What You Should Do With Any Weakness

Volume
came in slightly less than during yesterday’s rally

in the major averages. This is a good sign, but would have been better if it stayed
at the lower levels we saw in the first half of the session.

A few things lead me to believe that the market’s rally
seems a little tired short-term, but in no way done. We saw the S&P
500
race ahead over 5% for October. The Nasdaq
seems to be having a little trouble as it approaches the psychological barrier
of 2k. We have also been seeing breakouts met with selling the second they pop
their heads up. Packeteer
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saw a nice move through its pivot of 18.15, only to be met with huge pressure
just above 20. The stock may still find firm footing, but in the meanwhile,
it has probably managed to shake most traders out.


Radware

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was setting up in a somewhat loose handle with a pivot of 24.70.
The stock has amazing earnings growth rates and blatant signs of institutional
buying in its base, but was still unable to hold the breakout on 11/3/03 as
it closed at 23.71 today.

On a positive note, Research
In Motion

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one of my
service’s
picks, had a decent showing in a breakout through 45.80 today.
One flaw came as volume tapered off into the close from higher levels earlier
on.


American
Home Mtg

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AHMH |
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ripped through a pivot earlier in the week,
but seems to be lagging the group. Accredited
Lenders

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and New Century
have already been involved in moves last week. This isn’t that big of
negative, but just another reason things seem tired short-term.

I have emphasized short-term
twice, because the market still appears healthy as a whole. There’s no
doubt that we still have strong leadership coming from consumer-related stocks.
Take Usana
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for example.


We can definitely use this
weakness to build a rally days or weeks from now. A consolidation can be a very
good thing and catch investors looking the other way. When things seem bad is
when breakouts and new setups like Network Appliance

(
NTAP |
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will thrive.

Please feel free to email
me with your questions or comments.

Until Thursday,

Tim
Truebenbach

timt@tradingmarkets.com