Saturday, May 2, 2009

Shippers




Source: FactSet - Morgan Stanley (2008 Outlook). Click to enlarge.

UPDATE on May 3 (6:01p): Great point in the comment section. This report was a MS report from January (haven't seen an updated copy to buy yet). So apply January 8 stock prices to these to get multiples. Basically multiple the stock price on January 8 by the PE to get EPS, then take current stock price by the EPS to get new PE multiple.
However, since RF loves each of you dearly, I already did the homework for the dry bulk shiping and EXM and GNK are the cheapest. As for tankers, I will comment once I take a position. Note check with your brokerage research center on estimates because they change alot.

Sectors in Focus: Oil and Natural Gas

As seen in the movement on Friday, RF's prediction that people will kick "fake" commodities like Gold and Silver, in order to buy "real" commodities like, Copper, Aluminum, and Steel is coming true. I sold off most of my steel but still have CLF in my long-term account (bought at $18.10 - not selling a share yet, even though I'm up 7 points). I personally believe we will see Gold trade between $700-$820 soon, while "real" commodities soar. Every steel/aluminum was up +4% on Friday and production seems to be picking up.

On Friday, a huge movement went down in Oil/Natural Gas. I bought APC @ $44.70 (shown last week on the chart analysis) NGAS, and SD. APC closed above resistance, so I like my chances and SD/NGAS are small caps with juice. I sold half my NGAS at the close because it went up 15% in 20 minutes, so I am not a idiot. It's hard to tell if it's a pump and dump trade, or if it's got legs to run. Personally, Nat Gas is cheap, so it can roll. UNG is the etf to play it directly. CHK, APC, APA, and HK are ways to play natural gas too. As for oil, I like it here. Some serious money flew in Friday, so the reflation trade may be back on the table. DXO is the best way to play oil, but it's 2x Bull, so if crude moves 2%, this moves 4%. I like oil exploration names like RIG, DO, and NE.

If you want some cheap names look at, try: FTK, HERO, PQ, SD, NGAS, WRES, NXG, GLG, EP.

It's hard to say if this trade is forreal but I got some exposure in case it is. Anyway you look at it, it definetly a "sector in focus".

Friday, May 1, 2009

Special Message from the Big Boss Man


" I am coming for the analyst, who wrongly downgraded RF's GIGM. Pain is upon them! "

GNK Upgraded - WHAT A SHOCKER!

GNK's conference calls was great, I listened to it twice. Analyst maintains buy ratings, raising PT to $22.

Highlights:
Cantor Fitzgerald maintains a 'Buy' on Genco Shipping & Trading (NYSE: GNK), raises price target from $18 to $22. Cantor analyst says, "We raise our price target to $22 (from $18) based on a 6.0x EV/EBITDA multiple to our new 2009 EBITDA estimate of $284 million (from $263 million)....Yesterday, after market close, Genco reported 1Q:09 operating EPS of $1.32, above our forecast of $1.05 and the Thomson consensus estimate of $1.26. For 1Q:08, the company reported operating EPS of $1.65...We maintain our BUY rating."Genco Shipping & Trading Limited (GS&T) is engaged in transporting iron ore, coal, grain, steel products and other drybulk cargoes along worldwide shipping routes.

NGAS and S

Gone!

Covered EWW and Buy CPE

400 CPE at 1.85

Update

I am not too concerned YET about the GIGM meltdown. Still long a good amount, so it stings but I will wait it out for a few days, to determine what I will do.

As you know RF is banking alot being short financials, via SKF and being long shippers. I sold my DRYS and 20% of my EXM, but still own a ridicouly amount. You also know that RF will not be denied and his followers will back ridiclous amount of loot. I am off for the day, have a good weekend and be easy!

RF BUY NGAS

Bought 500 at $2.12

GIGM

Downgraded hence the sell off. Still holding for now.

