Articles from Apr 2006

GS- Goldman Sachs Group Inc - On top of the world

If you own Goldman Sachs Group Inc - GS shares, you should be very worried based on what has happened to companies featured on Economist cover. Go back and look at EBAY (eBay Inc)and WMT (Wal-Mart Stores, Inc.) in recent years.

Update: Roberto's Nasdaq Trader has more on this.
Here is how the Brokerage services group performed today.
Lazard Ltd LAZ 44.40 -0.35 (-0.78%)
The Bear Stearns Companies Inc. BSC 142.51 -2.58 (-1.78%)
Morgan Stanley MS 64.30 -0.67 (-1.03%)
Lehman Brothers Holdings Inc. LEH 151.15 -4.86 (-3.12%)
Merrill Lynch & Co., Inc. MER 76.26 -2.20 (-2.80%)
Jefferies Group, Inc. JEF 66.45 -2.08 (-3.04%)
First Albany Companies Inc. FACT 5.33 -0.10 (-1.84%)
UBS AG (USA) UBS 116.85 +0.19 (0.16%)
Piper Jaffray Companies PJC 69.90 -1.95 (-2.71%)
Friedman, Billings, Ramsey Group, Inc. FBR 10.81 +0.46 (4.44%)

Stock picks

Stocks with exceptional earnings and sales momentum in recent quarters showing price and volume surge.

AMKR,Amkor Technology Inc
ASPV,Aspreva Pharmaceuticals
CBHI,Centennial Bank Holdings Inc
CROX,Crocs Inc
DXPE,Dxp Enterprises Inc
ECOL,American Ecology Corp
EPE,Enterprise Group Holdings LP
EQIX,Equinix Inc
GB,Greatbatch Inc
JAH,Jarden Corp
LYO,Lyondell Chemical Co
PEG,Public Service Enterprise Group Inc
PHTN,Photon Dynamics Inc
PTRY,Pantry Inc
RACK,Rackable Systems Inc
SIRF,Sirf Tech Holdgs Inc
TER,Teradyne Inc
TTES,T-3 Energy Services Inc
UNT,Unit Corp
VLO,Valero Energy Corp

Stock picks

Not a recommendation. Stocks with high momentum having price and volume advance.

AEPI,Aep Industries Inc
AIM,Aerosonic Corp
AKAM,Akamai Technologies Inc
AMKR,Amkor Technology Inc
ANK,Atlantic Tele-Network
ASF,Administaff Inc
ASPV,Aspreva Pharmaceuticals
ASX,Advanced Semicondctr Ads
CECE,Ceco Environmental Corp
CELG,Celgene Corp
CIB,Bancolombia Sa
CLB,Core Laboratories N.V.
CRUS,Cirrus Logic Inc
CTRP, International
DXPE,Dxp Enterprises Inc
ECMV,E Com Ventures Inc
ECOL,American Ecology Corp
ELSE,Electro-Sensors Inc
FRNS,First Avenue Networks Inc
GEHL,Gehl Co
GEX,Globix Corp
ISIS,Isis Pharmaceuticals Inc
JOBS,51job Inc Ads
LMNX,Luminex Corporation
LPTH,Lightpath Technolgies Inc
LSI,Lsi Logic Corp
MCRI,Monarch Casino & Resort
MNST,Monster Worldwide Inc
MRVC,Mrv Communications Inc
MXO,Maxtor Corporation
PMTI,Palomar Medical Tech
PTRY,Pantry Inc
QDEL,Quidel Corp
QUIK,Quicklogic Corporation
RACK,Rackable Systems Inc
RMKR,Rainmaker Systems Inc
SHOO,Steven Madden Ltd
SIRF,Sirf Tech Holdgs Inc
SKX,Skechers Usa Inc
SPNC,Spectranetics Corp. The
TMG,TransMontaigne Inc
TTES,T-3 Energy Services Inc
TTMI,Ttm Technologies Inc
TWTR,Tweeter Home Entertainmt
URGI,United Retail Group Inc
VLO,Valero Energy Corp
VPRT,VistPrint Ltd
WFR,Memc Electronic Material

Stocks- up 50% or more in a month

ERS,Empire Resources
GNT,Gentium SpA
GRZ,Gold Reserve Inc
IDSA,Industrial Svcs Of Amer
INTN,Intac International
IPII,Imperial Industries Inc
JOBS,51job Inc Ads
LBY,Libbey Inc
MGPI,Mgp Ingredients Inc
NCOC,National Coal Corp
NTRI,NutriSystem Inc
SHOO,Steven Madden Ltd
SWIR,Sierra Wireless Inc
TZOO,Travelzoo Inc
VGZ,Vista Gold Corp

Stocks with extreme volume

CTX,Centex Corp
DIO,Diomed Holdings Inc
DP,Diagnostic Products Corp
FLYR,Navigant International Inc
FNF,Fidelity National Finl
FNT,Fidelity National Title Group Inc
GXY,Galaxy Nutritional Foods
ISIS,Isis Pharmaceuticals Inc
IWM,iShares Russell 2000 Index Fund ETF
NGA,N Amer Galvanizing & Coatings
OMX,Officemax Inc
TEN,Tenneco Inc
WIA,Wstn Asst Clay Us T Infl Prot

Stocks- Top 100

As some of you have requsted industry/sector data, I have added the same.

