As noted post Tech-Growth rout, not rotating into Value trade

After 2 day rout, gap created filled 

Jun 12

Ratio turned but not eager to get in Value 

$IHI +25.5% - YPT'S MEDTECHS INC. $INGN $PEN $ISRG $ABMD +30 TO 45% YTD

$IHI top weights -$ABT $TMO $DHR $SYK $BDX $BSX $ISRG $BAX $EW

NEW CLOSING HIGHS- $ISRG $ABMD off YPT 80 stock

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'

excerpt

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.”

___________________________________________________________________________________________________________________________________

REPEATER this time around possibility-

 NDX CHART

INTO 2017

 

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.

"Possible bottom and turn this week..finally---Value:Growth..."

HOURS LATER...

VALUE = DOW +90

GROWTH= NASDAQ -110

QNET -3.2% NET INDEX #FANGS $FB AMZN NFLX GOOGL

(VALUE: GROWTH +2%) $IVX : $IGX

$AVGO added to YPT top plays in '13 @ $38's now $255 !

AVGO has never left YPT Shadowlist in nearly 4 years--------------

PUBLIC timeline AVGO

NOTHING BEATS DISCOVERING STOCKS  AHEAD OF THE HERD!

Some stocks on YPT top plays on list for years 

 $ILMN since $20's, $AVGO @$38 $CRM $20's

2X in a year!

~40% OF YPT SHADOWLIST 80 STOCKS INTO '17 UP +30% TO 70+% - INC. $VEEV $AVGO $WYNN $CSGP $FIVN $ISRG $WDAY $PAYC $NVDA

8 of 80 > 50% YTD gains

50 of 80 > 20% YTD 

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.

YPT Basket of 80 stocks into 2017 +23.4% ~3x $SPX - $NVDA $IPGP $TSLA $AVGO $WDAY $FB

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.

Rotation call into 2017 w/ NewGen Tech Growth > Value (Reflation trade) $FB $AMZN $NFLX $GOOGL $HACK $SKYY $IHI

$QNET +28% YTD

Nasdaq Internet Index home of $FB $AMZN $NFLX $GOOG

$IHI +23.7% YTD

YPT's Medtechs $INGN $ISRG $PEN +30%+

 

14 New Closing Highs (NCH) off YPT SHADOWLIST Basket of '80' stocks into 2017- $ABMD $FIVN $ANET $CSGP $WYNN $LII $GWRE $INGN $PAYC $RACE $EXPE $MLAB $NOW $WDAY

Update on Saturday, June 3, 2017 at 03:44AM by Demi/ YourPersonalTrader

Power of NCH's

13 of 14 closed +ve next day, 8 +1 to +4%. 

FIVN and RACE highlighted day prior+4-5% next 2 days

$IHI +22.9% - YPT's medtechs inc. $INGN $PEN $ISRG +30 to 45% YTD

$IHI top weights -$ABT $TMO $DHR $SYK $BKX $BSX $ISRG $BAX $EW

NEW CLOSING HIGHS- $ABMD $MLAB $INGN off YPT basket of 80 stocks

$RACE up 100% since added off earnings to YPT Shadowlist

$RACE Ferrari Q1 report was last Q4 expectation, '16 back on track EBITDA-   2 May 2016

$RACE YPT Shadowlist play from low 40's "back on track" gap to $62.68 NCHi - 25 Jan 2017

~40% OF YPT SHADOWLIST 80 STOCKS INTO '17 UP +30% - 50+% - $VEEV $AVGO $WYNN $CSGP $FIVN $ISRG $WDAY $PAYC $NVDA

YPT Basket of 80 stocks into 2017- +21.6%, 3x $SPX - $NVDA $IPGP $TSLA $AVGO $WDAY $FB

50% of YPT Shadowlist 80 stocks into '17 up 20% - 50% -$HUBS $AVGO $WYNN $CSGP $FIVN $ISRG $VEEV $WDAY $PAYC