January 23, 2012

3 Real Reasons for Google Stock Drop

Shares of Google GOOG +0.01% lost about 8% after the Internet giant missed earnings. Google is a cheap stock; the big drop cannot be justified by missing earnings alone.

The three real reasons behind the big drop in Google’s stock price are Amazon AMZN -0.04% , Apple l AAPL +0.06% , and Facebook.

On Nov 3, 2011, I wrote on MarketWatch that “holders of Google stock are well advised to lighten up on bounces…”

I did not have a crystal ball to predict a decline in Google’s stock price; it is simply that the attack on Google’s basic business model was so easy to see.… Please click here or the title below to read more.

January 23, 2012

Iranian Buying Unlikely Culprit For Uranium Stock Rise

Is Iran buying large quantities of uranium ore or yellowcake?

It is true that Iran has an extensive uranium enrichment program. It is true that Iran is making progress in its nuclear program. It is also true that Iran in the past has claimed that it was forced to resort to secrecy after U.S. pressure resulted in several of its nuclear contracts with foreign governments being terminated.

Yellowcake is a form of uranium concentrate obtained from leach solutions as an intermediate step in the processing of uranium ore. Sources indicate that aggressive buying in uranium stocks is occurring in North America on speculation that Iran is buying uranium. … Please click here or the title below to read more.

January 23, 2012

Battle Planning For Apple’s Earnings Report

Apple reports earnings on Tuesday, January 24, after the close of trading. The consensus estimate is for $9.97 in earnings and $ 38.73 per share for revenues.

Of course, as usual, breakdown of numbers by product category will drive the price of Apple stock.

Over last three years, I have watched in amazement as analysts dismiss Apple’s projections. The legions of analysts have concluded that Apple has perfected the art of guiding conservatively so that it can beat the projections.

I follow several sets of rigorous principles and rules in my investing and here are a few I focus on prior to the earnings release of every stock in the Arora Report portfolio:

1. … Please click here or the title below to read more.

January 23, 2012