Archive for the ‘Technology’ Category

Apple (NASDAQ:AAPL) Makes Everything OK

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Posted 25 Apr 2012 — by Jeff Pierce
Category AAPL, Computer Hardware, Investing, Market News, Stocks, Technical Analysis, Technology, Trading

By Jeff Pierce

Apple (NASDAQ:AAPL)Apple’s (NASDAQ:AAPL) rising earnings does not equate into a healthy US economy.

While today is not exactly the scenario I would have like to play out after Apple released earnings it’s just one more example of how delusional the market is in regards to what is considered reflective of a growing economy. The effect of this earnings report on the general markets is impressive and scary as you can’t eat iPads. You iPhone won’t stop the bank from foreclosing on your home. And while you can certainly go on LinkedIn with you Mac, it won’t land you a job. Add in the fact that the majority of Apple’s products are produced in other countries should illustrate the mirage that has been painted about Apple’s contribution to the US economy. Read More

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The Patent Wars Continue: Will The Selling Of Intellectual Property Be Enough To Save The Likes Of Research in Motion, Yahoo?

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Posted 24 Apr 2012 — by VFC's Stock House
Category AAPL, AOL, FB, GOOG, Investing, Market News, MSFT, RIMM, Sectors, Stocks, Technology, YHOO

By VFC’s Stock House

patentsAs the buyout offers for new technologies and drugs heats up in the pharmaceutical and biotech sectors, it’s the patent games — which have turned into all-out legal wars at times, that are heating up in the tech sector. While Facebook (FB) and Yahoo! (NASDAQ:YHOO) took to the courtrooms to battle over patents, Microsoft (NASDAQ:MSFT) and AOL (NYSE:AOL) played nice and secured a billion dollar patent deal earlier this month, which now looks to have been just a preparatory move before negotiating a three team trade.

Microsoft already made news last week after a solid earnings report sparked a late-week rally, and on Monday morning the company announced that it will receive over half a billion dollars from Facebook as payments for roughly half of the patents that Microsoft acquired from AOL earlier in the month.

According to Monday’s press release, “As a result of today’s agreement, Facebook will obtain ownership of approximately 650 AOL patents and patent applications, plus a license to the AOL patents and applications that Microsoft will purchase and own.  Read More

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Keryx Biopharmaceuticals (NASDAQ:KERX) Reborn as a Speculative Play Following Positive Trial News

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Posted 23 Apr 2012 — by VFC's Stock House
Category AMLN, Biotechnology and Drugs, GSK, Healthcare, HGSI, ILMN, Investing, KERX, Market News, Scientific and Technical Instr., Stocks, Technology, Trading

By VFC’s Stock House

Keryx Biopharmaceuticals (NASDAQ:KERX)Last week we wondered whether or not shares of Keryx Biopharmaceuticals, Inc. (NASDAQ:KERX) were heading for the dollar mark.  This week it’s a whole new ballgame as a Monday morning press release issued by Keryx informed investors that Japanese partner, Japan Tobacco Inc. (TYO:2914) and Torii Pharmaceutical Co., Ltd. (TYO:4551), had announced positive top line results of a Phase III trial for Zerenex in the treatment of hyperphosphatemia in end-stage renal disease patients on hemodialysis.

As a result of the news KERX shares were up by more than 25% on volume of well more than double the daily norm — all before lunch time on Monday.

Keryx opened the month on a severe downturn after Phase III trials for the cancer treatment Perifisone failed. With Perifisone out of the picture, at least for the time beings, investors looked to Zerenex as the next key catalyst that could potentially bring significant value to the KERX share price and to the company’s longer term future. Read More

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Why the Law of Large Numbers Doesn’t Apply to Apple (NASDAQ:AAPL)

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Posted 23 Apr 2012 — by Covestor
Category AAPL, Computer Hardware, Investing, Market News, NTAP, QCOM, Stocks, Technology, Trading, WMT, XOM

By Amour Gefen

Apple (NASDAQ:AAPL)We have come a long way from the lows set in 2011. Job data continues to improve, and the European headlines continue to show commitment to a resolution. We cannot dismiss the fact that plenty of risk abounds to the recovery in Europe, but I believe the recent rally is warranted and the S&P still trades at a decent valuation to earnings.

Since there isn’t much to report on the macro front, I would like to focus on our investments and reflect on some of the decisions that were made earlier this year.

We went into greater detail on NetApp (NASDAQ:NTAP), Qualcomm (NASDAQ:QCOM), and Apple (NASDAQ:APPL) a couple of months ago. I remain bullish on all these stocks and as of late February both QCOM and AAPL reported fantastic results. I want to focus on Apple. Read More

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First Solar (NASDAQ:FSLR): An Uncommon Covestment

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Posted 19 Apr 2012 — by Covestor
Category FSLR, Investing, Market News, Sectors, Semiconductors, Solar, Stocks, Technical Analysis, Technology, Trading

By Michael Tarsala
First Solar (NASDAQ:FSLR)
Covestor’s Brendan Ruchert Dixon is still taking a cautious stance toward equity markets — with the exception of his new bet on First Solar, Inc. (NASDAQ:FSLR) shares this month.

It’s a contrarian investment by Dixon — he believes that the market has it wrong on this stock. Despite the unpopularity of the solar group, he’s positioned 12% of his Alpha Trapper model long First Solar shares.

