Its a new day

Amazing how a long walk with the dog, a good workout and a good nights sleep can change your attitude. I did a lot of thinking a little cussing. Okay Truth is> it was a ton of cussing. My poor dog Buddy heard some curse words he has never heard before .

I  was off my game early in the day and that had influence on the rest of my day. I deviated from my normal path. I got emotional and allowed myself to overreact. I didn't have a strong game plan with the trades I made because I was following instead of doing my own thing and having the patience to let the play develop.

Today will be a much better day. Hold onto your hat we had a very strong jobs report so this strength in the market will most likely continue.

Watchlist for today
$KGJI,$P,$MNKD,$BBRY,$BYD,$CLSN,$ACAD, $AMD,$CMLS, $MITK, $GTAT, $QTWW,$RVLT,$URRE,$LCAV,$HOV,$SFI,$VRNG,$BBRY,$WX,

Gapping up                                                                     

In reaction to strong earnings/guidance: P +20.2%, AMBA +9.7%, ANN +6.9%, CCIX
+6.5% (light volume), HRB +5.5%, WX +4%, FNSR +2.9%, WPRT +1.5%, GCO +1.4%,   
(light volume), MCD +0.9%.                                                    
                                                                             
M&A news: TPX +6.5% (Tempur-Pedic Receives FTC Clearance for Acquisition of   
ZZ), GDI +1.2% (reports out indicating KKR to buy GDI for $76/share).         

Select financial related names showing strength: IRE +2.5%, HBC +2.1%, STI    
+1.9%, CS +1.3%, UBS +1.2%, DB +1.1%, C +1.3% (eleases certain disclosures    
required by the Federal Reserve Board's annual supervisory stress tests).     
A few telecom names ticking higher: FTE +2.5%, TEF +2.5%, TI +2.5%, TEO +2%   
  
Other news: AFFY +8% (continued strength), BYD +5% (ticking higher, Boyd      
Gaming announced redemption of $150 mln principal amount of outstanding 6.75% senior subordinated notes due 2014), SFD +2.1% (confirms receipt of Memorandum from Continental Grain), BBRY +2.1% (reports out indicate Z10 wll be sold with
AT&T starting Mar 22), HLF +1.7% (13D filing reveals Icahn raised stake to    
15.55% from 13.6%), VVUS +1.6% (First Manhattan discloses 8.8% active stake in amended 13D filing, up from 7.2% on 1/18; intends to nominate 6 to the board) 

Analyst comments: NAV +5% (upgraded to Overweight from Neutral at JP Morgan), 

 DEG +3.7% (upgraded to Buy from Hold at Deutsche Bank, upgraded to Hold from  

Sell at ING Group), TIVO +1% (TiVo initiated with an Overweight at Piper      
Jaffray), LUV +0.8% (upgraded to Buy from Neutral at UBS)  
    Provided by Briefing.com     
   

Today's Upgrades: Company Ticker Brokerage Firm Fred's FRED Northcoast Vornado Rlty Trust VNO Sandler O'Neill Hecla Mining HL Global Hunter Securities Time Warner TWX Argus Dean Foods DF Stifel Delhaize Group DEG ING Group Memorial Production Partners MEMP Wells Fargo Heartland Payment Systems HPY Sun Trust Rbsn Humphrey Pandora Media P Piper Jaffray Yadkin Valley Financial YAVY Raymond James Volcano VOLC Credit Suisse Navistar NAV JP Morgan Continental Resources CLR JP Morgan Ashtead ASHTF HSBC Securities Today's Downgrades: Company Ticker Brokerage Firm Newport Bancorp NFSB Sandler O'Neill Skullcandy SKUL Craig Hallum Skullcandy SKUL BofA/Merrill Canadian Natrl Res CNQ CIBC Wrld Mkts E*TRADE ETFC Credit Agricole AVG Tech AVG JMP Securities Skullcandy SKUL Raymond James Skullcandy SKUL Northland Capital Skullcandy SKUL Piper Jaffray Rockwell Automation ROK Credit Suisse Tiffany & Co TIF Canaccord Genuity