We are currently long Adobe Systems (ADBE) with an average price of $25.66. We are holding 20% of the full core position size. We have previously taken profits on Adobe Systems with an average price of $28.10. Adobe Systems reports earnings this week. We
Skyworks (SWKS) makes semiconductors for phones and Wi-Fi. There are reports that Skyworks has lost all 3G business in Apple’s (AAPL) iPhone 5. There are also reports that Skyworks may lose the rest of the business from Apple. ZYX Change Method is close to issuing a short
Bernstein today put out the lowest target on the street for Research In Motion (RIMM). Their target for Research In Motion is $20.00. For our take on Research In Motion, please see WHAT IS THE TRUE VALUE OF RESEARCH IN MOTION (RIMM)?
FBR after its checks from Asia reports that the data from Asia is most positive for Marvell (MRVL), Silicon Lab (SLAB), Qualcom (QCOM), and LSI (LSI). The data is most negative for Nvidia (NVDA). The data is also negative for Broadcom (BRCM), Altera (ALTR), and Texas Instruments (TXN).
Research In Motion (RIMM) is now falling out of bed. After Research In Motion traded as high as $29.93, now Research In Motion is at $28.13. The next support for Research In Motion is at $27.56. If there is an actionable signal it will be provided on ZYX
The chart shows the spectacular fall of Research in Motion (RIMM). There are 46 analysts that follow Research In Motion. With the exception of a couple of them, the analysts have been consistently wrong. What is an investor to do, when a vast majority of analysts are wrong? The answer
There are reports the next Google (GOOG) phone will not contain Nvidia (NVDA) chip. It appears that Google is planning to use a chip from Qualcom (QCOM) instead of a chip from Nvidia. This appears to be the reason for break of the support at $17.00 of Nvidia.
The up move in Penney (JCP) stock may be driven by wishful thinking. Johnson was successful, but he was not selling white blouses inside those beautiful Apple (AAPL) stores. Penney does not have differentiated products like Apple. The success of Apple stores is, in part, due to the experience they
We are buying to cover aggressively in the premarket: iRobot (IRBT) at $30.75, Limited Brands (LTD) at $36.25, ULTA Salon (ULTA) at $57.65, Tyco (TYC) at $46.76, and Silgan (SLGN) at $40.62. Subscribers to ZYX Short Sell Change Alert were forwarded yesterday of the upcoming data from
V.F. Corporation (VFC) has made a very strong buy out offer for The Timberland Company (TBL). Timberland is not likely to receive a better offer. Therefore, it is prudent for most investors to sell Timberland right here. V.F. Corporation is now up $10.00. The acquisition of Timberland will