RF Cover AAPL June 100 puts

Covered My naked put

Wrote them at 4.45 covered at .75

370 profit, 74% gain

RF Sell DRYS and S

Sold all drys at 8.38, 13.5% gain, 280 profit

Sold S at $20 gain

Market Outlook

I am going to be in meetings for most of the day today, so I will try to post buys/sells throughout the day. Honestly, I probably won't be back to my desk until afternoon, so just trust your gut and trade accordingly. I covered my COF short, so I am rather flat now, not necessarily net short. That is how crazy this market is folks, things change in seconds. I thought we'd be done big today (futures) but we are dead flat. From a technical support level, the S&P looks to want to push to 900-930. The DOW needs to hold 8,000 as well, and for the S&P we need to hold 850 in my view. If we break those, we could have some retracement, coupled with panic selling. I feel there are many who are holding on to longs, hoping the rally continues, and many will hold to late and once the market seems to them that "we are going lower", there will be a huge panic selling.



My trading account has the following:



ACH, ATHR, CBB, DELL, DRYS, EXM, GIGM, GNK, JASO, S, SDS, SKF, SONS, VXX



Out of these, I am holding DELL for the long-term regardless.

In conclusion, I would be careful either way here. I put down about $10k on shippers yesterday afternoon (in addition to my holdings) and they are ripping in premarket. I might just 100% (with expect of DELL) cash if these big bets payoff. Good luck today.

DRYS Earnings

RF wins again via the "shipper push" - GNK set the bar


http://finance.yahoo.com/news/DryShips-Inc-Reports-Its-iw-15096025.html

RF Buy to Cover Short - COF

I am covering my COF short (all 150 shares), +9,5% gain, $242 profit.

Thursday, April 30, 2009

U.S. Street Test Results Delayed!

WOW! Supposed to be tomorrow but no, please read.

http://www.bloomberg.com/apps/news?pid=20601087&sid=aYN.RjdIR9Hg&refer=home

S


Sprint is a stock to put on the radar and it looks as if it could be poised to rip. It crossed the 200 day today but no "rippage" however the chart above shows that the stock is bumping up against key resistance levels and the 200 day. If it breaks, she can go! In my view, it's not a "run to your broker, screaming buy" its a idea to watch.

Market Wrapup

Interesting day today. I loaded up on SKF and shorted COF today as a bet that we will retrace and financials are a little overbought here. Tomorrow is stress test results and I will be out of the office alot tomorrow, so it will be interesting to say the least lol. I also bought the VXX, a bet on the VIX (fear index), because I believe volatility will kick back in and fear WILL be back. I personally believe we are at the near-term top (the one I mentioned last week that would occur in 10 days). I think the retracement will be 8-15% down, so you can sit on the sidelines with cash or try shorting, just be careful. Hopefully, I wasn't too manic today, it tends to happen on wild days like this. Take care and catch you later.

RF Buy GNK

Bought 100 at 19.20, don't hate me cuz I'm manic!

RF Buy DRYS

Bought 300 at 7.40

RF Buy EXM

Forgive me for being manic today. Bought 500 exm at 7.10

RF Buy VXX

Bought under 94

RF Buy SKF

Bought 25 more at 54.90

S

I'm back in at 4.38

RF Sell TSM

Great earnings but I'm selling My last half here. 14% gain

stopped out of S

Stopped out above 200 day at 447. Damn, just noticed it missing

Update

Right now I have about 50% cash levels and have more short exposure that longs. Watch the small caps, they might get smoked. I'm up over 200% YTD so I want to lock in gains and prepare for the worst (hence the sudden move of actions).

RF SELL EXM

Sold 200 at $7.08, still holding 200

im net short

RF sell LVLT and TSM

Sold all of My LVLT, buy back cheaper

Sold half of TSM at 10.65

RF Buy SKF and short COF

Bought 50 skf at $54

Shorted 150 COF at $18.45

DELL

Second top long for me and its the real deal!