“I’m market-neutral, and mainly placing bets on things that already have suffered a big crash,” Dixon told me this week. “First Solar is an example: It’s a beaten-down value play. The value of the company is greater than the market is giving it credit for right now.” Read More

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America’s Oil and Gas Boom is a Big Plus for Manufacturing

By Ben Dickey

Oil - stocksLast year’s markets were full of fear which prompted investors to forget fundamentals and pursue a “risk off” mentality. The market lurched between euphoria, when the European Central Bank had positive news, then swung to depression when one of the PIIGS (as in Portugal, Italy, Ireland, Greece and Spain) showed signs of economic trouble or domestic unrest. The result was a lot of volatility. The first quarter of this year has been “risk on” with the markets moving up.  This was the best first quarter in many years for the major stock indices..

As a result, U.S. Treasuries sold off, with the yields approaching 2.25% on the 10 year note. The Federal Reserve is purchasing a large percentage of the Treasury debt, shielding the slowing of bids for our debt. It looks like the economy will approach 2 ½% growth for the first quarter. Oil prices have remained firm, with Brent crude prices still holding an abnormal premium to WTI prices.

There has been some disruption to oil shipments from some of the OPEC producers thus reducing the spare capacity left in the market. These disruptions exacerbate the prices in the futures market. Overall, the world is using about 90 million barrels of oil per day, with a speculated spare capacity of only two million barrels. Read More

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Looking Forward With These Six Stocks: GIGM, DGI, CLGX, CASS, DLB, JMBA

By Yale Bock

Yale Bock

Yale Bock

The Concentrated GARP portfolio performed poorly in 2011, and as of 4/4/12 the portfolio is down over 20% from inception, but I continue this believe this portfolio has merit if an investor can look into the future a few years.

I believe 2012 could prove quite interesting for several of this model’s holdings. Already, we have seen a few reasons why results could be vastly different. At the same time, until the portfolio performs substantially better, the returns have been bad — there is no hiding that fact. As Bill Parcells says ‘You are what you are.’ Until the performance changes, I don’t want to call a turd a raisin, as Mr. Munger puts it.

Covestor Portfolio: The Reasons for Owning the Portfolio Holdings

GigaMedia Limited (NASDAQ:GIGM): At least the management at this company keeps it interesting. For the third year in a row, we have a new CEO, with a nice background in Silicon Valley and plenty of technology experience in gaming. Of course, time will tell and we all know not to get too excited about (GIGM). Management announced they will take a large write down in the fourth quarter. In addition, they have been selling off studio assets and stakes in some publicly traded partners in South Korea. The company has a cash position of close to $100 million dollars and the CEO is evaluating the company’s business lines and will have more to report soon. Read More

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Smartphone to Car Radio Patent Awarded

By Amy Gilroy

A patent that covers many wireless and voice recognition smartphone connections to a car radio or video system has been awarded to Ira Marlowe the owner of Blitzsafe, a car interface manufacturer.

The patent, issued on April 10, addresses car radios with the ability to connect to a cell phone wirelessly to view and control apps or web browsing via the radio.

The patent called “Multimedia Device Integration System,” was filed in 2006. Read More

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The Real Deal Behind Google’s (NASDAQ:GOOG) New Class of Stock

By Barry Randall

Google (NASDAQ:GOOG)Why did Google (NASDAQ:GOOG) just announce the issuance of a class of stock with NO voting power? Why do rock stars marry supermodels?

Because they can.

When Google went public eight years ago, they did so with a dual-class structure that helped preserve the founders’ voting control over the company. So this recent development came as no surprise. In fact, given Sergey Brin and Larry Page’s famous self-absorption (e.g., “Do no evil”), it would come as no surprise to one day learn of an Onion-esque development whereby Google announces a special “class D” stock, the ownership of which requires you to pay Google a quarterly dividend. Hey, don’t laugh: that’s effectively what short-term Treasury bill investors are doing with inflation at 2%-3%.

But, you know, we’re dealing with geniuses here. I mean, wouldn’t you pay for the right to be associated with them? Read More

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Weekly Stock Watch: GOOG, FB, BAC, C, IMSC, DNDN, HGSI, AGEN, MNKD, PIMO, FCEL, CPST, SIGA, SNSS, CELH, AMLN, ILMN, NRIFF, TTNP

By VFC’s Stock House

stock market - stocksAt the conclusion of each week, VFC’s Stock House examines some news items, stocks and stories that made headlines during the previous trading week, but may also make headlines or influence trends during the upcoming week as well. Although focusing intently on the biotech and healthcare sectors, due attention is also given to potential market-moving or game-changing companies in a broad variety of sectors and industries. The ‘Weekly Stock Watch’ will also introduce new companies for coverage and identify some stocks that may have entered ‘buy territory’.

Last week was one that belonged to the traders, with quite a bit of downwards action in the markets peppered with a couple of big up days, too. Friday’s fall, however – when the DOW dropped over one hundred and thirty points — could have set the tone for Monday’s open. Read More

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Apple (NASDAQ:AAPL) — The First Real Crack Appears

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Posted 13 Apr 2012 — by Jeff Pierce
Category AAPL, Computer Hardware, Investing, Stocks, Technical Analysis, Technology, Trading

By Jeff Pierce
Apple (NASDAQ:AAPL) — The First Real Crack Appears
If this is a normal correction in the markets (between 5-10%), then Apple (NASDAQ:AAPL) should visit $570 at a minimum. If the correction turns into something more severe (greater than 10%), then I could see AAPL falling as low as $450-$470.

The best reward/risk to short would be to wait for a retest of the $620 level.

Apple. Inc. (NASDAQ:AAPL) — 60 min. chart Read More