Monday, August 20, 2007

My Narrowed Focus List

With the market giving conflicting signals, I've substantially narrowed my primary watchlists. Here is my current list, exactly as it appears in my notes:

Potential Longs:
OMTR, NVDA, CMG, UA, NOV, GMCR, BCSI, GRMN, DNR, OII, LVS, CROX, WYNN, PCLN.

Stocks of interest, but need a "tell" for direction:
EWZ, VLO, TOT, AAPL, CAT, MA, RIMM, BIDU, POT, EWO

Potential Shorts:
Metals, specifically steel on a weak bounce.
Housing on a weak bounce
Financials on a weak bounce
Indexes, using leveraged short ETFs, DXD, QID or SDS

3 comments:

rg said...

I like your long list, especially CROX ans BCSI. Any opinion on ISRG?

The Market Speculator said...

Russell,
I like the stock alot, but it's tough to find a good entry (in terms of reward/risk) at this point.

Anonymous said...

I like GRMN a lot here, and NVDA looks good as well. I think AAPL is a good value play, but is more of a long-term play for myself. GMCR has performed amazingly as well.

Aaron
GrowYourFunds.com