RF Sell WRES

Sold all at 1.78 nice wins

It'll probably go to 5 now

RF Sell JASO

Sold 600 at 3.65 for 270 profit. Still long 600

RF Sell JASO

Sold 600 at 3.65 for 270 profit. Still long 600

RF Sell CDNS calls

Sold all at .55 cents. 190 percent gain, 750 profit

RF sell GNK

Sold all at 19.10

CDNS calls

I expect at least a 250% gain on the calls. As posted, I got them at .20 cents, think we should get at leaat .60 cent for them

RF Sells

I am selling some longs out of another account I manage but not My trading account. I don't post those buys but in case I did I am selling these

TBSI EZCH ASX

RF Sell LVS

RF redeems himself lol sold 250 at 9.28

The LVS trade return of about 71%. I might go back later

PCX

I'm throwing My laptop out the window

Off to go cry in misery, I'm such a tool.

RF SELL LVS

Sold 250 of my AH purchase at $8.38, additional +4.6% gain.

Still holding 250

TSM

RF wins again, I think this one is gone!

"Taiwan Semi beats by $0.02, beats on revs, raises Q2 revenue guidance (10.08 ) Reports Q1 (Mar) earnings of $0.01 per ADR, $0.02 better than the First Call consensus of ($0.01); revenues fell 57.9% year/year to $1.16 bln vs the $1.1 bln consensus. Co issues upside guidance for Q2, sees revenue of NT$71.0-74.0 bln vs NT$45.44 bln consensus. Co expects gross profit margin of 43.5-45.5% and expects operating profit margin of 30.5-32.5%. Management expects 2009 capital expenditure of approx $1.5 bln."

Market Outlook

Doug Kass said at 4:30p yesterday "I dramatically expanded my short book today"

All I can say is ouch! As you know, RF played shorts through minimum risk plays via SDS, so that will take "baby hits" instead of severae "ball hits". If you choose to buy, I would use 875 on the S&P as your stop point. There is also resistance at 890, so we need to move that, if we want to go above or at 900+.

I am really, really pissed I sold my PCX. I made 11% but now its near $6 in PM, ain't that a bitch! I am going to sell my CDNS calls near the open, expecting a big gain there for at least 50% but we will see. I also believe solar will be hot today, so keep an eye on it.

In conclusion, everyone and their brother was net short but RF. I mean everyone I know just about went net short at 875 yesterday and the "voices" said don't do it, just take a little off the table in case we retrace. The point is simply, when in doubt, trust your gut.

Wednesday, April 29, 2009

MT - Reason for Halted Trading

Arcelor Mittal prices common offering at $22.77/share (MT) 22.94 -1.12 : The co announces the pricing of its offerings of common shares and convertible senior notes. Total aggregate proceeds from the offerings are approximately $3.5 billion (exclusive of any proceeds attributable to the underwriters' possible exercise of their over-allotment options described below) or $4 billion (assuming full exercise of those options), in each case before deduction of underwriting discounts and commissions. The Company has agreed to sell 125,143,915 common shares at a public offering price of 17.10 EUR ($22.77 at a $/EUR conversion rate of 1.3318) per common share. The co also announces the pricing of its public offering of $700 million aggregate principal amount of 5 percent convertible senior notes due May 15, 2014. (stock is halted)

LVLT Update


Above are some financial highlights for LVLT (click to enlarge). I sold some to increase my cash levels but this seems to be speculative play, geared at Q3 performance. If they can boost revenue, improve FCF, and continue to cut costs; the stock can go up 30-50% from these levels. Profitability will be challenging for years due to the heavy debt burdens. If they can restructure and refinance debt obligations, big investors will step in. I believe Buffett still owns LVLT debt.

FEED


I know alot of yall are still in FEED, so here is a chart of what I see. The blue line shows trendline resistance, which is at $4. FEED has the strength to break it, with a RSI at 68 but we will see. Once that resistance is broken, a new trend is developed and I will post. Let's get to 1st base before we get to 2nd.

