Reflection of the 2 days Rally and some good setup missed

For the first 2 days of year 2017, 3Jan2017 and 4Jan2017, the stock market had a big rebound leading to a rally. I was skeptical of the rally and did not add new positions. I think the causes are that
1. market bounce from the 1% down day on 30Dec2016, the volume in yesterday's session appears low. This rally is led by the mid cap and small cap stocks. The big cap stocks such as AAPL, MSFT and large cap biotech such as CELG did not participate in the rally or the gain is much smaller comparing with the small cap biotech stocks.
2. I have already on margin. I did not want to open new position to increase margin.
3. I have open (trapped) positions on AKAM, SHOP and INCY. That is enough exposure if there is a rally. If these positions broke even, then I would be happy. Today SHOP did pretty well and at my initial entry. I closed INCY with lose since it is too weak and I do not want to risk more. INCY has high PE, my initial setup for breakout failed.

Yesterday I closed SGYP with a small gain. Today SGYP rallied with 7% gain. So this setup works, and just need patience and willing to risk more. If I kept my initial stop at 6 without taking gains, I would win more. This is similar as CETX trade, which I was shaken out then it rallies as high as 8, which was my target.

Some good setup on my watchlist which I failed to act.

ATHN

LULU

AKAO

PTLA