Börsipäev 31. juuli

White House says expects more job losses to be reported next week - Reuters

Ja turg tuleb alla

Sector ETF strength & weakness through the first hour of trading

Leading Sector ETFs:
Wind energy- FAN +3%, Dry-bulk shippers- SEA +2%, Base metals- DBB +2%, SPDRS homebuilers- XHB +2%, SPDRS metals/mining- XME +1.5%, Steel- SLX +1.5%, Gold miners- GDX +1%, Basic mat- XLB +1%, IYM +1%, Semis- SMH +1%, IGW +1%, Livestock commods- COW +1%, Gold- GLD +1%, Reg banks- KRE +1%, Comm banks- KBE +.5%

Lagging Sector ETFs:
Solar- KWT -4%, TAN -3.5%, Nat gas- UNG -2%, Clean energy- PBW -1.5%, US Dollar- UUP -.5%, Oil HLDRS- OIH -.5%, Energy- XLE -.5%, IYE -.5%, iShares broekr/dealers- IAI -.5%, SPDRS utilities- XLU -.5%

EUR USD vastu juba +1.45% tõusus, $1.4263 tasemel, mis omakorda annab turgudele tuge.

Toon siia välja nädala insiderite tehingud, millest jäävad silma AAPL ja AXP tehingud. Mõlemad on olnud viimase tõusu staarid.

Weekly Insider Trading Summary:

Notable Purchases -- IBKR, VRX, SNV, SCSS, STBA, FWRD, CNS, SNBC;

Notable Sales -- RS, LEAP, BXP, SYK, JDAS, APOL, JNPR, AAPL, HCSG, AXP

Over the past week we've seen notable insider buying in the following stocks: Interactive Brokers (IBKR) 10% owner TCM VI Members bought 285,098 shares at $17.78-18.60 on 7/29-7/30... Valeant Pharmaceuticals (VRX) 10% owner ValueAct Holdings bought 39,400 shares at $24.88-24.97 on 7/24-7/28... Synovus (SNV) 3 Directors bought 206,000 shares at $2.94-3.31 on 7/27-7/30... Select Comfort (SCSS) 10% owner Adage Capital Partners bought 200,000 shares at $1.81-1.95 on 7/28-7/29... S&T Bancorp (STBA) 3 Directors bought 23,900 shares at $10.69-11.98 on 7/22-7/24... Forward Air (FWRD) Director bought 10,000 shares at $21.44-21.60 on 7/28... Cohen & Steers (CNS) Director bought 10,000 shares at $17.59 on 7/27... RAE Systems (RAE) 10% owner LeRoy Kopp bought 100,000 shares at $1.57-1.87 on 7/27-7/28... Sun Bancorp (SNBC) Chairman of the Board and Vice Chairman bought 34,363 shares at $4.29-4.49 on 7/27-7/28...

We've seen notable insider selling in the following stocks:

Reliance Steel (RS) Director sold 3,500,000 shares at $35.30 on 7/28... Leap Wireless (LEAP) 10% owner Harbinger Capital Partners sold 3,041,000 shares at $25.44-27.05 on 7/24-7/28... Boston Properties (BXP) CEO and Chairman of the Board sold 893,518 shares at $52.50-53.47 on 7/27-7/28... Stryker (SYK) Director sold 949,000 shares at $38.89-39.47 on 7/24-7/28... JDA Software (JDAS) 10% owner Thoma Cressey Equity Partners sold 1,286,900 shares at $20.24-21.36 on 7/23-7/30... Apollo Group (APOL) Executive Chairman of the Board sold 250,000 shares at $66.45-70.08 on 7/28-7/29... Juniper Networks (JNPR) CEO (pursuant to 10b5-1 plan) sold 500,000 shares at $26.05-26.28 on 7/28-7/30... Apple (AAPL) Director sold 40,000 shares at $158.53 on 7/27... Healthcare Services Group (HCSG) CEO sold 200,000 shares at $18.78-18.85 on 7/29-7/30... Vical (VICL) 10% owner Special Situations Fund sold 801,200 shares at $3.16-3.61 on 7/24-7/27... Watts Water Technologies (WTS) Director sold 100,000 shares at $26.20 on 7/29... Illinois Tool Works (ITW) Director sold 62,100 shares at $40.51 on 7/27... American Express (AXP) EVP sold 60,000 shares at $29.19 on 7/27... All sales exclude option sell offs...

Window-dressing täies hoos, nii kui turg puudutab punast tuleb kerge ostupower peale.

Sector ETF strength & weakness @ midday

Leading Sector ETFs:
Gold miners- GDX +3.5%, Silver- SLV +3.5%, Wind energy- FAN +3.5%, SPDRS metals/mining- XME +3%, Dry-bulk shippers- SEA +2.5%, Steel- SLX +2.5%, Crude/WTI oil- USO +2%, OIL +2%, Gold- GLD +2%, Commods- GSG +2%, DBC +1.5%, SPDRS homebuilders- XHB +2%, US Bonds- TLT +1%, RBOB gas futures- UGA +1.5%, Semis- SMH +1%, IGW +1%

Lagging Sector ETFs:
Solar- KWT -4%, TAN -3%, Nat gas- UNG -2.5%, US Dolalr- UUP -1.5%, Biotech- BBH -1%, IBB -1%, XBI -.5%, Clean energy- PBW -1%, SPDRS utilities- XLU -1%, SPDRS healthcare- XLV -.5%

Mida arvad Alari - Kas langeb edasi ja miks?
Hetkel päeva lõpuks nägemus puudub, pigem hoitakse turgu kinni ehk siis sulgutakse eilsete tasemete juures.
Arvad et eilsed tasemed on tähtsad turuosaliste jaoks ja nad jälgivad neid?
Tänane päev on näidanud, et S&P 500 alla 987 taset ei lasta, kui sealt läbi vajub siis võib ka kerge liu saada.
Soory aga sa arvad et Dow ja Nas sõltub S&P-st vä?
S&P 500 on kõige laiapõhjalisem indeks.
Jällegi kerge ostupower 987 pealt, kuigi Tick püsis üsna kaua üle -700 taseme ja Trin üle 1.3 taseme. Hoitakse viimase hingetõmbeni kinni:)
Eks ikka window-dressing:)
"Stock prices have reached what looks like a permanently high plateau."