May 4, 2014

RF MICRO JUMPS ON EARNINGS, EYES ROCKY FUTURE $AAPL $RFMD $TQNT $SWKS

Rocky Holding will be a powerhouse supplier of radio frequency components to both Apple AAPL and Samsung when it is born. Rocky Holding is the tentative name of a new company that will result from the merger of RF Micro Devices (RFMD) and TriQuint Semiconductor (TQNT). Both companies have approved the merger and a joint proxy statement on Form S4 has been filed with the SEC.

The trends are already positive for both companies. After the market close on Tuesday, RF Micro reported Q4 EPS of $0.12 vs. consensus of $0.09; revenues came at $256 million roughly in line with consensus.… Please click here or the title below to read more.

May 4, 2014

3 STOCKS TO BUY THIS SUMMER $TQNT $AAPL $RFMD $WAG $HAL

There is a saying on Wall Street, “Sell in May and go away.” Most investors are better off by not selling in May and not going away, and I have three potential plays for them to make.

First, let’s take a look at the believers in this saying. They produce all kinds of statistics, which can be manipulated to slant whatever result one wants. There is some truth to this saying, but nowhere near as much as some believe.

In some years, investors start the year out very bullish. The exuberance leads to an overbought market by the time May arrives.… Please click here or the title below to read more.

May 4, 2014