What Dow?

It was a good day for me regardless of the Dow 30 Industrials. DNS -43, +24, +1.

Trades:

ATHN gapped up and ran for +17.5% today ... and my stop loss order triggered. I adjusted it up to 8% pre-market then left. It ran up, drifted down 8% and dumped me out at the post-pop bottom for the day. I'd have made more if I'd left the TSL order alone, or moved it up another percent or two. Maybe it will give some back next week. +34.3%

Value-sales portfolio, +33.4%

I bought shares in TW and AMG, and call options for LFUS. The other four orders for calls didn't fill.

The values-sales port moved up to +33.4% this week.

Reversal alerts: (34). I see great numbers with bad charts.

MNTA keeps alerting but the estimates are for this year's $3.05 in earnings to drop to $0.54 next year. Institutions have a 73% bias toward the sell side. It may be time to short them.

COGO should double its numbers on the next report, 20-some% YoY sales growth, 85 institutions hold 50% of the float with a 76% bias toward buying. It's Chinese, and the chart is lousy unless you're a bottom fisher.

SPRD has been hard to trade but has 150%+ YoY sales growth for the last four quarters and a P/E falling below 7.

SWC has triple digit earnings growth for the last four and next two projected quarters with good sales growth and a P/E falling from 24.6 to 12.5. Their earnings estimates were just revised downward - there's probably other bad news that caused them to take a hit. But it's worth researching to see if it could rebound.

QCOM had good sales growth and a P/E falling from 22 to 15.

 NBIX has strong (mostly triple-digit) YoY quarterly earnings growth though sales popped and are trailing off.

TSCO is okay with double-digit sales and earnings growth and a forward P/E of 24.

Then PLCM, MDRX, and INFA have increasing earnings and strong sales with forward P/Es ranging from 32 to 43.