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FREEDOMPOP SHOWS HOW APPLE AS WE KNOW IT MAY DIE SOMEDAY $AAPL

October 17, 2012

FreedomPop is a new start-up that plans to challenge AT&T (T) and Verizon (VZ) by providing free mobile data–500 MB per month. Both AT&T and Verizon have huge margins on mobile data because of the lack of competition. AT&T and Verizon use these big margins to subsidize Apple‘s iPhone, Google‘s Android and other devices. The big carriers provide a higher amount of subsidies on iPhones than on Android devices. An iPhone that costs the consumer $199 may cost a carrier $500 to $700 even though they may be buying millions of these devices. The carriers more than make up for the upfront subsidies over the life of the

INITIATE OR ADD TO BANCO SANTANDER $SAN

October 17, 2012

This post was just published on ZYX Buy Change SAN is one of the largest and cheapest banks in the world. We are bargain hunters. One of the reasons the bank is so cheap is because it is headquartered in Spain. A big portion of the bank’s profits come from outside of Spain but the market seems to ignore this fact. This represents an opportunity for astute investors. Before investing in this stock, please carefully study a prior post. The link is pasted for your convenience. OPPORTUNITY IN STD TO ADD OR INITIATE A NEW POSITION Due to the risk in

GOLD AND SILVER INVESTORS, TAKE NOTICE: CORE PPI FALLS $GLD $SLV $GDX $SLW $ABX $NEM

October 15, 2012

This up-leg in gold and silver was first initiated by speculation about QE3, and then gathered steam after QE3 was announced. The announcement of the bond buying program from the European Central Bank (ECB) helped stoke the fires of the precious metal bulls. Gold and silver investors should take notice of how the metals reacted to the announcement of Producer Price Index (PPI) data by the U.S. Bureau of Labor Statistics (BLS). The BLS releases PPI separately for finished goods, intermediate goods and crude goods. For each processing stage, the BLS releases data for total PPI, foods PPI, energy PPI,

CLWR NOT PART OF SPRINT DEAL $CLWR $S

October 15, 2012

This post was just published on ZYX Buy Change CLWR is not part of the Sprint (S) deal with Softbank of Japan. The rationale of Softbank investing in Sprint is that it will build more value added services. To do so, it will require more spectrum. Our thesis for holding CLWR is the large amount of spectrum that CLWR owns. However at this time, for the short-term the risk has increased. The stock can as easily go under $2 as it can go over $3. What To Do Now? For tracking purposes a 10% tranche is being exited in the pre-market right here around $2.69. The remaining will

WEEKLY MARKET DIGEST: GOLD AND SILVER INVESTORS TAKE NOTE: CORE PPI FALLS $GLD $SLV $GDX

October 12, 2012

(The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers.) GOLD AND SILVER INVESTORS TAKE NOTE: CORE PPI FALLS October 12, 2012 Core PPI is a leading indicator of future inflation. Core PPI falls to 0.0% vs 0.2% consensus. The trend in leading indicators of inflation continues to be down. The data over the recent months show is disinflationary. Gold and silver are traditionally hedges against inflation; disinflation is traditionally bad for gold and silver however trading data shows that gold and silver continue to be under control

CLWR TARGET IN A SPRINT BUYOUT $CLWR $S

October 12, 2012

This post was just published on ZYX Buy Change Our analysis shows that CLWR target between $3.5 to $5.00 will be considered fair based on the prevailing valuation standards. Of course there is always the possibility that Sprint will try to low-ball. In our estimation if there is a low-ball offer it will probably be challenged in the courts by CLWR shareholders. The bad news in CLWR being acquired here as opposed to staying independent is that the price may be about half or less of the long-term $10 value. We also caution against getting carried away with enthusiasm because there

WDAY EXIT AT $48.05 $WDAY

October 12, 2012

This post was just published on ZYX Buy Change The opening print on WDAY was $48.05. Those who put in a sell order per the prior post, irrespective of the price of the sell order, should have received $48.05 order.

TAKE PROFITS ON WDAY $WDAY

October 12, 2012

This post was just published on ZYX Buy Change There are reports of several investors being able to get WDAY shares in the IPO at $28. It looks like the stock will open between $42 and $45. What To Do Now? Consider taking profits and exiting the position.