THREE STOCKS THE SMART MONEY IS BUYING FOR A YEAR-END RALLY $RFMD $SUNE $GPRO $TQNT $AAPL $SSNLF

For those who are not gunslingers and respect risk in the stock market, I designed a five-part screen to find stocks for short-term trades from our universe of 3000 U. S. stocks and 1000 international stocks that can really take off if there is a Santa Clause rally. Please click here for an annotated chart […]

RF MICRO JUMPS ON EARNINGS, EYES ROCKY FUTURE $AAPL $RFMD $TQNT $SWKS

Rocky Holding will be a powerhouse supplier of radio frequency components to both Apple AAPL and Samsung when it is born. Rocky Holding is the tentative name of a new company that will result from the merger of RF Micro Devices (RFMD) and TriQuint Semiconductor (TQNT). Both companies have approved the merger and a joint […]

BLUE LIGHT SPECIAL IN SEMICONDUCTORS AS CREE AND OTHERS GET CRUSHED $CREE $RFMD $BRCM $ALTR $TQNT $SMH

These gadgets–along with many others, including LED lighting–all need semiconductors.  From a long-term perspective, the demand for semiconductors is continuing to grow as the devices become ubiquitous in anything that runs electric current. The problem with investing in makers of semiconductors is that the group had become overbought with the rest of the stock market.  […]

FIVE WAYS TO CASH IN ON THE SAMSUNG GALAXY S IV $AAPL $QCOM $BRCM $OVTI $PANL $ARMH

  Samsung Galaxy S IV has been released with a great deal of fanfare. By all indications, the Galaxy S IV will be a very popular device. Here are five ways to make money from it. Get exposure to Samsung     Samsung is a Korean company, and the stock trades very actively there. If […]

WILL HUNT-AND-DESTROY ALGORITHMS GET APPLE? $AAPL $QCOM $CRUS $NTE $SNDK $AVGO $BRCM

In stock trading, twin practices have coexisted for ages. First, a large number of investors enter stop-loss orders to protect themselves. Second, such stop-loss orders become sitting ducks for some professionals. In the past, it was a common complaint that market makers and brokers tended to run the stops. These days hunt-and-destroy algorithms have evolved […]

NEW APPLE IPAD SEMICONDUCTOR INVESTMENT PLAYS

Apple (AAPL) has become one of the world’s largest buyers of semiconductors. Whenever a new Apple device is introduced, a race is on to tear down the device and find the origin of the components inside. This time the winner is iFixit. iFixit reports the following components inside the new iPad. –Texas Instruments (TXN) CD3240 driver […]

SKYWORKS (SWKS) HEADWINDS AHEAD

Skyworks  (SWKS) a provider of semiconductors for cell phones may face severe headwinds going forward.   A recent report shows that Media Tek  (MTK), a fabless semiconductor company based in Taiwan is experiencing weakness in China.   It appears that the trend in China is in favor of Apple (AAPL)  iPhone but the demand for […]

TRIQUINT SEMICONDUCTOR (TQNT) IN APPLE (AAPL) IPHONE: CAUTION IS WARRANTED

TriQuint Semiconductor (TQNT) previously lost Apple’s (AAPL) business and is now back in iPhone 4S.   However the stock is being over hyped by those who do not understand the technology.   One of the TriQuint  Semiconductor   chips in iPhone is a very low value chip.   We caution against buying  TriQuint Semiconductor here, […]

APPLE IPHONE 4S PRESENTS OPPORTUNITIES IN 8 SEMICONDUCTOR STOCKS (ARMH), (AVGO), (OVTI), (QCOM), (SNE), (SWKS), (TOSBF.PK), (TQNT),

The stocks covered in this story are AAPL, ARMH, AVGO, OVTI, QCOM, SNE, SWKS, TOSBF.PK, TQNT.   Apple (AAPL) has now become one of the largest users of semiconductors. Every time Apple introduces a new product, it pays to understand its impact on semiconductor manufacturers. In the past, such analysis has provided excellent opportunities both […]