For several months I have been writing that the market for smart phones in the developed markets is near saturation and Apple AAPL does not have the right products for major growth in emerging markets. In emerging markets, Google GOOG Android has been growing my leaps and bounds. This morning there is research showing that Apple’s
The centers for Medicare and Medicaid services has released their proposal to increase hospital reimbursement by 80 basis points by FY14. This is better than most expectations. There are two hospital stocks in our portfolio THC and VHS. THC is long with an average price of $20.40. Profits have been taken
This post was just published on ZYX Short Sell Change Alert. SBGI is conducting a secondary. Our view on this stock remains negative and our new target is in the teens. However, in overall market conditions similar to the ones that exist now, there is a pattern of stocks that are levitating
Ever since I wrote “Samsung’s Bendable Phone Could Break Apple’s Innovation Hegemony” here on Forbes I have continued to receive a trickle of emails from readers wanting to know when a device with an unbreakable screen will be available. Usually such emails contain a story of a broken screen on
(The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers. ) LOWER GDP, GOLD SHORT COVERING CONTINUES April 26, 2013 GDP for the United States rose only 2.5% for the quarter vs. 2.8% consensus. This simply
On Wednesday after the markets closed, Qualcomm QCOM reported earnings. Buried in Qualcomm’s results is bad news for Apple AAPL, BlackBerry and Nokia . Qualcomm owns intellectual property related to code division multiple access (CDMA). This technology is behind many of today’s wireless networks. Qualcomm also provides chip sets for mobile devices. Since Qualcomm licenses the technology
My long-term readers know that I recommended allocating 20% of assets to silver at an average price of $17.73 and exited the position in the zone of $48 to $48.50. I also recommended buying gold in the $600s with an average price of $660, and selling half of the gold
This post was just published on ZYX Short Change Alert. The Defense Secretary Chuck Hagel has just stated that Syria has likely used chemical weapons. Obama is on the record that the U.S. will not tolerate Syria using chemical weapons. Turkey is Syria’s neighbor and is likely to see a big
This post was just published on ZYX Buy Change Alert. PBTH is a development stage biotech company. The company has received a takeout offer from OPK at $7 per share in OPK stock. The exchange ratio is 0.9951 OPK shares for one share of PBTH. Deer Path Capital, a large holder of PBTH says that the offer is
It was a mixed earnings report for Apple . Earnings for the last quarter were good, but the projections for this quarter were ugly with Apple forecasting $33.5 billion to $35.5 billion in revenues, compared to a consensus view of $38.6 billion. Bears are also likely to seize on projected lower