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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

OMNIVISION (OVTI) SLUMPS ON WEAK OUTLOOK ON LOSS OF APPLE (AAPL) BUSINESS TO SONY (SNE)

November 29, 2011

OmniVision ( OVTI) is a premier manufacturer of sensors for cameras. Earlier this month, OmniVision had warned of cut backs in orders from certain key projects. It has been speculated that the cut back is from Apple (AAPL) in favor of Sony (SNE). For the January quarter, OmniVision sees revenues of $160 – $180 million compared to consensus of $201 million. OmniVision also projects earnings of $0.05 – $0.17 below the consensus of $0.26. Tax selling may further exacerbate the downside. If and when six screens of the ZYX Change Method are satisfied, we

MORE EVIDENCE APPLE (AAPL) TO MAKE BILLIONS FROM GOOGLE (GOOG) ANDROID

November 29, 2011

After the passing of Steve Jobs, investors face uncertainty in shares of Apple (AAPL). Will the stock next hit $100 or $1,000? This article is the seventh in a series, ‘œThe Future of Apple,’ designed to give investors appropriate insights on the future of the iconic company. A three-year old touched the TV screen, tried to scroll with one finger and then tried to zoom a part of the screen with two fingers. Touches of the child had no effect. The child yelled, ‘˜’Daddy, TV is broken, it does not work.’ Now that most of us are used

HAPPY THANKSGIVING

November 24, 2011

NVIDIA (NVDA) KICKS AMD (AMD) OUT OF APPLE (AAPL)

November 21, 2011

Nvidia (NVDA) has kicked out AMD (AMD ) from Apple (AAPL) MacBooks. Previously AMD had kicked Nvidia out of MacBooks. It appears that Apple is playing the game to get the best pricing. There does not seem to be any performance issues with AMD or Nvidia. Nvidia stock is strong on the news, however, the news is not material. GPU sales from Nvidia to Apple may be only in the range of $50 million. If Nvidia continues to move up, it may form a good short. If and when six