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To: Donald Wennerstrom who wrote (55396)2/3/2012 5:18:28 PM
From: Donald Wennerstrom2 Recommendations   of 60225
 
This is a longer 6 week look at the Group stocks in terms of percent change.

This shows the upward strength of the last 5 weeks. Some really good gains over this period. MTSN up 111 percent. Thirteen of the 18 stocks are up over 10 percent. Bottom line numbers are all looking very good. The SOX is up 16.1 percent and the Group is up 15.1 percent.


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To: Donald Wennerstrom who wrote (55397)2/3/2012 5:26:02 PM
From: Donald Wennerstrom2 Recommendations   of 60225
 
This is the update of the 13 week rolling quarter for the Group stocks in terms of percent change.

If you like green, this one is almost perfect. Only VECO is in the yellow this week.


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To: Donald Wennerstrom who wrote (55398)2/3/2012 5:39:48 PM
From: Donald Wennerstrom3 Recommendations   of 60225
 
This is the weekly look at the SOXM stocks in terms of percent change.

The market started on Monday by going South, but then each day the the turn around gained steam.


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To: Donald Wennerstrom who wrote (55399)2/3/2012 5:42:25 PM
From: Donald Wennerstrom2 Recommendations   of 60225
 
This is a longer 6 week look at the SOXM stocks in terms of percent change.

Only SNDK is negative over the period.


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To: Donald Wennerstrom who wrote (55400)2/3/2012 5:47:38 PM
From: Donald Wennerstrom3 Recommendations   of 60225
 
This is the update of the 13 week rolling quarter for the SOXM stocks in terms of percent change.

This picture is not quite as good as the Group picture, but still a lot of green.


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From: Gottfried2/3/2012 5:54:54 PM
2 Recommendations   of 60225
 
bpNDX rose one to 80% [COST]