CDNS Earnings Release

Cadence Design beats by $0.02, reports revs in-line; guides Q2 EPS in-line, revs in-line; guides FY09 EPS in-line, revs in-line (CDNS) 4.81 +0.20 : Reports Q1 (Mar) loss of $0.10 per share, excluding non-recurring items, $0.02 better than the First Call consensus of ($0.12); revenues fell 23.8% year/year to $206.3 mln vs the $204.7 mln consensus. Co issues in-line guidance for Q2, sees EPS of ($0.09)-(0.07), excluding non-recurring items, vs. ($0.09) consensus; sees Q2 revs of $205-215 mln vs. $208.50 mln consensus. Co issues in-line guidance for FY09, sees EPS of ($0.33)-(0.21), excluding non-recurring items, vs. ($0.31) consensus; sees FY09 revs of $830-870 mln vs. $851.27 mln consensus.

GNK Earnings Release

Genco Shipping & Trading beats by $0.06, reports revs in-line; co's cash dividends and share repurchases will be suspended (GNK) 17.52 +0.88 : Reports Q1 (Mar) earnings of $1.32 per share, $0.06 better than the First Call consensus of $1.26; revenues rose 5.4% year/year to $96.7 mln vs the $96 mln consensus. The average daily time charter equivalent, or TCE, rates obtained by the Company's fleet decreased 7.5% to $33,203 per day for the three months ended March 31, 2009 compared to $35,891 for the three months ended March 31, 2008. On January 26, 2009, the co announced that it had entered into an agreement with DnB NOR Bank ASA and Bank of Scotland PLC as the lead arrangers to amend its $1.4 bln credit facility. Under terms of the amended ten-year $1.4 bln facility, the collateral maintenance requirement is waived until such time that GNK is in a position to satisfy the requirement as well as continue to comply with all other covenants and certain other conditions previously announced. GNK continues to be able to borrow the undrawn portion of the loan during the waiver period. Amounts borrowed under the amended facility began to reduce on March 31, 2009 at $12.5 million per quarter and will bear interest at LIBOR plus 2.00%. The co also announced that, under the terms of the amended credit facility, its cash dividends and its share repurchases will be suspended, effective immediately. GNK will be able to reinstate its cash dividends and share repurchases once the Company can represent that it is in a position to again satisfy the collateral maintenance covenant. The amendment to the credit facility places no further restrictions on uses of the Company's cash.

Market Wrapup

Great day on the market today. I used this strength to sell alot of my positions and get back to a 45% cash position. My sells are below. I am still long:

ACH, ATHR, CBB, DELL, EXM, GIGM, GNK, JASO, LVLT, S, SDS, SONS, TSM, WRES, and just added LVS for a quick flip.

TSM reports in the AM, so it should be interesting. As for the market, it could not close above key resistance levels, so I can't get too bullish. The plan remains the same, keep high cash levels. play small, and look for opportunity.

RF BUY LVS

Bought in AH at $8.01 for a quick flip....I love this trade

RF Buy JASO

Bought in AH at 3.15 to cost average down

FSLR is bringin solar up

RF buy GNK

Bought 50 into bell at 17.50

MT

Just got halted, what's up?

MT

Just got halted, what's up?

RF Sell USD

Sold all at 17.10

RF Sell LVLT

Sold 2000 at 1.08

RF sell thc

Sold at 2.38

RF Sell PCX

Sold rest at 5.35

DELL & LVLT

I love DELL here. Long 300 shares and will add on dips. LVLT is coming back from the dead, RF will not be denied! Long 3k avg. in around $1.02999

RF SELL PCX

Sold half at $5.24 for $90 profit, +10.5% gain

Update

The market is smoking hot today. There are two camps and here is where they stand:

Camp #1: Believe 875 is the near top and are selling selling most of their long and getting net short

Camp #2: Believe 875 will be new support and believe we can go to 900-930 on the S&P.

