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Focus List Review - Week Ended September 23, 2016

Current VoSI Focus List

Notes: A number of names on the Focus List have moved to higher highs this past week, including AMZN, BABA, EGRX, EW, FIT, FN, GIMO, GKOS, ISRG, MELI, NVDA, SSTK, TEAM, and TWLO. However, any of these names could have been bought earlier during pullbacks or tight quiet action before their upside moves as have guided in prior reports. This the approach we advocate, and we would not chase extended upside strength. Overall the list is doing quite well, and represents a fertile field of opportunities for those monitoring the list on a daily or real-time basis.

Pocket pivots: LN (Friday), BABA (Wednesday).

Tight, low-volume action at a moving average: MOMO (10-day), WB (10-day).

Constructive pullbacks to or tight action along the 10-day line: ALGN, GRUB, TEAM.

Constructive pullbacks to the 20-day line: SLW (volume drying up), WIX (slight supporting action)

Possible undercut & rally position: TLND (using prior 24.80 low as tight selling guide with an optional additional 2-3% of downside "porosity" depending on individual risk preference).

Unusual action: Facebook (FB) gapped down to its 20-day moving average on Friday on negative news on inflated video ad numbers. Whether this is material to the stock or whether it simply creates a buying opportunity will be seen in its price/volume action in the days ahead, though its midbar close suggests this news item will be forgiven as it should not create trust issues in terms of how facebook makes its calculations. That said, if FB is unable to hold the 20-day line, its 50-day moving average could come into play. Also, keep in mind that in our view the true base breakout buy point is around 126, when FB posted two five-day pocket pivots in a row on Friday, August 26th and Monday, August 29th. The idea of the prior high at 128.33 from July 28th as being the base breakout buy point is imprecise, as we see it.

This information is provided by MoKa Investors, LLC DBA Virtue of Selfish Investing (VoSI) is issued solely for informational purposes and does not constitute an offer to sell or a solicitation of an offer to buy securities. Information contained herein is based on sources which we believe to be reliable but is not guaranteed by us as being accurate and does not purport to be a complete statement or summary of available data. VoSI reports are intended to alert VoSI members to technical developments in certain securities that may or may not be actionable, only, and are not intended as recommendations. Past performance is not a guarantee, nor is it necessarily indicative, of future results. Opinions expressed herein are statements of our judgment as of the publication date and are subject to change without notice. Entities including but not limited to VoSI, its members, officers, directors, employees, customers, agents, and affiliates may have a position, long or short, in the securities referred to herein, and/or other related securities, and may increase or decrease such position or take a contra position. Additional information is available upon written request. This publication is for clients of Virtue of Selfish Investing. Reproduction without written permission is strictly prohibited and will be prosecuted to the full extent of the law. ©2024 MoKa Investors, LLC DBA Virtue of Selfish Investing. All rights reserved.
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