Digital Angel Corporation awarded patent for breakthrough Glucose-Sensing RFID chip
http://biz.yahoo.com/bw/061025/20061025005372.html?.v=1
This news is big. Sure it will take them a while to sell it commercially but it is definitely a huge revenue driver. This company's market cap is 113 Mil and stock is at 2.51. It has it's losses in control and it's poised for a big move when this technology gets commercialized.
Wednesday, October 25, 2006
Sunday, October 22, 2006
List of ETFs
http://messages.finance.yahoo.com/Technology/Computer_Services/threadview?m=tm&bn=20360&tid=725381&mid=725381&tof=13&frt=2
Cheers,
Ahu
http://stocksharks.blogspot.com
Cheers,
Ahu
http://stocksharks.blogspot.com
Saturday, October 21, 2006
Make money in the last hour on the options expiry day
Ever thought you can make money in the last hour of options expiry. Keep an eye open for the following prerequisites while making this trade.
1. It needs to be the day of options expiry and the open interest should be really high.
2. The volume on the options (options that are in the money) should be low. Approximately less than 30% of open interest.
3. The stock should have moved higher / lower in recent sessions (your trade depends on whether you bought calls or puts). Therefore a few people might have made money on the move up/down and are holding to see at session highs/lows since options make a lot of money even on timing the entry and exit points.
Most brokerage houses automatically exercise or sell options that are "in the money" by 3 PM EST. Options traders know this and so if the stock has maintained a flat / slightly bullish line, they start exercising options a little before that. e.g. If a lot of call are open, traders start exercising the calls (buy stock). This buying spurs up the stock price.
To see a recent example of this, check out:
http://finance.yahoo.com/q/bc?s=AAPL&t=1d and look at the move in the last 1 hour. Also, see the options page for October expiry and see the open interest for Calls with $75 Strike price.
I've seen a move like this last year in OVTI for the last day of options expiry for the month of November.
Cheers,
Ahu
http://Stocksharks.blogspot.com
1. It needs to be the day of options expiry and the open interest should be really high.
2. The volume on the options (options that are in the money) should be low. Approximately less than 30% of open interest.
3. The stock should have moved higher / lower in recent sessions (your trade depends on whether you bought calls or puts). Therefore a few people might have made money on the move up/down and are holding to see at session highs/lows since options make a lot of money even on timing the entry and exit points.
Most brokerage houses automatically exercise or sell options that are "in the money" by 3 PM EST. Options traders know this and so if the stock has maintained a flat / slightly bullish line, they start exercising options a little before that. e.g. If a lot of call are open, traders start exercising the calls (buy stock). This buying spurs up the stock price.
To see a recent example of this, check out:
http://finance.yahoo.com/q/bc?s=AAPL&t=1d and look at the move in the last 1 hour. Also, see the options page for October expiry and see the open interest for Calls with $75 Strike price.
I've seen a move like this last year in OVTI for the last day of options expiry for the month of November.
Cheers,
Ahu
http://Stocksharks.blogspot.com
Sunday, October 15, 2006
United Airlines (UAUA) is way undervalued
Wonder if Airline stocks are worth investing into? All airlines have gone through bankruptcy in the last few years except Southwest and American Airlines.
United Airlines IMHO is a diamond in the rough. We only have data from a couple of quarters after bankruptcy and that suggests that the airline is extremely undervalued. The balance sheet has debt but has plenty of Cash as well. Airlines, due to the nature of their business can carry debt against their huge property and infrastructure.
UAUA has a market cap of 3.23 Bil. They might hit 18 - 20 Bil in revenues in 2007 and are in a good position to increase margins just a little so they can earn more income. Taking estimated $6 a share earnings for next year UAUA is trading at a future P/E of 5.
There is another factor that might benefit margins in the short term. Gasoline prices have dropped 16% in September and if you believe in the conspiracy theory that Republicans are ensureing the pricing stays low until the elections get over, then these prices might stay for a while.
Even without this bonus the economy is really improving and Airlines might be have emerging from a very risky environment over the last few years where people can now understand the risks of airlines, accept them and yet invest in them.
All UAUA has to do is keep up their current earnings performance and we should see a 50% appreciation in the stock price in 6 months.
