Note - the action is so bad I will consider less than 1% loss "green"
Here are some names of interest or current holdings holding up in this horror show
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Insituform Technologies (INSU): "sewer" repair; been watching this for a month to add to the portfolio - it has Obama written all over it. Great chart - this one gapped up today on big volume; tells me an institution piled in or some good news is on the way.
Airlines in general: weak oil = good for airlines
Research in Motion (RIMM): really holding up well last week or two
Palm (PALM): unrelenting (short squeeze) (
Jan 9: Obama Sighted with Palm Pre)
Thoratec (THOR)
Sequenom (SQNM) - until about 45 minutes ago
American Science & Engineering (ASEI)
AeroVironment (AVAV)
FAF/FNF - two title insurance plays we highlighted: FAF cheaper, but FNF better chart (
Jan 11: Playbook for the Week) (
Dec 26: Ways to Play the "Housing Boom" - Title Insurance) - can't decide which one to buy
Gold!
EZCorp (EZPW)
Emergent BioSolutions (EBS)
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In the "not green buy holding up well" are
dry bulk shippers and the
auto repair stores - holding key support levels (
Jan 15: Thesis Automotive Replacement and Repair) - still looking closely at
O'Reilly (ORLY) and can't argue with price action in
DryShips (DRYS)
That's about it for the bulls today. I am afraid that if S&P 820 breaks, HAL9000 will pile on unlike last week... so just sitting and watching - hoping some of my favorites get pole axed so I can buy substantially lower.
Long Emergent BiosSolutions, EZCorp, AeroVironment, American Science & Engineering, Sequenom, Thoratec in fund; long Emergent BioSolutions, Sequenom, Thoratec in personal account
