5 Trade ideas excerpted from the detailed analysis and plan for premium subscribers:

Alcoa, Ticker: $AA

Alcoa, $AA, has been on a two year path lower with a few consolidations along the way. In October it made a higher low in this path and then started higher on big relative volume. The RSI is climbing in the bullish zone with the MACD crossed up and positive. Look for continuation to participate…..

American Tower, Ticker: $AMT

American Tower, $AMT, was in a steady rising trend until it accelerated to a top in September. It pulled back from there through the 50 day SMA and has been consolidating under resistance. The RSI is rising in the bullish zone with the MACD moving higher and positive. Look for a push over resistance to participate…..

Cigna, Ticker: $CI

Cigna, $CI, has been bouncing along forming a bottom since April. It ended last week making a higher high, a possible reversal. The RSI is rising and bullish with the MACD moving higher and positive. Look for continuation to participate…..

Gardner Denver Holdings, Ticker: $GDI

Gardner Denver Holdings, $GDI, moved from a December low to a peak in May. It pulled back from there to a bottom in early September and bounced. Another test there and it is rising again. The RSI is rising in the bullish zone and the MACD is positive and moving up. Look for continuation to participate…..

Waste Connections, Ticker: $WCN

Waste Connections, $WCN, moved form a December low to a top in July. It pulled back from there and has been consolidating under resistance. Friday it broke through. The RSI is rising in the bullish zone with the MACD lifting and positive. Look for continuation to participate…..

  After reviewing over 1,000 charts, I have found some good setups for the week.  These were selected and should be viewed in the context of the broad Market Macro picture reviewed Friday which with October options expiration complete, saw that equity markets had a solid week holding near recent highs with good moves higher.

Elsewhere look for Gold to continue to build its bull flag around 1500 while Crude Oil consolidates. The US Dollar Index continues to move lower while US Treasuries pullback in their uptrend. The Shanghai Composite looks to pullback in consolidation while Emerging Markets pull back in their short term move higher.

EARNING UPDATE $AMT American Tower Corporation (REIT) for quarter ending q_Jun18 – Revenue grew, Margins expanded

[s2If !current_user_can(access_s2member_level0)]Please login to read the earning update on AMT [lwa][/s2If][s2If current_user_can(access_s2member_level0)]American Tower Corporation (REIT) reported earnings (EPS) of 0.69 per share for the quarter ending q_Jun18. This is vis-vis 0.63 per share for the previous quarter ending q_Mar18, a growth of 9.5 %. Compared to last year same quarter (q_Jun17),…

EARNING UPDATE $AMT American Tower Corporation (REIT) for quarter ending q_Jun18 – Revenue fell but Margins expanded

[s2If !current_user_can(access_s2member_level0)]Please login to read the earning update on AMT [lwa][/s2If][s2If current_user_can(access_s2member_level0)]American Tower Corporation (REIT) reported earnings (EPS) of 0.69 per share for the quarter ending q_Jun18. This is vis-vis 0.63 per share for the previous quarter ending q_Mar18, a growth of 9.5 %. Compared to last year same quarter (q_Jun17),…

EARNING UPDATE $AMT American Tower Corporation (REIT) for quarter ending q_Dec17 – Revenue rose but Margins contracted

[s2If !current_user_can(access_s2member_level0)]Please login to read the earning update on AMT [lwa][/s2If][s2If current_user_can(access_s2member_level0)]American Tower Corporation (REIT) reported earnings (EPS) of 0.51 per share for the quarter ending q_Dec17. This is vis-vis 0.69 per share for the previous quarter ending q_Sep17, a decline of 26.1 %. Compared to last year same quarter…

5 Trade ideas excerpted from the detailed analysis and plan for premium subscribers

American Tower, Ticker: $AMT

American Tower, $AMT, started higher in February, stalling as it turned into April. The slowly rising consolidation brought it back in contact with its 20 day SMA, and then it pushed higher again at the end of June. The price peaked in late July and it pulled back slowly, hitting the 20 day SMA again 2 weeks ago. Now it is seeing a positive momentum divergence with the RSI pushing up through the mid line and the MACD about to cross up. Look for a push over the 20 day SMA to participate to the upside.....

