{+++}Intel beat nicely, and margins came in at 58%, anything over 55% was considered excellent. The takeaway is a higher after market, the semiconductor index (SMH) is up dramatically and the QQQQ’s are up as well in post market trading.
We have JPM in the morning, GS before the open on Thursday and GOOG after the close on Thursday. Should be a strong open assuming JPM isn’t a disaster.
We had a buy trigger on ARST yesterday(which i forgot to put on list last night) and two shorts triggered COCO and STEC. We sold the balance of QSFT, all of JEF and half of of FCX today, all for nice profits.
I wont chase anything should we open strong , but will wait for an orderly pullback. Catch you in the morning. Here are two new longs: UCT trades thin so go easy.
| Date | Symbol | Long Price | Short Price | Stop | Action | Result P/(L) | Triggered |
| 9-24-09 | |||||||
| MCO | 23.00 | 22.00 | Sold 1/3 sold 1/3 stopped 1/3 | +2.00
+4.30 +1.00 |
yes | ||
| MHP | 26.19 | 26 | Sold ½,stopped on balance flat | +2.00 | yes | ||
| NAV | 40.31 | 39 | Sold 1/3, Sold 1/3 | +1.30
+3.00 |
yes | ||
| QSFT | 16.30 | 16 | Sold ½, sold balance(10-13-9) | +.80
+1.70 |
yes | ||
| SIGA | 8.43 | 7.65 | -.80 | yes | |||
| MELA | 10.50 | 9.50 | -1.00 | yes | |||
| 9-28-09 | COCO | 17.29 | 18.25 | yes | |||
| ZION | 17.39 | 19.00 | yes | ||||
| 9-30-09 | YGE | 11.90 | 12.60 | -.70 | yes | ||
| VNO | 63.00 | 65.00 | yes | ||||
| XCO | 19.05 | 18.00 | stopped | -1.05 | yes | ||
| MHGC | 5.60 | 5.20 | -.40 | yes | |||
| 10-1-09 | CALI | 6.35 | 5.50 | no | |||
| CENX | 8.97 | 9.60 | stopped | +.50 | yes | ||
| 10-2-09 | X | 41.10 | 43 | stopped | -1.90 | yes | |
| BAC | 16.02 | 16.80 | stopped | -.78 | yes | ||
| AAP | 37.70 | 39.40 | yes | ||||
| 10-05-09 | EXC | 47.78 | 50 | stopped | -2..22 | yes | |
| JEF | 27.60 | 27.90 | Sold 100% (10-13-9) | +1.60 | yes | ||
| TSPT | 14.35 | 13.50 | yes | ||||
| HIG | 29.05 | 28.30 | stopped | -.75 | yes | ||
| APT | 6.25 | 6.00 | yes | ||||
| 10-7-9 | FCX | 73.43 | 73.00 | Sold half(10-13-9) | +1.78 | yes | |
| 10-10-9 | PENN | 25.67 | 27.00 | no | |||
| NITE | 23.00 | 24.50 | no | ||||
| O | 22.85 | 24.60 | no | ||||
| MON | 73.85 | 76.50 | no | ||||
| STEC | 25.51 | 27.40 | yes | ||||
| ARST | 23.59 | 21.50 | yes | ||||
| FIRE | 23.43 | 21.59 | yes | ||||
| 10-13-9 | X | 40.40 | 42.00 | no | |||
| 10-14-9 | HRBN | 19.72 | 18.90 | no | |||
| UCTT | 6.95 | 6.30 | no |