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INFORMATION ON ACACIA RESEARCH CORPORATION (ACTG, GOOG, MMI, AAPL)

August 15, 2011

Acacia Research Corporation (ACTG) is a company that enforces patents. Acacia Research has a relationship with MMI. GOOG is likely to be more aggressive in enforcing patents especially against the likes of AAPL. If GOOG hires Acacia Research, it will be a windfall for Acacia Research. On the other hand GOOG may handle it all in-house, then Acacia Research will be a loser. We are simply providing information and not recommending. Periodically we provide information on stocks that can make a lot of money for aggressive traders but do not meet our strict criteria

PARTIAL EXIT ON QQQ (QQQ)

August 12, 2011

Exited a 10% tranche on QQQ at $53.62.

CISCO (CSCO) EARNINGS

August 10, 2011

Cisco (CSCO) earnings are better than expected. Projections from Cisco are better than expected. In the aftermarket, CSCO is up $0.87. Those in the stock may consider lightly adding on pullback to under $14. Those not in the stock may consider lightly scaling in on pullback below $14. As a full disclosure, subscribers to ZYX BUY CHANGE ALERT may be long CSCO. We will continue to provide actionable signal on CSCO on the Real Time Feed of the ZYX Buy Change Alert

POWERSHARES QQQ (QQQ): EXITED THIS MORNING’S TRANCHE

August 10, 2011

We exited this morning’s tranche of PowerShares QQQ (QQQ) at $51.26.

POWERSHARES QQQ (QQQ):FOLLOW THROUGH ON PLAN

August 10, 2011

As per the prior entry on PowerShares QQQ (QQQ), followed through yesterday by selling a 30% tranche at $53.05 on the upspike.

POWERSHARES QQQ (QQQ): PLAN TO SELL PARTIAL

August 10, 2011

Plan is to sell another tranche of PowerShares QQQ (QQQ) on any spike up from here.

ADDED TO QQQ

August 10, 2011

We added a 10% tranche at $51.07.

PENSON WORLDWIDE (PNSN): MACRO ENVIRONMENT HAS CHANGED IN THE LAST THREE DAYS

August 9, 2011

Our thesis behind buying Penson Worldwide (PNSN) was two fold: Penson Worldwide was drastically undervalued and it was an acquisition target. Penson Worldwide still is drastically undervalued from a long-term perspective. From a very short-term perspective, the blood bath in the stock market has put Penson Worldwide’s earnings for this quarter at risk. Penson Worldwide derives significant revenues from providing clearing services to brokers. If this stock market blood bath reduces the number of transactions, it will adversely affect earnings of Penson Worldwide . The hardest hit sector is financials. A logical buyer of Penson