DON’T EXPECT SOLAR CELLS IN THE NEXT IPHONE $AAPL $GTAT $MMM #APPLE

Back in November of 2013, I explained in detail the rationale for a sapphire screen on Apple (AAPL) iPhone 6 in my column on Forbes titled Sapphire Screen For iPhone 6 Could Be A Real Gem.  Since then, media has picked up on the story.  Now there is a new twist that

Read More

SAMSUNG GUIDANCE CHANGES APPLE EARNINGS BATTLE PLAN $AAPL $CHL $LNGVF

Apple will report earnings after the market close on Monday January 27.  My battle plan has changed after Samsung just provided weak guidance. Fourth quarter results for Samsung were mostly in line. Earnings came at 8.3 trillion won and revenues came at 59.7 trillion won.  In Seoul South Korea, Samsung

Read More

WEEKLY MARKET DIGEST: A MUST SEE CURRENCY CHART FOR EVERY STOCK INVESTOR $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. )  A MUST SEE CURRENCY CHART FOR EVERY STOCK INVESTOR January 24, 2014 Lately there has been a remarkable correlation between the U. S. stock market

Read More

FIVE REASONS EBAY IS UNLIKELY TO SPIN OFF PAYPAL $EBAY $AMZN $AAPL $CHK $GOOG $V $MA

On Wednesday after the close, eBay disclosed that Carl Icahn has proposed a spin-off of PayPal from eBay. The initial reaction of the stock market was euphoric, with eBay stock jumping to $61.30 in after-hours trading from its closing price of $54.41.  Not so fast, even though in my view Icahn is

Read More

IBM SHARES TEMPT WITH VALUE BUT STILL TOO PRICEY $IBM $GOOG $MSFT $AMZN

Earnings season is in full swing, providing new data points for investors to reassess positions.  After a careful review of IBM‘s latest report Tuesday afternoon, I see no reason to buy the stock at current prices. The risk-reward trade off is simply not favorable. IBM reported Q4 earnings per share of

Read More

9 Winners. 9 Losers. Gold, Silver & AI Trade Zones.

9 Winners. 9 Losers.
Gold, Silver & AI Trade Zones.

A new market cycle is forming.

AI, Metals &
Memory Playbook

See where sophisticated investors are positioning across software, precious metals, and AI memory.

AI is power hungry. Investors will make a fortune from nuclear power for AI.
Get the list of 12 nuclear power stocks to grab your share of the profits.

Skip to content