Author Archive: Jeremy Parkinson
Bull Of The Day: Skyworks Solutions
Looking for a great way to play the “Internet of Things” and the coming global tidal wave of mobile phone upgrades to 4G? Look no further than Skyworks Solutions (SWKS – Analyst Report). Skyworks is an innovator of high performance analog semiconductors with customers across automotive, broadband, wireless infrastructure, energy management, GPS, industrial, medical, military, wireless networking, smartphone and […]
SOX Index, 2 Ways
Way 1 is the short-term view showing the wild recent history of a huge drop, instigated by one chip company’s dour projection and then a whole media hype pig pile. The target is 750 based on this pattern, roughly corresponding with the NFTRH+ target of 40 on Intel. Click on picture to enlarge Way 2 is the […]
Yield Co Pricing Less Irrational, But Plenty Of Opportunity Left
Yieldcos are companies which own clean energy assets and use the cash flows from them to deliver a high level of current dividend yield and (in some cases) the promise of significant dividend growth. Investors like them because yield is scarce in the current low interest rate environment. While investors like the relatively high yield […]
The Danger Of A Big Customer: G T Advanced Technology’s Bankruptcy
The bankruptcy of Apple supplier GT Advanced Technologies (GTAT) offers lessons to all vendors to large companies. Whether supplying a physical product or a service, smaller companies selling to larger companies have to be cautious. Selling to a giant, such as Apple (AAPL) or Walmart (WMT) or Bank of America (BAC), offers the potential for tremendous revenue. However, […]
How To Make Value Investing Easy
What Is Value Investing? “If you are an investor, your decision to buy and sell is based on the underlying economics of the stock you own.” Value investing is how Warren Buffet built his fortune. Mr. Buffet learned from his professor at Columbia University, Benjamin Graham, to whom the above quote can be attributed. Graham is […]
Asian Investors Are Storming Israeli Startups
Asian investors are becoming increasingly interested in Israeli innovation and Holy Land founders are more than happy to oblige. Photo Credit: Shutterstock, Diplomatic handshake between countries: flags of China and Israel After learning about Israeli Magma Venture Partners (which holds in its portfolio Google (GOOG)-acquired Waze and Facebook (FB)-acquired Onavo, among others) pulling-in anonymous Asian […]
November 2014 Chart Review
In our monthly ETF chart roundup video, we take the temperature of the market in relation to its long-term trend lines. In addition, we profile several key international, commodity, and bond ETFs that are showing signs of opportunity and risk. The important themes to watch this month are large cap stocks, Europe, high yield bonds, […]
21 November 2014: ECRI’s WLI Improves Marginally But Remains In Contraction
ECRI’s WLI Growth Index improved marginally but has been in negative territory for 6 weeks. This index is forecasting a slight business cycle contraction in 1Q2015. Obviously the markets do not share ECRI’s view the business cycle is taking a downturn. Current ECRI WLI Level and Growth Index Here is this weeks update on ECRI’s […]
Despite Higher GDP, U.S. Economic Data Continues To Disappoint
U.S. Economic Data Continues to Disappoint. Audio Length: 00:28:19
The Vendetta Continues: Ackman’s Latest Herbalife Deathwish And Other Observations – The Full Q3 Letter
For those who care what Bill Ackman has been thinking and doing lately, aside from colluding with and piggybacking on desperate for M&A “strategics” to go activist, and buying a boatload of calls in advance of announcing a material, market-moving position and in the process generating a 43.4% YTD return while the SEC sits on its hands. […]