ACSEF,A.C.S. Electronics Ltd,MANUFACTURING - Industrial Electrical Equipment
ACTG,Acacia Research Acacia Tech,TELECOMMUNICATIONS - Communication Equipment
AE,Adams Resources & Energy,WHOLESALE - Wholesale, Other
AEHR,Aehr Test Systems,ELECTRONICS - Semiconductor Equipment & Materials
AIM,Aerosonic Corp,AEROSPACE/DEFENSE - Aerospace/Defense Products & Services
AMKR,Amkor Technology Inc,ELECTRONICS - Semiconductor - Integrated Circuits
ANDE,Andersons Inc (The),WHOLESALE - Wholesale, Other
AP,Ampco-Pittsburgh Corp,MANUFACTURING - Diversified Machinery
APN,Applica Inc,CONSUMER DURABLES - Appliances
ASX,Advanced Semicondctr Ads,ELECTRONICS - Semiconductor Equipment & Materials
AVCI,Avici Systems,COMPUTER HARDWARE - Networking & Communication Dev
AVNC,Advancis Pharmaceutical,DRUGS - Drug Manufacturers - Other
BUF,Minrad International Inc,HEALTH SERVICES - Medical Instruments & Supplies
CBEY,CBeyond Communications Inc,TELECOMMUNICATIONS - Wireless Communications
CFK,Ce Franklin Ltd,WHOLESALE - Industrial Equipment Wholesale
CHRK,Cherokee Intl,MANUFACTURING - Industrial Electrical Equipment
CHRT,Chartered Semiconductor,ELECTRONICS - Semiconductor - Broad Line
CLEC,Us Lec Corp Cl A,TELECOMMUNICATIONS - Telecom Services - Domestic
CXN,Circle Group Hldgs,INTERNET - Internet Service Providers
DIL,Dyadic International Inc,DRUGS - Biotechnology
DTLK,Datalink Corporation,COMPUTER SOFTWARE & SERVICES - Business Software & Services
DVW,Covad Communications Group Inc,TELECOMMUNICATIONS - Communication Equipment
DXCM,DexCom Inc,HEALTH SERVICES - Medical Instruments & Supplies
DXPE,Dxp Enterprises Inc,WHOLESALE - Industrial Equipment Wholesale
ECOL,American Ecology Corp,MATERIALS & CONSTRUCTION - Waste Management
ELSE,Electro-Sensors Inc,ELECTRONICS - Scientific & Technical Instruments
ERS,Empire Resources,METALS & MINING - Aluminum
ETQ,Corriente Resources Inc,METALS & MINING - Industrial Metals & Minerals
EZM,EuroZinc Mining Corp,METALS & MINING - Industrial Metals & Minerals
FIZ,National Beverage Corp,FOOD & BEVERAGE - Beverages - Soft Drinks
FJC,Fedders Corp,CONSUMER DURABLES - Appliances
FRG,Fronteer Development Group Inc,REAL ESTATE - Property Management/Development
FSTR,L.B. Foster Co Cl A,WHOLESALE - Wholesale, Other
GEX,Globix Corp,INTERNET - Internet Service Providers
GIGM,Gigamedia Limited,INTERNET - Internet Service Providers
GNT,Gentium SpA,DRUGS - Drug Manufacturers - Other
GRA,W.R. Grace & Co,CHEMICALS - Specialty Chemicals
GROW,U.S. Global Invest Inc A,FINANCIAL SERVICES - Asset Management
GRZ,Gold Reserve Inc,METALS & MINING - Gold
GV,Goldfield Corp,MATERIALS & CONSTRUCTION - Heavy Construction
GVP,Gse Systems Inc,COMPUTER SOFTWARE & SERVICES - Business Software & Services
HOM,Home Solutions Of America,DIVERSIFIED SERVICES - Business/Management Services
HSR,Hi-Shear Technology Corp,AEROSPACE/DEFENSE - Aerospace/Defense Products & Services
IDSA,Industrial Svcs Of Amer,DIVERSIFIED SERVICES - Business/Management Services
IIP,Internap Network Svcs Cp,INTERNET - Internet Service Providers
ININ,Interactive Intelligence,COMPUTER SOFTWARE & SERVICES - Business Software & Services
INTN,Intac International,TELECOMMUNICATIONS - Diversified Communication Services
IPII,Imperial Industries Inc,MATERIALS & CONSTRUCTION - General Building Materials