BorgWarner, Ticker: $BWA

BorgWarner, $BWA, has been making a series of lower highs s it heads lower. But this time may be different. The bottom in July, at the same level as the February low could be making a double bottom. A move over the April high would confirm that. Until then though, the price is at resistance and has support from a rising and bullish RSI and positive MACD for a continued push higher. Look for a move over resistance to participate to the upside.....

Comerica, Ticker: $CMA

Comerica, $CMA, made a deep bottom with the market in February. But since then it made a strong move higher to a peak in June. A shorter pullback to a higher low found support at the end of June and it started higher again. Last week saw it back at the early June level and consolidating. The RSI is in the bullish zone and the MACD is flat, but positive. Look for a push to a new high to participate to the upside.....

Dr Pepper Snapple, Ticker: $DPS

Dr Pepper Snapple, $DPS, started higher off of a low in August 29015 and did not stop until year end. Since then it has moved mostly sideways but with a slight upward drift to it. Since April it has made a series of higher highs and higher lows. The move up Friday looks to confirm another higher low. Withe RSI turning up and the MACD about to cross up look for continuation to participate to the upside.....

Mastercard, Ticker: $MA

Mastercard, $MA, made a low in February then bounced to resistance below 100. A smaller pullback to a higher low at the start of July reversed higher and is now back at prior resistance. The RSI is in the bullish zone and rising and the MACD is crossing up, both supporting more upside. Look for a push through resistance to participate to the upside.....

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After reviewing over 1,000 charts, I have found some good setups for the week. These were selected and should be viewed in the context of the broad Market Macro picture reviewed Friday which as summer vacations end and the back to work mentality begins, sees the equity markets rested and ready.

Elsewhere look for Gold to continue higher short term while Crude Oil also bounces and moves higher. The US Dollar Index looks to move higher in the broad consolidation while US Treasuries consolidate in their uptrend. The Shanghai Composite looks to continue a digestive drift lower while Emerging Markets reverse back to the upside.

The real estate sector is getting a little more pessimistic about the economy and a majority of professionals in the industry now see a recession ahead in the next 18 months.

A survey of 400 people in the real estate business by PricewaterhouseCoopers (PwC) and the Urban Land Institute (ULI) showed a drop in positive sentiment to 69% from 84% six months ago. Current levels are at the lowest in two years.

“There’s a lot of weird stuff going on in the world—China, interest rates, volatility in the equity market—all of which is creating anxiety,” said Mitch Roschelle, a partner at PwC.

Get the Latest Market Data and News with the Yahoo Finance App

And while a majority of those surveyed remain positive for now, more than half expect a recession by the end of 2017, notes Roschelle, who adds that two out of the last four recessions have been in part due to a slowdown in the real estate market.

However, he sees a silver lining to real estate pros losing their optimism.

“They’re saying, ‘Listen, maybe we need to back out. Maybe we need to not reinflate a bubble and cause another recession,’” said Roschelle. “If we don’t reinflate a bubble with housing prices and we don’t reinflate a bubble with commercial real estate prices, we may not have that bubble bursting causing another recession. So if there is a recession, real estate folks are saying, ‘It’s not going to be because of us this time.’”

Global uncertainty may also lead to some overseas investors turning to U.S. real estate. “The more volatility that goes on in foreign markets and the more uncertainty there is about geopolitical risks in foreign markets, they tend to rotate toward U.S. dollar-denominated investments and income producing asset classes like real estate,” Roschelle said.

“What’s interesting is foreign sentiment for U.S. real estate has improved while domestic sentiment has weakened.”

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5 Trade ideas excerpted from the detailed analysis and plan for premium subscribers.