Jan23	Jan24	Jan25	Jan26	Jan27	Jan30	Jan31	Feb01	Feb02	Feb03
									
				AAPL	AAPL	AAPL			AAPL
		AAPL		ADBE	ADBE	ADBE	AAPL	AAPL	ADBE
AAPL	AAPL	ADBE	AAPL	ADP	ADP	ADP	ADBE	ADBE	ADP
ADBE	ADBE	ADP	ADBE	ADSK	ADSK	ADSK	ADP	ADP	ADSK
ADP	ADP	ADSK	ADP	AKAM	AKAM	AKAM	ADSK	ADSK	AKAM
ADSK	ADSK	AKAM	ADSK	ALTR	ALTR	ALTR	AKAM	AKAM	ALTR
AKAM	AKAM	ALTR	AKAM	ALXN	ALXN	ALXN	ALTR	ALTR	ALXN
ALTR	ALTR	ALXN	ALTR	AMGN	AMGN	AMGN	ALXN	ALXN	AMGN
ALXN	ALXN	AMGN	ALXN	AMZN	AMZN	AMZN	AMGN	AMGN	APOL
AMGN	AMGN	AMZN	AMGN	APOL	APOL	APOL	APOL	APOL	ATVI
AMZN	AMZN	APOL	AMZN	ATVI	ATVI	ATVI	ATVI	ATVI	BIDU
APOL	APOL	ATVI	APOL	BIDU	BIDU	BIDU	BIDU	BIDU	BIIB
ATVI	ATVI	BIDU	ATVI	BIIB	BIIB	BIIB	BIIB	BIIB	CA
BIDU	BIDU	BIIB	BIDU	CA	CA	CA	CA	CA	CELG
BIIB	BIIB	CA	BIIB	CELG	CELG	CELG	CELG	CELG	CERN
CA	CA	CELG	CA	CERN	CERN	CERN	CERN	CERN	CHKP
CELG	CELG	CERN	CELG	CHKP	CHKP	CHKP	CHKP	CHKP	CMCSA
CERN	CERN	CHKP	CERN	CHRW	CHRW	CHRW	CMCSA	CMCSA	COST
CHRW	CHRW	CHRW	CHKP	CMCSA	CMCSA	CMCSA	CSCO	CSCO	CSCO
CMCSA	CMCSA	CMCSA	CHRW	CSCO	CSCO	CSCO	CTRP	CTRP	CTRP
CSCO	CSCO	CSCO	CMCSA	CTRP	CTRP	CTRP	CTSH	CTSH	CTSH
CTRP	CTRP	CTRP	CSCO	CTSH	CTSH	CTSH	DELL	DELL	DELL
CTSH	CTSH	CTSH	CTRP	DELL	DELL	DELL	DLTR	DLTR	DLTR
CTXS	CTXS	CTXS	CTSH	DLTR	DLTR	DLTR	EBAY	EBAY	EBAY
DELL	DELL	DELL	DELL	EBAY	EBAY	EBAY	ESRX	ESRX	ESRX
DLTR	DLTR	DLTR	DLTR	ESRX	ESRX	ESRX	EXPD	EXPD	EXPD
EBAY	EBAY	EBAY	EBAY	EXPD	EXPD	EXPD	EXPE	EXPE	EXPE
ESRX	ESRX	ESRX	ESRX	EXPE	EXPE	EXPE	FAST	FAST	FAST
EXPD	EXPD	EXPD	EXPD	FAST	FAST	FAST	FFIV	FFIV	FFIV
EXPE	EXPE	EXPE	EXPE	FFIV	FFIV	FFIV	FISV	FISV	FISV
FAST	FAST	FAST	FAST	FISV	FISV	FISV	FLEX	FLEX	FLEX
FFIV	FFIV	FFIV	FFIV	FLEX	FLEX	FLEX	FOSL	FOSL	FOSL
FISV	FISV	FISV	FISV	FOSL	FOSL	FOSL	FSLR	FSLR	FSLR
FLEX	FLEX	FLEX	FLEX	FSLR	FSLR	FSLR	GILD	GILD	GILD
FOSL	FOSL	FOSL	FOSL	GILD	GILD	GILD	GMCR	GMCR	GMCR
GILD	GILD	GILD	GILD	GMCR	GMCR	GMCR	GOLD	GOLD	GOLD
GMCR	GMCR	GMCR	GMCR	GOLD	GOLD	GOLD	GRMN	GRMN	GRMN
GOLD	GOLD	GOLD	GOLD	GRMN	GRMN	GRMN	HSIC	HSIC	HSIC
GRMN	GRMN	GRMN	GRMN	HSIC	HSIC	HSIC	INFY	INFY	INFY
HSIC	HSIC	HSIC	HSIC	INFY	INFY	INFY	INTC	INTC	INTC
INFY	INFY	INFY	INFY	INTC	INTC	INTC	INTU	INTU	INTU
INTC	INTC	INTC	INTC	INTU	INTU	INTU	ISRG	ISRG	ISRG
INTU	INTU	INTU	INTU	ISRG	ISRG	ISRG	KLAC	KLAC	KLAC
KLAC	KLAC	KLAC	KLAC	KLAC	KLAC	KLAC	LIFE	LIFE	LIFE
LIFE	LIFE	LIFE	LIFE	LIFE	LIFE	LIFE	LINTA	LINTA	LINTA
LINTA	LINTA	LINTA	LINTA	LINTA	LINTA	LINTA	LLTC	LLTC	LLTC
LLTC	LLTC	LLTC	LLTC	LLTC	LLTC	LLTC	LRCX	LRCX	LRCX
MAT	MAT	MAT	LRCX	LRCX	LRCX	LRCX	MAT	MAT	MAT
MCHP	MCHP	MCHP	MAT	MAT	MAT	MAT	MCHP	MCHP	MCHP
MNST	MNST	MNST	MCHP	MCHP	MCHP	MCHP	MNST	MNST	MNST
MRVL	MRVL	MRVL	MNST	MNST	MNST	MNST	MRVL	MRVL	MRVL
MSFT	MSFT	MSFT	MRVL	MRVL	MRVL	MRVL	MSFT	MSFT	MSFT
MU	MU	MU	MSFT	MSFT	MSFT	MSFT	MU	MU	MU
MYL	MYL	MYL	MU	MU	MU	MU	MYL	MYL	MYL
NFLX	NFLX	NFLX	MYL	MYL	MYL	MYL	NFLX	NFLX	NFLX
NUAN	NUAN	NUAN	NFLX	NFLX	NFLX	NFLX	NTAP	NTAP	NTAP
NVDA	NVDA	NVDA	NUAN	NUAN	NUAN	NUAN	NUAN	NUAN	NUAN
NWSA	NWSA	NWSA	NVDA	NVDA	NVDA	NVDA	NVDA	NVDA	NVDA
ORLY	ORLY	ORLY	NWSA	NWSA	NWSA	NWSA	NWSA	NWSA	NWSA
PAYX	PAYX	PAYX	ORLY	ORLY	ORLY	ORLY	ORLY	ORLY	ORLY
PCAR	PCAR	PCAR	PAYX	PAYX	PAYX	PAYX	PAYX	PAYX	PAYX
PCLN	PCLN	PCLN	PCAR	PCAR	PCAR	PCAR	PCAR	PCAR	PCAR
QCOM	QCOM	QCOM	PCLN	PCLN	PCLN	PCLN	PCLN	PCLN	PCLN
ROST	ROST	ROST	QCOM	QCOM	QCOM	QCOM	QCOM	QCOM	QCOM
SBUX	SBUX	SBUX	ROST	ROST	ROST	ROST	ROST	ROST	ROST
SHLD	SHLD	SHLD	SBUX	SBUX	SBUX	SBUX	SBUX	SBUX	SBUX
SIAL	SIAL	SIAL	SHLD	SHLD	SHLD	SHLD	SHLD	SHLD	SHLD
SNDK	SNDK	SNDK	SIAL	SIAL	SIAL	SIAL	SIAL	SIAL	SIAL
SPLS	SPLS	SPLS	SPLS	SPLS	SPLS	SPLS	SPLS	SPLS	SPLS
SRCL	SRCL	SRCL	SRCL	SRCL	SRCL	SRCL	SRCL	SRCL	SRCL
STX	STX	STX	STX	STX	STX	STX	STX	STX	STX
TEVA	TEVA	TEVA	TEVA	TEVA	TEVA	TEVA	TEVA	TEVA	TEVA
VOD	VOD	VOD	VOD	VOD	VOD	VOD	VOD	VOD	VOD
VRSN	VRSN	VRSN	VRSN	VRSN	VRSN	VRSN	VRSN	VRSN	VRSN
WCRX	WCRX	WCRX	WCRX	WCRX	WCRX	WCRX	WCRX	WCRX	WCRX
WFM	WFM	WFM	WFM	WFM	WFM	WFM	WFM	WFM	WFM
WYNN	WYNN	WYNN	WYNN	WYNN	WYNN	WYNN	WYNN	WYNN	WYNN
XLNX	XLNX	XLNX	XLNX	XLNX	XLNX	XLNX	XLNX	XLNX	XLNX
XRAY	XRAY	XRAY	XRAY	XRAY	XRAY	XRAY	XRAY	XRAY	XRAY
YHOO	YHOO	YHOO	YHOO	YHOO	YHOO	YHOO	YHOO	YHOO	YHOO