ISV,Insite Vision Inc,DRUGS - Drug Delivery
JOBS,51job Inc Ads,DIVERSIFIED SERVICES - Staffing & Outsourcing Services
KNOL,Knology Inc,TELECOMMUNICATIONS - Wireless Communications
KRY,Crystallex Internat Corp,METALS & MINING - Gold
LDSH,Ladish Co Inc,MANUFACTURING - Metal Fabrication
LIHRY,Lihir Gold Ltd Adr,METALS & MINING - Gold
LNUX,Va Software Corp,COMPUTER SOFTWARE & SERVICES - Business Software & Services
LVLT,Level 3 Communications,TELECOMMUNICATIONS - Processing Systems & Products
MDTL,Medis Technologies Ltd,HEALTH SERVICES - Medical Appliances & Equipment
MED,Medifast Inc,SPECIALTY RETAIL - Specialty Retail, Other
MFRI,Mfri Inc,MANUFACTURING - Pollution & Treatment Controls
MGPI,Mgp Ingredients Inc,FOOD & BEVERAGE - Processed & Packaged Goods
MKTY,Mechanical Technology,ELECTRONICS - Scientific & Technical Instruments
MWAV,M-Wave Inc,ELECTRONICS - Printed Circuit Boards
MZT,Matritech Inc,DRUGS - Diagnostic Substances
NAVI,Navisite Incorporated,INTERNET - Internet Service Providers
NGA,N Amer Galvanizing & Coatings,MANUFACTURING - Industrial Equipment & Components
NSU,Nevsun Resources Ltd,METALS & MINING - Gold
NTRI,NutriSystem Inc,DIVERSIFIED SERVICES - Consumer Services
NXG,Northgate Minerals Corp,METALS & MINING - Gold
NXXI,Nutrition 21 Inc,DRUGS - Biotechnology
PEIX,Pacific Ethanol Inc,DIVERSIFIED SERVICES - Business/Management Services
PJC,Piper Jaffray Companies,FINANCIAL SERVICES - Asset Management
PLB,American Italian Pasta,FOOD & BEVERAGE - Processed & Packaged Goods
PMTI,Palomar Medical Tech,HEALTH SERVICES - Medical Appliances & Equipment
QSC,Questcor Pharmaceuticals,DRUGS - Biotechnology
REFR,Research Frontiers Inc,DIVERSIFIED SERVICES - Research Services
RMKR,Rainmaker Systems Inc,DIVERSIFIED SERVICES - Business/Management Services
SHOO,Steven Madden Ltd,CONSUMER NON-DURABLES - Textile - Apparel Footwear & Accessories
SOFO,Sonic Foundry Inc,COMPUTER SOFTWARE & SERVICES - Application Software
STRL,Sterling Construction Comp Inc,MATERIALS & CONSTRUCTION - Heavy Construction
SVVS,SAVVIS Inc,DIVERSIFIED SERVICES - Business/Management Services
SWIR,Sierra Wireless Inc,TELECOMMUNICATIONS - Communication Equipment
TGB,Taseko Mines Ltd,METALS & MINING - Gold
TGC,Tengasco Incorporated,ENERGY - Independent Oil & Gas
TGE,TGC Industries Inc,METALS & MINING - Nonmetallic Mineral Mining
TIE,Titanium Metals Corp New,METALS & MINING - Industrial Metals & Minerals
TMG,TransMontaigne Inc,ENERGY - Oil & Gas Pipelines
TSCM,Thestreet.Com,MEDIA - Publishing - Periodicals/News
TTES,T-3 Energy Services Inc,WHOLESALE - Industrial Equipment Wholesale
TZOO,Travelzoo Inc,INTERNET - Internet Information Providers
UAHC,United American Healthcare Cor,INSURANCE - Insurance Brokers
USAP,Universal Stain & Alloy,METALS & MINING - Steel & Iron
USEY,U.S. Energy Systems Inc,UTILITIES - Electric Utilities
VGZ,Vista Gold Corp,METALS & MINING - Gold
VLTS,Valentis Inc,DRUGS - Biotechnology
VMI,Valmont Industries Inc,MANUFACTURING - Farm & Construction Machinery
WBD,Wimm Bill Dann Foods Ojsc,FOOD & BEVERAGE - Beverages - Soft Drinks
ZOLT,Zoltek Companies Inc,MANUFACTURING - Industrial Electrical Equipment
ZP,ZAP (Zero Air Pollution),
ZRAN,Zoran Corp,ELECTRONICS - Semiconductor - Specialized
ZVXI,Zevex Internat Inc,HEALTH SERVICES - Medical Appliances & Equipment

