The increasing complexity of smartphone hardware may be generating investing opportunities. But investors need to have a clear idea of what exactly counts as hardware and who is doing it well, so in a two-part series, I will look at these to aspects, and in Part II look at
Microsoft MSFT has reportedly cut the price of Windows 8.1 by 70% for tablets and low cost computers. Original equipment manufacturers will now pay only a $15 license for Windows 8.1 if they install it on devices that sell at retail for under $250, this compares to the previous license cost of
This post was just published on ZYX Short Change Alert. The ZAGG position is short from $13.85 and 30% of the full core position size is being held. Profits have previously been taken as low as $4.00. The just reported earnings were slightly better than expectations. The stock closed at $4.26 but in
This post was just published on ZYX Short Change Alert. February natural gas contract is approaching expiration. 30% of the full core position size is being held. On expiration the contract is likely to be very volatile. Consider locking in profits on a 20% tranche or two thirds of the position
On Sunday at the Mobile World Congress in Barcelona, Spain, Samsung announced the release of two new smart watches called Gear 2 and Gear 2 Neo. Unlike their predecessor smart watch from Samsung, which was powered by Android, these new models use the Tizen operating system. To date most of Samsung’s mobile
This post was just published on ZYX Buy Change Alert. Consider starting a 25% tranche in EBAY. EBAY has been undervalued. The trigger for the trade is Icahn redeploying capital from AAPL to EBAY. Buy zone is $54-55.50. The stock is at $55.10 as of this writing in the pre-market. Target zone is $68 to $73. No
(The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers. ) NASDAQ AT ITS BEST LEVEL IN 13.5 YEARS BUT RISKS ARE RISING, GOLD MOMO CROWD BUYS INTO RESISTANCE February 21, 2014 Nasdaq is at its best
Since the Feb. 18 announcement that Actavis would acquire Forest Laboratories for about $25 billion, which caused Forest Laboratories stock to leap higher, Mylan stock has been moving up strongly in sympathy on speculation it, too, could be bought. However, the Smart Money has been selling Mylan into the strength, and with
This post was just published on ZYX Buy Change Alert. WMT is long from $58.88. As of this writing the stock has fallen to $72.89 on poor earnings. The poor earnings appear to be temporary in nature. The new buy zone is $65. to $70.11. What To Do Now? Those
This post was just published on ZYX Short Change Alert. Consider initiating or adding a 10% tranche to SPY short position in the zone of $183.20 to $184.50. No stop for the time being.