Cheers,
Ahu
Stock Sharks
United Airlines IMHO is a diamond in the rough. We only have data from a couple of quarters after bankruptcy and that suggests that the airline is extremely undervalued. The balance sheet has debt but has plenty of Cash as well. Airlines, due to the nature of their business can carry debt against their huge property and infrastructure.
UAUA has a market cap of 3.23 Bil. They might hit 18 - 20 Bil in revenues in 2007 and are in a good position to increase margins just a little so they can earn more income. Taking estimated $6 a share earnings for next year UAUA is trading at a future P/E of 5.
There is another factor that might benefit margins in the short term. Gasoline prices have dropped 16% in September and if you believe in the conspiracy theory that Republicans are ensureing the pricing stays low until the elections get over, then these prices might stay for a while.
Even without this bonus the economy is really improving and Airlines might be have emerging from a very risky environment over the last few years where people can now understand the risks of airlines, accept them and yet invest in them.
All UAUA has to do is keep up their current earnings performance and we should see a 50% appreciation in the stock price in 6 months.
Cheers,
Ahu
Stock Sharks
Friday, October 13, 2006
YHOO downgrade timing questionable
Yahoo was downgraded this morning. The downgrade came in after Yahoo had already hit rock bottom over the past few days. This truly was a shameless ploy. Yahoo is being accumulated in my humble opinion. The day started with YHOO already opening low. You can drive a stock lower on low volume by pre-market trading. Stop losses might have triggerd for the brief dip and there on there is a consistent strong buying all the way into the close.
We keep talking about how individual investors are disadvantaged in the stock market. Situations like these are examples of how individual investors will benefit from maniplation as long as you understand the play.
I feel YHOO will go higher from now until earnings.
We keep talking about how individual investors are disadvantaged in the stock market. Situations like these are examples of how individual investors will benefit from maniplation as long as you understand the play.
I feel YHOO will go higher from now until earnings.
Tuesday, October 10, 2006
Apple about to announce wireless video i-Pod?
Apple about to announce wireless video i-Pod?
http://www.engadget.com/2006/10/10/apple-about-to-announce-wireless-video-ipod
Cheers,
Ahu
http://www.engadget.com/2006/10/10/apple-about-to-announce-wireless-video-ipod
Cheers,
Ahu
Monday, October 09, 2006
Financial Analysis on AAPL and some growth drivers
Let's do the numbers on Apple:
Note: I have made the assumption AAPL will meet the September quarter expectations next week.
Year ending Revenues Revenue YOY% growth Earnings
Sep-03---------6.21B-------------------------------69M
Sep-04---------8.28B--------33.33%----------------276M
Sep-05--------13.94B--------40.60%---------------1335M
Sep-06--------19.08B--------36.87%---------------1897M
A company growing revenues at about 37% and earnings at an even higher pace should be trading at a much higher multiple than a future P/E of 28.16. The company has had real growth and the best is yet to come in the next 6 months.
The major revenue driver for Apple has been iPod over the years. iPod's are again selling like hot cakes and will continue to do so in the holiday season. MacBooks have a small percentage of the market share and sales have picked up only in the last quarter. Apple's advertising campaign has been very successful. The stock price doesn't fully reflect the price that ought to be considering the traction for Macs. Macs are number one sellers on almost every web list you can get your hands on.
Add to this iTV. Walmart and Target that together account for 55% of DVD sales for studios are up in arms with the studios about Apple getting new movies for cheaper. The studios realize that DVD sales growth has stagnated. Downloading is the new mode of delivery. It's cheaper for studios as manufacturing and packaging costs are not present and you don't need to go to a store to buy a movie. The goal is to download a movie / TV show on your iTV and view it anywhere. Could be your TV, your video iPod just anywhere. Bottom line the growth that the company will have with the iTv sales are not factored in yet.
Just iTV and a bigger chunk of PC / Laptop market warrants another $30 - $40 price increase.
We have not even considered the new products that are in the pipeline and if you know Steve, you know he will surely have something up their sleeve in the next couple of months.
AAPL: Strong buy
Note: I have made the assumption AAPL will meet the September quarter expectations next week.
Year ending Revenues Revenue YOY% growth Earnings
Sep-03---------6.21B-------------------------------69M
Sep-04---------8.28B--------33.33%----------------276M
Sep-05--------13.94B--------40.60%---------------1335M
Sep-06--------19.08B--------36.87%---------------1897M
A company growing revenues at about 37% and earnings at an even higher pace should be trading at a much higher multiple than a future P/E of 28.16. The company has had real growth and the best is yet to come in the next 6 months.