I am waiting close til 3:30-4 until I decide what I will do. Many money managers are trying to make their month, so they are determining which we the market will go and drive it harder, either way. If you have big profits, I would take some off the table here to be safe.

RF Buy GNK

Bought 100 at 17.60 for earnings play only, be careful

RF Buy CDNS calls

Bought May 5 calls at .20

Only the risk lover

TSM

Great action today! Great balance sheet as well. I'm long and strong

RF Buy THC

My last small cap buy! Bought 500 at 2.25 in premarket

Reminds me of feed!

RF Buy THC

My last small cap buy! Bought 500 at 2.25 in premarket

Reminds me of feed!

Earnings Update MT and ASX

Earnings came out around 2A and MT have some bad numbers but expects 2Q ebitda to be around 1.2 billion. ASX beat by 2 cents for a loss of 5 cents.

GDP

Actual -6.1% vs -4.7% estimate!

Market Outlook

Futures up nicely but as we know, futures are meaningless. The GDP report comes out at 8:30A and many believe this will impact the market . I think it's noteworthy but not enough to move the market because the market wants to go higher but the is will it? As for today, I might add some short or take some profits. I'm net long but has lower cash levels due to some purchases. Small caps still seem to be runing; however, I will say that when the market tanks, these ususally go down harder. Below are some small caps that I own and are on my small cap radar.

THC, SONS, CBB, and WRES

Tuesday, April 28, 2009

GLW update

GLW got downgraded today by Bernstein, hence the monster selloff. Below is a link describing the nonsense.

http://blogs.barrons.com/techtraderdaily/2009/04/28/corning-bernstein-turns-cautious-stock-tumbles/?mod=yahoobarrons

DNDN

If you are trading this stock, please leave a comment and describe the fun you are having. This was at $7 two weeks ago then shot up to $22 on a successful phase. Today, it dropped on from $22 to $12 in a minute off rumors the tests failed. The shares were halted at 2pm, couldn't be traded at all, and now in afterhours, the stock is up 118% at $26. I bet there are some pissed traders who got stopped out and I want to hear it. This reminds me of two years ago lol!

Market Recap

Weird day. I had some good trades but some really didn't pan out. I didn't sell anything and I used a lot of cash like an idiot. Even though the market is high, I feel like I got some deals today.

Lvlt is a little painful but I will highlight my thoughts. The firm met EBITDA estimates but weaker revenues is scaring investors. The free cash flow was worst than expected but they cut capital expenditures greatly, helping them meet ebitda estimates. Management said they have significant amount of capital and will be fine through 2012. That was huge in my view. If they can start meeting revenue projections, thet will be okay in my view, as long as they cut costs. It offers a nice risk reward for a speculative play and I think it can go to 1.25 or maybe higher.

WRES

Gone!

RF Buy SONS

Bought 350 more at 1.78

RF Buy S

Bought 350 at 4.17

ERTS

Takeover rumors

DNDN

Sharess made huge move a few weeks back, now stock down 45 percent and trading is halted! Something up here

RF Buy LVLT

I came to play ladies and gentlemen, buying another 1k at 1.02

RF Buy CBB

Bought 400 at 2.86

RF Buy WRES

Bought 500 at 1.67, possible breakout here

RF Sell DRYS

Sold for 7% gain. I still like but want more cash, plus I still own EXM

RF Buy ATHR

Bought 100 at 17.29

RF Buy LVLT

Bought 1000 more at 1.07

LVLT Update

I'm on the call now, sounds good so far

Update

It looks as if GLW doesn't want to act well. I'm still long abd might cost average down but the technicals don't want to work for some reason. The UA trade worked well so I am happy. DELL is a long term play with boatloads of cash, so I wanna hold it here and add more on dips. As for buys, I like chips on dips, TSM at these levels are good for a entry point. Will keep you posted

RF Sell UA

Sold last 50 shares at 25

Good wins!

