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NEW PLAN FROM AT&T LIKELY TO DRAG ON IPHONE SALES $T $VZ $AAPL $TMUS $S $GOOG

February 3, 2014

T-Mobile (TMUS) got the ball rolling with no contract plans and much cheaper plans than AT&T, something it publicized in the Tim Tebow Super Bowl commercial Sunday evening. Today AT&T fired a big bazooka, not so much at T-Mobile but at Verizon. It makes sense because the name of the game is to attract the highest possible number of high-paying customers; a large number of such customers are currently Verizon customers, not T-Mobile customers. Here are the details of AT&T new Mobile Share Value plans. Under the plan, a family can get unlimited talk and text plus 10GB of shared data on

WEEKLY MARKET DIGEST: THE THREAT OF DISINFLATION SPOOKS THE MARKET, SMART MONEY BUYS GOLD $GLD $SLV $USO $DIA $SPY $QQQ $TBF $TBT

January 31, 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. ) THE THREAT OF DISINFLATION SPOOKS THE MARKET, SMART MONEY BUYS GOLD January 31, 2014 In early trading, U. S. stocks are being spooked by the threat of disinflation coming from Europe. In the Euro block, consumer prices rose by 0.7% year on year in January vs. consensus of 0.9%. Europe is clearly suffering from disinflation. This spooked the markets in Europe and the down draft is being carried on to the U. S. For the

FACEBOOK AD PRICES DOUBLE, WILL THE STOCK ALSO? $FB $YHOO $GOOG

January 30, 2014

Wednesday after the close, Facebook released earnings. Of the many details, the statistic that stood out was the fact that Facebook is charging 92% more per ad impression year on year. At The Arora Report, we follow 3,000 U. S. companies and 1,000 international companies. We cannot point to any other company that has been able to raise prices by 92% year on year. What Facebook FB -0.54% has accomplished is quite remarkable. The reason marketers are willing to pay such high prices is because Facebook has managed to change the mix shift toward news-feed ads. News-feed ads have higher engagement and better click-through rates.

12% GAIN IN NATURAL GAS IN ONE DAY, TAKE PARTIAL PROFITS $BOIL $UNG $DGAZ $NG_F $UGAZ

January 30, 2014

This post was just published on ZYX Short Change Alert. There is 12% gain in the natural gas trade in one day. Average entry price is $5.55 and it is trading at $4.91 as of this writing. Equivalent in UNG is $24.21, in BOIL $50.95, and $4.22 in DGAZ. Lets not look the gift horse in the mouth even though more gains are likely. Consider taking profits on half of the position right here and consider continuing to hold the rest.

A NEW IDEA ON NATURAL GAS $UNG $BOIL $DGAZ $NG_F $USO $UGAZ

January 29, 2014

This post was just published on ZYX Short Change Alert. This trade is only for experienced investors. Natural gas is spiking because of the weather forecast and is at $5.38 as of this writing. The logic behind this trade is that we know for sure that it is not going to stay as cold forever, however it is important to note that in a short squeeze natural gas can easily jump to about $5.80. Only those who can handle a short squeeze may consider short selling a 10% tranche in the zone of $5.30 to $5.45 and add another 10% tranche

TRADING APPLE AFTER ITS INCREDIBLE IPHONE RUN ENDS $AAPL $QQQ

January 29, 2014

The incredible multi-year iPhone run across the globe has ended. Apple’s earnings report and conference call make the conclusion unmistakable. My conviction was so strong that I did not hesitate from penning a column explaining the fundamentals behind the conclusion. It is true that Apple AAPL makes many products other than iPhones. However, from an investment perspective, everything else pales in comparison to them. The reason is that Apple derives about three quarters of its profits from iPhones, and iPhones have been the main growth engine. The question for investors and short-term traders alike is how to trade or invest in Apple now. Let’s

INCREDIBLE MULTI-YEAR IPHONE RUN ENDS $AAPL $CHL $T $TMUS #APPLE EARNINGS

January 27, 2014

Apple (AAPL) reported earnings after the market close. The Apple stock ended the regular session at $550.50. In the after-hours it has touched $501, down about 8%. As I listened to the conference call, just like I have listened to every conference call since before the launch of iPhone, I could not help but conclude that the incredible multi-year iPhone run has ended. Here is why. Apple only sold 51 million iPhones during the quarter. This compares to consensus of about 56 million iPhones. This is one of the biggest misses in recent memory. There were two big surprises on the conference

TAKE PARTIAL PROFITS ON GENERAC $GNRC

January 27, 2014

40% of the full core position size is being held. IT is time to take profits on a 10% tranche in the zone of $45.32 to $46.26. The stock is at $46.15 as of this writing. Consider continuing to hold the remaining position