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DJIMSTOCKS- since 2006 - Toronto, Canada/ London, U.K

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Entries in HDNG (8)


Boring but still productive!

Market exhibited another lackluster day as two major indices went opposite of each other.    Like many traders, we are also pondering on whether we'd be seeing a big move from this market.    While we ponder our thoughts, we are also busy trading those that are exhibiting superior strength in this market.   Again, there's no shortage of stocks to trade today as it's becoming a trend lately.    In all honesty, as long as there are tradable opportunities for us to get our hands on...Is it even relevant which direction this market is going?    We never believe that anyone can be tied down by the market or a particular stock.    When it's time to move on and cut a position,  one shouldn't think twice to do so.    Liquidity in our opinion is retail trader's greatest assets.    Here are a couple of plays worth noting...

HDNG, yes it's another one of those thin floaters.  lol  Actually we have been trading all kinds of EPS movers this earning season so far.    The stock came to us when it gapped up in a volatile fashion.    The company reported a very decent number and the only concern we had is not knowing how this stock will react based on a heavy institutional presence.    Believe it or not, this one still trades like it only has one million float when in fact there are quite a few  institutions holding over 6 mill shrs combined.   However, there's still no analyst coverage on this one.   What we are looking for is more exposure and coverage.    We had CCF, EML, SYNL and now it's HDNG's turn to show us what it's made of.   One thing is for sure, its earning number doesn't lie.   Oh and it looks like IBD raised its number to 98 94 A after the close, not bad at all.

KBW, this one just didn't take long at all and we added with today's strength after consolidating just over $36.   We knew that a financial company in this market cap range is always sexy and attractive to institutional investors.   Why?   They are always potential takeover target for those big and hungry financial outfit.

USAP HURC GLDN FCN JASO ,  all these made new closing highs and we are being extremely grateful of USAP.   We feel that HURC has a pretty good chance of pulling a USAP move. It seems HURC has more staying power than its previous earning reactions.  Basically, it's acting different with sustained strength.

January was a bit slow for us in terms of earnings report but February seems to be full of good surprises.    This seems always to be the trend for us as we are getting more and more opportunities toward the latter half of the earning season.    The only thing we want to say at this moment is "keep'em coming!".  Friday has a way of throwing out a new play lately, so be ready.


DJIM #9 2007

What was a 4 day shortened week felt anything but as trading seemed to have come to a stall by weeks close.  The week definitely got started on a bang but by weeks end the buyers seemed exhausted and/or just not interested.   So what do you do?.   Well, if you can't buy anything with potential it gives you time to evaluate your holds and maybe sell some into the 'Green'.  It is not the time to get nutty and turn away from what has been working by chasing something just to make a trade.  It is always better to draw down you positions into the green then having to hastily sell if this lacklustre tone continues and we really have an exhaustion day when the selling hits hard.   What the week provided was for some orderly profit taking and by looking at performance of some DJIM's closely followed in the past 5 trading days, so it was not such bad thing or idea to scale down or add to a strong one or two like CSV.

KRSL 28% SYNL 13%  ONXX 12.1  CSV 8.7  TRT 7.3  BW 6.5  CGX 5.9  USAP 4.0 CCOI 4.2 OEH 3.4 GLDN 3.1..and HURC at its highs was up 15% since alert buy in.  Taking into consideration the last few days, these returns at the end of 5 days of trading is nothing to sneeze at.   The week was not all pairing down positions,  there was some buying and adding to these percentage gains in the likes of KBW and to a lesser extend HDNG.   The only one that got away was CYNO, it looks the Directors got a hold of the hacked version IBD too and decided to sell in bunches this week.   Actually this looks like planned selling again and it has never stopped CYNO before from moving upwards, so we expect this to be a hiccup as well.  You could plug your nose and hold your breath till it goes away or you could just sell when a stock is feeling pressure such as this.  We prefer to sell and not feel the pressure possibly take down a stock of ours.  The stocks above are the primary hit/ hold list for DJIM, we might have reduced exposure in some like BW after a big run but these are also the first we'd be looking to throw money back at in the upcoming trading week.

