Coverage Rankings

My technical coverage primarily serves to assist in my daily trading and portfolio management across individual client accounts and our managed-account strategies.  I maintain technical ratings/rankings on over 200 stock charts at all times and generally traverse and review my rankings 1-2 times per day.   I’ll also make ad-hoc adjustments as I go through my trading.  Feel free to use what I share as a supplement to your own trading research.  Be aware that there is much more that goes into my approach than I have time to share.  Please do not buy/sell/hold strictly off of my analysis of current coverage.

Questions are welcome and encouraged.  Email me directly at ryan@jerseyshoreinvest.com.

Thank you,

Ryan D. Morse, CMT CFP®

*NOTE:

WE SHARE THESE RATINGS TO ENCOURAGE EDUCATION AND ENGAGEMENT WITH CLIENTS AND THE INVESTING COMMUNITY.  THESE ARE NOT ADVICE OR RECOMMENDATIONS.  RANKINGS BASED ON TECHNICAL ANALYSIS ARE ONLY ONE PART OF OUR PORTFOLIO MANAGEMENT PROCESS.  PLEASE DO NOT ATTEMPT TO BUY/SELL/HOLD STOCKS, NOR MANAGE A PORTFOLIO BASED ON THESE RATINGS ALONE.   IF YOU HAVE QUESTIONS ABOUT ANYTHING RYAN COVERS PLEASE FEEL FREE TO ASK.

GUIDELINES:

  • Coverage universe limited to 250 charts (stocks, ETFs, etc.)
  • We apply strict filters to protect against garbage entering our coverage.
  • Each Tier has multiple groups (relative strength within the tier.)
  • Upgrades/downgrades are limited to one move per position, per iteration.
  • Categorization dependent on multiple factors, including:
    • technical analysis
    • current position P&L
    • relative strength in coverage
    • broader market conditions
  • Broader market conditions typically drive trading bias throughout the day.
  • We rarely add via discretion to positions in companies currently in the earnings bin, nor do we look to adjust standing buy/sell orders in these companies.

GLOSSARY:

_ACCUM = Buy, Build, Accumulate

_HOLD = Hold, Hold with Stop

_DIST = Sell, Stop Out, Distribute

_DROP = Companies being cut from coverage at the end of the week (T3 only.)

_EARN = Companies reporting earnings within a specified number of days.

_INIT = Recently initiated, yet to earn to T1 status (T2 only.)

_INIT_UG = Recently initiated, upgraded to T1 status (T2 only.)

_INIT_IGO = Recently initiated and In Good Order (T2 only.)

_INIT_LAG = Recently initiated but lagging expectations (T2 only.)

_PRIME = Primed for breakout (T2 only.)

_PEH = Post-Earnings Hold Bin.  Typically, 3 trading days or a clear directional bias.

_WATCH = Breakout potential basic watch (T2 only.)

ER = Earnings Report (date, days until, etc.)

LC = Large-Caps (Anything over $20B-$25B in market capitalization.)

MC = Mid-Caps (Anything under $20B-$25B in my system.)

NASDAQ = Nasdaq-listed securities

NYSE = NYSE-listed securities

T1 = TIER ONE = Positions we currently have on or have recently exited (with no sustained technical breakdown or coverage downgrades.)

T2 = TIER TWO = Fresh setups.  Charts ready to be bought on the right action.  I’ll only share the top 2-3 groups (i.e. strongest) in this tier.

T3 = TIER THREE = Quality companies w/ charts on the mend, under-performing companies headed for dropped coverage.  Holding tier for stocks we still want coverage on for one reason or another.  I don’t plan to share these names publicly.  In my experience people love to buy laggards and these names are dead money at the moment.

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