Primary Watchlist

Snapshot of platforms primary trade list at close Friday.

AAPL          153.29      +1.68             +1.11              30,527,900  
AEM           70.44       +2.42             +3.56              2,151,700   
AKS           61.11       +0.91             +1.51              2,762,400   
BIDU          293.60      +6.96             +2.43              7,999,900   
BZP           19.02       -1.46             -7.13              1,626,600   
CF            123.21      +8.66             +7.56              3,985,300   
CLB           129.00      +1.85             +1.45              202,200     
CLF           137.33      +4.59             +3.46              1,529,600   
CLHB          63.31       +1.31             +2.11              330,400     
CMP           68.00       +3.95             +6.17              1,402,000   
CSX           56.90       -1.76             -3.00              5,374,600   
DRYS          66.25       +2.15             +3.35              3,494,500   
EOG           124.32      +2.88             +2.37              1,928,000   
FDG           57.70       +1.70             +3.04              2,796,400   
FLS           110.79      +1.37             +1.25              1,075,900   
FSLR          278.70      +27.10            +10.77             12,014,000  
FMCN           40.31     +1.56                                      3, 496,100

GLD           90.27       +0.85             +0.95              7,228,200   
GS            176.00      -0.53             -0.30              8,500,200   
GU            15.45       +0.46             +3.07              1,879,900   
ISRG          336.40      -0.59             -0.17              828,400     
IWM           71.43       +0.28             +0.39              61,536,000  
JLL           82.92       -1.54             -1.82              424,800     
JRCC          19.57       +0.34             +1.77              1,222,600   
JST           33.00       +3.00             +10.00             311,500     
LNN           110.64      +0.93             +0.84              534,500     
MA            228.05      -3.20             -1.38              1,952,500   
MELI          42.75       +3.11             +7.85              2,068,700   
MON           119.01      +1.22             +1.04              7,330,400   
MOS           115.70      +11.18            +10.70             14,330,800  
MTL           133.43      +3.42             +2.63              900,300     
POT           171.12      +3.45             +2.06              9,341,800   
RIG           144.15      +3.77             +2.69              7,897,100   
RIMM          120.12      -2.46             -2.01              24,431,500  
SPWR          90.40       +8.39             +10.23             6,129,800   
SPY           137.04      0.00              +0.00              204,473,000 
STLD          35.95       +1.65             +4.81              5,689,300   
SWC           17.12       +0.81             +4.95              2,360,500   
TBSI          33.35       +0.07             +0.21              429,400     
V             64.12       -1.38             -2.11              9,099,000   
WLT           69.66       +0.58             +0.84              3,094,800   
X             140.62      +2.71             +1.96              5,645,600   

...jus' like summer

Mondays trade resembled a summer's trading day.     Not only was the weather too hot where we are, but the volume on the indices was full of nothing but smog.    It was low and it might've taken a little effort for many to see through it and get a read.    After last week big gains, we were looking for some profit taking and corrective action to come in Monday, we'd have no problem with that!.   Instead what we got early was a nice report from ACI to help push all the other coals we've been covering here, most to NCH's( new closing highs)..JRCC, FDG, PCX, MEE, AKS, WLT.    In our view, this coal action was just a bonus following Fridays and an excuse to take some profits.    It's not a surprise to see great reports from this sec' this Q.    We've been buying this sectors stocks a lot on dips the past Q as they seem to provide some of the best around before making a nice recovery.     At this point with many reporting earnings, we were thinking we'd be getting this opportunity as they sell off on the news.     Unfortunately...the way they traded into the afternoon we were starting to think we'd sold too early this time around.     Considering, we began covering this sector when JRCC was in her low teens and yesterday hit high $25's, it is never a bad idea to sell a group and regroup.    The action in coals was in other commodity stocks as they all benefited from higher crude and metal prices, which offset the impact of weak financial stocks.     We did see pretty good action in the big 3, we trade here from the tech/internet sector, RIMM, AAPL,BIDU.     All in all, what seemed like lacklustre day too many a trader was nothing but as we all can see yesterday by the DJIM watchlist, shadowlist.   Those visiting DJIM can find the list on the next few pages of the Journal or a smaller favorites list just by looking at the Charts section where you find a few other stellars making NCH's,   CMP and V

Oh yeah let's not forget on of our most recent plays, SOL which had a great open climbing to almost $19 bucks.  Not bad for 5 days work from $14.   Again, keep looking to add and/or buy-back on dips as has been the strat.   As long as oil is roaring mad, solars should play along.

Some may have been upset we didn't get follow through gains after Friday, some on the other hand may have upset we didn't get a pullback. Even though we are expecting some sideways to consolidate the recent gains, a pullback would be welcomed here so we may pick up back some of our beloved.   But, by the looks of things a pullback is not going to include our niche of stocks anytime soon and so we maybe S.O.L!..lol.   In other words, in conclusion, we are pretty light as far as positions are concerned now,  but are itchy to start buying this market up once again!.