What probably got us through the week was the continuation of the solar plays. Right now, JASO FSLR TSL are providing more than ample opportunity to swing a trade. The good thing is seemingly there is always one moving, so at this point we are hitching a ride here and there and not asking for names.  VTRU VARI , we are waiting on patiently to make a drive for new highs and jump in with some enthusiasm.  The problem is the techs just don't want to lead this NASD to higher ground. 

So...despite the selling in most sectors for 3 out of the 4 days, the NASD and Russell finshed the week up about 1 %.  The Bull/ Bear fight in full force, except the fighting ain't that strong in either direction.  Hope this week is a little more interesting and some conviction comes back.  In the meantime, DJIM will be stay in its own ring and will be after new earning stocks to punch out some profits with. 


So it had to happen...

We are glad that it happened this week as opposed to last week.   Of course, we are referring to the "big rally" we had today.   A big rally like today is inevitable in a correction and this is more of a relief rally than an opportunistic trading rally in our opinion.  Three ingredients to it today. was just a matter of time.  Second, world markets bounced and hardly last is the fact the big boys upstairs brought out Sec.Treas.Paulson to give a push.  Funny how the timing of such notables appearing works into the market.   The rally today definitely has been led by those big caps that were hit the hardest last few days.    Unfortunately, as much as this rally is "jawchopping" to us, it's still hard to see how it can spill to those stocks that a retail trader trades right away.      Interestingly, the DJIM stocks that stand out the past couple of days as best behaving are the ones with earning just before the meltdown......these include UEIC, HURC and HDNG and are on the top of our list. These had only a few hours to show off their goods before the corrective action started and are seemingly fresh on some minds.  You can throw NVTL into the mix which guided higher for next Q and year recently and has held up the past week to close at NCH today.   Still most of the stocks we used to follow have a pretty damaging technical picture.   We feel a lot of the stocks on our screen are being whipsawed by the index volatility rather than their own movement.   Since it's futile to predict the index movement, we feel it's still better to wait till the index volatility eases before we consider jumping back into some of the plays with good beta.    Basically, what we want to see is traders/institutions buy stocks to hold rather than to flip and buy them not b/c of the index is rallying but for individual strength of a particular stock.     Despite the big day today, the best thing we feel for this market is to go sideways and halt the slide.    Testing the lows may also be helpful as many still trade as if the market will make lower lows and market needs to prove them wrong before we can head higher.    This is unfortunately a somewhat lengthy process and it requires days and weeks to complete.  One thing to note today is despite the indexes gradual climb most of the day, many of the 4,5,6, 7% gains we saw from former DJIM plays are from the gap open.  Many small cap plays never saw higher highs after the first 10-20minutes (eg. almost all recent China plays).  So, unless you went after the big caps during the day there was not much upside to individual small caps the rest of the day.  You didn't miss much if you slept in and shouldn't think you missed something mighty as you look at those percentage gains.  Basically, the dip buyers yesterday had an opportunity to flip their shares early on to those thinking they would be missing something bigger.  Sooner or later the dip buyers had to get the day right..yesterday was finally it.

Bottom line, today is a good day and we'd like to see more stocks participate in a meaningful way.   Next few days may give us a better picture about the health of some of the individual stocks. We'd really love to see more stocks move back toward if not above 9 ema.    We will be busy updating our watch list and prioritize the plays as they start coming up.     Keep in mind, this is not the end of the correction but a step toward the right direction.     Yesterday's low will be viewed as short term support and this is how a lot of us are basing our trading strategy on the next little while until it proves otherwise.    For now,  we are gonna be going through charts of our favourite plays in the next couple of days just to see if any is worth playing.    Financials were the cream of the crop today, if this continues look to KBW as it was forgotten today.


