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APPLE IPHONE RETINA DISPLAY MAY BE OBSOLETE BY NEXT YEAR $AAPL $QCOM $ARMH $LPL $PCRFY

November 22, 2013

Apple’s iPhone Retina display may soon become obsolete. Apple’s AAPL iPhone 5S Retina resolution is 1136 x 640. Next year, competitors will have resolution of 3840 x 2160. The obsolescence is going to come far sooner than I had even recently expected based on information from Samsung’s Analyst Day. The new trouble for Retina displays came Wednesday in the form of an announcement by Qualcomm QCOM , a major provider of mobile phone chips. If Apple fails to respond in a timely manner with a new display, it could have a serious effect on the stock, which I’ll discuss later in the column. Until

THREE TECH GROWTH STOCKS THAT CRUSHED EARNINGS EXPECTATIONS $SPLK $MRVL $ARUN $AAPL

November 22, 2013

This bull market is rewarding tech stocks in high-growth areas such as mobile, storage, big data and social media. In my back testing, technology companies in high-growth areas that beat consensus estimates of analysts for earnings significantly outperform the market. Here are three technology companies that reported earnings Thursday after the market close and crushed the estimates. Marvell Technology Marvell Technology (MRVL) is a fabless semiconductor company that ships over one billion integrated circuits every year primarily in the areas of mobile and storage. In the past, I have listed Marvell in Apple (AAPL) Supplier Gold Mine. In the future,

TAKE PROFITS ON OPK AND EXIT THE POSITION $OPK $PBTH

November 21, 2013

This post was published on ZYX Buy Change Alert. OPK shares were acquired when PBTH was bought out by OPK. Cost basis is $5.47 per share. OPK is trading around $10 as of this writing. Consider taking profits and exiting the position. The Smart Money is beginning to take profits in this stock.

STRONG SALES OF SAMSUNG SMARTWATCH BODE WELL FOR APPLE $AAPL $BBY #SMARTWATCH #GALAXY GEAR #iWATCH

November 20, 2013

Samsung introduced the Galaxy Gear smartwatch with great fanfare in Berlin, Germany, on September 4, 2013,. It was Samsung’s opportunity to prove once and for all that it is not simply a copycat of Apple. Initial expectations were high. As critics got hold of the smartwatch, they almost universally panned it. The chorus of negative criticisms got the loudest when New York Times columnist, David Pogue (Pogue has since left the Times) eloquently chimed in, “Nobody will buy this watch, and nobody should.” In spite of a marketing push by Samsung, Galaxy Gear by all reports appeared to be a failure. As an

RED-HOT CHINA MAY BURN LONG-TERM INVESTORS $FXI $ABT $MJN

November 20, 2013

Please click here to enlarge the chart. After the Communist Party’s Central Committee meeting ended, China has issued a 20,000-word document discussing reforms. The document contains 60 items, and plans for results to be achieved by 2020. But what do they mean for investors? And how was the news taken? Investors are euphoric. Overnight on Monday, Hong Kong-listed Chinese H shares gained 5.7% building on a 3% rally on Friday. Hong Kong’s Hang Seng Index rocketed 2.7%. Shanghai Composite rose 2.9%. In the U.S., heavy buying has occurred in call options on iShares FTSE Xinhua China 25 Index Fund

MASSIVE CONFUSION AT THE FED: REDUCE POSITION IN KB HOMES $KBH

November 20, 2013

This post was just published on ZYX Buy Change Alert. Consider reducing position in KBH by a 10% tranche. The trigger is that FOMC minutes show confusion at the Fed. This confusion is causing interest rates to rise and this position is interest rate sensitive.

APPLE’S EMBRACE HURTS AND HELPS GT ADVANCED $AAPL $GTAT

November 20, 2013

Shares of GT Advanced Technologies GTAT are up 257% in the past six months, and they have jumped 30% in the past two weeks since Apple AAPL announced that it was Apple is advancing $578 million to GT, and GT will employ over 700 people at Apple’s Arizona facility to manufacture sapphire. On the surface, the big deal with Apple seems like a windfall for GT but it has many negative aspects that seem to have gone unnoticed as reflected by the rise in the stock price. First, GT is required to maintain a minimum level of capacity but is not guaranteed a volume. This part

SAPPHIRE SCREEN FOR APPLE IPHONE 6 COULD BE A REAL GEM $AAPL $GTAT $GLW

November 18, 2013

Apple loves sapphire. The iPhone 5S has a sapphire cover over the fingerprint reader and also over the camera. Recently, Apple announced a multi-year agreement with GT Advanced Technologies (GTAT) to produce sapphire on a large scale at an Apple facility in Arizona. Under the agreement, Apple is advancing $578 million to GT and GT will employ over 700 people at Apple’s Arizona facility to manufacture sapphire. The investment, although puny compared to the cash hoard atop which Apple sits, indicates to me that Apple is doing more than contracting with GT for camera covers and quite likely moving forward to device