Usually a huge company like MasterCard isn’t such a stalwart on the IBD list, but both MA and V have been on and off the list a lot.  They’re both currently on the list, but I like the chart for MA more.  It’s currently at the bottom of the long term channel, so a nice move over something like $350 gives a nice 10% run with some upside.

SodaStream was one of my favorite growth stocks last year.  When I mentioned it here the first time, it just had a breakout over $36.  I rode it up to $50, got shaken out, and then it promptly ran all the way up to $80.  Growth has still been impressive, and with the stock back down under $40 it has some potential for excitement once again. 

Apple has a bit of an ugly daily chart, but the weekly chart is still pretty nice, with the stock at the bottom of the long term channel.  The financials were skewed this year because the iPhone was shifted from the summer months to this quarter.  However, the initial market research is saying that the Kindle Fire will actually be a strong competitor to the iPad this holiday season, so who knows if they’ll be able to keep up their ridiculous growth.  Either way, it looks like AAPL is getting to a decent buy point if you’ve been waiting for a while.

Not a great stock fundamentally yet, I really like LVLT as a company right now.  They’ve been winning things like the Netflix deal, and CDNs are still a huge growth area with the explosion of mobile usage and streaming media.  It’s not really at a buy point, but something to keep an eye on for the future.

Titan had another good earnings call last week, which is pretty obvious from the chart.  After the breakout, it was in the overextended range, but it’s back down in the almost acceptable range now at $30.52 (which if you set a stop at $28 would give you about an 8% risk).  I’d rather stop in at $31, which gives a 10% risk if you stop out at $28, but I’d probably set my stop at $29 or even $30 in that case to get a bigger position. 

With the recent pop in VMW, EMC’s upcoming earnings should be interesting.  Both companies are  Peter Lynch types of stocks for me, since I’m in the tech industry and have been seeing firsthand the shift towards virtualizing everything.  For most non-Amazon/Google level companies, buying canned solutions from EMC makes sense.  With a nice line at $27.50, if EMC’s earnings can follow suit behind VMW it could be an interesting buy.  If not, VMW is always an option, but it’s looking like it may open overextended since it’s already up over 12% in the afterhours today.

I’m surprised that I’ve never posted anything about NTES before since I’ve been in and out quite a bit over the years.  I guess they were all autotrades that went longer than expected, so there was never too much thought on my part. 

Not for the faint of heart, but another interesting one for short term trading.  Typically, opening high and closing low is a bad sign, but this looks like a case of just opening too high then adjusting immediately, and not a case of dying at the end of the day.  Maybe look at the intraday resistance at $46 as a potential entry point for a quick trade.  Support is a pretty steep drop away though, so size your position accordingly.

I pointed out LULU last summer as a potential bearish swing trade.  Since then, the stock went from $38 to $85.  Whoops!  At least it was on my watch list for a couple bullish swing trades (although I sadly didn’t make any money on it throughout that whole run somehow).

I guess I should give DT credit for putting it back on my radar at the last breakout, but it’s really just giving credit to the IBD list for moving it back to #1.  That means volatility one way or another.  $75 was the breakout point for the move, so we’re at an interesting point here that will either be a bounce or a breakdown.  Good for active trading with proper risk management, bad for holding and hoping.  Play accordingly.

I may be biased in favor of SodaStream since I have fond memories of Jones Soda (JSDA) when they ran up from $6 to $32 for me a while back.  Don’t be fooled by the $39 price tag on SODA since it has a market cap of just $250M.  It seems like everyone that has a SodaStream loves it, but maybe everyone that’s going to get one already has one.  I don’t have one, and I’m not sure I would ever buy one, but I learned my lesson about avoiding stocks for companies that I don’t use myself when I missed the boat on RICK largely due to that fact, even though I loved their numbers and chart at the time.

Since SODA recently IPO’d, there’s not much we can draw on the short chart.  There’s the high volume breakout today on a bullish analyst rating, but that just shows that the stock is still small and somewhat under the radar.  Other than that, the only thing interesting about this stock is all the hype.  There have been rumors that WMT and/or TGT will start distributing them, which would be huge if they could get that going before the summer.  And if all the hype doesn’t pan out, this can have some major downside potential too.  Any stock that goes from $36 down to $27 and back up to $39 in less than a month is interesting in my book.

First up, I’ll give the disclaimer that I actually own NVDA already on a mistake I made where I got assigned on some puts a while back.  I was a little surprised to check out my history and see that I’ve never posted anything about NVDA since I’ve been in and out of the stock a lot over the course of my trading career.  I guess since I know the consumer tech market pretty well, I usually don’t feel the need to force myself to solidify my knowledge through a blog post.  NVDA has been off and on the IBD list over the years, and has been a pretty easy position trade as they’ve had dominance in the graphics market wax and wane through numerous cycles, and also went through the scare of everyone shifting towards integrated graphics recently.

I’ve mentioned a few times before that there are a lot of playable stocks in the exploding mobile market, like ARMH, QCOM, etc.  NVDA just got their major boost after CES revealed that pretty much all of the hot phones and tablets coming out over the next 6 months are using the NVIDIA Tegra 2 chip.  Of course, anyone that reads any tech stuff knew at least a month ago that most of the devices coming out at CES were using the Tegra 2.  Easy money.  But my blog isn’t about the past, it’s about future plays.  Any time you have this much hype, you’re going to have some ridiculous buying followed by a strong correction, and then possibly a few more cycles of crazy overbuying/overselling.  So it should be towards the top of any active trader’s watchlist, and also is interesting to position buyers that want to watch the QCOM/TXN/NVDA battle.