Banks on the move

Number of banks like - BAC, C, JPM, WFC, WB, etc. are making a move in recent days. Looks like a broadbased move. There are some good opportunities shaping up in this sector.
AIB,Allied Irish Banks Plc
ANZ,Australigen Idec Inc
BAC,Bank Of America Corp
BCM,Canadian Imprl Bnk Of Co
BCS,Barclays Plc Adr
BK,Bank Of New York Co Inc
BMO,Bank Of Montreal
BNS,Bank Of Nova Scotia (the)
COOP,Cooperative Bankshares
DB,Deutsche Bank Ag
GGAL,Grupo Financiero Galicia
HBC,Hsbc Holdings Plc
IBN,Icici Bank Ltd Ads
ITU,Banco Itau S A Adr
JPM,JPMorgan Chase & Co
MEL,Mellon Financial Corp
MG411,Money Center Banks
MTU,Mitsubishi UFJ Financial Group Inc
NAB,National Australia Bank
NAU,National Australia Bank
NBG,National Bk Greece Ads
OFG,Oriental Financial Group
OLCB,Ohio Legacy Corp
PNC,Pnc Financial Svcs Grp
RY,Royal Bank Of Canada
SBP,Santander Bancorp Holdng
STD,Banco Sntndr Cen Hsp Ads
STI,Suntrust Banks Inc
TCB,Tcf Financial Corp
TD,Toronto Dominion Bank
UBS,Ubs Ag Ord. Shares
WB,Wachovia Corp
WBK,Westpac Banking Cp
WFC,Wells Fargo & Co New - Newsroom - Earnings Trends - Newsroom - Earnings Trends:
"Earnings reports continue to flood in; through the close of Tuesday, 45.2% of the S&P 500 (226 companies) have reported. The median year-over-year growth rate of the firms that have reported so far is 13.0%, making it very likely that this will be yet another quarter of double-digit growth. So far, the reports have been amazingly positive, far more so than in the fourth quarter. Positive surprises are out numbering disappointments by a staggering 5.9:1, at this point in the fourth quarter reporting cycle, positives were beating negatives by “only” 3.2:1. The magnitude of the positive surprises is also impressive, the median firm has reported earnings that are 3.70% (and two cents) higher than expected.

The good news is extremely widespread, every sector has more positive surprises than disappointments, and with the exception of Consumer Staples and Utilities, the margin is at least 3:1. "

Even though the market is stuck and not going anywhere, the earning picture so far is above expectation.

Momentum strategies performing well - MarketWatch

Momentum strategies performing well - MarketWatch
This is an interesting article about earning momentum strategies and how they are performing currently. Most well known systems like Value Line, Zacks, CANSLIM have earning momentum as one component. Studying these approaches in microscopic details can help you formulate your own earning strategy to trade stocks.
The research firm quoted in this article- Ford Equity research has excellent information on various factors affecting stock prices and details about various stock selection models used by them.

Earnings Momentum Break outs

Stocks with exceptional earnings and sales momentum in recent quarters showing price and volume surge.

ACLI,American Commercial Lines Inc
AMKR,Amkor Technology Inc
ARRS,Arris Group Inc
ASPM,Aspect Medical Systems
BDY,Bradley Pharmaceuticals
CFK,Ce Franklin Ltd
CGNX,Cognex Corp
CROX,Crocs Inc
HSR,Hi-Shear Technology Corp
HW,Headwaters Inc
ICUI,Icu Medical Inc
ILSE,Intralase Corp
ISYS,Integral Systems Inc
JLL,Jones Lang Lasalle Inc
KLIC,Kulicke & Soffa Ind
KOMG,Komag Inc
LDSH,Ladish Co Inc
LIFC,Lifecell Corporation
MATR,Matria Healthcare Inc
MEK,Metretek Technology Inc
MTW,Manitowoc Co Inc
NTRI,NutriSystem Inc
PDS,Precision Drilling Corp
RICK,Rick's Caberet Intl
SMSI,Smith Micro Software Inc
SNTO,Sento Corporation
TLAB,Tellabs Inc
TRN,Trinity Industries Inc
UARM,Under Armour Inc
WHQ,W-h Energy Services Inc
WIRE,Encore Wire Corp
WLSC,Williams Scotsman International Inc