Market Blog » The Arora Report Stock Market News

SYNAPTICS IS A GOOD PROXY FOR INVESTING IN SAMSUNG $AAPL $SYNA

May 3, 2014

Samsung and Apple (AAPL) are the top two players in the smartphone market. I am often asked by individual investors in the U. S. how to invest in Samsung, a Korean company. The best way is to buy Samsung shares in Seoul, South Korea or GDRs in London. In the United States, Samsung shares trade under the symbol SSNLF. These are unsponsored ADRs trading on the OTC market. They have very wide bid-ask spreads, and average volume over the last three months is 10 shares per day. On most days not a single share trades. Given these huge liquidity issues,

WEEKLY MARKET DIGEST: UNEMPLOYMENT FALLS AND SO DOES GOLD $GLD $SLV $USO $DIA $SPY $QQQ $TBF $TBT

May 3, 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. ) UNEMPLOYMENT FALLS AND SO DOES GOLD May 2, 2014 April Unemployment Rate falls to 6.3% vs. 6.6% consensus. April Private Payrolls rocket to 273K vs. consensus of 192K. Gold and silver have dropped on the excellent employment report. Smart Money is aggressively selling gold and silver this morning after the report but the momo crowd is buying, perhaps attracted by the low price. Lets see who wins the battle. Interest rates are only marginally higher.

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