RF Buy USD

Bought 75 at 16.40

Starter position

LVLT

I haven't sold yet but earnings were not great, however, I expected that. I am going to listen to the call at 10a to determine the next move. The need to address the liquidity fears.

RF Sell UA

Sold 100 in PM at 23.20 for 10.5% gain

RF Position Update: UA

* EPS 8 cents vs Street's 3 cents (beat by 5 cents)
* Revenue up 27 pct

Under Armour Inc posted a higher quarterly profit on Tuesday as it benefited from a new running shoe launch.

The athletic clothing and shoe maker -- known for fabrics that wick sweat away from the body -- said first-quarter net profit rose to $3.96 million, or 8 cents a share, from $2.87 million, or 6 cents a share, a year earlier.

Analysts on average had expected earnings of 3 cents a share, according to Reuters Estimates.
Sales rose 27 percent to $200 million.

RF wins again!

Market Outlook

Be prepared to take some hits today, futures are at 840 on the S&P. This is because the WSJ is reporting that regulators say that BAC and C did not meet capital requirements, based on early stress test results. In addition the "Hog Flu" is creating a little fear. I will post my buys and sells throughout the day; however, let me elaborate on my recent purchases. DELL is a longer term play that passes the RF rich balance sheet tests, so I like the company for a longer term play GLW is a technical play; however, it looks like it will get smoked today, so we will see. The price target got bumped up yesterday to $18. Lastly, UA is my earnings juice, but I have no idea where it will go. I bought it at $11, sold it at $15.50 thought I was the man, now it's $21 and I am back in...weird how things go.

Good luck today

Monday, April 27, 2009

RF POSITION UPDATE: ALU (OLD POSITION)

I sold out of ALU but it's a long-term play on 3G technology. They just signed a $1.7B deal with China Mobile and China Telecom. Big deal for ALU and the stock is up 6.5% in AH.

http://news.prnewswire.com/DisplayReleaseContent.aspx?ACCT=104&STORY=/www/story/04-27-2009/0005013982&EDATE=

S&P Analysis By RF

We are definetly approaching some key techincal levels on the S&P. The blue highlights resistance around 870ish while the purple line highlight support at 800. I added a red channel at top and bottom points to create a better illustration. I think we may flirt with resistance; however, I don't think we break yet. As time progresses, the top RED line will guide lower; however, the purple line will continue sideways. I believe there is a chance where we will hit 800 on the S&P very soon and if we break support, the top red line will be the next support level. As you can see, one sawtooth pattern as started from 875 to 827. I am looking for another one, but a little deeper. The other possibility is that we break BLUE resistance and you can buy and use that 875 level as new support. Keep in mind a break is not just a simple crossover, its a break...a boom.

Market Wrapup

I am very unimpressed with the tiny selloff today and I think we got higher. I held all my positions and didn't sell anything, nor did I added to shorts. Ill be back later.

Update


Above is my view on GLW. Great quarter and currently we are in the re-test "hot" zone. If we can hold above $16 and close, there is a chance we go to $17-18. As for the market, we are holding up greatly. I bought some DELL today and it's one of my top 3 holdings. I love the company here and think this is a great name for a longer-term play. INTC also looks good, the floor in the stock seems to be $15, so it's not a bad play either. I bought some UA for a earnings play for tomorrow, so we shall see. I love the action in LVLT, they report tomorrow and the focus should be on their long-term prospects and they need to address liquidity fears. If they do that, it will rip higher. I might add to my position.

RF Buy UA

I'm back in, 100 at 20.98

RF buys

Bought more glw for hopeful breakout. 100 at 15.90

Bought more dell at 11.05

LVLT

Dumb analysts, RF wins again!

