Are Tides Changing For Herbalife After Massive Sell-Off? [View article]
I follow the Multi-Level Marketing & weight loss industries closely and yes, what has happened in recent days Herbalife has become an incredible "gift" for investors. Herbalife's growth trend, the loyalty and conviction of it's Distributors is solidly on track. Importantly, much of the growth is in the hugely profitable Asia market. MLM companies enjoy 30-40% higher margins in these markets and the momentum feeds on itself. This is exactly what has occurred and is EXPANDING for Herbalife. My recommendation is to take advantage of this dip. The Company's performance and now the FUNDED Share Buyback make the investment a "no-brainer!"
Agree 100% Bad News is baked in and REAL NEWS = Revenue & Earnings to surprise to the upside!
Look to Calendar Q2 2011 AT&T plus Verizon IPhone sales. Note that IPhone sales for Q1 2012 are 25% up by comparison. Look to Apple Cal Q2 2011 Rev $28 B; up 25% would be $35 B. Does AT&T or Verizon sell IPhone in China? Suggest you add those sales and sales growth of New IPad, etc.
Mobile Video Content / so far Apple is missing the Mobile High Def trend.
Have a look- SIMG is a microcap with HUGE growth opportunity in Smart phone High Def.
SIMG licenses all use of HDMI interface which is across most Smart Phones that are or will be with high def ports.
High Def on Smart Phones increases SIMG licensing 10x vs TV / Home electronics alone.
And the stock is even more waaaaay oversold than technology and the chip sector generally. Shorts on SIMG are at 3million shares and it trades only 750,000 daily (4 days trading volume to cover). confirm it at this link: www.nasdaqtrader.com/T...?... Key in SIMG and note the May 28 Short position; (Feb 15 & 28 are the next most signficant)
The last time they were even near this level of shorts; SIMG rallied dramatically 33%.
And there's more upside in SIMG than ever-
Conference yesterday - UBS Global Technology.
You'll find the conference content on SIMG website: siliconimage.com
SIMG has $2.00 of $3.30 share price on books as Cash and NO DEBT.
This Small-Cap Gaming Stock Is Fund Manager Chad Brand's Highest Conviction Pick [View article]
A much stronger "Conviction Pick" would be SIMG
SIMG is a cornerstone to continuing growth in the sector of High Def media exchange and storage. For example licenses HDMI technology that is today essential in every Consumer Electronic
Are Tides Changing For Herbalife After Massive Sell-Off? [View article]
Herbalife's growth trend, the loyalty and conviction of it's Distributors is solidly on track.
Importantly, much of the growth is in the hugely profitable Asia market. MLM companies enjoy 30-40% higher margins in these markets and the momentum feeds on itself. This is exactly what has occurred and is EXPANDING for Herbalife.
My recommendation is to take advantage of this dip.
The Company's performance and now the FUNDED Share Buyback make the investment a "no-brainer!"
AAPL: Waiting And Be Patient [View instapost]
Look to Calendar Q2 2011 AT&T plus Verizon IPhone sales. Note that IPhone sales for Q1 2012 are 25% up by comparison.
Look to Apple Cal Q2 2011 Rev $28 B; up 25% would be $35 B.
Does AT&T or Verizon sell IPhone in China? Suggest you add those sales and sales growth of New IPad, etc.
Blowout Qtr to surprise all!
Happy Investing!
Midas
Noon Notes from Phil [View instapost]
Have a look- SIMG is a microcap with HUGE growth opportunity in Smart phone High Def.
SIMG licenses all use of HDMI interface which is across most Smart Phones that are or will be with high def ports.
High Def on Smart Phones increases SIMG licensing 10x vs TV / Home electronics alone.
And the stock is even more waaaaay oversold than technology and the chip sector generally.
Shorts on SIMG are at 3million shares and it trades only 750,000 daily (4 days trading volume to cover).
confirm it at this link:
www.nasdaqtrader.com/T...?...
Key in SIMG and note the May 28 Short position; (Feb 15 & 28 are the next most signficant)
The last time they were even near this level of shorts; SIMG rallied dramatically 33%.
And there's more upside in SIMG than ever-
Conference yesterday - UBS Global Technology.
You'll find the conference content on SIMG website:
siliconimage.com
SIMG has $2.00 of $3.30 share price on books as Cash and NO DEBT.
Happy investing!
Midas
This Small-Cap Gaming Stock Is Fund Manager Chad Brand's Highest Conviction Pick [View article]
SIMG is a cornerstone to continuing growth in the sector of High Def media exchange and storage.
For example licenses HDMI technology that is today essential in every Consumer Electronic