Sunday, December 14, 2014

Watchlist 12/14/14

At a multi-month support, good entry here if it holds
SP500 testing its previous breakout level.


bouncing off this support good entry place


Long Term Thesis

Stocks and Industries that are expected to grow in the next 5-10 years

Aerospace (ITA)
• Air and space travel will be more accessible than ever.
• Over the next 10 years the private space industry will surge.
• Rising transportation demand will accelerate airplane manufacturing.
• Drone technology is a growth industry in both private and military sectors.
• Cheaper fuel alternatives will develop, cutting costs, making it more accessible.
Technical: Almost a year long consolidation base forming.
Healthcare (XLV)
• Rising healthcare costs.
• More accessibility to health insurance, healthcare becoming available in retail.
• Biotech making more possible 

A bounce off the 50 week MA and a breakout to a new all-time high.

Media Stocks (PBS)
• The landscape of digital media will be transformed over the next 2 decades.
• The way we consume media will completely change.


High level base forming close to the 20 and 50 week MAs, support at 23

Biotech (IBB)


Nat Gas Distribution (LNG, NI)
• The united states will become one of the largest nat gas exporters in the world over the next 2 decades

Cyber Security (PANW, NTPT)
• Has been growing exponentially since 2013
• Increased high profile hacking will accelerate this sector
• 25-45% projected EPS growth in the next 5 years