DJIM #11 2007

You can't tell traders, investors,  'March Madness' is about to tip's been center court since February 27th and there is no Cinderella story emerging.   Actually, she went to a 'Rally ball'  last week with a tall checklist but all she had was change it seems.  She wasn't the only one.  Simply,  you can summarize last week as a week of high expectations for bargain hunting without a lot of buying.  By Friday volume had dried up, there is simply too much apprehension in the players even after 3-4 days of a reversal. Three days of a rally mustering up barely 1% of a gain in the indexes is little to get excited up.   As we've been saying this bleeding might need time to stop, right now the traders are looking under the band aid for reassurance the cut has healed.  Simply they are re-bandaging all over again just to be sure it doesn't bleed again with an unexpected news blurb.  Somehow the trust has to come back,  maybe we will just consolidate till earning season blooms again.   Hey, it's only a few weeks away till April kicks in, yet we are still finishing of the first Quarter of  '07 with micro/small caps reporting that are giving some play (JSDA #99 IBD).   If there is anything to look forward to, it is a fresh Q of potential plays to feed on.  Considering this is what DJIM is centered around...we've got more hope and can live through this corrective activity more than others playing a different niche.  Oh yeah and one thing is if you don't follow our, "No holding into earnings" stance..maybe you should at least follow it now until this correction subsides. The guillotine is sharper than usual in this sort of market as seen by the PSPT,GMKT beheadings last week....... Be cool, be selective is the daily memo here.  The momo trader needs something, even if they are in rehab at the moment.  One play that seems to be gaining traction again is the Solar play, actually this slowly should become a longer term play as this area is not going to go away.  Sooner than later owning one of these and putting it away under a pillow might be the best strategy.   We are playing both again and have written about them in detail as to their differences.  TSL closed much better than FSLR on Friday but FSLR still had some higher price buying AH's.  Right now, it's a game of jumping tracks as one or the other is providing opp's for a nice gain and we are doing the same a lot of the time.

SNCR, finished well Friday and is one of the few we had selected earlier last week. A timely move just after mentioned in the forum of setting up nicely showed promise at the close.

Early in the week on the Journal we pointed out HDNG KBW UEIC HURC as ones we are looking at first at that moment for a trade. This still holds into next week as one or two moved nicely ( KBW 34-38 ) and most are holding up well or setting up for a move up in a good market follow through day.  With oil stabilizing over $60 recently, BTJ is definitely one that looked best late last week and should be closely followed or traded.  SYNL had a nice week and CYNO is the IBD in America profile this weekend.   As far as JSDA, we'll see..we're not very patriotic it  Comparisons to HANS is like comparing Footballs across the border...the NFL to the CFL..not even on the actual product or earning, but the ability for JSDA to ever trade anything close to how HANS did.  These are the stocks we will continue to closely follow and possibly trade on Monday.  Of course... a wake up call from overseas mkts will play a role on which side of the bed we wake up on tomorrow.

OEH, our lodging lux play before the meltdown made NCH Friday as merger, speculation activity is foaming again in the sec.


all is well....

That's what most people wanted to feel today probably.   The truth is, we are still working off the ugly damage from couple of weeks ago.    In this case, churning is good and more up days and less down days within a contained range make a good setup for future rally down the road.   Meanwhile, when the index is churning away, we ought to be catching some opportunities and keeping an alerted stance at the same time.    Today.. definitely feels like one of those relaxed days and we welcome that change of pace.   Some stocks we are following...

DXPE,  yes it made it back onto the IBD100 list and this one has had a history of being on and off the infamous list.    Is this a big deal anymore?   We think it's not nearly as big of a deal as it once was couple of years ago.   In fact, the IBD play has toned down so much over the time that we find alot of better plays that aren't IBD associated these days.    The float is one thing that keeps DXPE interesting and as long as there's interest in this one, we are willing to stay in and trade it on the long side, aggressively.

HDNG, why this one still isn't on the IBD100 list while some other "crap" got on is still a mystery to us.    Well, IBD or not, the action still looks very healthy and it notched another high today.

FSLR TSL ASTI, a firm had negative comments on the sector premarket and therefore these names under performed the market.  ASTI has its own issues to get over, the private placement price.  FSLR got a lift from the IBD article and it feels like a less volatile bet at this moment.    We are keeping our eyes closely on these and will re-enter when they gain some momentum to the upside again.

CYNO/ JSDA, both stocks gapped at the open off the positive market and held the gap till the close. We sold off some of the CYNO move, the JSDA we weren't holding.  We'll keep an eye on both for another try.

VIP/ ROS,  it seems that some stocks just won't go away and these pair notched a new closing high today off pretty good volumes.    Yes these are foreign stocks that can be volatile at times.    However, when the momentum clearly shows one direction, this type of move can be very rewarding as well.  If you didn't get in or trade them today, we'd pay attention to the charts as these Russian telcos made not the prettiest of candles giving up quite a bit off the top.  This included MBT, to a lesser degree GLDN.  Be patient for indication this move is real now.

