IDEAS WITH STOPS AS OF AUGUST 15, 2013 $AAPL $EEM $GDX

Presented as always,in descending order of USD trading market volume. Based upon closing prices as of 4PM, Wednesday, August 14, 2013. Things may happen in the aftermarket and in pre-opening hours that would render these figures moot. Cisco, CSCO, was in the list, but in the aftermath of earnings reports and layoff plans, that has been taken off the table from the long ideas list.

LONGS:
Clearly, three sectors under fire for the past 6 to 9 months+, Apple, emerging markets and gold, found some bid, bounces, bottoms,short covering and rotation, however you wish to color it, it makes for longs from sectors and areas that have been sold off and shorted for many weeks.

1B+ USD

AAPL 458.44
EEM 37.72
GDX 23.92

500M+
EFA 59.6
FXI 33.71

250M+
NEM 26.4
ABX 15.27
HAL 43.04
SLV 19.15
ACT 126.36

100M+
CLF 20.08
SLW 21.08
JCI 38.89
SU 30.38
WAGE 39.12
CX 11.05
BID 41.49
RAD 2.77
MT 12.66
XME 33.73
EWH 18.65

75M+
EWY 53.46
KGC 4.56
GTLS 103.71
ANR 4.71
BHP 62.63
FLT 90.41
RCL 36.15
GDXJ 39.08
GOLD 65.82
EGO 6.8
EWU 18.28

50M+
NXPI 32.43
JOY 47.49
OPEN 63.5
URS 44.69
APKT 28.18
EWA 22.75
SAN 6.91
ACI 3.55
BG 73.53

25M+
LL 85.77
GFI 4.95
NOK 3.52
SID 2.63
STLD 14.85
CSTR 53.2
VEU 45.45
AGQ 17.39
APO 25.51
ING 10.72
PKX 71.39
DSX 9.57
VNTV 25.48
DRYS 1.47
AFSI 40.45

10M+
DXD 30.79
LAD 62.54
ECPG 40.01
BBVA 9.23
ERIC 11.47
RPTP 9.18
PCRX 32.36
DORM 47.83
PPLT 138.32
PSLV 7.79
GLNG 34.25
DOG 27.67
TASR 8.28
LQDT 27.3
CHMT 21.2
BDBD 14.29

1M+
DBA 24.21
IYM 69.4
FIG 6.89
NM 5.17
BKF 33.65
SLX 40.88
GTE 5.86
EPAM 28.57
SKF 19.07
RJI 7.82
CAF 20.16
GSM 11.59
SIVR 19.63
KOL 17.83
UYM 36.66
SB 4.53
VLCCF 6.82
DBO 26.27
GLTR 68.66
SJB 29.85
USCI 54.15
NIB 31.14
DBB 16.2
SEF 21.61

SHORTS/SALES: Just as crystal clear, we see former leaders sell off, and the Dow itself is under “pressure”:

1B+
GOOG 920.03
CREE 69.61

500M+
DIA 158.58
XOM 93.13
IYR 68.39
HD 82.78
WFC 45.76
DAL 22.1
KO 41.67
IBM 198.71
MCD 100.73
WMT 80.06

250M+
BA 111.74
HYG 93.69
AMZN 314.64
UAL 35.22
VZ 52.11
XLU 40.29
ACN 76.52
OXY 93.46
LEN 36.84
PM 93.32

100M+
ITB 23.31
EQIX 190.31
KRFT 59.75
XLP 42.81
PHM 18.09
LQD 115.53
COST 120.24
XHB 31.51
JNK 40.75
VNQ 71.38
KMB 102.2
SPG 163.89
FSLR 47.18
RIG 50.32
SBGI 29.1
TROW 79.85
RYL 42.22
ESV 61.91
SCTY 45.96
BK 32.95

50M+
ADBE 49.7
HCP 44.68
REGN 277.69
SWN 41.01
ALK 67.02
TIP 114.49
CAM 62.47
TLM 11.85
OAS 44.41
SPF 8.83
LNG 31.07
FBHS 41.71
FIO 13.64

25M+
DDM 104.56
USG 28.07
IWN 94.45
MDC 33.95
MLNX 49.4
FLO 25.41
LINTA 25.22
ICF 82.91
SUNE 9.55
MBI 14.56
HOV 6.13
NNN 36.59
IRM 29.97
SSNI 30.43
CIG 10.1
CBL 23.47

10M+
SAVE 35.83
MDRX 16.8
JNS 10.18
ERJ 36.31
JASO 10.28
IYT 120.72
TEG 64.07
UYG 109.72
PIR 24.98
TK 41.76
BCEI 43.54
SBS 11.11
IYE 48.61
TUMI 25.29

5M+
ALEX 43.31
TTEK 25.05
IYF 77.7
UGP 25.28
NMM 15.72
PGTI 11.66
SN 24.88
GVA 32.81

1M+
FBT 65.79
GLDD 8.09
ONB 15.26
VDC 109.74
EUM 30.07
FXP 21.45
EEV 26.49
WTM 599.82
HCI 39.35
BPFH 11.96
IL 10.02
RTH 56.82
TYPE 27.19
CALM 52.77
CVCO 58.49
ISBC 23.32
PBW 6.35
DCOM 18.51
LNDC 15.5
XRM 12.56
TAM 22.77
BLV 85.71
DIG 63.9

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