QNET leads again- went red, QQQ's still +.45%

Growth monkey-hammered but algos did not run wild into Value as 2 previous sell offs since June.

VALUE vs. GROWTH

Anticipated rotation into 2017 w/ 'Momentum' index $QNET ( $FB $AMZN $NFLX $GOOGL) Medtech $IHI (ANTI-Reflation trade)

QNET +34.11% YTD

IHI +26.5% YTD

JULY 22 -  OUTPERFORMANCE of QNET IHI and YPT SHADOWLIST

                                                       vs. NASDAQ - SPX - DOW

VS.

+27.5% - YPT BASKET OF 80 STOCKS GIVEN INTO 2017 

1st YPT SList made public -JAN 17 (25%> +10%, 50%>+5%) and NOW (~45% OF YPT 80 > +30%) $QNET $QQQ $IHI <--#LOADED

YPT Shadowlist of 80 stocks is tailored and fragmented (outperforming SECTORS, SMALL-MID CAPS, EARNINGS/ GROWTH (EPS) linked stocks, IBD 50, MOMENTUM STOCKS) to gauge single stock action and the broad underlying market for SP 500 direction to go long or short. New plays (stock/sector) are added, especially during earnings season.

 JANUARY 17th

JULY 22

Since YPT market gauge hit NCH (New Closing High), market follows 'once' again to highs

NDX 2.3% /137 pts

SPX 1.2%/ 30 pts

NASDAQ COMPQ 2%/ 123 pts

Here's is the entire move anticipated this month

 ANTICIPATED PATTERN OFF JUNE 9TH 'GROWTH/MOMO NEWGEN TECH' SELL OFF TO REPEAT POST ELECTION SELL OFF

Anticipated pattern off June 9th 'Growth/momo NewGen Tech' sell off to repeat post election sell off

QNET - Nasdaq Internet Index ( YPT momo gauge)

JUNE 12- Last momentum/ Growth rout post election and start of our '17 'growth call'

JUNE 28- 2nd leg of 'Growth Momo" rout right on schedule - $QNET 

JUNE 30- Reason the pattern is on the table is the peak to troughs in the QNET (home of FANGS). Leg 2 is no worse vs. Leg 1, yet -5.8% is nasty enough with earnings around the bend.

JULY 8- No change last 5 sessions to premise laid out post early June tech sell off

YPT Shadowlist of 80 stocks is tailored and fragmented (outperforming SECTORS, SMALL-MID CAPS, EARNINGS/ GROWTH (EPS) linked stocks, IBD 50, MOMENTUM STOCKS) to gauge single stock action and the broad underlying market for SP 500 direction to go long or short. New plays (stock/sector) are added, especially during earnings season.

So much for Value rotation post June 9th sell off- MTUM,SPYG (MACD's boxed)

QNET Nasdaq Interent Index (New Closing High) yestersday

SP500 GROWTH-  

MTUM Momentum

IPGP hits $150 - New Gen' tech/ earnings discovery @ $25

IPGP another NCH

 

IPGP _ YPT discovery at $25, a Shadowlist component since 2007

IPGP-   January 9, 2007 at 01:29PM  $25,  recent ipo, accumulating some for sunnier days . Lasers, triple play broadband angle following OPTM today idea...even if is not the majority of business" ..........FORUM section..."IPGP has held ground at IPO day prices and this 'triple play' broadband hype is creeping into some names. IPGP might get some of that attention. rather accumulate some before"..before a breakout!.    STOCK breakout and runs over 10% from 24.90's  to 27.96 the next day. A 3 pt move in a day and half.

IPG Photonics Corporation  IPGP

Daily Journal:  "...IPGP  was a little crazy much. Excellent earnings are being rewarded, it’s as simple as that.", February 11, 2011 at 07:46AM.  In @45

And when started Twitter @ $61

---and at ~$70

YPT Shadowlist of 80 stocks is tailored and fragmented (outperforming SECTORS, SMALL-MID CAPS, EARNINGS/ GROWTH (EPS) linked stocks, IBD 50, MOMENTUM STOCKS) to gauge single stock action and the broad underlying market for SP 500 direction to go long or short. New plays (stock/sector) are added, especially during earnings season.

CSGP NCH @ $270 another YPT winner 2X PP- Shadowlist since mid '13 -$130's

CSGP NCH- 

Twitter Archive

GWRE - NCH's off YPT Shadowlist basket of 80 stocks

GWRE noted into the week- $GWRE- Growth stock suspiciously strong week w 3x Vol y'day 

YPT Shadowlist add in $20's 2012

No change last 5 sessions to premise laid out post early June tech sell off

QNET - NASDAQ INTERNET INDEX

JUNE 30th

Reason the pattern is on the table is the peak to troughs in the QNET (home of FANGS). 

Leg 2 is no worse vs. Leg 1, yet -5.8% is nasty enough with earnings around the bend.

1H - ~35+% OF YPT SHADOWLIST 80 STOCKS INTO '17 UP +35% - INC. $TSLA $BLUE $RHT $WYNN $ANET $GWRE $ISRG $WDAY $NTES $NVDA

1H'17 final

35% of stocks > +35% YTD gains

62%  of  stocks gains of > +20% YTD 

6 of 80 closed red 

YPT Shadowlist of 80 stocks is tailored and fragmented (outperforming SECTORS, SMALL-MID CAPS, EARNINGS/ GROWTH (EPS) linked stocks, IBD 50, MOMENTUM STOCKS) to gauge single stock action and the broad underlying market for SP 500 direction to go long or short. New plays (stock/sector) are added, especially during earnings season.