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To: Gottfried who wrote (55402)2/3/2012 5:57:28 PM
From: Gottfried2 Recommendations   of 60225
 
16 new 52 week NDX highs 
		
02/03/2012					
	Open	High	Low	Close	Volume
AAPL	457.3	460	455.56	459.68	10227874
ALXN	80.35	80.97	78.38	78.875	1163097
CA	26.6	26.78	26.38	26.535	4295164
CMCSA	26.97	27.18	26.9	27.15	13623990
EXPE	33.4	34.25	32.89	34.22	4274044
FAST	47.61	48.32	47.46	48.3	2463986
FISV	64.04	66.06	64.04	65.88	1735775
GILD	53.41	54.9	53	54.695	37670344
GRMN	43.9	44.38	43.78	44.1	913849
INTU	58.25	58.9	58.17	58.47	1560980
ISRG	486.35	495.53	483.5	492.01	675760
MAT	31.23	31.75	31.16	31.53	3614495
MSFT	30.14	30.4	30.09	30.24	41813892
NUAN	29.39	29.96	29.26	29.42	4110193
STX	26	26.68	25.955	26.415	13582704
XLNX	36.57	36.93	36.49	36.92	2588235

NO new 52 week NDX low

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To: Donald Wennerstrom who wrote (55395)2/3/2012 7:06:59 PM
From: Jerome1 Recommendation   of 60225
 
Some things to pay attention to.....

ATML, CREE, ang GLW missed expectations big time. The stocks crashed for a few days and then resumed upward momentum. So bad news is only temporary. ATML warned this morning, opened lower and finished up about 3 %. CREE and VECO have almost identical 3 and six month charts. VECO makes the machinery that CREE uses for its LED lighting.

The difficulty many of us have is that we pick the right stock, but the wrong time frame. I'm long some DELL, AMAT and CSCO that have gone nowhere until very recently. Great stocks ...wrong time frame...

No resolution to this problem, as entry points this past year have become the hill top of a downward slide. At one point a few months back I had 10 out of 12 positions in the red.

If the BTB for the semi equipment stocks continues to rally past 90 look for a strong rally in these stocks.

JMO....Jerome

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To: Jerome who wrote (55404)2/3/2012 7:48:59 PM
From: The Ox   of 60225
 
>>>The stocks crashed for a few days and then resumed upward momentum. So bad news is only temporary. ATML warned this morning, opened lower and finished up about 3 %. <<<

Sell-the-news. Typical of stocks that don't blow out a quarter and, on occasion, even some that report exceptional quarters. Shake out the weak hands and for those who have deeper pockets, a chance to buy more on the temporary dip. Often the press will put out reports that are similar to "sound bites", stating one or 2 negative aspects of the report. Effectively, these cause people to sell in a knee jerk reaction or create enough uncertainty to get the short term trader types to bail and ask questions later.

JMO

TO

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To: Jerome who wrote (55404)2/4/2012 10:29:29 AM
From: Donald Wennerstrom2 Recommendations   of 60225
 
This is the weekly look at the Group stocks in terms of earnings estimates, growth estimates and price changes sorted by price percent change.

MTSN is on a roll, up 23.7 percent this week for top spot. Many changes in estimates this week. Earnings estimates up and growth estimates down at the bottom line.


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