Tuesday, September 20, 2011

Positive Action in the Leadership Stocks - AAPL, AMZN, MA, GMCR, RL, WFM, CMG, HANS

While the overall market has been whipsawing around for two months, we are seeing some divergences of late.  Yesterday, even as the market was down sharply in the first half of the day, was a particularly good day for much of the leadership group stocks - much of the old momo group (sans Netflix) is back.  Apple (AAPL) was an obvious standout as it hit a new all time high.  (fun factoid - while GDP is not comparable to market cap, Apple's market cap now is comparable to GDP of countries like Argentina, South Africa, and Austria).

While we remain in a student body left (or right) environment, we are seeing some stocks regain their 'teflon' action.  Some examples:

Apple (AAPL)

Amazon.com (AMZN)

Mastercard (MA)

Green Mountain Coffee Roasters (GMCR)

Polo Ralph Lauren (RL)

Whole Foods (WFM)

Chipotle Mexican Grill (CMG)

Hansen Natural (HANS)

Among others....

Also seeing a lot of relative strength in the auto aftermarket stocks ala Autozone (AZO) which was a big trend during the recession... and some perkiness in the Macau oriented casinos once more.

No positions

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