April 12, 2011

NOW SHORT ON IDENTIVE GROUP (INVE)

As per the prior post, we are now short on Identive Group (INVE) from $5.89. Our position in Identive Group is only 5% of the full position size. For our plans regarding this position, please see the prior posts.

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April 12, 2011

IDENTIVE GROUP (INVE) RUN IS OVER DONE

Identive (INVE) scored a coup when it sold its RFID stickers for the roll out of Google’s marketing campaign for Google Places in Austin, TX. These stickers are used to convert conventional posters to smart posters. Consumers with NFC enabled mobile phones, can simply touch their phones to the poster to get all kind of information on the business, such as hours of operations, payment types, and reviews.

In their enthusiasm, investors do not seem to realize that RFID technology is a commodity technology. There is nothing special about Indentive Group’s technology. The stock s up $2.79 to $5.52.

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April 12, 2011

MORE ON LEVEL 3 COMMUNICATIONS (LVLT)

As per the prior post, we are looking for a pull back to buy Level 3 Communications (LVLT). The computers at The Arora Report are monitoring every tick of trading in Level 3 Communications. We further dissect the data to figure out what smart money is doing. The money flow data so far today on Level 3 is negative. This fits well with our thesis that there may be a pull back.

The next question is how much pull back is likely to happen and what is the best point to buy this stock? We will provide this information in real time in ZYX BUY CHANGE ALERTS.

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April 12, 2011

LEVEL 3 (LVLT) ACQUISITION OF GLOBAL CROSSING (GLBC) IS POSITIVE

Yesterday, we wrote in the real time feed of ZYX BUY CHANGE ALERTS :

LVLT will acquire GLBC. 16 shares of LVLT will be exchanged for one share of GLBC.

Our analysis shows that this acquisition is positive for LVLT and we expect LVLT to trade higher. LVLT is a deep value play. The firm is positioned well to benefit from the anticipated exponential increase in internet traffic.

The problem with this company has been the oversupply of fiber and the resulting pressure on bandwidth pricing. However, with the increase in internet traffic, we believe the over supply of bandwidth will begin to evaporate.

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April 12, 2011