Thursday, June 23, 2011

Like Clockwork, the Same Go To Names

Surprisingly my main watch list has a (relatively) decent amount of green on it today; just eyeballing it I have 40% of the names positive despite a -1.4% S&P day.  Some strength out there in the networking space, "social media", apparel (knee jerk reaction to lower oil prices), auto suppliers, and then the "go to" names.*

Netflix (NFLX) (PCLN) (CRM)
lululemon (LULU)
Chipotle Mexican Grill (CMG)

Sometimes a name, or three, joins this group - but it seems like this group is considered teflon through thick and thin.

*airlines are also up but not on my watch list - they are just purely an anti oil trade.

No positions

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