Thursday, December 27, 2012

Investing in Tablet Personal Computing


Tablet Computing Works and Is a Good Investment

Below I have some tablet component companies to consider investing in but first review some basic information on the this new tablet computing trend. I bought myself an Android tablet this Christmas, and am very impressed with it and the personal computing I can do on it. There are some financial market and some other programs I need to run in which I still need a desktop and or a laptop for, but for the most of the personal computing I need to do the tablet gets the job done now.

Desktop Computing History Soon?

It seems to me now as many have already said that bulky desktops and very possibly laptops running Windows may become a thing of the past sometime in the future unless you’re running special heavy duty software programs, or your kids are hardcore PC gaming addicts. The Android and I’m sure the Apple tablet operating systems run very well, as well as the third party applications for them that tablets and smartphones can now get the job done and with the great advantage of their much smaller size and lighter weight. As far as Windows 8 that can run on tablets and smartphones, I’ve seen good and bad reviews about it. I would think Microsoft will be working to improve it and get some market share.

AnTuTu Android Benchmark

Before buying my tablet, I researched my purchased for about one month. I prefer Android for its open source OS but I’m sure Apple is just as good also. I learned about AnTuTu Benchmark that rates Android phones and tablets. After seeing that AnTuTu ranked the Asus Transformer Pad Infinity TF700T as number one and with my other tablet research I bought it, along with the add-on keyboard and am very happy with it. Review AnTuTu to see the rankings for yourself along with recent articles on new Android tablets and smartphones. AnTuTu along with other tablet information sites can help you to determine which tablet and component companies may benefit with growing sales and potential increased earnings per share to be making future investments into.

Tablets versus Smartphones

Smartphone screens are too small, computers are too big, and tablets seem to be just right. At least 10 inch tablet screens seem to be for me. With 10 inch screens its easy to type but with the 7 inch screen it’s a bit to small at least for my fingers. Tablets are convenient, portable, more powerful now, and they meet the needs of those of us addicted to instant access, always available multimedia, and with a internet connection anytime anywhere. Tablets are now overtaking smartphones in sales.

Toy Sales Down and Tablet Sales Up this Christmas

Toy sales for the most part this holiday season have been flat to slightly down from last year sales according to recent reports, with tablet sales booming now overtaking smartphone sales. And why not with a tablet being a multi-function device that you can be productive with along with its educational capabilities. With a tablet or smartphone you can stay connected to family friends and also be entertained with along with many more benefits and features.

China Tablet Manufactures

China has many manufactures that are making low to high quality tablets lesser cost tablets and smartphones these days, although Apple Asus, and Samsung still currently dominate the top end quality of the tablet market. For those on a budget, review PandaWill assortment of Chinese tablet brands using high quality components from worlds leading manufactures. Rockchip Electronics China is a standout chip maker for tablets with their current 70% Chinese market share.

Investing and Profiting from the New Tablet Personal Computing Trends

So with the huge new trend in tablet personal computing how do we invest and profit from it? Start with reviewing the component manufactures that supply to all the different global tablet and smartphone brands. They have the potential to significantly grow sales and earnings per share in the overall tablet smartphone market. Below is a list of companies that are involved in providing the CPU’s, semiconductors, chipsets, hardware, software, and accessories for the tablet and smartphone markets.

Notable Tablet Component Stock Picks from Motif Investing

Here’s a short list of top component companies that Motif Investing thinks are poised to increase their earnings per share and stock price potential right now from continued tablet and smartphone sales. Below that is a list of other stocks that are involved in the tablet smartphone industry.

Arm Holdings (ARMH) – Worlds leading semiconductor intellectual property supplier.
OmniVision (OVTI) – Image sensor company.
Synaptics (SYNA) – Touch screen solution company.
Silicon Labs (SLAB) – Specialized semiconductor company.
Nvidia (NVDA) - Broad market semiconductor company.
Qualcomm (OCOM) - Broad market semiconductor company.

