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The Boys Are Back In Town

Published 05/22/2014, 08:32 AM
Updated 07/09/2023, 06:31 AM
IAC
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WFM
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SBUX
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BLDP
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LVS
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SPWRQ
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ALXN
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P
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UAA
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ACAD
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CCIHY
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CONNQ
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KNDI
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PLUG
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TFM
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VNET
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SFUN
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SPLK
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CPRI
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WDAY
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ADT
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N
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YOKU
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LULU
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ICON
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YELP
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XONE
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YY
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INTEQ
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DATA_old
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TWTR
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FDN
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IWC
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BBH
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BIB
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BTCM
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ICLD
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This is the first time in a while that I’m excited about my long only watch-list, I have a lot of names that could possible trigger today. I don’t look at charts in your conventional cookie cutter manner, or have rules as to where the stock should be whether its 15% off its 52 week highs or above or below certain moving averages etc…

Every morning I go through a few of my scans to find buy candidates for the day.  Depending on the current state of the market, the size of the list will vary; usually its no more than 50 names.  My process is based on market structure not on beliefs or myths of what works – or what doesn’t work. There are certain behavioral patterns that have been around for 100 years that are based on market structure. These behavioral patterns are recognizable, observable, and quantifiable. On a daily basis we have 5,000 liquid stocks that we filter based on certain market structures that give us an edge of a higher probability than a random outcome.  Once the list is narrowed to a handful of names the market will further narrow down the list by getting us in or keeping us out of these names with a range expansion move.

These are what I consider very “tight set ups” that will trigger if  and only they break yesterday’s high.  On a regular trading day I would indiscriminately take every trigger because you just don’t know which one will be the big winner; you might have an idea but in the end you don’t know.

Put these names on your trading platform, set the alerts at yesterday’s high for each name, once the alert goes off take a look at the chart. Decide within 3 seconds whether or not you are going to buy it, decide how much you want to risk on the trade and your stop loss, hit the buy button, and leave the rest up to the market, wash, rinse, repeat.

Conns Inc (NASDAQ:CONN) ADT Corporation (NYSE:ADT) Iconix Brand Group Inc (NASDAQ:ICON) SunPower Corporation (NASDAQ:SPWR) Michael Kors Holdings Limited (NYSE:KORS) 21Vianet Group Inc (NASDAQ:VNET) Alexion Pharmaceuticals Inc (NASDAQ:ALXN) Starbucks Corporation (NASDAQ:SBUX) Las Vegas Sands Corp (NYSE:LVS) IAC/InterActiveCorp (NASDAQ:IACI) 500.Com Ltd (NYSE:WBAI) ACADIA Pharmaceuticals Inc (NASDAQ:ACAD) Workday Inc (NYSE:WDAY) Pandora Media Inc (NYSE:P) YY Inc (NASDAQ:YY) SouFun Holdings Limited (NYSE:SFUN) Whole Foods Market Inc (NASDAQ:WFM) The ExOne Company (NASDAQ:XONE) Splunk Inc (NASDAQ:SPLK) Intercloud (NASDAQ:ICLD) lululemon athletica inc (NASDAQ:LULU) Kandi Technologies Group Inc (NASDAQ:KNDI) Ballard Power Systems Inc (NASDAQ:BLDP) Plug Power Inc (NASDAQ:PLUG) ChinaCache International Holdings (NASDAQ:CCIH) The Fresh Market Inc (NASDAQ:TFM) Youku Tudou Inc (NYSE:YOKU) Yelp Inc (NYSE:YELP) Tableau Software (NYSE:DATA) Twitter Inc (NYSE:TWTR) Intelsat Sa (NYSE:I) iShares Russell Microcap Index (NYSE:IWC) FirstTrust DJ Internet (NYSE:FDN) Market Vectors Biotech (NYSE:BBH) Ultra Nasdaq Biotechnology (NASDAQ:BIB) Netsuite Inc (NYSE:N) Under Armour Inc (NYSE:UA)

Frank Zorrilla is the founder of Zor Capital LLC a New York based investment management firm.  Our goal is superior performance, with preservation of capital as our number one priority. Zor Capital manages separate accounts (both taxable and retirement) for accredited investors and institutions. This structure gives clients access to a hedge fund like strategy while maintaining 100% control of their accounts.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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