14 September, 2009

Gary's Comments

The S&P500, DJIA and NASDAQ Composite all reached new highs last week signaling another breakout to the upside.

The Shanghai All Share Index (SSE-ALL) has had a strong rebound off it's Fibonacci 50% retracement low of 2640. To confirm this rebound the SSE-ALL must rise above 3005, some 15 points away. This is quite an important thrust as fundamental commentators on the Chinese equity indices have seen the weakness associated with this retracement as the potential end to the demand for resources and hence a potential end to the international equities up trend. A continuing rise above 3005 will show the retracement to be nothing more than a standard technical retracement following a massive rise of 98% from October 2008 to 4 August 2009.

European markets also all made new highs for 2009 last week.

The equities trends march onwards and upwards for the time being. Active investors in equities should remain 100% invested until price action shows otherwise and there are no early signs yet of any change in the technicals.

Overseas Markets Report

 Index  Close  % Change Intelledgence
Risk Status
Short Term Trend Long Term Trend Index Close % Change Intelledgence
Risk Status
Short Term Trend Long Term Trend
 Int-Index   12414   3.02%   LOW   Up   Up  Dax   5624   4.45%   LOW   Up   Up
 Dow Jones   9605.4   1.74%   LOW   Up   Up  Cac-40   3734.8   3.78%   LOW   Up   Up
 S&P 500   1042.7   2.59%   LOW   Up   Up  Nikkei   10444.3   2.52%   LOW   Up   Up
 Nasdaq   2080.9   3.08%   LOW   Up   Up  Hang Seng   21161.4   4.15%   LOW   Up   Up
 FT 100   5011.4   3.29%   LOW   Up   Up  SSE-All   2989.7   4.48%   LOW - Neutral   Up   Down

Gold, Silver and Platinum all had fresh break outs to the upside with Gold closing above $1000.

Zinc and Lead finished the week down after both making new highs for 2009 earlier in the week. Copper has reached a strong level of resistance and has been tracking sideways for a month now forming a rectangle, which is typically a continuation pattern. If the trend plays out like a text book trend, a breakout in Copper should occur to the upside in the next week or two. If not, and a breakout to the downside occurs this could be a strong sign of weakness in metals prices which could flow through to weakness in equities.

Commodities

 Index  Close  % Change  Intelledgence Risk Status  Short Term Trend  Long Term Trend  Index  Close  % Change  Intelledgence Risk Status  Short Term Trend  Long Term Trend
 Brent Oil   69.12   1.96%   LOW - Neutral   Down   Up  CRB Index   251.12   1.43%   LOW - Neutral   Down   Up
 Phil G&S   169   1.68%   LOW   Up   Up  Plat-$   1313   4.82%   LOW   Up   Up
 Gold-$   1004   1.29%   LOW   Up   Up  Silv-$   16.74   3.53%   LOW   Up   Up
 Copper   6235   -0.45%   LOW - Neutral   Down   Up  Zinc   1840.7   -3.26%   LOW   Up   Up
 Lead   2042   -11.06%   LOW   Up   Up  FX-$-AUD   0.8639   1.52%   LOW   Up   Up
 FX-$-EUR   1.457   1.94%   LOW   Up   Up  USD-Index   76.6   -1.96%   HIGH   Down   Down

The next levels of resistance in the S&P500 are 1122 and then 1200 with 1200 being the stronger of the two. There is a real chance now of the S&P500 going all the way to 1200 before we have another retracement of note. As you should know by now as a follower of this e-newsletter, "anything can happen." So weekly analysis must continue looking for a signal of weakness upon which to act.

The S200 is rising steadily. The S&P500 is rising along the upper trend line of it's channel threatening a breakout, potentially into a new channel at a steeper gradient. Of course the opposite could happen with a fall into the lower half of the channel but the odds favour the former.

Divergence occurred with the SIROC in August. Divergence patterns can be found in many market tops. However, there was a failed divergence in June which is common in strong trending markets. To confirm failure of the current divergence pattern the SIROC must rise higher than 76.11 where it reached at the end of August. These divergence patterns are also evident in most other momentum indicators such as the MACD.

Should the S&P500 reverse it's direction support should hold at 1006 in the first instance and then the rising dotted trend line. There is strong support at 950 which, if transgressed, would indicate strong weakness.

