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HOLD SNDK (SANDISK) LONG POSITION

September 16, 2008

After the close, Samsung announced $26 cash bid for SNDK. The offer is not contingent on financing. We believe there is a distinct possibility of a competing bod from Toshiba. On the other hand there is some antitrust risk in Samsung bid. On balance, we believe it is advantageous to hold the long position.In our last post we suggested selling 75% of long position to lock in profits per our methodology. If you followed our methodology, during the recent pullback you have added to SNDK position in $14 range. On the other hand, some stops should have hit. On balance,

CONSIDER PARTIAL SELL SNDK (SANDISK)

September 5, 2008

Recently, we warned against shorting SNDK and recommended buying SNDK around $13 due to possibility of a buy out. Today Korea’s ETimes reports that Samsung may be considering buying SNDK. Our sources indicate that report is true. Moreover, it makes sense. In keeping with our methodology to lock in profits , we recommend scaling out of 75% of the position in $17 to 19 range with a tight stop for the rest 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

CONSIDER BUYING TO COVER AMLN (AMLYN)

August 27, 2008

We have very large gains in AMLN. Consider buying to cover majority, say 90% of the position right here at $20.50 range. Tight stop on the rest. If there is a substantial bounce, consider shorting again. 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 .

CONSIDER PARTIAL EXIT KG (KING) AND ALO (ALPHARMA)

August 25, 2008

There are over 5% gains in just one day. Our methodology calls for taking partial profits in KG here at $11.64 and in ALO at $36.40. Consider tight stops on the rest. 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 .

SHORT KG ( KING PHARMACEUTICAL ), BUY ALO (ALPHARMA)

August 22, 2008

KG today made public its $33 cash offer for ALO ( Alpharma ). Normally stock of the acquirer falls, but here KG stock has jumped. The reason for jump is KG representation that the deal will be accretive in the second year. We believe this premise to be false for four reasons: 1. ALO is an attractive target and other acquirers may jump in. In the end, even if KG is successful, the price may have to go up by as much as 20%. Such increase will not make the deal accretive in the second year as represented by the

CAUTION AGAINST SHORTING SNDK ( SANDISK )

August 18, 2008

As our readers know, we have been very negative on SNDK and have made money shorting it. Today stock dropped $1.79 following cautious comments by Citi. Citi’s comments today are similar to our concerns provided to you long before Citi. It appears that there was fair amount of short selling in the shares today. We caution against shorting these shares now. The reason is that we are atthe cusp of a big change– pervasive use of solid state drives is coming sooner than most market participants think. SNDK is a natural acquisition target for its partner Toshiba. Disk drive makers

PARTIAL SELL ERTS ( ELECTRONIC ARTS )

August 12, 2008

Our indicators demand trimming of ERTS position right here at $48.67. A tight sell stop on rest of the position is desirable. 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 .

SELL ANAD ( ANADIGICS )

August 8, 2008

With 17% gain in such a short period, our methodology calls for selling at least part of the position at $3.63 or better. Use tight stops for the remaining and be completely out of the position in high $4s. 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 .