Upload
360va
View
46
Download
1
Embed Size (px)
DESCRIPTION
Breakdown of 2015 stock recommendations as of August 31, 2015.
Citation preview
360 Virtual Advisor Live
2015 Stock Recommendations - Analysis
AUGUST 31, 2015
AUTHORED BY SHELDON MCINTYRE
360° Virtual Advisor Live Powered by Marketfy | Santiago Chile
Twitter: @hertcapital | StockTwits: @hertcapital
360 Virtual Advisor Live 2
2015 STOCK RECOMMENDATIONS - ANALYSIS
This brief has been prepared by 360° Virtual Advisor for distribution to our current subscribers at Marketfy.com. It should not be considered as investment advice or a recommendation to purchase any particular security, strategy or investment product. References to specific securities and issuers are
not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. Some information contained herein has been obtained from sources believed to be reliable, but not guaranteed.
Hypothetical performance results do not include trading commissions and other execution costs that would be incurred if the recommendations were actual trades.
The published minimum entry prices and the maximum price for 2015 are used for the performance calculations and are based on the real-time data sources that are used in-house, and may be different from what is achievable and are for guidance only. There may also be differences between the price as it appears on the
Marketfy platform and the current price that you see from your terminal due to delays in internet connectivity, quote delays and market conditions, and also due to
times when we’re not available to make the trade at the moment a previously stated target has been met. The availability of stock for shorting could also influence returns. Past performance is no guarantee of future results.
360 Virtual Advisor Live 3
2015 STOCK RECOMMENDATIONS - ANALYSIS
JANUARY RECOMMENDATION BREAKDOWN
Number of Recommendations To Trigger Minimum Entry Price: 26
Average Gain On Breakout Day = 2.68%
Number of Recommendations With Gain > 7% = 18
Average Gain From Breakout = 28.12%
Maximum Gain From Breakout = 261.52%
Minimum Gain From Breakout = .73%
Top Five Recommendations = ANAC (261.52%) – FSL (68.71%) – PANW (54.84%) – CEMP (49.48%) – NXPI (45.33%)
Top Sector Representation: Medical Sector (7 Recommendations)
Top Industry Group Representation: Biomed / Biotech Industry Group (3 Recommendations)
360 Virtual Advisor Live 4
2015 STOCK RECOMMENDATIONS - ANALYSIS
ANAC | MEDICAL – BIOMED / BIOTECH | Breakout On January 29, 2015
Anacor Pharmaceuticals is the top performing January recommendation. It was recommended two more times in early February and again in
June.
ANAC is the top performing recommendation for 2015 with a gain of 261.52%.
360 Virtual Advisor Live 5
2015 STOCK RECOMMENDATIONS - ANALYSIS
FSL | ELEC. - SEMICONDUCTOR MANUFACTURING | Breakout On January 21, 2015
NXPI announced take-over of FSL on March 2, 2015.
360 Virtual Advisor Live 6
2015 STOCK RECOMMENDATIONS - ANALYSIS
FEBRUARY RECOMMENDATION BREAKDOWN
Number of Recommendations To Trigger Minimum Entry Price: 62
Average Gain On Breakout Day = 1.30%
Number of Recommendations With Gain > 7% = 39
Average Gain From Breakout = 17.33%
Maximum Gain From Breakout = 250.32%
Minimum Gain From Breakout = .69%
Top Five Recommendations = ANAC (250.32%) - PCYC (51.25%) – TSRO (47.59%) – EPAM (44.73 %) – QLYS (43.44%)
Top Sector Representation: Medical Sector (11 Recommendations)
Top Industry Group Representation: Biomed / Biotech Industry Group (7 Recommendations)
360 Virtual Advisor Live 7
2015 STOCK RECOMMENDATIONS - ANALYSIS
TSRO | MEDICAL – BIOMED / BIOTECH | Breakout On February 20, 2015
TSRO emerged from a multi-week consolidation after finding price support along the 10-week sma.
