Dreamers' Trade Ideas 10.31.2014

8/10/2019 Dreamers' Trade Ideas 10.31.2014

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Global Market Indexes


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Strong Sectors

Healthcare Sector on steady rise and no sign of weakness so far.


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Biotech Sector is also on an uptrend, but it is kind of risky based on its nature of business. Technology is heavily relied on the

future earnings.


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Strong Stocks


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If the banking sector is staged for a recovery, I believe that $GS would be the leader with its improved profitability.


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$WLP is one of the leading stocks from the Healthcare sector.


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Stocks with Coming Back potential.

$TRUE failed to breakout around $23 level and now it is trading near the support zone of $16.


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$TOUR is briefly above the $19.


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$YY is working on the chart repair after the panic sell-off.


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$WFM is working on its base.


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Disclosure: Holding $AAPL, $GILD and $FB Long Position. Holding $TWTR, $DDD, $GPRO, $YELP and

$BABA Short Position.

Market-view:

Japanese Central Bank surprised the global market by increasing its current QE scale. This greatly

encouraged risk-seeking investors as this type of Central Bank movement usually viewed as Bull Friendly.

Shift the focus back to the U.S market. The bull is controlling the market. We have big and matured

companies on fire. Rising companies are not in favor for now.The technology sector is trying to catch up.

The energy sector is still under the water.

Going forward, without the QE, companies with steady earnings growth would be favored as they

are more risk resilient and better positioned for the upcoming global growth slowdown compared to

mid-size companies. If you take a look of current world economic status, U.S is the first Central-Bank-Adie

free country. European Zone and Japan are both deeply addicted to the Central Banks help. Since larger U.S

companies have a lot more capitals and resources, they know how to survive the economic winter.

The Price action of many matured companies is reflecting the trend. $V is new to the list. $WHR,$COST, $HD and $NKE just to name a few. Strong Tech companies are also attractive. $AAPL and $FB.

Aside from these stable big stocks. The market is still in a very questionable status as a large

number of previous Bullish stocks are under pressure.Not to mention the Social Media sector, which was

on fire before the panic sell-off that occurred two weeks ago. $FB and $LNKD are two stocks that didn t get

punished.

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Dreamers' Trade Ideas 10.31.2014