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NEW APPLE IPAD SEMICONDUCTOR INVESTMENT PLAYS

March 16, 2012

Apple (AAPL) has become one of the world’s largest buyers of semiconductors. Whenever a new Apple device is introduced, a race is on to tear down the device and find the origin of the components inside. This time the winner is iFixit. iFixit reports the following components inside the new iPad. –Texas Instruments (TXN) CD3240 driver device –Broadcom (BRCM) BCM4330 802.11a/b/g/n MAC/baseband/radio with integrated Bluetooth 4.0+HS and FM transceiver; 2 x 4Gb; BCM5974 microprocessor; BCM5973 I/O controller –Elpida LP DDR2 = 1 GB DRAM in separate packages in a 64-bit configuration –Fairchild Semiconductor International (FCS) FDMC 6683 –Apple 338S0987, Cirrus Logic (CRUS) Logic audio

WATCH OUT APPLE ITV, CISCO GOING FOR THE KILL

March 16, 2012

“Imagine a world where finding, enjoying, storing and moving content is easy. Because TV should be easy.” You would think these are the words from an Apple (AAPL) ad for its much speculated upcoming iTV. You could not be more wrong. With a little help from Cisco Systems (CSCO), soon every player in the TV market will genuinely be able to make such a claim. Who would have thought that Cisco would go for the kill even before Apple gives birth to iTV? Cisco has announced that it will pay about $5 billion to acquire a British software company NDS Group. NDS has a

GOLD AND SILVER: WHAT TO DO NOW

March 15, 2012

The recent swoon in gold and silver prices has dramatically increased the number of emails I receive from investors trying to figure what to do now. There is no shortage of advice on the Internet. An investor can easily find contradictory advice from gurus. Instead of listening to gurus, astute investors may want to take a simple common sense approach. A sharp reader may ask, “Why should I listen to you?” The answer is that you should not blindly follow anyone including me, but focus on learning how to find the right data and letting the data speak for itself

APPLE MAY PAY BILLIONS TO SAMSUNG FOR NEW IPAD

March 15, 2012

Apple may end up paying billions to Samsung (SSNGY) for the new iPad. Apple euphoria is in full swing. Some Apple fans have made their investment far more than an investment; it is a love affair and personal. From the emails I receive it is obvious that the love affair with Apple has turned some fan boys into Samsung haters. On one level it makes sense because not only Samsung has emerged as the main competitor to Apple, there are bitter legal battles raging between the two across the globe. Samsung is the most successful vendor of Google (GOOG) Android devices. Lost in

AN OPPORTUNITY FOR NEW SUBSCRIBERS IN PENSON WORLWIDE (PNSN)

March 15, 2012

PNSN is falling after restructuring. Those not in the stock may consider starting a 10% tranche right here around $1.00. Also consider adding a second 10% tranche in the zone of $0.80 to $0.93. Those in the stock may consider adding a 10% tranche in the zone of $0.80 to $0.93. Because of the low price there are not stops. Target zone is being changed to $4.00 to $5.00. Caution: This is a speculative position with potentially high rewards but also high risk of loss.

EMAIL INDICATOR WAVING YELLOW FLAG ON APPLE

March 14, 2012

There is a yellow flag flying on Apple(AAPL) that should caution all Apple investors to pay attention. Astute investors know that sentiment plays a big part in the stock market. At extremes, sentiment is a contrary indicator. In plain English, very bullish sentiment is a negative indicator and a very bearish sentiment is a positive indicator. There are a large number of established sentiment indicators related to the stock market. Such indicators range from a variety of surveys to the prices of options. One of our most successful sentiment indicators is a proprietary indicator derived from analysis of the tick trading

MOM AND POP MOMO CROWD STILL NOT SELLING GOLD AND SILVER

March 14, 2012

Our algorithms show that mom and pop momo crowd who were mainly responsible for the last run up in gold and silver are not selling during this swoon. As we reported this morning, our algorithms show aggressive selling by institutions in Asia. In the U.S. market, selling by Smart Money is dwarfing buying by mom and pop momo crowd. In our parlance, Smart Money means collective actions of ultra-sophisticated investors who know more, who know early, and who have more analysis power at their disposal than most of us. From a traditional technical analysis point of view, in the very short-term, gold and

FED’S HOT AIR HEATS UP STOCKS

March 14, 2012

The Federal Open Market Committee (FOMC) of the Federal Reserve today released its customary statement after its meeting. Fed Chairman Ben Bernanke seems to have borrowed a page from Mervyn King, Governor of the Bank of England. King has made an art of playing a game with the markets by a lot of talk and very little new action. Now the Federal Reserve is following King’s footsteps. There is nothing new in the Fed statement. The critical excerpt from the statement follows. Strains in global financial markets have eased, though they continue to pose significant downside risks to the economic outlook. The