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Monday, February 28, 2011

MON. FEB. 28- Changes To Short Selling

So is everyone ready for changes to Regulation SHO? Yeah, that’s one of the more fascinating opens to a piece, isn’t it? But getting very serious very fast, there are several amendments to this piece of regulation due to take place with a compliance date of February 28, 2011 (that’s today). The major issue that should concern most day traders is the rollout of Rule 201 (Alternative Uptick Rule). This will allow for a short sale-related circuit breaker that upon being hit would impose a condition for the pricing of equities short sold. All exchanges will not allow for the execution or show of short sale orders at a price that is less than or equal to the current national best bid should the stock’s price decline by 10% or more from the previous day’s closing price at the end of regular trading hours on the previous day it traded. Thus if a stock is 11.35 bid to 11.40 offer and one wishes to short, one would only be able to do so at 11.36 if the stock was down 10% or more that day. The duration of the restriction will be through the close of trading on the next trading day thus if a stock declined 10% or more on a Monday morning, the restriction would be in effect until Tuesday’s close. Furthermore, if a stock is halted intra-day, any short sale orders would be executed only one price tick above the open. It’s also worth noting that it is very ambiguous and vague if one sifts through the paperwork that there is no guidance given to extended-hours trading thus it is unclear if the restrictions would not go into place until 9:30AM ET and/or if they’d be valid outside of the traditional 9:30AM-4PM hours. So, just let this primer serve as a heads-up that if you were to day trade stocks ahead or down 10% or more on a day, the rules are changing and you need to be aware of what’s happening.

Markets over the weekend started off trading well lower with Saudi Arabia getting hit quite hard on Saturday night. But the trend shifted in Asia with Hong Kong up over 1%. In Europe, prices are generally slightly higher across the board. Oil is slightly lower with gold slightly higher. The dollar index is nearing a four month low with it weaker against the yen and euro. Futures are continuing their bounce from Friday. Personal Income came in better than expected with spending basically in-line. PMI (67.5) is due out at 9:45AM and Pending Home Sales (-3.2%) will be out at 10AM. Look for a calmer day than we’ve had recently with a bid underneath the surface. The focus will be on the healthcare/drugs, earnings plays, solars, earnings plays, energies, and relative strength/weakness plays particularly as the day progresses.

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

MRX- poor earnings, but putting its LipoSonix business up for sale and settled with TEVA

OVTI- closed near a high after posting earnings

IPGP- closed near a high after posting earnings

ACTG- closed near a high after posting earnings

DRC- closed near a high after posting earnings

INT- closed near a high after posting earnings

TRLG- closed near a high after posting earnings

RIG- closed near a high

CF, MON, MOS- closed near their highs

MCP- closed near a high

SODA- closed near a high

YOKU- closed near a high

AAPL- closed near a high

FXEN- closed near a high

MFN- closed near a high

LNG- closed near a high

IOT- closed near a high

SFE- closed near a high

CIS- closed near a high

PGI- closed near a high

XUE- closed near a high

TZOO, HES, CLR, WLL, BEXP, OAS, SWN- featured on “Mad Money” on Friday night

HUM- raised earnings guidance for the year

JOBS- decent earnings

BRK/B- decent earnings

SOLR- decent earnings

JKS- great earnings

NHP- to be acquired for .7866 VTR shares for each NHP share

DSCI- received FDA clearance for Medihoney gel

ENDP- good earnings

RNN- granted European patent for new Quinoxalinyl-piperazine

MSA- decent earnings

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

PBR- lukewarm earnings

DECK- closed near a low after posting earnings

JCP- closed near a low after posting earnings

FSLR- closed near a low after posting earnings

MDAS- closed near a low after posting earnings

NTRI- closed near a low after posting earnings

CLGX- closed near a low after posting earnings

NOAH- closed near a low after posting earnings

NFLX- closed near a low

DRQ- poor earnings

VIT- poor earnings

AMZN- downgraded by UBS Securities

Earnings:

MON FEB 28 BEFORE

ANV AWI JKS

MSA NHP OSG

TIE VIT

MON FEB 28 AFTER

AONE EXM MR

PDLI RRC RST

SLXP UHS URS

VVUS WRC YOKU


Epiphany Trading, LLC
www.epiphanytrading.com

Erik R. Kolodny- Chief Markets Strategist
Brendan P. Byrne- President

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