A New Ray, Part II

More upward
creep.

And another modest accumulation
session on average volume.

As much as you can ask for pre-Labor
Day.

The glamours were split
down the middle.

Yet in most cases they came down on
dwindling trade, a plus.

The brokers are a big reason to not
get too negative about this market.

Yes, the Naz has gone up in a straight
line for three weeks so any pullback is expected.

Postponing a purchase until after a
correction begins is something I learned not to do years ago.

Too many missed opportunities that
way.

A good example of this was the
November-December tech advance, when you positively did not want to try and
guess when the ramp would end.

Moreover, the most outstanding stocks will
not come off much at all as a major average pulls back.

Among the names, Applied
Micro
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whipped back into new high ground on good volume.

Artesyn Technologies
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appears to be building a handle to go with a six-week cup.

Recent new issue Avocent
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located record turf.

Broadcom
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, one of the
ringleaders of the three-week Nasdaq advance, came under heavy distribution,
bringing itself back into its five-week base.

Capstone Turbine
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was a
good example of the growth sector: off, but on ebbing trade.

Celgene
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was another, as it
hovers just above the lip of its recent base.

Check Point
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continues to
act very well, following through on Monday’s clearing of a two-week triangle.

Ciena
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remained in extended
flight, just another reason why this advance should be taken seriously by the
intermediate-term operator.

Elantec
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hurdled a six-week
zone on big volume.

Recent IPO Giganet
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located
virgin turf for the first time since its debut.

The key
aspect of the current market: Enough growth stocks are doing the exact right
things on the tape each day.

Putting this knowledge together with
the fact that accumulation days in the Nasdaq Comp (as modest as they are) are
swamping distribution days over the past few weeks is all the opportunistic
intermediate trader needs to know to position himself/herself in some of these
leaders as they emerge from bases.

With regards to the general market,
all else is secondary.

That means that the intermediate-term
trader should be spending extra time these days separating the wheat from the
chaff among the sea of growth stocks.


Kevin N. Marder
will be out of the office until Tuesday, September 5.