October 25, 2013

WEEKLY MARKET DIGEST: GOLD JUMPS ON POOR DURABLE GOOD ORDERS $GLD $SLV $USO $DIA $SPY $QQQ $TBF $TBT

(The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers. )

GOLD JUMPS ON POOR DURABLE GOOD ORDERS

October 25, 2013

This morning gold and silver were rapidly losing their gains, then came a poor durable goods number. September Durable Goods Orders ex-transports fell 0.1% vs. consensus of a rise of 0.3%. The theory is that the economy is not as strong as it has previously appeared. The momo crowd these days is buying gold and silver on a weak economy.

Nasdaq futures are strong on excellent earnings from Microsoft and Amazon.… Please click here or the title below to read more.

October 25, 2013

RUBICON: UPDATE ON APPLE SAPPHIRE PLAY $RBCN $AAPL

This post was just published on ZYX Buy Change Alert.

RBCN is a provider of sapphire crystals. A sapphire crystal covers the fingerprint reader in iPhone 5S.

There is disappointment that Apple has not extended fingerprint readers to its iPad line. The new buy zone is $7.90 to $11.53. Because of volatility a wide buy zone is needed. The best way to control risk is to not exceed 35% of the full core position size. This is the kind of stock that should be traded without stops but those who must put stops may use $6.23 to $6.38.

Caution: Those who already have 35% of the full core position size may consider not adding to the position even if the stock goes lower and hold on for the long-term target of $16 to $18.… Please click here or the title below to read more.

October 25, 2013

ADDING TO GNRC $GNRC

This post was just published on ZYX Short Change Alert.

Consider adding a 10% tranche to GNRC in the zone of $51.90 to $52.73. After this fill 20% will be held.… Please click here or the title below to read more.

October 25, 2013

NEW IDEA ON GENERAC HOLDINGS $GNRC

This post was just published on ZYX Short Change Alert.

GNRC makes small generators. It is still riding the coat tails of last year’s super storm Sandy. In due course, this effect will wear off.

Consider starting a 10% tranche in the zone of $49.92 to $50.85. The stock is at $50.05 as of this writing. No stops for the time being as the stock is very volatile. The plan is to accumulate more if the stock goes higher. Target zone is $30 to $33.

Caution: Those who cannot handle short squeezes should not enter this position.… Please click here or the title below to read more.

October 25, 2013

MICROSOFT OVERCOMES PC SALES SLIDE $MSFT

Thursday after the close, Microsoft MSFT reported earnings. One conclusion that jumps out from the report and conference call is that Microsoft has overcome the so-called ‘death of the PC.’

Microsoft is generating about 70% of its profits from its commercial business, which is growing at about a 10% rate, yet Microsoft is trading at forward P/E (fiscal year ending June 30, 2015) of about 11. The stock looks inexpensive.

There have been two big factors that have kept Microsoft’s valuation in check. First, its earnings have not been consistent. Now that Microsoft is shifting more to a service and subscription model from a perpetual license model, this should improve earnings consistency.

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

October 25, 2013