The major revenue driver for Apple has been iPod over the years. iPod's are again selling like hot cakes and will continue to do so in the holiday season. MacBooks have a small percentage of the market share and sales have picked up only in the last quarter. Apple's advertising campaign has been very successful. The stock price doesn't fully reflect the price that ought to be considering the traction for Macs. Macs are number one sellers on almost every web list you can get your hands on.
Add to this iTV. Walmart and Target that together account for 55% of DVD sales for studios are up in arms with the studios about Apple getting new movies for cheaper. The studios realize that DVD sales growth has stagnated. Downloading is the new mode of delivery. It's cheaper for studios as manufacturing and packaging costs are not present and you don't need to go to a store to buy a movie. The goal is to download a movie / TV show on your iTV and view it anywhere. Could be your TV, your video iPod just anywhere. Bottom line the growth that the company will have with the iTv sales are not factored in yet.
Just iTV and a bigger chunk of PC / Laptop market warrants another $30 - $40 price increase.
We have not even considered the new products that are in the pipeline and if you know Steve, you know he will surely have something up their sleeve in the next couple of months.
AAPL: Strong buy
Wednesday, October 04, 2006
Apple products are best sellers
The top four best sellers and 10 out of the top 12 best sellers on Amazon are Apple products.
http://www.amazon.com/exec/obidos/tg/new-for-you/top-sellers/-/pc/all/ref=sv_pc_1/104-8059396-1562314?%5Fencoding=UTF8
http://www.amazon.com/exec/obidos/tg/new-for-you/top-sellers/-/pc/all/ref=sv_pc_1/104-8059396-1562314?%5Fencoding=UTF8
Tuesday, October 03, 2006
AAPL is a great buy
Dear readers,
There is a lot of talk about how AAPL is overpriced, the stock has gone up too much and that Apple will barely meet expectations.
Apple is on the verge of changing the face of the entertainment business. Forget that for the time being. Apple is only trying to be a hardware company. They don't care of they don't make money on movies, music or any software. They only want to sell their hardware (iPod, iMac, iTv etc). They are coming out with great products and Steve is timing the launch such that the interest in the Apple brand never dies.
In fact, if they don't launch anything else this year, it is not because they can't but because they don't want to. They will launch that same exciting product early next year.
The current stock price has not even covered the rise warranted by the adoption of the MacBooks. Apple has a very low market share. Imagine the revenue generated if the market share goes up by only a few percentage points. iMacs can run either Windows or the Mac platform. Everybody is asking about it. It is topping Amazon's sale numbers.
AAPL market cap is 63.2 Bil. Their revenue has gone up from 8.27B to 13.93B to about 19B (September year end) if they only come in as per expectations. December quarter is expected to be a blockbuster.
I am not even considering the impact of iPhone, movies or any of theose potential revenue drivers.
Apple is going to do fantastic and the consumers will keep craving Apple products.
There is a lot of talk about how AAPL is overpriced, the stock has gone up too much and that Apple will barely meet expectations.
Apple is on the verge of changing the face of the entertainment business. Forget that for the time being. Apple is only trying to be a hardware company. They don't care of they don't make money on movies, music or any software. They only want to sell their hardware (iPod, iMac, iTv etc). They are coming out with great products and Steve is timing the launch such that the interest in the Apple brand never dies.
In fact, if they don't launch anything else this year, it is not because they can't but because they don't want to. They will launch that same exciting product early next year.
The current stock price has not even covered the rise warranted by the adoption of the MacBooks. Apple has a very low market share. Imagine the revenue generated if the market share goes up by only a few percentage points. iMacs can run either Windows or the Mac platform. Everybody is asking about it. It is topping Amazon's sale numbers.
AAPL market cap is 63.2 Bil. Their revenue has gone up from 8.27B to 13.93B to about 19B (September year end) if they only come in as per expectations. December quarter is expected to be a blockbuster.
I am not even considering the impact of iPhone, movies or any of theose potential revenue drivers.
Apple is going to do fantastic and the consumers will keep craving Apple products.
Subscribe to:
Posts (Atom)