By Nigam Arora Editor’s note: This post was published yesterday in The Arora Report paid feeds as an Afternoon Capsule. To gain an edge, this is what you need to know now. December Not A Done Deal Please click here for a chart of S&P 500 ETF (SPY) which represents the
By Nigam Arora This post was published yesterday in The Arora Report paid feeds as an Afternoon Capsule. To gain an edge, this is what you need to know now. Two Fed Governors Dissent Please click here for a chart of S&P 500 ETF (SPY) which represents the benchmark stock market
For contrarian investors, there is an opportunity arising from the stock market loving Amazon on its loss and hating Walmart on its win. In the U.S., investors are used to Amazon AMZN being No. 1 in e-commerce. However, the future growth is in India and China. To the casual investor,
This post was just published on ZYX Buy Change Alert. EBAY is long from $48.20 and 20% of the full core position size is being held. The stock is at $52.35 as of this writing. Consider taking profits and exiting the position right here. The real value of EBAY is in
This post was just published on ZYX Buy Change Alert. EBAY is long from $48.20 and 20% of the full core position size is being held. The stock is at $56.01 as of this writing. EBAY is running on the rumor that it is telling PayPal CEO candidates that PayPal spinoff
This post was just published on ZYX Buy Change Alert. Overall EBAY earnings are worse than our expectations. Still the plan is to accumulate these shares because of the value of PayPal which is a division of EBAY. Here are the new guidelines. Consider accumulating only 20% of the full core
A titanic shift in strategy related to iTunes and services may be ahead at Apple. Faced with declining market share, a stagnant stock price, double-digit drop in iTunes downloads, failure to contain Pandora’s growth with iTunes Radio, and saturation in the market for iPhones that generate about three quarters of
Starry-eyed investors in Zulily may lose their shirts if Amazon becomes more aggressive in the daily-deal business; considering Zulily’s success, Amazon moving in to crush Zulily is a highly likely event. The chart illustrates the insanity that has set in Zulily ZU stock. Please click here for an annotated chart. On
This post was just published on ZYX Buy Change Alert. Consider starting a 25% tranche in EBAY. EBAY has been undervalued. The trigger for the trade is Icahn redeploying capital from AAPL to EBAY. Buy zone is $54-55.50. The stock is at $55.10 as of this writing in the pre-market. Target zone is $68 to $73. No
On Wednesday after the close, eBay disclosed that Carl Icahn has proposed a spin-off of PayPal from eBay. The initial reaction of the stock market was euphoric, with eBay stock jumping to $61.30 in after-hours trading from its closing price of $54.41. Not so fast, even though in my view Icahn is