March was a death knell for me, spearheaded by EGRX, FEYE, WDAY and SPLK to the downside. I like my chances here for a reversal in said names. Remember, keep your eyes on N for the tell on this tape. It was down on Friday and foretold the weakness to follow.
Here are some seasonality picks for you. My opinion on seasonality is as follows: it is a novelty stat and very interesting. I do believe there are reasons why certain stocks do well during specific times of the year. You just have to do the extra legwork to find out why they are going up.
The full list is now in The PPT. Here are some highlights.
April seasonality picks (stocks that have gone up 75% of the time in April)
ALB
VSI
ULTA
CL
HLF
SLB
BAS
WFT
UPL
SWN
LL
FLT
MA
SODA
ETFs
DRN
URE
FAS
If I had money I would buy SODA.
le fly, how much are u down in 2014
I haven’t had the heart to look. Will report back later.
Too bad you’re broke, living in a housing tenement.
It’s called subsidized housing in Canada.
Love the new look Jules.
That’s me sleeping, while I have my robots picking stocks for April.
Naturally.
Whilst having polar bear free dreams?
Thank you kind Sir for opening up the comment section to us small people.
Bc he felt shame at having blogs that only get 6 comments. Good move overall.
Fly
What happened to IFON… It died??
My picks for April is cash (long) and DUST (no position) …
Resting.
http://davidstockmanscontracorner.com/2014/03/31/peak-margin-debt-too-this-time-is-still-higher/
Too busy watching baseball
And Go Rays
If this choppy year continues? The time to swap MSFT for FEYE(or other momo) starts in April.
Long UPL. Beautiful pattern, great leverage… now if only we could have that damned volume we ordered two months ago.
Lots of XLE components run during April. Check out seasonality of SLB and HAL.
Even though the market was up today, volume on SPY and QQQ was below average. Be prepared to see the market give up the ghost this week.
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… embrace the Bear !
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The polar bear killed Kudlow. Repeats of cnbc garbage shows have replaced him.
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Good riddance on “Kud-BLOW” !!!
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Without the Kud explaining that goldilocks is your grandkids future job prospects being in Shenzhen. The market may lose all hope. Sucking Yayo tits will not provide.
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… and speaking of CNBC …
Good riddance to Maria Bartiromo also !!!
Her shtick had grown VERY tiresome !!!
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… so “seasonally” … Financials and Real Estate look good here ?
Historically ?
Good to know !!!
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