360 Virtual Advisor Live 8
2015 STOCK RECOMMENDATIONS - ANALYSIS
WWAV | FOOD - PACKAGED | Breakout On February 13, 2015
360 Virtual Advisor Live 9
2015 STOCK RECOMMENDATIONS - ANALYSIS
MARCH RECOMMENDATION BREAKDOWN
Number of Recommendations To Trigger Minimum Entry Price: 65
Average Gain On Breakout Day = 1.75%
Number of Recommendations With Gain > 7% = 37
Average Gain From Breakout = 19.13%
Maximum Gain From Breakout = 116.06%
Minimum Gain From Breakout = .03%
Top Five Recommendations = SKX (116.06%) – AMBA (99.16%) – BLUE (85.60%) – ESPR (78.50%) – TWOU (70.06%)
Top Sector Representation: Medical Sector (17 Recommendations)
Top Industry Group Representation: Biomed / Biotech Industry Group (12 Recommendations)
360 Virtual Advisor Live 10
2015 STOCK RECOMMENDATIONS - ANALYSIS
SKX | APPAREL – SHOES & REL. MANUFACTURING | Breakout On March 18, 2015
360 Virtual Advisor Live 11
2015 STOCK RECOMMENDATIONS - ANALYSIS
AMBA | ELEC. – SEMICONDUCTOR FABLESS | Breakout On March 4, 2015
Ambarella Inc. is the second best performing March recommendation gaining 99% in 16 weeks. It was recommended two more times in May.
AMBA was an example of how important it is not to give up on a stock.
360 Virtual Advisor Live 12
2015 STOCK RECOMMENDATIONS - ANALYSIS
APRIL RECOMMENDATION BREAKDOWN
Number of Recommendations To Trigger Minimum Entry Price: 56
Average Gain On Breakout Day = 1.86%
Number of Recommendations With Gain > 7% = 27
Average Gain From Breakout = 13.29%
Maximum Gain From Breakout = 69.27%
Minimum Gain From Breakout = .08%
Top Five Recommendations = CMCM (69.27%) – MNTA (59.25%) – BLUE (53.01%) – DY (41.52%) – NLS (40.97%)
Top Sector Representation: Medical Sector (17 Recommendations)
Top Industry Group Representation: Biomed / Biotech Industry Group (12 Recommendations)
360 Virtual Advisor Live 13
2015 STOCK RECOMMENDATIONS - ANALYSIS
CMCM | COMPUTER SOFTWARE – SECURITY | Breakout On April 7, 2015
360 Virtual Advisor Live 14
2015 STOCK RECOMMENDATIONS - ANALYSIS
MNTA | MEDICAL – BIOMED / BIOTECH | Breakout On April 7, 2015
360 Virtual Advisor Live 15
2015 STOCK RECOMMENDATIONS - ANALYSIS
MAY RECOMMENDATION BREAKDOWN
Number of Recommendations To Trigger Minimum Entry Price: 69
Average Gain On Breakout Day = 1.59%
Number of Recommendations With Gain > 7% = 41
Average Gain From Breakout = 12.82%
Maximum Gain From Breakout = 65.26%
Minimum Gain From Breakout = 0.00%
Top Five Recommendations = AMBA (65.26%) – CMCM (42.81%) – DXCM (38.56%) – DPLO (36.99%) – CBM (32.17%)
Top Sector Representation: Medical Sector (19 Recommendations)
Top Industry Group Representation: Elec. – Semiconductor Fabless Industry Group (7 Recommendations)
360 Virtual Advisor Live 16
2015 STOCK RECOMMENDATIONS - ANALYSIS
DPLO | MEDICAL – SERVICES | Breakout On May 21, 2015
360 Virtual Advisor Live 17
2015 STOCK RECOMMENDATIONS - ANALYSIS
CI | MEDICAL – MANAGED CARE | Breakout On May 22, 2015
360 Virtual Advisor Live 18
2015 STOCK RECOMMENDATIONS - ANALYSIS
JUNE RECOMMENDATION BREAKDOWN
Number of Recommendations To Trigger Minimum Entry Price: 73
Average Gain On Breakout Day = 1.55%
Number of Recommendations With Gain > 7% = 24
Average Gain From Breakout = 9.16%
Maximum Gain From Breakout = 87.03%
Minimum Gain From Breakout = 0.23%
Top Five Recommendations = ANAC (87.03%) – RDUS (64.93%) – PRTA (50.72%) – RARE (48.11%) – MBLY (29.23%)
Top Sector Representation: Medical Sector (27 Recommendations)
Top Industry Group Representation: Elec. – Biomed / Biotech Industry Group (16 Recommendations)
360 Virtual Advisor Live 19
2015 STOCK RECOMMENDATIONS - ANALYSIS
RDUS | MEDICAL – BIOMED / BIOTECH| Breakout On June 17, 2015
360 Virtual Advisor Live 20
2015 STOCK RECOMMENDATIONS - ANALYSIS
RARE | MEDICAL – BIOMED / BIOTECH | Breakout On June 17, 2015
360 Virtual Advisor Live 21
2015 STOCK RECOMMENDATIONS - ANALYSIS
JULY RECOMMENDATION BREAKDOWN
Number of Recommendations To Trigger Minimum Entry Price: 65
Average Gain On Breakout Day = 1.46%
Number of Recommendations With Gain > 7% = 18
Average Gain From Breakout = 6.17%
