(The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers.) CHINA SLOWS, NORTH KOREAN ROCKET IS A DUD March 13, 2012 Overnight a ton of data including GDP was released in China. Data was worse than
It was not that long ago that a vigorous debate raged between investors about which one was a better investment, Google or Apple. Apple’s stock price went on a tear and the debate died. After Google’s Thursday evening earnings release, the debate as to which company is better will surely reignite. Dividend
AT&T helped raise Apple‘s iPhone from its infancy to becoming the most popular phone in the world. How can AT&T now take its love away from iPhone and shower it on the new baby fromNokia, Lumia 900, running Microsoft Windows? Sherlock Holmes would have replied, ‘It is elementary, my dear Watson.’ AT&T had an
In the wake of a bad employment report, the gold and silver momo crowd has been running up the metals with loud proclamations that QE3 is now certain. A careful study does not support such proclamations. Good Friday was one of those rare days when the U.S. stock market was
I am always searching for the next Apple, but the probability of a company turning into another Apple is woefully low. However, from an investment perspective, finding another Apple simply means finding another stock that generates a several hundred percent return. There have been dozens of these situations in the past
Most investors try to profit only when stocks go up. Sophisticated investors profit both as stocks go up and when stocks go down. One of the problems many investors face that the resources to help them to profit from stocks going down are rare. One such well-respected rare resources is ZYX
After Friday’s poor job number, the momo crowd has been speculating about QE3. The probability of QE3 is very slim. At best there may be an extension of Operation Twist. What to do now? Those short GLD may continue to stay short. Those not short GLD may wait for a better opportunity.
(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 DEEPER LOOK INTO BAD EMPLOYMENT HEADLINE NUMBER AND IMPACT ON OUR INVESTMENTS April 6, 2012 Today is one of those rare days when the U.S.
Even though PNSN is not being official held in the portfolio any longer, we will continue to provide information on PNSN at least for the time being. The key question is if the present price discounts the dilution. The other key question is if there is more information that the
The stop hit on PNSN and the position is no longer being held. However, we recognize that some subscribers are still holding PNSN. We asked PNSN a number of questions and also requested them to verify the authenticity of the following letter: March 28, 2012Dear Valued Correspondent As you have