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NO IMPACT ON NETFLIX (NFLX) FROM NEW SERVICE BY AMAZON (AMZN)

February 22, 2011

As we expected, Amazon (AMZN) announced that its Prime Members will get unlimited streaming of more than 5000 movies and tv shows at no additional cost. This development was already in our model for Netflix(NFLX). We do not expect material impact on Netflix growth by this offering from Amazon. However, we will be vigilant about possibility of stronger offerings from Amazon. We will continue to maintain our remaining long position on Netflix. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since

TWO UPGRADES ON MOLYCORP (MCP)

February 22, 2011

This morning, there are two upgrades on Molycorp (MCP) including one from JP Morgan (JPM). Morgan was the underwriter of the secondary and the upgrade was expected. Nonetheless, we will cover our short position right here around $46.20 and look for opportunities to short at higher prices starting around $47.50 in a manner described in the prior post. As a caution, we wll not short this stock again until all six screens of the ZYX Change Method are satisfied. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING

NEW TRIGGER FOR RARE EARTH METAL STOCKS SUCH AS MOLYCORP (MCP)

February 22, 2011

Image via Wikipedia Our long term readers know that each trade must pass all six screens of the ZYX Change Method. This post describes the four developments that fulfilled the requirements of the trigger screen to short sell the rare earth metal stock Molycorp (MCP) on Feb 18. ‘¢ Sumitomo Corp. and Mitsui & Co. are planning a major venture to mine rare-earth deposits in Russia to compete with China. Assumption made by the bulls that Moycorp will be the only source of rare earth metals for Sumitomo is wrong ‘¢ The World Trade Organization has ruled China has no legal

PROFITING FROM CRISIS IN LIBYA WITH OCCIDENTAL PETROLEUM (OXY) AND MARATHON OIL (MRO)

February 22, 2011

Image via Wikipedia The crises in Libya appears to be accelerating. It appears that the central government has lost control of several regions of the country. Marathon Oil (MRO) owns 16.33% of the Waha concessions in Libya. We continue to be positive on Marathon in anticipation of its up coming split into two companies. If the stock gets hit, we will use any big down spike to initiate a long position. More than one-fourth of Occidental Petroleum’s (OXY) worldwide oil and gas production comes from the Middle East/North Africa region, where the company has been an active investor for more than

TIME TO SHORT SELL RARE EARTH STOCK MOLY CORP (MCP)

February 18, 2011

We are initiating a short sell on the rare earth stock Moly Corp (MCP) . We will start with a 5% of full position size around $46.60. For our thesis to short sell Moly Corp , please see prior posts. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since 2007, without exception, is included in the performance results. Number of winning positions: 162 Number of losing positions: 10 Average annualized % return per position: 296.77% ………………Check out details .

FINALLY THE FIRST DOWN GRADE ON NVIDIA (NVDA) BY A TIER ONE FIRM

February 17, 2011

Lately, every brokerage firm that follows Nvidia (NVDA) has upgraded it in the resent past. As our regular readers know, we have been writing about irrational exuberance on Nvidia. We have also managed to complete two profitable trades on the short side on Nvidia. Yesterday, after the market close, Nvidia reported earnings. First the stock spiked up. As per our prior post, we took advantage of this spike and scaled in a new short position from $24.10. The conference call was long on hope and short on specifics. This morning we have woken up to a surprise. Citi Group, a

NETFLIX (NFLX) STOCK HURT BY DISNEY (DIS) PRICE RAISE

February 16, 2011

Image via CrunchBase According to LA Times, Disney (DIS) is raising its wholesale rate it charges Netflix (NFLX) for movies to $17.99 per movie. This is significant in that it throws cold water over bull’s argument that costs for Netflix are coming down. In our model for Netflix, this move by Disney does not materially change the dynamics for Netflix . We will maintain our remaining long position and exit per the prior post. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every

NETFLIX (NFLX) FOLLOWED OUR SCRIPT

February 15, 2011

Netflix (NFLX) followed the script that we laid out in our prior post. As per the prior post, we took advantage of this up move and exited half of our remaining position at $247.00. We will look to exiting our remaining position, based on technicals on further move up. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since 2007, without exception, is included in the performance results. Number of winning positions: 162 Number of losing positions: 10 Average annualized % return