8-23-14 Weekend Comments

The market looks okay if you are only looking at the indices. The Market School exposure model which only looks at indices says to be 100% invested. However if you look at my portfolio it is saying something different, leading high growth stocks are mostly stalled. They pop up a bit and stay there or go right back down. No damage is being done but this is not the kind of action we want to see. Using hindsight, it would have been better to have invested in an index ETF. Unless this situation changes I will likely not go deeper into the market. Going to the beach is a valid option right now. I own CMG, RH and STZ.

The watch list and volume trigger alert list have been updated. The watch list can be viewed now. The alert list will update on Monday morning, here is the alert list for those who wish to take a look:
AAP
ANET
BCEI
CAVM
CMG
FB
GPRO
HAR
PANW
RH
SN
TMH
AKRX
AMBA
AMP
AMT
BIIB
CAR
CBG
CDW
CP
ETE
FLT
HCA
JAZZ
LUV
MMP
NLSN
OTEX
QIHU
SAVE
SLCA
SLXP
SNCR
STZ
SWKS
THRM
TRN
UA
UBNT
URI
VIPS
XRS
YY