RF buy and short

RF buy GLW at 15.85 and tab more at 16. Technical play, keeping tight stop

RF short EWW at 31.20

The Pig Flu Lotto

RF favorite from 2006 APT and "Imakealotof$$" picks NVAX look to be the top winners. Be careful cashing here, biotechs bite hard! GILD and GSK are the safe plays. Dabble at your own risk

Market Outlook

Market is tanking! Its hard to call this but I have seen 15% corrections on global illnesses and stuff. The market is really strong, so we shall see if it can shake it off. If you are long heavily shorted stocks, things could be ugly. I am short some things but may add today, need to see what's up first

Sunday, April 26, 2009

Market Outlook - Week of April 27th

The Swain Flu is scaring everyone to death. Everyone major news outlet has this on and many people I see are terrified of it. The question is how bad can it get? There are trades on this, I played the bird flu in 2006 and it worked, so look at a few posted below for some ideas. The worse it gets (and lingers) the higher the stocks normally go. It’s really crazy actually, sometimes I have seen stocks at $0.40 go to $2. However, I will say Biotech is a very, very risky game, so know when you put the chips on the table, the stocks jiggle either way, in a hard fashion.

As for my strategy, I will sit on cash and see how the market goes. We could tank of this news because the market is manic like that. I see myself going back to my old strategy of rich balance sheets. I miss my old favorites, like NTGR at $10, FLR at $32, LOGI at $8, FWLT at $14, WFR at $13, UNH at $17. However, there are still firms will “class A” balance sheets in this environment but tougher to find because the great value isn’t there, due to the huge run up. I think technology will remain the hot area, regardless of the big move. GLW looks interesting here and the charts look good as well. For chips, I like TSM. I mean if you want to all crazy, AAPL at $126, still has $28 of net cash per share in the stock price, which represents like 25% of the stock price. You can’t find that anywhere these days, most of the big tech firms have 10% or less. Plus from a multiple perspective, it’s kind of low. I know big money is starting to short AAPL here but I wouldn’t. Frankly, below $100, I am a buyer. If you are interested in Healthcare, HUM still has a lot of cash of their books.

Regardless, I will sit on a huge cash position (around 50%) so if we pullback, I will cost average in on some good names. I think that is the best strategy and should create good profits in the near future. As for May, I believe it will be ugly, but I could be wrong. Right now my biggest position is the SDS and GIGM is right behind it.

Below is a list of earnings, good luck this week.

Monday:
Baidu BIDU, Corning GLW , QUALCOMM Inc. QCOM, Valero Energy Corp. VLO , Verizon VZ

Tuesday:
Buffalo Wild Wings, Inc. BWLD , E*TRADE Financial Corp. ETFC , Hercules Offshore HERO , Honda Motor Co. Ltd. HMC , Jacobs Engineering Group Inc. JEC , Level 3 Communications LVLT, Office Depot Inc. ODP , Panera Bread PNRA , Pfizer PFE , RF Micro Devices, Inc. RFMD , Under Armour, Inc UA United States Steel Corp. X, VF Corporation VFC

Wednesday:
Aflac Incorporated AFL , Agnico-Eagle Mines Limited AEM , Akamai Technologies Inc. AKAM , Baker Hughes Incorporated BHI , Barrick Gold ABX , First Solar, Inc. FSLR , Genco Shipping & Trading Limited GNK, Hess Corporation HES, JDSU JDSU, NutriSystem NTRI, Starbucks SBUX Visa Inc. V

Thursday:
Apache Corporation APA , Celgene Corp. CELG , Cummins Inc. CMI , ExxonMobil Corporation XOM, Hartford Financial Services HIG, Kimco Realty Corporation KIM , Monster Worldwide MWW Motorola Inc. MOT, Patriot Coal Corporation PCX , Procter & Gamble Company PG

Friday:
Chevron CVX , MasterCard Incorporated MA

Possible Technical Breakouts


Keep an eye on these..
This is a sneak preview of what the soon to be offered RF subscription service will be like (yes I am keeping the blog for free, I am not greedy, I just need to recoup research costs). More on this in the next month or two!

Map of Flu Breakout


Yellow = Low
Orange = Medium
Red = High