July 11, 2012

CENTRAL BANKS ARE LOSING THE BATTLE

Central banks across the globe have been waging a war against the natural economic ebb and flow. Like any war, it has had many battles. Since 2008, central banks have won every battle. Now their luck is running out.

I do not know how the war will turn out, but last week my model gave a definitive call that central banks are likely to lose this battle.

Economic indicators can be broadly divided into three categories: the lagging indicators, the coincident indicators, and the leading indicators.

The focus of our research at The Arora Report is leading indicators from 23 countries.… Please click here or the title below to read more.

July 11, 2012

CHINA SLOWDOWN TO PUT SQUEEZE ON APPLE

China, which was an afterthought for Apple once-upon-a-time, has become the company’s second biggest market. In the second fiscal quarter, Apple generated $7.9 billion of revenues from China. This amount was more than three times the revenues a year earlier. As a reference, Apple’s total revenues were $39.2 billion.

A large number of Apple bulls expect Apple sales in China to accelerate, but the data do not support such expectations.

Applied Materials (AMAT), the big semiconductor equipment company, lowered its earnings estimates on Tuesday, citing a slowdown in China. Yesterday afternoon the whole stock market fell out of bed when Cummins (CMI), a truck engine maker, lowered its forecast.… Please click here or the title below to read more.

July 11, 2012

TAKE PROFITS ON CIEN

This post was just published on ZYX BuyChange Alert

The position is long with an average price of $12.28. Currently, 20% of the full core position size is being held.

Consider taking profits on CIEN in the zone of $14.80 to $15.80.

Aggressive investors may simply put a stop in the zone of $14.68 to $14.73 to protect profits.

Our fundamental thesis on CIEN remains positive. This call is a result of general market conditions and not because of any new development in CIEN. The plan is to buy CIEN again at a lower price.… Please click here or the title below to read more.

July 11, 2012

TAKE PROFITS ON OREX

This post was just published on ZYX Buy Change Alert

OREX is long for most subscribers from $4.50.

OREX is moving up in the pre-market on the news of good enrollment numbers. This news was expected. We recommend taking advantage of this news.

What To Do Now?

Those who are still in the stock may consider either taking profits around $6.45 or putting a stop at $6.18 to protect profits.

Most investors may consider taking profits.… Please click here or the title below to read more.

July 11, 2012

EXIT TLB

This post was just published on ZYX Buy Change Alert

Previously we had recommended that subscribers tender their shares to receive $2.75 in cash in the buyout.

However, now the risk has increased. To close the deal TLB needs the approval of Pension Benefit Guarantee Corp. So far such approval has not been received.

In view of the increase risk, we recommend that investors sell their shares in the open market around $2.57 which is the closing price from yesterday.

Subscribers may want to adjust the price by a few cents as needed.… Please click here or the title below to read more.

July 11, 2012