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August 28, 2013

AVAGO CLOSES IN ON NEW HIGHS WITH PUSH FROM BLOWOUT QUARTER $AVGO $AAPL $FNSR $JDSU

Avago Technologies AVGO  (AVGO) is a Singapore based semiconductor manufacturer that is set to benefit from the launch of the new iPhone 5S and iPhone 5C from Apple AAPL (AAPL) as well as the growing need for Small Cell BTS systems.

The company has had a long-term relationship with Apple.  Apple has been using power amplifiers from Avago in its iPhones.  About 17% of Avago sales are to Foxconn. Foxconn is the Apple contractor that manufactures iPhones.  Components of Avago are also found in iPads.

Avago specializes in III-V semiconductors.  The III-V reference comes from the groups in the periodic table. … Please click here or the title below to read more.

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August 28, 2013

EXPECTING ADOBE-LIKE GROWTH FROM BUSINESS TRANSITION AT AUTODESK IS MISPLACED $ADBE $ADSK $AAPL

It is true that both Adobe Systems (ADBE) and Autodesk (ADSK) are in the software business and support similar PEG Ratios. The PEG Ratio of Adobe is 2.72 and Autodesk is 2.25. The PEG Ratio is defined as P/E divided by five year EPS growth rate. But Autodesk is no Adobe. Autodesk reported earnings on August 22, 2013 after the market close. On the conference call, the company mentioned business model transition and comparison to Adobe. I was struck by the positive tone and enthusiasm about the transition.

Adobe stock has more than doubled from its low of $22.89 in October 2011.… Please click here or the title below to read more.

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August 28, 2013

WHAT TO DO IF THE U.S. GETS INVOLVED IN SYRIA $EEM $GLD $SLV $ABX $NEM $QQQ $SLW $SPY $TBT $TLT $USO $ZSL

Secretary of State John Kerry’s comment implies that a strike by the U. S. on Syria is imminent. The war trade is on. Gold, oil and Treasury bonds are up. Stocks are down.

Here is the most pertinent part of a long Kerry speech, “At President Obama’s direction, I’ve spent many hours over the last few days on the phone with foreign ministers and other leaders. The administration is actively consulting with members of Congress, and we will continue to have these conversations in the days ahead. President Obama has also been in close touch with the leaders of our key allies, and the president will be making an informed decision about how to respond to this indiscriminate use of chemical weapons.… Please click here or the title below to read more.

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August 28, 2013

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