First and foremost, my heart and soul are with those affected by the Las Vegas Shooting Tragedy.
At the outset of each month I run a quick scan of the U.S. Equity Markets to find those groups and individual names that are seasonally strong.
Here is a list of names that have been up every October over the past at minimum 4 years, a couple more than 10 years. You can also see the average monthly return for them:
One other quick scan I run is to find best overall industries in October:
I build a couple of quick monthly watch lists and keep my eye on the above stocks and industry groups. One group to note that can serve to provide opportunity in October is the Chinese Internet Stocks Group. You can see the seasonal strength..
Keep names like $BIDU, $SINA, $WBAI, $YY, $JD, $CTRP, $BABA, $CMCM, $CYOU, and $SOHU on your radar this month.
Back with more soon.
OC