Maximum Gain From Breakout = 43.74%
Minimum Gain From Breakout = 0.32%
Top Five Recommendations = ABMD (43.74%) – XON (34.75%) – FIX (26.02%) – RCPT (16.78%) – CELG (15.75%)
Top Sector Representation: Medical Sector (29 Recommendations)
Top Industry Group Representation: Elec. – Biomed / Biotech Industry Group (16 Recommendations)
360 Virtual Advisor Live 22
2015 STOCK RECOMMENDATIONS - ANALYSIS
ABMD | MEDICAL – PRODUCTS | Breakout On July 30, 2015
360 Virtual Advisor Live 23
2015 STOCK RECOMMENDATIONS - ANALYSIS
XON | MEDICAL – BIOMED / BIOTECH | Breakout On July 15, 2015
360 Virtual Advisor Live 24
2015 STOCK RECOMMENDATIONS - ANALYSIS
AUGUST RECOMMENDATION BREAKDOWN
Number of Recommendations To Trigger Minimum Entry Price: 31
Average Gain On Breakout Day = .95%
Number of Recommendations With Gain > 7% = 2
Average Gain From Breakout = 2.01%
Maximum Gain From Breakout = 8.14%
Minimum Gain From Breakout = 0.05%
Top Five Recommendations = BR (8.14%) – OXM (7.38%) – TSO (5.93%) – CMRX (5.43%) – INCY (4.21%)
Top Sector Representation: Medical Sector (8 Recommendations)
Top Industry Group Representation: Elec. – Aerospace / Defense Industry Group (4 Recommendations)
360 Virtual Advisor Live 25
2015 STOCK RECOMMENDATIONS - ANALYSIS
TSO | OIL & GAS – REFINING / MARKETING | Breakout On August 10, 2015
360 Virtual Advisor Live 26
2015 STOCK RECOMMENDATIONS - ANALYSIS
OXM | APPAREL – CLOTHING MANUFACTURING | Breakout On August 7, 2015
360 Virtual Advisor Live 27
2015 STOCK RECOMMENDATIONS - ANALYSIS
360° Virtual Advisor Summary:
360° Virtual Advisor is a swing trading advisory firm focused exclusively on the United States equity markets. The real-time, verified service was created to
meet the particular needs of professional traders and self-directed investors by offering actionable trading ideas, institutional quality research and a
tracking portfolio.
At 360° Virtual Advisor We Believe:
A focus on relative strength is the most adaptive methodology for isolating high probability trade opportunities. Equities and financial markets that
performed well or poorly in the past continue to do so for sustained periods of time.
An absolute return objective allows for flexibility and places no pressure on a trader to be invested all the time. By not just seeking market exposure
through a benchmark based performance mandate, we are able to create superior risk-adjusted returns.
Controlling and managing risk should occupy as much importance as trade selection. We employ tested risk management rules built on four key
principles that protect and preserve capital, particularly in down trending, directionless or narrow markets.
A multi-factor research process that blends bottom-up company research with global-macro analysis is the best way to stack probabilities in your
favor.
At 360° Virtual Advisor - Live on Marketfy We Provide:
Institutional quality financial market research, real-time content and trade signals that are archived, measured and verified by Marketfy.
Daily trade ideas targeting threshold companies and global macro opportunities that are selected from a realistic universe of equities (for example, no
penny stocks or stocks with small trading volume), ADRs and ETFs / ETNs listed on the major U.S. exchanges.
The Pole Position Model Portfolio based on our swing trading program that directs capital to market leading stocks, rather than industry laggards or
sympathy investments.
Several publications including 'The Daily Pre-Market Brief', 'The Daily Closing Brief' and 'The Weekly Strategy Factsheet'.
On-demand media including videos focused on trade candidate selection, defensive and offensive selling, financial market developments and the
profession of trading.
Proprietary equity market indicators, comprehensive annotated charts and industry group trend analysis.
An opportunity to achieve superior returns with low volatility and low market correlation by capturing returns across a spectrum of asset classes
using timely alpha identification on the long and short side.