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UPDATE ON RUBICON $RBCN

May 2, 2014

This post was just published on ZYX Buy Change Alert. RBCN is falling on earnings. The thesis behind holding this stock has nothing to do with earnings. Apple is making major investments in RBCN competitor GTAT for sapphire. If Apple introduces a sapphire screen, the competitors may also want to introduce sapphire screens to keep up. Since Apple has already locked up GTAT, RBCN should be the primary beneficiary of orders from Apple competitors. At the time of the previous posts on RBCN, small cap growth stocks were favored by the market. Now the tide has turned. The market hates small

ADDING TO S&P 500 SHORT $SPY

May 2, 2014

This post was just published on ZYX Short Change Alert. Adding a 10% tranche to SPY short in the zone of $188 to $189. The trigger is a big fall in bond prices.

A NEW IDEA ON AVNAIR $AVNR

April 30, 2014

This post was just published on ZYX Short Change Alert. The stock is running up on a patent win. The big move is not justified. Consider shorting up to 25% in tranches in the zone of $4.70-6.30. Mental stop over $7.33. Target $3.50- 4.11. The stock is at $4.77 as of this writing and volatile. Those who can not handle a short squeeze should not enter. UPDATE ON AVNR The stock is halted. Consider waiting for the stock to open , see where it opens and then add. Those who acted right away should have a fill on a 10%

UPDATE ON EBAY $EBAY

April 30, 2014

This post was just published on ZYX Buy Change Alert. Overall EBAY earnings are worse than our expectations. Still the plan is to accumulate these shares because of the value of PayPal which is a division of EBAY. Here are the new guidelines. Consider accumulating only 20% of the full core position size in the zone of $48 to $51.35, then consider adding another 20% in the zone of $43 to $45.62. The target zone is $65 to $73. Temporarily no stops at this time. The plan is to accumulate up to 100% in due course. Please make adjustments based on your

TAKE PARTIAL PROFITS ON TWITTER $TWTR

April 29, 2014

This post was just published on ZYX Buy Change Alert. TWTR is long from $26. Profits have been taken as high as $57.30 and $70 on a trade around position. Only 15% is still being held. TWTR reports earnings after the close. There is a risk to both up and down sides. Do not count on stops to protect profits as the stock can be halted and open way below your stop. Consider evaluating your TWTR position in the context of your total portfolio and your risk tolerance. To reduce risk, consider taking profits on another 5% tranche this afternoon in

UPDATE ON UNITED CONTINENTAL HOLDINGS $UAL

April 28, 2014

This post was just published on ZYX Buy Change Alert. The stock market continues to punish growth stocks. The overall action in the market this morning towards growth stocks is very negative. The recent call was to accumulate 30% of UAL. In view of market’s behavior towards those stocks this morning, the position size should be reduced to 20% of the full core position size. What this means is those who are in the process of accumulating may consider accumulating no more than 20% and those who have already accumulated 30% may consider selling 10% or in the alternate put a

WEEKLY MARKET DIGEST: RUSSIA RAISES RATES AND GOLD JUMPS ON UKRAINE $GLD $SLV $USO $DIA $SPY $QQQ $TBF $TBT

April 25, 2014

(The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers. ) RUSSIA RAISES RATES AND GOLD JUMPS ON UKRAINE April 25, 2014 Ukraine PM accuses Russia of wanting to start World War III. Russian central bank announces surprise rate increase to support its currency as a defense against the West potentially imposing harsher sanctions. Gold finally took notice of the crisis but is meeting a lot of selling around the $1300 level. Oil and interest rates are falling. Gold futures are at $1299, silver futures

SEEDS OF APPLE’S NEW GROWTH IN MOBILE PAYMENTS, 800 MILLION ITUNE ACCOUNTS $AAPL $FB $TWTR

April 24, 2014

During Apple’s (AAPL) earnings conference call on Wednesday, it was revealed that Apple now has about 800 million iTunes accounts. CEO Tim Cook described it as “staggering.” This is an impressive achievement considering that at the end of the June 2013 quarter iTunes had 575 million accounts. Cook stated that there have been 70 billion app downloads from iTunes. During the last quarter alone, there were about 5 billion downloads that resulted in total purchases of $5.2 billion. The 800 million iTune accounts are the next gold mine for Apple. Cook recognizes the potential and during the previous quarter’s