This week’s broader ideas list for week of 9/21/14: from $AKAM to $ZTS

$AKAM $AMBA $BAC $C $DIA $DRC $GD $GS $HD $HIG $INTU $KSS $LNC $MAS MO $MS $MSFT $MWE $NOK $REGN $RSG $STLD $STT $SWK $TRP $UUP $VOYA $X $XLF $XLK $ZTS

In a few words, tech, financial services and cyclical/industrial plays with surprises like NOKIA ($NOK). If you drill for black gold, you’re out of luck but you’re just passing gas (forgive the pun), you’re making money. Oil services in drilling and exploration are just burning up long holders, so those are shorts/sales. The big “MACRO” indicator of this condition for oil is $UUP (or the DX_F contract or many FX crosses with USD).

Presented below are charts, using weekly price bars, selected with an eye to sustained “trend” and elevated volume.

AKAM_092114

AMBA_092114

BAC_092114

C_092114

DIA_092114

DRC_092114

GD_092114

GS_092114

HD_092114

HIG_092114

INTU_092114

KSS_092114

LNC_092114

MAS_092114

MO_092114

MS_092114

MSFT_092114

MWE_092114

NOK_092114

REGN_092114

RSG_092114

STLD_092114

STT_092114

SWK_092114

TRP_092114

UUP_092114

VOYA_092114

X_092114

XLF_092114

XLK_092114

ZTS_092114

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