Overall, we feel that market is doing a pretty good job of working out of its corrective phase.   At this point, nobody can say for sure how long this corrective phase will last.    One thing is for sure though is that there's still tons of cash on the sideline and ppl won't hesitate twice to jump into a hot sector, story stock, or a general market rally.    We'll just have to make sure that we get in at the right time to get our money's worth.


What's next?

The indices poked their neck out today and broke out of their trading range from the last little while.    As we were saying yesterday, market was looking for a catalyst and today we got one.    Does that mean that we are ready to challenge the old high next week?   Ah ha, if market is predictable like that, then we all should be running multi billion dollar hedge funds.    The truth is that we just had a good old relief rally today and what comes afterward is usually trickier than what most people would expect.    One good thing about the reaction of the fed decision today is that we are that much farther away from the recent low.   Today can be used as a good indication that we've just had our bottom for this correction.   The sub-prime issues are being sorted out and worked out slowly and many institutions now have a realistic expectation of what to expect from some of the firms involved in the sub-prime lending.    This is good news!   Uncertainty tend to raise fear and certainty raises optimism.     Seasonally, we are ready to kick off another earning season.     What?   It seemed like we've just finished our last earning season.    Yup, this gig is literally all year around and right now we are back to focus on finding earnings plays that fit into our criteria and trading theme.      In a way, we are kind of glad that the big drop happened before the earning season. Does anyone else feel like "we just got rid of a monkey off our back"?   In plain words, now that we just had a correction, bears can all suck up and go away.   Hopefully this is the case but we do need confirmation from market action during the next little while.     The best case scenario for this market is to inch up slowly and digest any big market gains like today with time.    The absolute last thing we need is for this market to go up in a few straight days and then to get smack down hard which will for sure shatter investors' confidence.

Now onto our small cap land....  When the market is in a good mood generally, the small caps always tend to get busier and see an influx of funds.  Here are some of the stocks we are noticing today...

CSV,  we have to crown this one tonight as it joined the 25%+ gainer club today.   This one is such a sleeper that despite the fact it doesn't generate any buzz among the momentum traders, but it generated 25% during the last month or so.   And do we even have to remind people that last few weeks hasn't been the most friendly to many investors. The same goes for HTC, the Euro Telecom which has produced 25% too. The reason we bring these up tonight is after today, it is time to look around at past DJIM stocks and see which survived through the turmoil best.  It is probably best to start doing some homework and expanding your tradable watchlists.   Another reason is just a reminder that despite the volatile stocks we mostly cover there are plenty of quality crawlers that work for the longer term investor.  Last Q, we had EML, SYNL, AMIE's and this Q the CSV and HTC have already stood out.

HURC HDNG,  yes keep on going and make those new highs.    Market really owes those two as the market environment was not friendly when these two came out with stellar earning report. UEIC falls into this boat as well.

FSLR TSL, we wish these two had done a little better prior to today.   Nevertheless, whatever it takes to kick-start the momentum is fine by us.

SIMO SNCR UEIC,  had new closing highs and we are definitely gonna look more on the tech side of the plays as the earning seson goes on.  SNCR was probably towed by AAPL today.

AMAG, we used to trade this back in early 06' with great success under a different symbol, it's a streaky stock and if you get on the right the right time this one can be quite the winner. It's in late-stage development for iron deficiency related anemia in chronic kidney disease and that is the speculation part.  We started very small and will see if the small float and big short interest can dance with the Deutsche Bank $100 target put on it today. Wait for confirmation of a turn here before taking on a play like this or just start very small and make sure you have many more plays before it.

Folks, market definitely seems to turn for the better last couple of days and especially today.   With the earning season coming up, we feel like we should get right back into it 100% and pick up where we left off.   This doesn't mean that we are gonna be committing all of our capital.  It just means that we are gonna be committing 100% of our time and focus in finding trading opportunities for the next little while.    Hopefully we'd get some really nice plays that'll make up for some of the lost time that we incurred from earlier this month.  Just remember, we might need to curb our enthusiasm as traders soon after a day like this and that simply means taking some profits before kicking it up again.