Semiconductors
ARM Holdings (ARMH)
Atmel (ATML)
Avago (AVGO)
Broadcom (BRCM)
Cirrus Logic (CRUS)
Fairchild Semiconductor (FCS)
Intel (INTC)
Invensense (INVN)
Marvell (MRVL)
MIPS Technologies (MIPS)
Nvidia (NVDA)
Omnivision (OVTI)
Qualcomm (OCOM)
Silicon Image (SIMG)
Skyworks (SWKS)
STMicroelectronics (STM)
Synaptics (SYNA)
Texas Instruments (TXN)
TriQuint (TQNT)
Xilinx (XLNX)

Memory and Storage
San Disk (SNDK)
Micron Technology (MU)

Display
LG Display (LPL)
Corning (GLW)

Tablet and Smartphone Manufactures
Apple (AAPL)
Asus (ASUUY)
Dell (DELL)
Google (GOOG)
HTC (2498.TW)
Hewlett Packard (HP)
Huawei (002502.SZ)
Lenovo(LNVGY)
LG (LPL)
Panasonic (PC)
Nokia (NOK)
Research in Motion (RIMM)
Sony (SNE)
Toshiba (TOSBF)

Click Here to Review Investing Trading Applications and Services for Tablets and Smartphones

Monday, December 17, 2012

Risk-On Risk-Off Risk Undecided


I’m hearing from lots of traders that they’re getting “chopped up” in the post QE3 markets. They’re not alone. The world of managed money is doing no better. Institutions and hedge funds are telling me and my colleagues that it’s all they can do to hold onto gains made earlier in the year.

The “sure things” like Apple and Google have taken hits recently. The lovely uptrend that lasted from the June lows until just before U.S. elections has given way to a choppy sideways market that is just enough volatile to take out stops on swing trades for both the long and the short sides. Basically, things have gotten ugly for those trying to find “outperformance” or alpha in this market.

What’s more striking is that the “risk on” vs. “risk off” paradigm has not been working. Back in May and June of this year, I wrote an article series on how this phenomenon had changed the way institutional traders look at the market. In essence, portfolios and trades were being swung from “risk on” (things that work well when markets are moving higher) to “risk off” (those instruments that are relatively better in down markets) in an almost binary or yes/no fashion.

Risk On / Risk Off becomes “Risk Undecided”

One of the pages that I keep in my charting package is labeled “Risk On – Risk Off”. It contains a series of charts that track the ratios of classic pairs of risk on vs. risk off assets. I thought it might be instructive to give you a glimpse of what I’m seeing when I looked at those charts as of the close of Monday (12/10). Let’s start with Small Cap stocks, represented by the Russell 2000 (risk on) vs. the large cap stocks of the S&P 500:


The chart is fairly self explanatory – risk on asset at the top, risk off asset in the middle, and the ratio of the two at the bottom. When the ratio heads up, that indicates risk on behavior. The ratio dropping equals risk off. For almost two weeks the ratio has been going sideways telling us “risk undecided”…

In the bond world, when we look at riskier (high yield) bonds vs. U.S. Treasuries, we see a similar picture:


Once again, we see that neither side can gain the advantage. How about on the currency side? The classic combo is the Australian dollar for the risk on side vs. the Japanese yen for risk off:


Let’s look at one last chart – silver (higher risk) vs. gold (lower risk):


We can see that after silver gained some ground on gold, the ratio has been flat since late November.

For the past several weeks, all of these charts indicate similar behavior: there has been no flight to quality, nor has there been any desire to jump into the riskier asset.

What Does It Mean?

We’re in a market that can’t decide which way to go. Perhaps a resolution for the much discussed fiscal cliff will give the market some directional movement. But until then, the market doesn’t want to pick sides between the various risk assets. Unless you have some keen insight into where the fiscal cliff debate will end up, this may be a good time to keep your powder dry.

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Tuesday, December 11, 2012

Advanced Emini Day Trading Strategies Free Webinar Event Dec 11


This Free Live Market Event Reveals The 3 Pillars of Profitable E-mini Trading

Fact: over seventy percent of overall market volume is now traded via computer algorithms.

If you want to compete in the new era day trading, you have to keep up with the latest technology. Old-school trading methods simply do not cut it anymore.

What's Your Strategy?

You can try your best to be an ace stock picker, but the choppy markets make that like a game of Russian roulette.

The old-school approach of highly emotional and discretionary trading has become obsolete, thanks to computer algorithms.

To compete today, traders need a mechanical approach--a strategy that can provide a substantial upgrade to your current modus operandi for trading.

My colleague, Chris Dunn, is sharing a clear road map to day trading e-mini futures in his upcoming live market event, "The 3 Pillars of E-mini Trading."