+23.3% - YPT BASKET OF 80 STOCKS INTO 2017 - $NVDA $AVGO $TSLA $AMZN $WDAY $FB $VEEV

1st half result of YPT BASKET OF 80 STOCKS INTO 2017, (no stock additions or subtractions)

YPT Shadowlist of 80 stocks is tailored and fragmented (outperforming SECTORS, SMALL-MID CAPS, EARNINGS/ GROWTH (EPS) linked stocks, IBD 50, MOMENTUM STOCKS) to gauge single stock action and the broad underlying market for SP 500 direction to go long or short. New plays (stock/sector) are added, especially during earnings season.

$GWRE- Growth stock suspiciously strong week w 3x Vol y'day

Volume bar last week was rebalancing, yesterday?

Right back at you! - QNET -1.84% (-2.5% @ lows)

Pattern repeating Nov/Dec sell off covered since June 9 is still on the table despite Thursdays selling.

Thought a rotation out of growth may occur on the heels of Bank news after close(Wednesday)

Premarket

"They can co-exist $IVX and $IGX Value /Growth- if thinking rotate on banks headlines - $BKX $QNET $QQQ $XLF

Unfortunately $ went out of growth, but did not rotate into Value and this snowballed into a broad sell off once realized. ($IVX -1.26% and $IVX Value -.36%)

"There's that Naz -50 thinking"

"Naz -100, Mkt forgot to rotate into Value off Banks news after initiating rotation out of growth $IVX $IGX $BKX $QNET $QQQ $XLF"

-50 ---- -100------- became -150 Nasdaqs

Reason the pattern is on the table is the peak to troughs in the QNET (home of FANGS). 

Leg 2 is no worse vs. Leg 1, yet -5.8% is nasty enough with earnings around the bend.

+1.5% QNET day, Naz 87 pts- see previous post

2nd leg of 'Growth Momo" rout right on schedule - $QNET $NDX

A repeater so far with rebound and 2nd sell off anticpated post 1st leg selling (bottom chart-12th of June)

QNET - YPT Momo gauge

JUNE 12th

___________________________________________________________________________________________________________________________________

LAST MOMENTUM/ GROWTH ROUT POST ELECTION AND START OF OUR '17 'GROWTH CALL'

MONDAY, JUNE 12, 2017 AT 02:28AM

Exerpt

INTO THE TRADING WEEK, 5.12.16

The unwinds and rotational trends continued last week, notably as growth took a 2nd leg down...

A 2 week rebound unfolded after 1st sell off.  Most growth stocks including FANGS took a beating and were off 5-15% on the week as value outperformed growth. The NAS100 was off 2.65%...

The SP500 value to growth ratio has retraced 50% of the Value underperformance for the past 3 years and should stall out here and growth to stabilize.

Nasdaq 100 should help out by stabilizing at 4600-4700, SOX at a channel ~823. This should also coincide with consolidation in Financials/ Industrials in the near term and money to be used back in growth to close off the year.

The LT bull trend in growth is not going away due to a month of breath-taking rotation all over the marketplace.”

 NDX CHART

YPT Shadowlist of 80 stocks is tailored and fragmented (outperforming SECTORS, SMALL-MID CAPS, EARNINGS/ GROWTH (EPS) linked stocks, IBD 50, MOMENTUM STOCKS) to gauge single stock action and the broad underlying market for SP 500 direction to go long or short. New plays (stock/sector) are added, especially during earnings season.

LAST MOMENTUM/ GROWTH ROUT POST ELECTION AND START OF OUR '17 'GROWTH CALL'

Exerpt

INTO THE TRADING WEEK, 5.12.16

The unwinds and rotational trends continued last week, notably as growth took a 2nd leg down...

A 2 week rebound unfolded after 1st sell off.  Most growth stocks including FANGS took a beating and were off 5-15% on the week as value outperformed growth. The NAS100 was off 2.65%...

The SP500 value to growth ratio has retraced 50% of the Value underperformance for the past 3 years and should stall out here and growth to stabilize.

Nasdaq 100 should help out by stabilizing at 4600-4700, SOX at a channel ~823. This should also coincide with consolidation in Financials/ Industrials in the near term and money to be used back in growth to close off the year.

The LT bull trend in growth is not going away due to a month of breath-taking rotation all over the marketplace.”

 NDX CHART

YPT Shadowlist of 80 stocks is tailored and fragmented (outperforming SECTORS, SMALL-MID CAPS, EARNINGS/ GROWTH (EPS) linked stocks, IBD 50, MOMENTUM STOCKS) to gauge single stock action and the broad underlying market for SP 500 direction to go long or short. New plays (stock/sector) are added, especially during earnings season.

$PEN - NCH> $90- YPT add to top plays in $40-50's

Added early 2016 as a story earnings play to YPT top plays. China BS crisis hit very soon after and took all growth stocks down >20%. PEN 50's to 40's.

but..

Charts below pounding the table after on it after low 40's - TWTR  timeline

 

$NOW - $JPM initates OW $125PT- YPT added to top plays @58

Discovered late 2013 off earnings- 90% and >40% in 2017 as we rinse and repeat earning winners 

Hardly a drawdown in past 3-4 years.

YPT Shadowlist play another beat + RAISE " $TYL excellent Qtr/earnings on any metric.  

Adding $NOW to list 9:31 AM - 23 Oct 2014

NASDAQ INTERNET INDEX closing in on NCHi- Home of FANGS

NCH- New Closing high 631+