DJIM #14 2007

Looking at the past week, we sure had a lot of turbulence news wise yet whole lot of nothing from this market.    Being a trader in this market environment, we have to accept what's happening out there and constantly adjust our game plan in order to cope with what's working.   Basically, it was a grind out there and whole lot of time was spent on watching things that may not develop.   Well, this is one part of the trading world that we have to accept and we just have to deal with it to the best of our ability.    Because our trading methodology is very short term and most of our plays don't last longer than a couple of days or weeks, we always tend to assess the situation bear in mind our trading time frame.    One good thing is that last week is in the book and we are setting our eyes on a fresh week.   We are also getting closer to te earning season.    While a few little biotechs dominated the stories last week, we still had a few DJIM type of stocks making some nice moves.

MFW, this is probably the result of a long base forming action.  This one held up reasonably well during the correction and it caught our eye earlier this week on a breakout setup.   It did not disappoint and closed the week near another 52 week high.   We are definitely keeping this one on top of our trading list for the next little while.

CYNO, despite the minor pullback on Friday, we think this one is still very much in play.   The 9 ema is catching up which should provide support for this one to gain some footing for possibly another assault higher. We will look to play again. For those new to DJIM, this stock was an alert before being added to IBD back on Feb 15- CYNO, "Accumulating some of this one. Reported recently. Like chart, IBD #'s and float. Low 23's"..Posted on Thursday, February 15, 2007 at 01:49PM

JSDA, so Cramer jumped on this bandwagon and we are definitely putting this one on top of the trading play list at least the next couple of days.   Despite how much you like or dislike this TV guru, we think he can bring enough exposure to this stock for us to get a couple of "easy" tradable opportunities. Also, it was one of the biggest decliners in IBD last week, so look for some support.

TGX MTOX,  A couple of the best performers Friday are past DJIM EPS stocks . Some of you have definitely kept a closer eye on these two than us.    Given all the biotechs news we had last week, it's understandable that these small medial equip. co. can also be put in play.   We've always been partial to this sector and many of our past winners have come from this sector.    Yes, these ones are back onto the top of our trading list. This recent IBD addition has a column on it in weekends edition. As you know we are not shy about buying moves already made.

TGX was a earning play just below $4 in Alerts on Jan 30. here is a refresher on it...Briefingcom- After being a momentum stock in the late 90's, Theragenics fell sharply a few years ago and went through a restructuring and fell off the radar. However, the stock is showing signs of life again and could be making a comeback. Yesterday, the stock traded to a multi-year high following a strong Q4 report. Sometimes a big qtr can put a little company on the map for a sustained move. The co is a medical device maker and it's the brachytherapy segment that is the driver here: its TheraSeed device is used to treat prostate cancer without the drawbacks of surgery. Brachytherapy with the TheraSeed device involves a simple 45-minute, one-time procedure. Typically, a patient receives local anesthesia and does not feel anything below the waist. The physician then inserts thin, hollow needles into the prostate gland and deposits about 75-150 tiny seeds. Most patients leave the hospital within hours and resume routine activities in 2-3 days. During the next few months, the radioactive ingredient, palladium-103 (Pd-103), fights cancer from inside the body. The co says its treatment produces results better or equal to surgery... TGX's Q4 results were impressive with revenue rising 30% yr/yr to $14.8 mln and EPS of $0.05, ex-items, vs a loss a year ago. The co has now delivered four consecutive profitable quarters for the first time since 2002. The co also says it benefits from an important federal health law signed last month which protects reimbursement rates for seeds... Bottom line, TGX moved up on this report, but it still has a market cap of just $143 mln. A strong qtr can put a little known stock on the map, so it's a name to watch as it attempts a comeback. Mkt cap

WBD, we added a small piece on Friday after noting it on Thursday following earning. WBD was an original buy on DJIM back in mid '60. What a nice hold it would have been to today. We are looking to add if this trend continues, we would be sellers not much lower than our pick up in the 79's.

Solars, crude oil definitely stole the spotlight last week.   One would think solar plays would catch some fire as well.  Well, we think it's just a matter of time.   Now we just wait.    The point is, we just can not afford NOT to keep a close eye on these solars.

Let`s get earning season into gear.......

