It astounds me that when one is trying to trade for opportunities to make at least 20 cents easily in time that one would waste time looking at shares of things like Parametric Technology (PMTC) – a stock with a range of about 40 cents on the day- when things like GS and AAPL were flopping around in point increments while opportunities to make at least 20 cents relatively easily abounded in things like UIS, AIG, and PNC. This principle applies to all types of trading. Why hone in something that may work a little when one can do something bigger within any style of trading one wants to do? Time really is money. If you are staring at something that has next to no chance of working- and even if it does, it won’t provide a lot of benefit- you are simply keeping yourself from making a living. Thus, no matter what type of trading you do, make sure you focus on the true opportunities rather than spinning your wheels in wasting your time and money.

Markets in Asia were generally lower overnight with Hong Kong down about 0.8%. However, there was a distinct trend shift in Europe as hopes for a Greek bailout renewed themselves following statements from the German government with the bourses trading generally higher to the tune of about ¾%. Oil is nicely higher anew again with the euro gaining a bit of strength. Look for the market’s gains to hold pending anything major out of Europe. Focus on the myriad of earnings out there and trade aggressively off of news as long as the market remains somewhat stable.

Reiterating-


If the whole story is not there -

If something is good, assume either a short thru unchanged or an A-B-A2 (preferably to the downside in a downside market and the upside in an upside market) based on direction of the market unless specified.

If something is bad, assume either a buy thru unchanged or an A-B-A2 (preferably to the downside in a downside market and the upside in an upside market) based on direction of the market unless specified-


Good- The following stocks have good news and/or a strong technical pattern

CLF- good earnings

BIDU- phenomenal earnings

FSLR- great earnings

AKAM- great earnings

FTI- good earnings

OIS- good earnings

IRBT- great earnings

TSRA- good earnings

BEC- good earnings

OKE- good earnings

CPNO, MSO- mentioned on “Mad Money” last night

GS- closed near a high

SHPGY- decent earnings

PDE- decent earnings

AZN- decent earnings

AET- good earnings

CELG- good earnings

CNX- good earnings

IMAX- good earnings

IP- good earnings

LZ- good earnings

NIHD- good earnings

OMX- good earnings

OSK- good earnings

HOT- decent earnings

BWA- decent earnings

BMY- decent earnings



Bad-The following stocks have bad news and/or a weak technical pattern

HPQ- acquiring PALM for 5.70 in cash

OPWV- terrible earnings

ETFC- share offering

SNV- share offering

ESRX- poor earnings

V- poor earnings

VAR- poor earnings

VRSN- poor earnings

WLT- poor earnings

XLNX- poor earnings

GMCR- terrible earnings

ALL- poor earnings

LNC- poor earnings

OII- poor earnings

RYL- poor earnings

SKX- poor earnings

OI- poor earnings

CERN- poor earnings

CVD- poor earnings

RDN- closed near a low

UIS- closed near a low after reporting earnings

AOL- closed near a low after reporting earnings

PPL- closed near a low after announcing acquisition of a German entity for $7 billion plus

OXY- poor earnings

CAGC- share offering

EK- poor earnings

PG- poor earnings

POT- poor earnings

PCBC- terrible earnings

XOM- poor earnings



Earnings:

THURS APR 29 BEFORE

AEP AET APA

AVT AZN BC

BDX BMY BWA

CAH CAM CELG

CL CME CNX

D DLR EK

ETR FO HAR

HOT HP IMAX

IP IPG IRM

K KBR LZ

MJN MOT MRO

MYL NBL NIHD

NRG OCR OMX

OSK OXY PDE

PG POT PTEN

RAI SHPGY SWY

TEN TWC UTHR

VCI WM WY

XEL XOM XRAY



THURS APR 29 AFTER

ACS AEM AMCC

AMX APKT CQB

CSTR DRIV ELY

EXPE GNW GPRO

HGSI HIG ITMN

JAH KLAC MET

MFE MHK MWW

MXIM QLGC RSG

SPWRA SQNM SUN

SWKS SWN TRMB

TSO VSEA WFR

WYNN



Good luck today.


Epiphany Trading, LLC


www.epiphanytrading.com


Erik R. Kolodny- Chief Markets Strategist
Brendan P. Byrne- President
Joseph R. McCandless- Managing Partner
D. Timothy Seaquist- Managing Partner

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