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SKYWORKS (SWKS) HEADWINDS AHEAD

December 8, 2011

Skyworks (SWKS) a provider of semiconductors for cell phones may face severe headwinds going forward. A recent report shows that Media Tek (MTK), a fabless semiconductor company based in Taiwan is experiencing weakness in China. It appears that the trend in China is in favor of Apple (AAPL) iPhone but the demand for cheaper smart phones is slowing. Skyworks claims to derive 64% of revenues from China however it is believed that only about 25% of revenues are from China’s local market. Now there are indications that Skyworks may also lose some of Apple iPhone 5 business.

MICROSOFT (MSFT) GRABS THE REMOTE FROM APPLE (AAPL) WITH XBOX UPGRADE

December 6, 2011

This article includess information on these symbols: Google (GOOG), Microsoft (MSFT), Apple (AAPL), Netflix (NFLX), Comcast (CMCSA, CMCSK), Time Warner Cable (TWC), Verizon (VZ), and AT&T (T). Yesterday, Microsoft launched an all-new Xbox 360 experience including the first group of new custom applications from world leading TV and entertainment content providers on Xbox LIVE. On Dec 6, 2011, after they download an update Xbox users will be able to command their TV with their voice. Speak the name of your favorite movie to the Xbox, and it will be played. It is widely believed that Apple (AAPL) is working on

NEW STUDY FINDS APPLE TO BENEFIT FROM ANTI-ABORTION, ANTI-FOREIGNER AND SEXIST CREDENTIALS OF APPLE SIRI

December 4, 2011

Apple (AAPL) Siri cannot find abortion clinics in New york. Apple Siri can not understand foreign accents. Apple Siri is sexist. Foregoing are the three controversies engulfing the media. At The Arora Report, we did a study to answer the obvious question, ” Is the controversy helping or hurting Apple?” The study involved asking 100 people shopping for a phone. 73 had heard of at least one of the controversies. 32 will now consider buying or were buying an Apple phone but had not previously considered Apple prior to hearing about the controversy. Two will not

JOBS REPORT AN EARLY CHRISTMAS GIFT FOR OBAMA

December 2, 2011

The top three issues in the upcoming 2012 election are jobs, jobs and jobs. President Obama would be fighting against strong historical precedent trying to win reelection with unemployment staying above 9%. Over the last several months, unemployment has stubbornly refused to budge down. At 8:30 EST this morning the U.S. Department of Labor reported a dramatic drop in unemployment. Expectations were that unemployment would stay at 9%. The number dropped dramatically to 8.6%. Such dramatic drops are rare. ADP had given us on Wednesday forewarning of the possible strong employment number. ADP

WHY I AM DIPPING MY TOE IN EUROPE

December 2, 2011

I have a bad habit of regularly studying a wide variety of boring documents ranging from central bank reports to obscure economic indicators. Lately, it has been difficult to find anything positive about Europe. Since media is full of negative information about Europe, there is no point in regurgitating the information easily available elsewhere. Baron Rothschild, an 18th century British financier made a fortune by buying during the panic related to the Waterloo battle against Napoleon. “The time to buy is when there’s blood in the streets,’ Rothschild is believed to have said. There is no blood in the streets

COLDWATER (CWTR) EARNINGS: THE GOOD NEWS AND THE BAD NEWS

December 1, 2011

Coldwater (CWTR) is a women’s apparel retailer. There is good news and bad news in Coldwater’s earnings report. The good news is that Coldwater’s projections are better than whisper numbers, merchandise is improving, inventory control is becoming tighter, gross margins are projected to increase, and insiders are committed to a turn around. The bad news is that the turn around is moving slow and Coldwater is not capturing on-line shoppers in large enough numbers. Before the year-end, there is still potential for more tax loss selling. Coldwater is a reasonable speculation for those

BIG EUROPEAN BANK FAILURE AVERTED: WHAT CENTRAL BANKS DID NOT TELL US

November 30, 2011

It appears that a big European bank got close to failure last night. European banks, especially French banks, rely heavily on funding in the wholesale money markets. It appears that a major bank was having difficulty funding its immediate liquidity needs. The cavalry was called in and has come to the successful rescue. The Federal Reserve, the Bank of England, European Central Bank, the Bank of Japan, the Swiss National Bank, and the Bank of Canada in a coordinated action moved to provide liquidity to the global financial system. In a separate move, the Chinese Central

AMR (AMR) AND US AIRWAYS (LCC) MAY MERGE

November 30, 2011

AMR (AMR ), the parent of American Airlines has just declared bankrupcy. There is increasing talk that US Airways (LCC ) may seek to merge with AMR. A merger will reduce cost for both AMR and US Airways. AMR used to be the largest airline, but fell to the third place after United (UAL) merged with Continental and Delta (DAL) merged with Northwest. bankrupcy of AMR, in due course may present investment opportunities in other airlines. If and when six screens of the ZYX Change Method are satisfied, we will issue a buy signal on