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Stock Market News To Give You An Edge

Proven Track Record of Most Accurate Analysis

Stock Market News
To Give You An Edge​

Proven Track Record
of Most Accurate Analysis

COMPLETELY INDEPENDENT AND OBJECTIVE

The Arora Report, Ltd. is a rare publisher that does not accept advertisements. This way The Arora Report can not be influenced. The Arora Report also does not accept payments from any company that is the subject of the posts. The Arora Report has forsaken millions of dollars in revenues to avoid conflicts of interest. Our sole job is to help you. Read more.

COMPLETELY INDEPENDENT AND OBJECTIVE

The Arora Report, Ltd. is a rare publisher that does not accept advertisements. This way The Arora Report can not be influenced. The Arora Report also does not accept payments from any company that is the subject of the posts. The Arora Report has forsaken millions of dollars in revenues to avoid conflicts of interest. Our sole job is to help you. Read more.

COLOR ON KB HOMES BASED ON SPF CONFERENCE $KBH $PHM $DHI $SPF

July 26, 2013

This post was just published on ZYX Buy Change Alert. Yesterday we told you about negative comments from two other home builders, PHM and DHI.  At this time, it is not clear if these two are company specific situations or this reflects a general industry trend. Another home builder, SPF, reported earnings today.  We have just finished attending their conference call.  SPF commentary was positive. There is a difference between SPF and PHM.  PHM and DHI mainly cater to low-end home buyers.  SPF caters to move up buyers. The three important metrics here are: traffic cancellations sales The situation is very fluid and it is not clear if

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UPDATE ON KB HOMES $KBH

July 25, 2013

This post was just published on ZYX Buy Change Alert. KBH is a home builder.  At present 60% of the full core position size is being held.  When KBH was initiated, it was initiated based on the individual merits of this company and also our macro analysis that interest rates would pull back.  Over the last two days, interest rates have moved back up.  So far this is part of classical backing and filling and is not of concern unless they rise further. The other new development is negative statements by two other home builders PHM and DHI. It is not clear if the situations with PHM and DHI are specific

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VIETNAM OFFERS RICHES FOR LONG-TERM INVESTORS, WILL GAIN VISIBILITY FROM ITS PRESIDENT’S VISIT TO THE U.S. $VNM

July 25, 2013

  This post was just published on ZYX Emerging Markets ETF Alert. Vietnam offers riches for the long-term patient investor for the two reasons given below. Vietnam’s President Truong Tan Sang is making his first visit ever to the United States.  His visit will provide visibility of Vietnam’s long-term investment potential to American investors. First the data shows that the countries with young demographics tend to offer better investment opportunities.  Half of Vietnam’s population is younger than 25. Second, a new powerful trend is just beginning to take hold.  Our subscribers, who reside in Western Europe and North America, know from their

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FIRE AT HERO OFFSHORE OIL WELL MAY PROVIDE A BUYING OPPORTUNITY $HERO

July 24, 2013

This post was just published on ZYX Buy Change Alert. The position is long with an average price of $2.55.  Currently, 50% of the full core position size is being held.  Profits have been taken as high as $6.00. In addition, there are profits in the amount of $1.19 per share allocable to this position from the hedging program started on July 13, 2011 and ended per post dated December 2, 2011 on the Real Time Feed. There are also realized profits allocable to this position from the hedging program initiated on March 5, 2012 and ended on January 18, 2013 in

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UNWINDING SOME OF APPLE’S POSITIVE SPIN $AAPL $GOOG

July 24, 2013

On a conference call following Apple AAPL +5.41%‘s release of quarterly results Tuesday, the highlights that stood out were Lower average selling prices, lower gross margins and higher iPhone sales. On the call, management made many positive pronouncements that deserve further digging. India Up 400% Cook said that sales in India were up 400%.  Further, sales in the Philippines were up 140%, and sales in Turkey and Poland were up over 60% each.  On the surface this sounds very positive until one considers what CEO Tim Cook did not say. Until recently, Apple did not put its marketing and distribution muscle into these markets. 

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DO NOT LET THE NAME OF S&P 500 HIGH BETA ETF FOOL YOU $SPHB $GNW $MU $PXD $LNC $MS $GT $AMD $ETFC

July 22, 2013

This post was just published on ZYX Global Multi Asset Allocation Alert. The purpose of this post is to help subscribers understand the recommendation on SPHB.  The reason behind its selection is not its beta but its composition. According to our models, in the fourth quarter of 2013 and the first quarter of 2014, the best performing sectors are likely to be consumer discretionary, energy,  financials, industrials, and information technology.  A dark horse is  the material sector which deserves a small allocation.  Further, according to our models the second tier stocks in these sectors are likely to outperform mega cap. In

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WEEKLY MARKET DIGEST: MIXED EARNINGS, GOLD STRENGTHENS $GLD $SLV $USO $DIA $SPY $QQQ $TBF $TBT

July 19, 2013

  (The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers.) MIXED EARNINGS, GOLD STRENGTHENS July 19, 2013 Yesterday after the market close there was an earnings wreck from three important companies, namely MSFT, GOOG, and CYH.   This morning there are good earnings from four important companies, namely GE, HON, SLB, and WHR. Gold is rising on Asian buying ahead of the Japanese elections.  The speculation is that the ruling party will win big and print more money. Gold futures are at $1292, silver futures are at $19.44,

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FIVE WAYS THAT GOOGLE’S GROWTH IS SPUTTERING LIKE APPLE’S $AAPL $GOOG $JPM $BAC $MS

July 19, 2013

  Yesterday after the close, Google GOOG (GOOG) reported earnings of $9.56 per share, excluding items, compared to consensus of $10.78.  Revenues came at $14.11 billion compared to the consensus forecast of $14.40 billion.  Operating margins came at 28% compared to 33% for the same quarter in 2012. As I listened to Google’s conference call, it struck me that there were at least five eerie similarities between Google now and Apple AAPL  (APPL) when it was trading around $700. String Of Top Line Misses This is the seventh top line miss from Google.  Apple had a string of top line misses before the stock price topped

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