American Tower, Ticker: $AMT

American Tower, $AMT, is turning back higher after a pullback from just short of 100. The turn establishes an AB=CD pattern with a target of 112. The MACD is about to cross up and the RSI is starting back higher.

Conagra, Ticker: $CAG

Conagra, $CAG, topped with a 'W' 2 weeks ago and pulled back. But last week it printed a hammer reversal candle Thursday and confirmed it higher Friday with a move out of a bull flag. The RSI is moving back higher after holding at the mid line and the MACD has leveled and is turning up.

Cigna, Ticker: $CI

Cigna, $CI, made a double bottom at 88, just above the 200 day SMA. The reversal higher Friday confirmed the Hammer candle Thursday and came on strong volume. The RSI is moving back higher and the MACD is leveling, halting the decline.

Skyworks Solutions, Ticker: $SWKS

Skyworks Solutions, $SWKS, has trended higher since November. The pullback last week touched the 50 day SMA and found support, with Friday's move confirming the Hammer reversal candle higher. The RSI is moving back higher but the MACD is falling hard.

Weyerhaeuser, Ticker: $WY

Weyerhaeuser, $WY, made a short term double bottom over 31.50 last week. Friday's move higher is over the short term resistance as the RSI is moving back up and the MACD is about to cross up.

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After reviewing over 1,000 charts, I have found some good setups for the week. These were selected and should be viewed in the context of the broad Market Macro picture reviewed Friday which, as the calendar turns to October sees the equity markets have weathered a pullback, but are still not totally out of trouble. Elsewhere look for Gold and Crude Oil to continue their pullbacks. The US Dollar Index and US Treasuries look to continue to move higher. The Shanghai Composite is strong and looks good for more upside while and Emerging Markets are biased to the downside with the possibility of a bounce. Volatility looks to remain subdued, keeping the bias higher for the equity index ETF's SPY, IWM and QQQ. Their charts all printed short term reversals higher, but look weaker on the longer timeframe. Play the reversals with caution for this week. Use this information as you prepare for the coming week and trad'em well.

Street Recommendations

Wednesday, September 3, 14

BANK AMERICA:

ABB upgraded neutral to buy

  BARCLAYS:

WMS init OW and $22 tgt

Luxury Goods - downgrade Prada to Underweight and reduce our price target to HKD 46 implying 17% downside. We see a risk to earnings as increasing competition impacts retail performance and causes deleverage…upgrade Hugo Boss to Equal Weight

  BERNSTEIN:

TTM downgraded OP to MP

CANACCORD:

CONN - price target moves to $40 from $71 amid persistent volatility in the credit business

P - August ad load expands slightly; old and young listeners still lag

  COWEN:

PMC upgraded MP to OP

  CREDIT SUISSE:

ALXN assuming neutral and $179 tgt

BMRN assuming OP and $74 tgt

MDVN assumed OP and $98 tgt

NCT reinstated OP and $16.50 tgt

ARNA assuming UP and $3.50 tgt

OREX assumed OP and $10 tgt

VVUS assumed neutral and $5 tgt

DNDN assumed neutral and $1.50 tgt

SI - reiterate Outperform and tgt Eu115 and remains our top pick in European Capital Goods

QCOM – lower estimates to further account for the impact of non-paying Chinese vendors continuing through 2015

  DEUTSCHE BANK:

WMS init buy and $24 tgt

SFG init hold and $67 tgt

CENX init buy and $30 tgt

  DREXEL:

ALLY init buy and $28 tgt

  FBR CAPITAL:

KEX - believe shares could see continued upside from here (our $145 price target implies 20% potential upside, but cycle peak potentially much higher) given robust strength across Kirby's business segments

Mortgage REITs – defending group (TWO) on yesterday's weakness following FHFA proposal of a draft rule that would eliminate mortgage REITs from having access to FHLB funding.

