Watchlist for February 20, 2008

by Michael on February 20, 2008

Inflation worries are front & center this morning after the CPI report. It looks like the indices will gap down outside of the triangles I pointed out last night. As usual in this market, follow-through will be key.

On Today’s Calendar:

  • 2:00 — FOMC Minutes

More Calendars: U.S. Earnings | Conf. Calls | Surprises | IPO | Economic

Potential swing trades:

See one of the recent ‘Chart Reading‘ posts for some potential swing candidates. Also be sure to check my typical swing trade entry & exit rules.

Potential day trades:

(From Briefing.com)

Gapping Down

In reaction to weak earnings/guidance: TGIS -46.0% (also suspended dividend), NTRI -25.1% (also downgraded to Neutral at Broadpoint), TRAK -21.4%, STP -19.4%, NED -16.1%, LLNW -14.9% (also downgraded to Perform at Oppenheimer), TXRH -14.2%, CROX -12.7%, RMIX -9.5%, VRAZ -8.0% (also downgraded to Neutral at Credit Suisse and downgraded to Hold at Cantor), ARTC -6.5%, ANW -5.3%, WOLF -4.9%, CHB -4.4%, TWB -2.6%, WFMI -2.5%, IPHS -2.0%, SDXC -1.7%, JCOM -1.0%… Select solar stocks showing weakness following STP earnings: CSUN -9.2%, LDK -7.8%, JASO -7.1%, SPWR -5.2%, YGE -5.0%, ESLR -2.9%, SOLF -2.9%, FSLR -2.8%… Other news: SHRP -58.3% (files for bankruptcy), VOD -4.0% (down in sympathy with Telecom downgrades), BHP -3.1% (still checking), GSK -2.5% (still checking), WTW -2.0% (down in sympathy with NTRI earnings)… Analyst downgrades: T -2.5% (downgraded to Neutral at Credit Suisse and downgraded to Neutral at Baird), COH -2.5% (downgraded to Mkt Weight at Thomas Weisel), CMCSA -2.3% (downgraded to Neutral at Credit Suisse), ALJ -1.8% (downgraded to Underperform from Market Perform at BMO Capital), KEY -1.6% (downgraded to Underperform at RBC), VZ -1.5% (downgraded to Neutral at Credit Suisse), SNE -1.3% (downgraded to Neutral from Buy at Merrill), KOF -1.1% (downgraded to Hold at Citigroup and downgraded to Neutral from Buy at Merrill).

Gapping Up

In reaction to strong earnings/guidance: PCTI +8.3%, GRMN +6.5%, JAKK +6.0%, CEC +5.5%, HPQ +5.0%, IRBT +4.6%, AXYS +3.9%, BIDZ +3.8%, OSTE +2.8%, WINN +2.3%, ICON +2.0%, RIG +1.6%, ZIXI +1.2%, MRH +1.2%, UAM +1.0%… Other news: COMS +5.4% (Bain withdraws approval request for 3Com deal, people say-Bloomberg), TMS +4.1% (rebounding modestly after past week’s huge decline), ADSK +2.5% (announces intent to acquire Kynogon SA; expects transaction to decrease targeted GAAP EPS by $0.01-0.02 in FY09), SIRF +1.4% (up in sympathy with GRMN), SHPGY +1.2% (still checking), MBI +1.2% (Brown sees decision this week to retain AAA – Bloomberg.com), UBS +1.1% (still checking)… Analyst upgrades: MTH +1.3% (upgraded to Buy at UBS).

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{ 2 comments }

Phil February 20, 2008 at 12:46 pm

Hey Mike….what do you make of the midday rally? It caught me out and I was wondering if there were any clues prior to it happening & how normal this is.

Any advice gratefully received.

Michael February 20, 2008 at 1:41 pm

Phil,

It seems to be par for the course in this market. Opening gaps have been getting filled a lot over the last month or so. I don’t know about what clues there were this morning but price was headed higher (off the lows) starting from 9:00

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