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Dow Swallows Triple-Digit Loss on Bleak Blue-Chip Earnings

By Schaeffer's Investment Research October 19, 2012, 04:22:54 PM EDT

The Dow Jones Industrial Average (DJI) spent the session wallowing in the red, suffering a triple-digit slide and erasing nearly all of its weekly surplus by the close.

"Today was all about earnings," said Schaeffer's Senior Technical Strategist Ryan Detrick. "The reality is we're in the second inning and earnings have stunk. We'd better put our 'rally caps' on and hope earnings come in a lot better next week, or the recent weakness could very well continue."

And now, a look at the numbers...

CLOSING SUMMARY - INDICES

CLOSING SUMMARY - NYSE AND NASDAQ

The Dow Jones Industrial Average (DJI - 13,343.51) blazed a steady trail lower today, surrendering 205.4 points, or 1.5%, to pare its weekly gain to just 0.1%. As a result of its worst single-session drop in four months, the blue-chip barometer ended beneath its 50-day moving average for the first time since July 12. Of the Dow's 30 components, only Home Depot ( HD ) bucked the trend, tacking on 0.2%. Of the 29 declining equities, McDonald's ( MCD ) suffered the worst, giving up 4.5% in the wake of disappointing earnings.

Likewise, the S&P 500 Index (SPX - 1,433.19) steepened its losses as the session progressed, falling 24.2 points, or 1.7%, before finding a foothold in the 1,430 region. For the week, the SPX edged 0.3% higher. Meanwhile, a batch of lackluster earnings in the tech sector weighed on the Nasdaq Composite (COMP - 3,005.62) , which plunged 67.3 points, or 2.2%, to finish at its lowest point since Aug. 6. However, the index maintained its perch atop the round-number 3,000 marker. For the week, the COMP gave up 1.3%.

On the other hand, the CBOE Market Volatility Index (VIX - 17.06) skyrocketed 2 points, or 13.5%, with the market's "fear barometer" conquering its 80-day moving average for just the second time since late June.

Today's highlight : "Although it was a rough day for the bulls, it wasn't a huge shock," said Detrick. "Small-cap stocks and tech have been lagging for a month now, and those were two warnings signs that the overall market might crack. At the same time, we're still relatively close to new highs across the board, regardless of how worried everyone is on TV. Remember, we've scared ourselves on every pullback for more than three years now. To me, a lot of negativity is already priced into things here, and any good news could quickly turn this ship around."

Noteworthy stats at the close:

  • The equity put/call volume ratio across all 10 options exchanges ended at 1.01, with roughly 10.6 million calls and 10.8 million puts traded.
  • The put/call volume ratio on the iPath S&P 500 VIX Short-Term Futures ETN (NYSEARCA:VXX - 34.99) checked in at 0.74, with calls edging out puts.
  • The New York Stock Exchange (NYSE) showed an advance/decline ratio of 0.28, as the number of downward movers significantly outpaced upwardly mobile stocks. In similar fashion, the advance/decline ratio on the Nasdaq stood at 0.27.

Explore our Trading Floor Blog and Daily Options Blog for coverage on today's big stories, including:

And, in case you missed it ... Analysts hammered Google (GOOG) in the wake of its premature earnings release.

For today's activity in commodities, options, and more, head to page 2.

Crude futures followed stocks into the red today, thanks to concerns about the closure of a key U.S. pipeline. In addition, the strengthening greenback took its toll on the dollar-denominated commodity. By the close, November-dated oil gave up $2.05, or 2.2%, to end at $90.05 per barrel. For the week, black gold surrendered 2%.

Gold futures fell to a six-week low, as lackluster earnings and economic data, as well as lingering concerns about the euro zone, drove investors to the safety of the dollar. In addition, signs of slowing growth in China weighed on expectations for gold demand. Against this backdrop, gold for December delivery gave up $20.70, or 1.2%, to end at $1,724 an ounce. For the week, the malleable metal shed 2.2%, marking its second straight weekly deficit.

Levels to watch in trading...

  • Dow Jones Industrial Average (DJI - 13,343.51) - support at 11,500; resistance at 14,000
  • S&P 500 Index (SPX - 1,433.19) - support at 1,100; resistance at 1,500
  • Nasdaq Composite (COMP - 3,005.62) - support at 2,400; resistance at 3,400

OUTPERFORMING AND UNDERPERFORMING SECTORS

STOCKS - MOVERS

STOCKS - EARNINGS

STOCKS - NOTABLE CALL ACTIVITY

STOCKS - NOTABLE PUT ACTIVITY

SCHAEFFER'S MARKET POSTURE

At the end of every market day, the staff at Schaeffer's Investment Research reviews the trading day in detail, covering major events and key market developments. Don't miss this critical, timely and insightful report. If you enjoyed today's edition of Market Recap, sign up here for free daily delivery straight to your inbox.




The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.


This article appears in: Investing, Options

Referenced Stocks: C, CSCO, HD, MCD, NFLX



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