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  • ABI Research – Report - What To Watch For In 2013 – Highlights Importance Of Small Cell Initiatives [View instapost]
    Ruckus wireless seems to be a name that comes across in a number of analyst reports as having a strong competitive advantage. According to a recent report from Craig Hallum, for example, the company's SmartCell API’s which feature integrated Wi-Fi access points, a USB slot for pico or femto small cells and 5MHz Wi-Fi backhaul, could be a compelling solution to technical backhaul issues.

    Another strong player may be Qualcomm, who recently provided an updated five year growth forecast for double-digit annual sales and pro forma EPS growth.

    Also, Broadcom is known as a market leader in the broadband access market and are also expanding into access products (i.e., small celsl).

    Please note, though, that these ideas may require additional independent research, and that I do not hold stakes in any of these stocks.
    Jan 13 09:10 AM | Likes Like |Link to Comment
  • Time to Short the Utilities [View article]
    Fubar, thanks for this note.
    Aug 4 11:42 AM | Likes Like |Link to Comment
  • Financial Sector Has 7 of 10 Best Days In 2008 [View article]
    Now the only question left is when to time the next dip. The fundamental crisis is far from over, and I will be very closely watching what happens with SKF (double inverse financials) as I think that it is at least as important as XLF!
    Aug 1 02:50 AM | Likes Like |Link to Comment
  • iShares Launches the First 'Real' Israeli ETF [View article]
    I am very much looking forward to watching the charts for the right time to short this ETF!!! While I live in Israel (and enjoy it). I believe that the Israeli market is ripe for a downturn. Israel is a largely export oriented economy with a central bank that has allowed the local currency to continue rising unchecked against the dollar. This has led, together with other factors to lower than expected growth, particularly in the export sector, which has been particularly hurt by the overvaluation of the Shekel against both the dollar and the euro (especially those companies who must pay their employees in Shekels while earning foreign currency). Also, regardless of what some of the local analysts say (who tend to be even more bombastic and overenthusiastic than their US counterparts), Israel does not exist in a bubble (and is, and always will be an emerging economy - i.e. if South Korea can be considered emerging, so can Israel). Finally, many of Israel's largest companies (especially technology and financial/real estate) are heavily invested in other emerging or developing economies such as Poland, Romania and the Far East. which are also likely to face downturns. I can't wait.
    Apr 8 09:30 AM | Likes Like |Link to Comment
  • Cramer vs. Buffett: An ETF Perspective [View article]
    I am amazed that the two could be mentioned in the same sentence. One (Cramer) offers shallow analysis that I regularly use as a contrarian indicator (i.e. when Cramer says "buy", it is time to stay out or sell), the other is a financial bellweather who is almost always correct, if not in the short term, then in the long term.

    One very good post on Cramer is:

    bxcapricorn.wordpress..../

    Enough said.
    Mar 12 09:40 AM | Likes Like |Link to Comment
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