 

Local Market Report

 Index  Close  % Change  Intelledgence Risk Status  Short Term Trend  Long Term Trend
 All-Ords   4596.3   3.46%   LOW   Up   Up
 Info Tech   613.6   2.30%   LOW   Up   Up
 Cons. Disc   1538.5   3.47%   LOW   Up   Up
 Materials   11453.6   4.75%   LOW   Up   Up
 Energy   16193   2.36%   LOW   Up   Up
 Property Trusts   897   5.36%   LOW   Up   Up
 Financials   4599.8   4.26%   LOW   Up   Up
 Staples   7275.9   1.04%   LOW   Up   Up
 Health   8765.9   1.77%   LOW   Up   Up
 Telecom   1153.6   1.08%   Neutral - HIGH   Up   Up
 Industrials   3773.2   4.00%   LOW   Up   Up
 Utilities   4051.4   1.27%   HIGH   Down   Down

The ALL-ORDS made a new high close for 2009 with all sectors in the green for the week, even the ailing Utilities sector. This is a strong market and cannot be ignored. Doomsdayers that have remained on the sidelines are now well behind the game. There is still plenty of cash not in this market but we have seen rising volumes in the last two months as more comes into the market.

The ALL-ORDS is trading in the upper half of its channel reaching a weak level of resistance on Friday. Thursday and Friday also saw a small break above the Fibonacci 38.2% retracement level.  The next level of resistance is around 4930, some 7% away from Friday's close.

On the downside, support is on the rising dotted trend line and below that at the S40 or the solid black support line at 4290.

The SPA3CFD Public Portfolio shot ahead by 31.72% over the last week and is up 141.5% over the last 12 months. This is what can happen with leverage when you have one or two open trades that are flying, such as Medusa (MML) and United Group (UGL). When the medium-term trends eventually end in these stocks, despite locking in some juicy profit there is bound to be some end-of-trade drawdown on large leverage that will cause a retracement in the portfolio equity curve. But that is to be expected when trading with leverage.

The SPA3 public portfolios continue to outperform the market by a large margin.  See the performance table below that shows the comparative compounded annual returns.

 

Portfolio Summary

Portfolio 28/08/2009  4/09/2009  11/09/2009  Weekly Move % Top Mover % Gain Transactions
Intelledgence $355,997.15  $353,642.39  $367,527.87  3.93%  MEDUSA  21.90% 
SPA 1 $436,588.83  $437,960.91  $452,162.66  3.24%  BERKELEY  15.25% 
SPA Hedge $608,995.00  $598,394.46  $616,295.87  2.99%  BERKELEY  15.25% 
SPACFD $79,820.86  $83,596.44  $110,117.32  31.72%  BERKELEY  15.25% 

Compounded Annual Return

Portfolio 1 Year 3 Year 5 Year
SPA 1 13.94%  15.62%  18.44% 
SPA Hedge 26.47%  27.33%   26.06%  
All-Ords -10.34%  -3.17%  4.99% 
All-Ords Accum Index -5.77%  1.10%  9.56% 

The SPA Hedge portfolio uses the SPA3 hEdge rules to hedge the SPA3 Portfolio during SPA3 High Risk Market periods. For more information on using SPA3 to manage your active investment portfolio click here.

The ALL-ORDS can be used as an indication of equity Managed Fund and equity Managed Super Fund past performance.

All actions each day for SPA Portfolio 1 are available to ShareFinder members who use Market Master through our daily download software along with the actual public portfolio files for importing into the SPA software.

Intelledgence and SPA Buy Signals

The table below shows the number of Intelledgence and SPA Buy signals for the past three weeks.

Methodology 28/08/2009  4/09/2009  11/09/2009 
Intelledgence
SPA* 42  17  33 

*Our scan includes stocks that have had four zero trading days unless it is a suspension. Before entering we ensure that the position size calculated has at least 5 times the average daily traded liquidity for that stock.

The table below shows a sample of some of the Intelledgence and SPA buys that occurred last week.

Share Methodology Share Methodology
BRAMBLES  IntellEdgence  HILLS  IntellEdgence 
AUROX-RES  SPA  FERRAUS  SPA 
GIRALIA  SPA  SYLVANIA  SPA 
ALLIANCE  SPA  EMECO-HLD  SPA 
IMPRESS  SPA  MORTCHOIC  SPA 

 

For SPA buys, a complete list is available to SPA customers by using the 'SPA Scan' under the 'SPA' pull down menu in Market Master X-ec. For Intelledgence buys, a complete list is available to Intelledgence customers in the Members Zone by choosing 'Intelledgence', 'Alerts'.
 

ShareFinder provides more detail on all of the above items at our eUGMS. The eUGMs are monthly multimedia presentations available to ShareFinder members only.