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Arsene Lupin
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Arsene Lupin is a technology professional in the internet & social media spaces, with an interest in finance. He has experience in both big company and startups, and a PhD in science.
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  • Near-term Cautious On Broadcom
    While I'm bullish on Broadcom medium term (seekingalpha.com/article/369131-put-your...), $40 is a multi-year resistance point. That along with the 'perceived' competition from Qualcomm on mobile chips (I think the actual effect on Broadcom much less than the trade rags suggest) will keep a lid on BRCM.

    Disclosure: I am long BRCM.

    Tags: BRCM, QCOM
    Mar 27 2:23 PM | Link | Comment!
  • January Worthies Ran Hard And Fast : But Now It's February
    My January worthies portfolio has had an good run. Only OCLR out of the list has the near-term catalysts (as a stock) to make a move, but even OCLR could be a victim of Nasdaq's respite (in the near future) from being very overextended. I'd recommend the sidelines for all these stocks
    Tags: OCLR, ACPW, NPSP, TQNT, AMCC
    Feb 17 6:46 PM | Link | Comment!
  • January Worthies : Performance To Date And Recommendations
    An equally weighted January worthies portfolio (seekingalpha.com/article/317777-january-...) would have made you about 18.5% in under a month. Below are my recommendations at current valuations:

    January Worthies Performance
    TickerPrice on Jan 5thPrice Today% gain (approximate)Recommendation
    AMCC6.797.9918%hold
    NPSP6.506.733.5%hold/sell
    TQNT4.945.8718%hold
    ACPW0.700.9028%buy
    OCLR3.374.1825%buy/hold

    Tags: AMCC, ACPW, OCLR, NPSP, TQNT
    Jan 23 2:02 PM | Link | Comment!
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