• Portfolio Management for October 20, 2017

    Still keeping the two positions here: KEX and KLAC. KLAC publishes earnings next Thursday and KEX early November. KLAC looks bullish here and I will try to keep it for a few more days. I raised the stop though.

    KEX looks bearish here. I will also try to keep it until end of October.









    As you might have noted, yesterday we only got long ideas, because the whole market opened on a down gap and then bounced. These moves were not stock dependent. Furthermore, since most of these stocks still have to issue earnings within the next 10 days, it is best to avoid trading them.



    The list of trade ideas for today is below. I do not plan to trade any of these