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Chris is gaining a rapidly-growing, loyal following among E-mini traders, all thanks to his step-by-step, easy to understand strategy and live market training.

The response to his last webinar was very impressive, and I'm sure this one will be even bigger.

During this live market event, you'll see a strategy that aims to pick off small, calculated moves in about 60-90 minutes a day.

Chris wants to show you how this works in the live market, because it's easy to look like a genius in hindsight, but the only thing that matters in trading is trading off the "hard right edge", or what isn't on the chart yet.

If you're an active trader hoping to benefit from the massive opportunity of day trading e-mini futures in today's highly volatile market, then you need to see this strategy.

You have nothing to lose by checking out this webinar, so go ahead and register now before it's full.

Remember, Chris's strategy isn't about guessing what the market is going to do next week or even tomorrow. It isn't about studying financial reports, scanning hundreds of stocks, or getting bogged down with complicated trading theory. It's about keeping things very simple by trading a few markets in just a couple hours a day.

Click here to review more E-mini trading resources.

Monday, December 10, 2012

Investing in a International Digital Media Stock


Zacks Investment Research reports Gannett Co., Inc. (GCI) is diversifying its business model by adding new revenue streams in an effort to adapt to the changing face of the multiplatform media universe. These endeavors have helped this Zacks #1 Rank (Strong Buy) media conglomerate to gradually emerge as a true value pick, as is evident from its compelling valuation, including a price-to-earnings (P/E) multiple of 7.75.

What Makes Gannett a True Value Pick?

Gannett remains well positioned to harness the opportunities of a rapidly changing business model, such as digitalization, in order to keep itself on the growth path. The company recently provided an update of its growth initiatives and stated that its long-term objective is to attain annual revenue growth of 2% to 4%.

To achieve this, the company is focusing on its subscription-based model and Digital Marketing Services products. Management expects subscription revenue for the U.S. Community Publishing division to increase 25% by the end of 2013, which would translate into a contribution of approximately $100 million to operating profit.

For 2012, company-wide digital revenue is projected advance 19% year over year to $1.3 billion, whereas retransmission revenue is expected to jump 20% to $96 million. Retransmission consent fees for 2013 are expected between $135 million and $140 million, reflecting a more than 40% advance from the 2012 level.

Gannett now forecasts total revenue growth of over 5% and earnings at 87 cents to 88 cents per share for the fourth quarter of 2012. The company has surpassed the Zacks Consensus Estimate in 8 of the past 10 quarters. The average surprise for the period was 4.6%.

The company posted third quarter earnings of 56 cents per share on October 15, which beat the Zacks Consensus Estimate by nearly 4% and rose from the prior-year period by 27.3%. The upside reflected a surge in television advertising attributed to the Olympics and political spending, and the subscription-based model.

Gannett's total revenue climbed 3.4% year over year to $1,309.3 million, due to an increase in revenues across the Broadcasting and Digital segments, partially mitigated by a drop in the Publishing division. Total revenue also came ahead of the Zacks Consensus Estimate of $1,293 million.

Earnings Estimates on the Rise

The Zacks Consensus Estimate for 2012 rose 3.1% to $2.30 per share over the last 60 days, as 5 out of 7 estimates were revised upward. The current estimate implies year-over-year growth of 7.8%.

For 2013, the Zacks Consensus Estimate advanced 4.5% over the same timeframe to $2.30 per share, thanks to 7 upward revisions out of 9 total estimates. The current estimate suggests year-over-year growth of 0.2%.

Impressive Valuation

Gannett’s P/E multiple remains below 15.0, suggesting a value stock. Its price-to-book (P/B) ratio of 1.55 and price-to-sales (P/S) ratio of just 0.79 are lower than the industry averages of 2.20 and 1.60, respectively. Volume is fairly strong, averaging roughly 3,924K daily. It has a remarkable trailing 12-month ROE of 20.1%, compared with the peer group average of 16.6%. The company’s PEG ratio of 1.0 stands on par with the benchmark indicator and indicates that the stock is reasonably valued given the long-term earnings growth projection of 7.9%.

The company’s stock price remains below 2012 and 2013 earnings estimates, reflecting that the stock is still undervalued. Currently, shares are in the range of $15.00 to $20.00, and have a healthy year-to-date return of 36.7%, significantly higher than the S&P 500’s return of 10.7%.

