Wednesday, August 02, 2006

Quick Long Thoughts-- (if any)

Stocks of Interest:

AMT/CCI: any upcoming catalyst for these names following recent run. Positive daily momentum remains in tact for these names.

Both above 50 and 200 day showing signs of leadership but attractive buys on pullbacks.

GPRO: consolidating in the $50-54 range. Momentum upturn.

DNA: trying to form a bottom within the range of $78-80. A better buy closer to 78 a longer-term buy idea worth waiting for a breakout with exit slightly below $78.

ATRS: clearly a strong run recently, a name worth revisiting on pullbacks. Bottoming intermediate-term any pullbacks near 18 level can offer a buying opportunity.

Sunday, July 30, 2006

GOLD YEILD and MARKETS

10 year Yield: after peaking on jun 28 further declines continue, while next support remains at 4.94.

Gold: 600 supports – appears extended versus other moving averages.

SPX: 1240-1280 range remains key following sell off from May highs. 1280 can continue to serve as a resistance level