  GOLDMAN SACHS:

DGX upgraded to conviction buy list

ALR downgraded neutral to sell – says while growth and margins should improve modestly in 2015, we take a below-consensus view on revenue/EPS for the next few years

SRCL downgraded buy to neutral on valuation

EXAS  tgt raised to $26 from $19

  JEFFERIES:

Dry Bulk shipping - believe the dry bulk shipping market is poised to strengthen through at least 2015 - SALT init buy and $13 tgt, SBLK init buy and $21 tgt, VLCCF init buy and $15 tgt, GSKNF init buy and $29 tgt

RCL tgt raised to $73 and maintain buy - expect the relative outperformance against CCL (where we maintain our Underperform recommendation) to continue

  JMP SECURITIES:

ARMH – reit OP due to the upcoming iPhone 6 unveiling, the development of fresh internet and credit card security concerns, and recent industry checks that we see increasing the adoption of ARM® TrustZone® technology

EPZM – reit OP and $40 price target after the company announced the resignation of President and CFO, Jason Rhodes

TTPH tgt raised to $20 from $16 - Eravacycline comes in strong in first look at pivotal program, boding well for potential superiority

  JP MORGAN:

ASMI downgraded OW to neutral

KERX - believe most investors at this point expect the FDA to approve Zerenex for the treatment of hyperphosphatemia in patients with ESRD, which is likely contributing to the strong recent run in the share price

  KEYBANC:

OEC init buy and $22 tgt

  LONGBOW:

BDBD upgraded neutral to buy

  MAXIM:

KSS upgraded hold to buy and raise tgt to $68 from $48

CYS downgraded buy to hold

  MORGAN STANLEY:

Telecom industry downgraded to cautious; FTR downgraded EW to UW and AMT downgraded OW to EW due to fair valuation, and overhangs related to international expansion

  NEEDHAM:

AVNW upgraded hold to buy

  NOMURA:

JPM upgraded neutral to buy

BAC downgraded buy to neutral

  OPPENHEIMER:

LOXO init OP and $20 tgt

  PACIFIC CREST:

AAPL - recommend taking profits in AAPL. Unless next week's event details massive incremental profit opportunities, we are likely to downgrade AAPL's rating

Comm Tech - are buyers of EQIX and CCOI as each should benefit from an accelerating trend of enterprises moving to the cloud. EQIX benefits from the growing optionality demand for cloud providers, while CCOI benefits as a result of increased connectivity demands to the cloud

  RW BAIRD:

CNQR downgraded OP to neutral

  STERNE AGEE:

FITB - reiterate our Buy rating and $25 price target as it remains one of the most profitable regional banks in the U.S.

TOL - reiterate our Underperform rating on TOL. F3Q14 EPS exceeded our estimate, but F3Q14 order growth was below our assumptions. We view the shares as fully valued at current levels

Memory/DRAM - believe despite much press commentary out there, our checks indicate NAND-DRAM demand continues to be stable; believe unlike the past history, any pricing softness in NAND-DRAM will be more modest given tight supply control, low inventory implying balanced 2H14-1H15 supply-demand

  STIFEL:

CHRW downgraded buy to hold

ECHO downgraded hold to sell

CNK upgraded hold to buy

CORR upgraded hold to buy

  UBS:

ATHL; notes strong well results update; more catalysts ahead

PCG - Despite the lower estimates, we are raising our PT $3 to $46 on a higher utility multiple and removing the previous -7.5% discount vs peers. We continue to see the current 3% premium PCG trades as unwarranted given the high likelihood of 1-2 years of legal uncertainty

  WEDBUSH:

LL upgraded neutral to OP

  WILLIAM BLAIR:

EXAS - Meetings w/ CEO were informative and mgmt. remains quite confident on their outlook

HMSY - Recent court documents suggest CMS is set to award the Medicare RAC contracts on Oct. 22…continue to view the Medicare RAC awards as a key catalyst for the stock

        Rating abbreviations…

***OP = outperform

***SP = sector perform

***UP = Underperform

***OW = Overweight

***EW = Equal-weight