Plenty of nice money making  EPS plays started here last Q including USAP CCF VTRU VARI MTRX SYNL EML HDNG CYNO TRT..again HURC  micro caps TRCR TGX NWK AVZA CSV

Note: We will not be processing renewals or re-activating turned off accounts for those who (signed up Jan 3 or before) during trading hours.


DJIM #20 2007

Rundown of DJIM's closely followed heading into Mondays trade...

TNH, definitely one the big winners on the week with a 24% pop.  We profiled Terra Nitrogen, fertilizer maker, back on April 8th (DJIM #15/#16), we said if you catch it on the right side, it could be quiet the ride. The right side has been now with Nitrogen in great demand and because of NG pricing.   The stock closed at $95, up over $30 since April notes.    Remember, she can be the volatile one and the higher she goes, the higher the chances of seeing greater volatility.

NGA,  though this one did not finish over $15 as per IBD requirement,  it might as well have finished above it to ease the suspense.     So is this more than and IBD play or not?   At this point, who really cares?    As long as the volume + price action do not die down, we are going along with it.   What we feel is that there are momentum hedge funds behind the work of this one which explains the consistent volume.   We like this one because of its relative liquidity compared to some of the other low priced IBD plays.    Why does it matter?   For those of us who trade more than a couple of thousand shares at a time, this is the kind of action that can get you in and out with relative ease.   What we are watching out for is the blow off top volume, as a warning sign.   So far, so good!. Our note pre market indicated some selling might come off the insider selling news.  This happened and provided a nice dip into the $12's early on.    Hopefully, some were able to get more there or low's $13.   The fact this occurred probably held NGA off $15 for now..   Why?.    If you bought high $12's, very low $13's Friday, would you not have sold at the high $14's if you loaded up in the morning???.  We did some.   Once this moved beyond $13.50ish, you knew new money would be coming in so not to miss the run to $15 and above.   No better place to sell for someone making a morning buy in the 12's- low 13's, don't you think?.     We're patient.    IDSA now NGA.  In so many ways this played out just like IDSA last week.    Hopefully, you were prepared to trade it smartly after last week.

IDSA   so the stock made it to IBD#43, a week later than it was "supposed" to.  Lol   Well, things will definitely get more interesting from here.   We think the exposure of IBD does bring more positive things to a stock than not.   It actually brings this one to many more traders' attention.  The OS/float definitely stands amongst the IBD 100 names.    As long as this one is getting more exposed, it's unlikely that the play goes away anytime soon.   We are using our usual approach with this one from now on and look for new highs as an excuse to add and 9 ema as key support.  Simply, the traders gut told us this was the one under $15 that was going to get riled up friday in our morning note.   We added in forum the night before to a IDSA question..Needs volume!.  We pointed out volume was at the previous days high quiet early, Friday. This was indication to us more was to come and a good chance this was going to take IDSA beyond $15+.

FWLT, wow is the word to describe the action in this one.  In our opinion, this is the kind of stock that's much much easier to play compare to NGA, IDSA and definitely the SIF's of the world.   Why?   This one is a liquid monster, an institution's heavy play.   Even as retail trader, we have no problem of going big in size and playing with the big boys.  You can't do this on a SIF type.   Of course, if you have a smaller sized account, this one still provide lots of fireworks even for small lots.  For every 100 share lot at $78, this made you $1800 in a few days.  Again, we say, don't back away from the expensive plays such as this and the MA's so easily.... As we tried to point out, we felt FWLT had more short term upside potential from the pre-mkt prices of FWLT ($78) compared to TRT's (19.50).   Based on closes Friday, FWLT is up 22% and TRT is 12% from that  possible morning buy-in and has been way more liquid to trade.

LXU, this recent DJIM pick up is gaining traction and starting the ride the coattails as many are starting to see it as a Ag play.  Their chemical biz seems to be thriving as seen by EPS results and it's definitely one of our favorites.   The ticket here to consider!. POTash is around $200, TNH, is near $100 and if I might have missed the ride, maybe my only only logical cheap play here might be LXU??.   Hmmm.    It is in top 5 performers in the Agriculture section of IBD movers.   Besides, there is a new #1 IBD Industry Group and it is Agriculture and Fertilizer...really, we're not fertilizing you!

