MAP Blog
RealVision Interview with Lucas Downey #2
In this interview, Luke take’s a look at 2 growth stocks showing unusual buy activity. Intuit Inc. (INTU) and The Trade Desk, Inc. (TTD) are household names for MAP and both continue to be on our radar. They each sport strong fundamentals, but most importantly they are gaining alongside unusual trading activity.
Click below to watch the full interview.
Industrial Stocks Showing UI Buying
Semiconductors Have Been On Fire
There is no doubt that the V-shaped recovery for stocks has been swift. You can see below the returns for many indices since the Christmas low. Possibly the most impressive is the +30.5% return for the PHLX Semiconductor Index:
For MAP, our focus is in identifying the leaders. The following 2 stocks have been showcased in our research continuously because the data suggested there was large demand for the shares. Since the 12/24/18 low, Xilinx, Inc. (XLNX) is +60.47% & Keysight Technologies Inc. (KEYS) is +55.6%. Bottom line, if you are going to out-perform a bullish market, one way to do it is by finding the leading stocks. Looking for unusual institutional activity in shares is one way to find the leaders of tomorrow.
Members Only Post
Tracking Unusual Institutional Trading with Lucas Downey – RealVision Interview
RealVision interviewed Lucas Downey on themes MAP is noticing. You can see the full interview below.
Markets are overbought – unusual buying reaches unsustainable levels
Well, that was fast! On Christmas Eve we were oversold and here we are just 6 weeks later, and we hit overbought today! The last time the ratio went above 80% (overbought) was 1/24/18 (you can read that blog post here). Markets dropped sharply immediately after that.
Simply put, unusual buying in stocks relative to selling is unsustainable at this level. Once our ratio starts falling, we expect a market pullback. We are long-term bulls; pullbacks are great buying opportunities for outlier stocks.
More details to follow in Sunday’s issue of the MAP View for subscribers.
ETFs – The Tail That Wags The Dog
Did ETFs have anything to do with the selloff in stocks in 2018? We believe they did and have tons of data to support that idea. Go grab a coffee and enjoy the ride through history as we look at the rise of ETFs over the years, how they have been a major driver of the broker community, and how model managers can impose their will on stocks in the short-term. Please enjoy “ETF Doom-Sharks”, and special thanks goes out to Navellier & Associates! Read the white paper here.
Memory Lane – MAP View the week of Christmas 2018
December 24th, 2018 was the low for the market. Attached is the MAP View (free by the way) sent on that week. We like to revisit memory lane. Maybe you are curious as to what our view was for the market? The data was some of the most extreme we’ve ever seen. The stock pick was TTD. Enjoy the report here.
The Juice Was Worth the Squeeze
Our MAP-IT Ratio strikes again! It has an uncanny ability to let us know about points of extreme selling. Stocks tend to squeeze in a massive way after these trigger points. Take a look below. These rare events are exactly the types of things we try to alert you to. We don’t want to minimize the pain of a deep selloff, but on the contrary, we want to remind you that great opportunities don’t always feel so great at the time. We feel the best way to be prepared is to look beyond emotions and focus on the data.
