Traders still have not caught up to slowing growth at VMW. We believe that the earnings report tomorrow will make it obvious that VMW is no longer a hyper growth story. Add to short positions on up spikes over $ 38. Add aggressively if the stock spikes to mid forties
Wall street is underestimating the price pressures in flash memories and overestimating the demand. Further our proprietary indicators show that aggressive money is accumulating Sandisk. These bulls will be trapped and rapidly exit their positions after the earnings report. Build short positions in the $18 to $ 22 band. Cover
The street seems to underestimate the production hitches WFR is likely to experience due to complexity of the production processes as it expands capacity. Further the long term challenges from thin film and other technologies are underestimated. Short on bounces in seventies. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE
Even after the carnage in NCC, the fellow bank KEY has held up remarkably well. Our proprietary indicators and analysis of the similarities in these two banks, it is only a matter of time before KEY tanks. Short it here and on bounces to $30 www.thearorareport.com THE ARORA REPORT, Ltd.
Hyper growth phase is over, but the market does not seem to recognize it yet. Short here and add on bounces www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since
We have been watching GE to short due to its massive exposure to the financial sector, but did not push the trigger due to its long cycle businesses being in great shape. This earning announcement will cause the markets to question GE’ conglomerate structure over the next few months ,
Recent trip to India indicates that investors are underestimating oil demand in Asia. As the reality is recognized, oil may spike higher than generally anticipated. Buy right here in eighties. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING
Recent trip to India confirms that high inflation expectations are taking hold in the psyche of all important Indian middle class. Higher interest rates and increasing defaults on bank loans are inevitable. Indian stock market is kept elevated by dumb foreign money. Dumb foreign Morey keeps on buying Indian banks,
Assent of this stock stated with a misplaced flattering piece in Barron’s. Investors seem to think that ANAD’s Gallium Arsenide technology is a new big innovation — but these investors are wrong. There is nothing new or magical about this technology that has happened recently. The technology has been around
AFFX is not keeping up with innovations in its field. We expect market share to decline. Short AFFX on bounces in the range of $26 – 30. ILMN is likely to be the beneficiary of AFFX’s lack of focus on innovation. Buy in mid forties. www.thearorareport.com THE ARORA REPORT, Ltd.