SPAR, this pick up pre market the other day at $30 was a quick bump to high of $32.70.  We sold some Friday into the Cramer push and later picked some up cheaper again.  Selling into strength generated by outside influences, such as Cramer is a no brainer.  This one falls into another sector that is thriving.   We were watching this angle since AH takeover by bringing FRPT into the DJIM fray Monday. SPAR is intertwined here as they are the chassis maker dealing with FRPT.

CPY, we put this CPY back out at $80 Friday on alerts as a buy in again.  It manged to climb another $3 bucks higher at one point.  Just keeps on ticking and it is more than the retail investor buying 100 lots here that is still driving this higher at these levels.

TRT,  we are holding some TRT but on a short leash to see if a IBD crush comes.  The play here started back in 2006 based on EPS and their China connection starting what we thought would fuel this compnay.  We played it now for another 2 Q's  and this is the first Q that we saw revenue slow down.  It was actually a tad lower sequentailly and Product reveune dropped some 20% sequentially.    So has the Asian buzz hit a wall as these numbers might indicate?.    At this point after 3 excellent Q's,  you should not be looking at YOY Q numbers here,  but sequential growth.   If this was a big Semi name that showed no sequential revenue growth,  besides the under 300k in net income, it would likely been a ho-hum report as analysts would not be looking at YOY if they had been placing estimates on the stock for this Q.    They would have looking at the 3 previous Q's since we've been following it and their expectations would be based on that!.   Simply , sequentail reveune growth has been curbed some it seems for now.   $6.4>  9.5>  9.9> 14.06 and now 13.6mln in revenue for the last 5 Q's.    An advantage of no analysts covering a DJIM stock is seen here.  The problem is the company gives no guidance, so you don't know if the revenue has hit a peak and if EPS next Q might hit a snag as well.   Anyways, we're in for some, this just ain't one of our top holds at this time.  We'll see how it starts to play out early in the week.

SPAN, a May pick up( profiled in Alert sec), is the little engine that could, a slight pullback mid week and then a NCH to close out the week.

SIF, a hot market definitely brings out hot money in the micro caps. At this point anything new is beng chased up if the headline numbers stick and we joined in with some of you for a quick trade.   Definitely, some of you guys got more out of it than us!.   Great!.   With so many plays on our plate Friday, we left this while the exuberance was high and while it was still possible trade the bigger lot sizes to make it worthwhile.  We don't know if that will be the case by mid-week, if we wanted to sell a big lot hold at a decent price.  Time will tell.   You see, some plays are taking EPS to a different level in this market, as in potential one Q wonders being run as if they will be what TRT, BTJ, DXPE, NGA in the beginning of their cycles.  Those companies were turning around and you could see by their growth figures.  Not only YOY growth, but sequential revenue/EPS growth as well.   This is how companies become IBD inclusions.  We see pretty stagnant revenue growth Q over Q's at SIF with one good EPS Q under it's belt now.   There is no saying this company can pull off another going forward, despite being in a good sec.   We don't see it as 2 Q's with upside EPS, last Q was almost all government grants income that made up the EPS #.  We're not knocking the company, we're just saying it's not for everybody to trade here, especially if thinking one EPS Q will make it the next NGA, BTJ, DXPE etc.  This simply means for those considering playing SIF starting Monday,  be careful if thinking this almost 100 year old co' will become a solid player into the next few Q's.   DJIM members need to differentiate the type of plays conducive to their style and abilities.  This is all we are pointing out here.   For those giving it a run....keep pushing and we might be back to help out.   IBD numbers are on equal terms to TRT's and made it on Aerospace IBD hot list this weekend.  Institution holdings are about 25% in this name, if their Blackberry's were not working overtime selling Friday, this upcoming week might get some of it.  If the shares get in retail hands, who knows what can happen in a happy market.  Will leave it to the speculators for now and concentrate on companies producing revenue, EPS growth Q after Q.

CROX FSLR TRCR ADPI HAYN NTLS MA SYNL, all behaving fine after being followed closely here following their EPS this Q.

HDNG TWIN FTK  added to IBD or moving up as in HDNG case after EPS #'s last week.

This market is moving clearly off the earnings of S&P co's, small caps etc. and we at DJIM definitely are simply in the right niche at the right time!