Get Your Microcaps On The IWC Is Turning Up

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December 7, 2009

I know alot of symbols for both stocks and ETFs, nearly impossible to know them all, but I do like when I see a story emerging in stocks/etfs that are moving. Currently I see two really nice stories.

1. Semiconductors. I highlighted AMAT and INTC as the big dogs, but loads of smaller cap semiconductors are turning up.
ZRAN, AEIS, PMCS, SUPX, AATI, ANAD amongst the names turning up. I’ve already seen RFMD turn up and now its ready to do a small pullback.

2. The IWC – Russell Microcap index is turning up. Some of the top holdings are LCC, DTG, VVUS, and RDN. All 4 of these look very interesting. I’ve already mentioned LCC and DTG in the last post. Thus the story that is shaping up.

3. Solar – The TAN has been moving, and I talked about getting long CSUN. Other solars were also on a buy JASO being one, but the fundamentals were not as good as CSUN, so that is the reason I don’t own that one right now. SOL, SOLF are others.

HITK broke out today.
hitk

I didn’t sell anything that I bought Friday. I did add to HITK this morning. I also took a daytrade in AIG that did not work out. Still long 2x funds.