Founded in 1906 and headquartered in McLean, Virginia, Gannett Co., Inc. operates as an international media and marketing solutions company. It has a well-established presence across various platforms, such as the Internet, mobile, newspapers, magazines and TV stations. The company reports operating results under three segments - Publishing, Broadcasting and Digital. Gannett, which primarily competes with The New York Times Company (NYT), has a market cap of $4.11 billion.

Tuesday, December 04, 2012

Forex ProfitCaster System Review


A retired industrial engineer sketched some unusual triangles on a napkin while at breakfast one morning at a local greasy diner & kind of stumbled upon a way to predict the direction of the 8 most profitable Forex markets with 79.6% accuracy.

Click here to watch what he teaches in a very entertaining video.

(Watch carefully to see the actual dirty napkin in his video, scribbled with his notes.)

Forex ProfitCaster is brand new forex trading product created by Bill & Greg Poulos of Profits Run, whom many people will know from their previous popular forex trading software and home study courses like the Forex Profit Multiplier.

This time around the they are taking Forex ProfitCaster up a few notches in terms of the software behind the product.

The Forex ProfitCaster uses the latest web techologies to bring about forex trading software that is run totally online, so that anyone with a full featured browser can run the software without the need to download and install anything.

This also means that it is platform independent, so that neither the operating system nor the device matters at all. It can be run on Windows, Mac, Ipad etc., as long as you have a full featured browser running on your computer or device you are good to go.

The basic Forex ProfitCaster package uses custom charts and runs on two time frames, hourly and end of day, with upgrades available for more.

Just keep in mind that there is a time factor with the Forex ProfitCaster.

Bill and Greg Poulos only keep the doors open to premium products like Forex ProfitCaster for a short time, so that they can focus on giving the best possible training and support to the people who come on board during the time when the doors are open. The Forex ProfitCaster comes with the following.

Web-Based Trade Alert Software

Custom web-based trade alert software based on breakthrough proprietary ‘triangle’ forecasting algorithms.

Ability to send alerts via email or text message

2 trading methods

1 hour and end-of-day charts

Physical Home Study Course

All new packaging

4 CD-ROM video tutorials & full-color reference manuals

2 trading blueprints

Quick start guide

Online Group Coaching Sessions

Weekly direct access to Bill Poulos and his trading team

Online Q&A sessions

Service & Support

One year of unlimited student email support

Lifetime access to members’ website

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Click Here to Review More Forex Resources

Monday, December 03, 2012

Buying Into Stellar Energy Earnings


Zacks Investment Research reports a strong third-quarter performance for CVR Energy Inc. (CVI) sent all earnings estimates higher on the petroleum refiner in the past 30 days. This Zacks #1 Rank (Strong Buy) also hit its 52-week high on November 29. In addition, CVR Energy has a compelling valuation and is a true value pick with a price-to-book (P/B) ratio of 2.4, a price-to-sales (P/S) ratio of 0.5 and a price-to-earnings (P/E) ratio of 6.4.

Stellar Q3 Results

On November 5, CVR Energy reported stellar third quarter adjusted earnings of $2.95 per share that exceeded the Zacks Consensus Estimate by 29.4%. The result also surged 90.3% from last year. The outperformance was led by strong operating performances across all refineries.

Total revenue surged 78.2% to $2,409.6 million in the quarter from last year’s $1,352.0 million, which also surpassed the Zacks Consensus Estimate of $2,161.0.

Earnings Momentum Trending Higher

All 4 earnings estimates for 2012 have moved north over the past 30 days, lifting the Zacks Consensus Estimate by 13.2% to $7.14 per share. For 2013, the Zacks Consensus Estimate increased 15.2% to $5.77 over the same period as all 4 earnings estimates moved upward.

Impressive Valuation

The company has a price-to-book (P/B) ratio of 2.4 and a price-to-sales (P/S) ratio of just 0.5. In addition, its forward price-to-earnings (P/E) multiple of 6.4 is lower than the peer group average of 8.0. A P/E below 15.0, a P/S ratio less than 1.0 and a P/B ratio under 3.0 generally indicate value.

