The Day in Pictures: Crazy!

 | Apr 12, 2013 | 8:36 AM EDT  | Comments
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Stock quotes in this article:

bbry

,

mcd

,

sbux

,

aeo

,

xly

,

XRT

Friday market song list.

Man I am having a great, great week!  I hope you are as well. Stocks are going haywire, the world is spinning, Ron Johnson provided us #FinMedia folk with the best story ever and the weather has turned (so no excuses in April, silly retailers). Amidst my travels I wanted to share a key lesson. There are zillions of analytics to measure how a website is performing. You could even track the hotspots on a homepage. Some may be laughing right now. But if you never knew a lick of Javascript or the definition of a plugin, being taught the intricacies of a site is profound. 

A broader theme I have detected is that traffic, especially on social media, seems to taper off on Friday. It's likely burnt-out market brains head towards the exit gate for the weekend. In reality, by Friday there isn't much new thought (unless it's jobs Friday) as that is only gained after reading Barron's on Saturday morning. Preview pieces aren't super actionable. (To be frank, is anything actionable the days? Everyone is scared to be bold. I am seeing the same stuff upon my reentry into research land. Real stock and market research is done BEFORE a material event, so the nonsense we saw on Microsoft (MSFT) Thursday was tail-wagging-dog analysis as far as I am concerned.)

So, these are a bunch of easy-to-digest, market-related pictures to pass around your office and family e-mail list today. Given that the bullish bias is firmly entrenched (it has become creepy to watch this dangerous action in the market, reminds me of 2006-2007 when the paydays were lofty for plopping Buy ratings on an entire sector of coverage), one of these pictures presents the contrary debate which was once known as bearishness. It's still important to select stocks carefully.

McDonald's Has Gotten Chubby

McDonald's (MCD) is $0.65 away from hitting all-time high (January 2012). Up approximately 30,000% since 1970. I prefer Starbucks (SBUX) in the restaurant/quick service sector.

Source: Yahoo! Finance

The Stock Market Runs on Spain and Italy

Technically, Spain and Italy have led the most recent advance in the Dow and S&P 500. As goes the EU, so we go?

Source: Yahoo! Finance

Blackberry = Dog

There is a video of me floating on the internet suggesting not to buy Research In Motion (BBRY) on the March 28 earnings-release day. The stock has fallen below its 50-day moving average on reports of Z10 returns exceeding sales.  This is not a shocker given the limp support at retail for the device. Avoid this dog.

Source: Belus Capital Advisors

Replay: Retail Rendezvous

On the Real Money Columnist Convo, I noted this Thursday morning:

"No massive 1Q13 earnings warnings from retailers today, all of these guys setting Wall Street expectations for April as make or break. Watch how stocks react today. Positive reactions could mean Street has priced in 1Q13 earnings warnings that may not materialize."

If the government retail sales data checks in OK, this notoriously sentiment-fueled sector could have a couple extra legs. Play it with American Eagle Outfitters (AEO). The below chart shows each retail ETF (XLY/XRT) having led the market since early in the month.

Source: Yahoo! Finance

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