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Six Points For Buffett’s Investors To Ponder

April 18, 2012

The headline is that Warren Buffett has prostate cancer. There are legions of Buffett experts and prostate cancer experts. I am neither. Berkshire Hathaway (BRK-A, BRK-B) stock has been on my short list to buy and recommend to my subscribers for the last month. So far the U.S. stock market has moved up strongly in 2012. Search for companies that have underperformed year to date but may catch up led me to Berkshire. An observation that money flows into this stock at critical technical points in the market, especially during intraday market swoons, elevated Berkshire on my list. Berkshire is trading at a

TAKE PROFITS ON ADBE AND EXIT THE POSITION

April 17, 2012

Consider taking profits on ADBE right here at $33.67 and exit the position. this is in accordance with our strategy of continuously booking some profits. Unrealized profits can easily disappear in the volatile markets. Further, those investors who stay in the mode of continuously taking profits have an easier time taking losses on positions that do not work out.

APPLE AT $1,650 LOOKING LIKE A PIPE DREAM

April 17, 2012

I have been a mega bull on Apple (AAPL) ever since recommending a buy in the stock when it was $131. I rely heavily on rigorously analytical, probability-based algorithms. I was writing about the high probability of Apple stock reaching $1,000 long before Apple began it’s manic run from below $400 earlier this year. Lately, a race had developed between analysts to see who had the guts to increase their target on Apple to top the other guy’s target. I have previously written that I find this race troubling. A reader may ask, “What is the difference between your $1,000 and other

NEW ACTIONABLE IDEA ON JPM

April 16, 2012

This post is being reproduced from an earlier post in ZYX Buy Change Alert. J.P. Morgan (JPM) is the strongest bank in the U.S. and perhaps in the world. Yesterday JPM reported earnings . The stock first spiked up and then went down with the market. The CEO Jamie Dimon was very optimistic on the call Earnings report of a large international bank is very complex. After reviewing the earnings report and the conference call. JPM is a new very long-term buy recommendation. JPM also offers about 2.7% dividend. FLY IN THE OINTMENT JPM is a constituent of Dow Jones Industrial Average and a big part of S&P 500. If

WEEKLY MARKET DIGEST: CHINA SLOWS, NORTH KOREAN ROCKET IS A DUD

April 14, 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.) CHINA SLOWS, NORTH KOREAN ROCKET IS A DUD March 13, 2012 Overnight a ton of data including GDP was released in China. Data was worse than consensus. Once again, our call that China was slowing down and to short China in ZYX Emerging Markets ETF Alert has proven spot on like every other call on China we have made in the last five years. Negatives from China have been counter balanced with North Korean long-range rocket proving a dud. Going

WEIGHING GOOGLE AGAINST APPLE AFTER EARNINGS, SPLIT

April 13, 2012

It was not that long ago that a vigorous debate raged between investors about which one was a better investment, Google or Apple. Apple’s stock price went on a tear and the debate died. After Google’s Thursday evening earnings release, the debate as to which company is better will surely reignite. Dividend Or Stock Split Apple recently announced a cash dividend and buyback. Some investors were expecting that Google would follow Apple’s lead, but Google has chosen a different path. Google effectively announced a stock split with a twist. Google announced a new class of non-voting stock. The non-voting stock will be

LUMIA COULD BE A LIFESAVER FOR NOKIA BUT LITTLE WORRY FOR APPLE

April 13, 2012

AT&T helped raise Apple‘s iPhone from its infancy to becoming the most popular phone in the world. How can AT&T now take its love away from iPhone and shower it on the new baby fromNokia, Lumia 900, running Microsoft Windows? Sherlock Holmes would have replied, ‘It is elementary, my dear Watson.’ AT&T had an edge because it had an exclusive on iPhone from launch in 2007 to last year. Now that edge is lost. It does make sense for AT&T to regain the edge, at least partially, with Lumia 900. Google’s Android did not offer any viable options for AT&T. Lumia 900 was the only

NO QE3 TO PROP GOLD AND SILVER

April 12, 2012

In the wake of a bad employment report, the gold and silver momo crowd has been running up the metals with loud proclamations that QE3 is now certain. A careful study does not support such proclamations. Good Friday was one of those rare days when the U.S. stock market was closed and monthly employment data was released. Monthly employment data is known as the mother of all numbers. This name underscores its importance. The futures market was open when the data was released. Stock futures fell sharply and bond futures rose as investors focused on the headline number of the