CVR Energy has a trailing 12-month ROE of 41.4%, compared with the peer group average of 20.9%. This suggests that the company invests its earnings better than industry rivals. The stock also looks attractive with respect to its trailing 12-month return on assets (ROA) of 17.6% and return on investment (ROI) of 25.8%, which are above the peer group averages of 7.3% and 15.1%, respectively.

A Look at Chart

Shares of CVR Energy have been trading above the 50-day and 200-days moving averages. In particular, the continuous uptrend in stock prices and the ever increasing gap between the share price and the moving average since mid November indicate a bullish trend. The year-to-date return for the stock is 144.1% compared with the S&P 500 return of just 12.6%.


Headquartered in Sugar Land, Texas, CVR Energy, Inc. is an independent refiner with more than 185,000 barrels per day of processing capacity in the Mid-continent United States. With its subsidiaries and affiliated businesses, the company operates independent refining assets in Coffeyville, Kansas, and Wynnewood, Oklahoma. CVR Energy also remains engaged in marketing high value transportation fuels to customers through tanker trucks and pipeline terminals, and a crude oil gathering system serving Kansas, Missouri, Oklahoma, Nebraska and Texas. Through a limited partnership - CVR Partners, L.P. (UAN), - it acts as a producer of ammonia and urea ammonium nitrate, or UAN, fertilizers.

Click Here to Review More Energy Company Stock Picks and Analysis

Buying Into Steller Energy Earnings


Zacks Investment Research reports a strong third-quarter performance for CVR Energy Inc. (CVI) sent all earnings estimates higher on the petroleum refiner in the past 30 days. This Zacks #1 Rank (Strong Buy) also hit its 52-week high on November 29. In addition, CVR Energy has a compelling valuation and is a true value pick with a price-to-book (P/B) ratio of 2.4, a price-to-sales (P/S) ratio of 0.5 and a price-to-earnings (P/E) ratio of 6.4.

Stellar Q3 Results

On November 5, CVR Energy reported stellar third quarter adjusted earnings of $2.95 per share that exceeded the Zacks Consensus Estimate by 29.4%. The result also surged 90.3% from last year. The outperformance was led by strong operating performances across all refineries.

Total revenue surged 78.2% to $2,409.6 million in the quarter from last year’s $1,352.0 million, which also surpassed the Zacks Consensus Estimate of $2,161.0.

Earnings Momentum Trending Higher

All 4 earnings estimates for 2012 have moved north over the past 30 days, lifting the Zacks Consensus Estimate by 13.2% to $7.14 per share. For 2013, the Zacks Consensus Estimate increased 15.2% to $5.77 over the same period as all 4 earnings estimates moved upward.

Impressive Valuation

The company has a price-to-book (P/B) ratio of 2.4 and a price-to-sales (P/S) ratio of just 0.5. In addition, its forward price-to-earnings (P/E) multiple of 6.4 is lower than the peer group average of 8.0. A P/E below 15.0, a P/S ratio less than 1.0 and a P/B ratio under 3.0 generally indicate value.

CVR Energy has a trailing 12-month ROE of 41.4%, compared with the peer group average of 20.9%. This suggests that the company invests its earnings better than industry rivals. The stock also looks attractive with respect to its trailing 12-month return on assets (ROA) of 17.6% and return on investment (ROI) of 25.8%, which are above the peer group averages of 7.3% and 15.1%, respectively.

A Look at Chart

Shares of CVR Energy have been trading above the 50-day and 200-days moving averages. In particular, the continuous uptrend in stock prices and the ever increasing gap between the share price and the moving average since mid November indicate a bullish trend. The year-to-date return for the stock is 144.1% compared with the S&P 500 return of just 12.6%.


Headquartered in Sugar Land, Texas, CVR Energy, Inc. is an independent refiner with more than 185,000 barrels per day of processing capacity in the Mid-continent United States. With its subsidiaries and affiliated businesses, the company operates independent refining assets in Coffeyville, Kansas, and Wynnewood, Oklahoma. CVR Energy also remains engaged in marketing high value transportation fuels to customers through tanker trucks and pipeline terminals, and a crude oil gathering system serving Kansas, Missouri, Oklahoma, Nebraska and Texas. Through a limited partnership - CVR Partners, L.P. (UAN), - it acts as a producer of ammonia and urea ammonium nitrate, or UAN, fertilizers.

Click Here to Review More Energy Company Stock Picks and Analysis