Market Blog » The Arora Report Stock Market News

CLEARWIRE CORPORATION (CLWR): RISK HAS GONE UP

October 7, 2011

We continue to see the spectrum owned by Clearwire Corporation (CLWR) as very valuable. Our thesis has been that mobile devices will continue to proliferate requiring more and more spectrum. Sooner or later, a bigger firm requiring spectrum will turn to Clearwire. Sprint (S) owns 54% of Clearwire. Sprint relies on Clearwire for its 4G network. Clearwire uses a technology called Wimax for 4G. Apple (AAPL) is supporting a competing technology called LTE. Clearwire has announced that it will build an LTE network. It is not clear where Clearwire

SPRINT NEXTEL (S): OUR TAKE FROM SPRINT CONFERENCE CALL

October 7, 2011

Sprint Nextel (S ) says on the conference call that the reason for the churn was lack of iPhone. Sprint further adds that iPhone will be huge for cash flow and will be very profitable. Sprint stock has moved up on these predictions. We agree that iPhone will reduce churn. However it is difficult to see Sprint taking any market share away from AT&T (T) and Verizon (VZ). There are also reports that Sprint has made a $20 billion commitment to Apple (AAPL). There are no details, so it is difficult to analyse

TARGET (TGT ): BLOW OUT DATA

October 6, 2011

Target (TGT ) reports same store sales are up 6.5%. Target is a buy on any significant pull back. If and when six screens of the ZYX Change Method are satisfied, we will issue a buy signal on the Real Time Feed of the ZYX Buy Change Alert.

TAKING PROFITS ON PAN AMERICAN SILVER (PAAS)

October 4, 2011

Congratulations to those who followed the Pan American Silver (PAAS) trade! Taking profits on the last tranche of Pan American Silver right here at $24.25. We have now exited this trade with a large profit.

RESEARCH IN MOTION (RIMM) BREAKS $20.

October 4, 2011

Research In Motion (RIMM) breaks $20. The trigger is a comment from Apple (AAPL) that 80% of Fortune 500 companies are testing iPhones. Our prediction has proven spot on. Here are the details of our prediction: http://seekingalpha.com/article/294024-research-in-motion-on-way-to-20

APPLE (AAPL) GREETING CARD APP: NEGATIVE FOR SHUTTERFLY (SFLY) AND AMERICAN GREETINGS (AM)

October 4, 2011

Shutterfly (SFLY) and American Greetings (AM) derive signicant revenues from letting consumers print their greeting cards. Apple (AAPL) has just introduced an app that allows consumers to print greeting cards. We expect similar apps to proliferate on Android and Windows. This is a negative development for Shutterfly and American Greetings. Our plan is to short sell Shutterfly and American Greetings but only after the over all market moves up from here. We will provide real time actionable signals on these stocks in ZYX Buy Change Alert and ZYX Short Sell Change Alert.

VIRNETX HOLDING CORPORATION (VHC): PATENT REEXAMINATION ORDERED

October 3, 2011

VirnetX Holding Corporation (VHC) stock is dropping on patent reexamination news. United States Patent and Trademark Office website has ordered a reexamination for application number 95/100,682 regarding patents entitled “Agile Network Protocol for Secure Communications with Assured System Availability,” which is assigned to VirnetX (VHC). Previously Apple (AAPL) filed a reexamination request for the patents. If and when six screens of the ZYX Change Method are satisfied, we will issue a buy signal on the Real Time Feed of the ZYX Buy Change Alert.

PAN AMERICAN SILVER (PAAS): TAKEN MORE PROFITS

September 28, 2011

Taken more profits on Pan American Silver (PAAS) on a 5% tranche at $26.52. If and when six screens of the ZYX Change Method are satisfied, we will issue a buy signal on the Real Time Feed of the ZYX Short Sell Change Alert.