Tuesday, May 10, 2011
Monday, May 9, 2011
Singapore wealth fund sees major crisis if US loses AAA status
2. Can similar scenario happen to Singapore ?
Losing it's credit rating ?
3. If so can Singapore withstand that crisis ?
Refer Source :http://www.reuters.com/article/2011/05/09/us-gic-idUSL3E7G91O820110509
Super Rich love to bet on commodity inflation
 | |||
Paul B. Farrell
DEMAND MUST INCREASE, SUPPLY MUST GO DOWN ! | |||
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Socionomics : correlation between landmark historical Apology and Stock Market.
The article below by Socionomics Institute refers to the
US Stock market.
----------------------
(http://www.socionomics.net/2010/12/still-sorry-for-now-historic-apologies-are-driven-by-social-mood-an-update/)
Australian Context
------------------------
Historical Landmark Apology on Feburary 13 2008 to the Aborigines
dubbed the "Stolen Nation"
Click link to find out what happen to ASX after that.
http://tippypips.blogspot.com/2011/05/part-1-study-in-correlation-between.html
http://en.wikipedia.org/wiki/Stolen_Generations
Singapore Context
------------------------
http://tippypips.blogspot.com/2011/05/part-2-study-in-correlation-between.html
Part 2 : A study in the correlation between Historical Landmark Apology and Stk Mkt
This is purely an exercise in socionomics. (Please consult your professional financial consultant or accountant in your personal financial affairs.)
EWS : is the ticker code for the Country ETF for Singapore.
EWA : Australia ETF
http://thestar.com.my/news/story.asp?file=/2011/5/6/asia/8622340&sec=asia
Part 1 : A study in the correlation between Historical Landmark Apology and Stk Mkt
http://www.smh.com.au/articles/2008/02/13/1202760379056.html
Sunday, May 8, 2011
Friday, May 6, 2011
Fool.com: Qualcomm: King of the Mobile Future
The following was sent to you by a friend and comes from The Motley Fool's Personal Finance and Investing website. We hope you enjoy the information and can take a moment to drop by the website (http://www.fool.com/) and say hello. It's completely FREE.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Qualcomm: King of the Mobile Future
While the rest of the world was glued to Prince William's wedding over in England this week, my attention of late has been riveted not on royalty but on royalties.
Qualcomm (Nasdaq: QCOM ) is spinning royalties into market-beating returns as it continues basking in the glow of its surprisingly strong second fiscal quarter report from last Wednesday. Earnings show a company that's firing on all cylinders and -- with apologies to the royal family -- looks increasingly set to emerge as the king of the next wave of computing.
The best kind of royalty
The headline figure in Qualcomm's recent earnings is the average selling prices, or ASPs, of smartphones and other 3G-capable devices. In spite of fears that commoditization from the spread of free operating systems (namely, Android) and growth in emerging markets will cripple selling prices, ASPs remain stubbornly high. Qualcomm raised the ASP estimate of CDMA phones from a midpoint of $195 to $204 in fiscal 2011. The upward revision allowed Qualcomm to raise its yearly guidance; higher phone prices mean greater royalty-bearing license fees flowing Qualcomm's way.
Hey, Microsoft. The fruit basket is in the mail.
Industry dynamics continue to shift in Qualcomm's favor. CEO Paul Jacobs kicked off the earnings call by saying how "pleased" Qualcomm is to see Nokia (NYSE: NOK ) transitioning to Microsoft's (Nasdaq: MSFT ) Windows Phone 7 operating system. When Qualcomm's Snapdragon became the de facto standard for WP7 releases last holiday season, the news didn't meet with much fanfare. After all, it was expected that launch sales for the platform would be tepid. However, now that Nokia -- which has traditionally used Texas Instruments processors -- is switching to WP7, Qualcomm's central position on the platform looks to be a nice needle-moving event.
Another key industry dynamic that's benefitting Qualcomm and doesn't get enough love is the increasing migration to HSPA+ -- a winning technology for Qualcomm because it's a relatively simple upgrade that can significantly increase the speed of 3G networks. The more HSPA+ is deployed, the longer 3G networks stay up as a necessary complement to newer LTE deployments, ensuring that phones continue shipping with 3G capabilities that give Qualcomm higher royalty rates.? Qualcomm emphasized that deployments are up 136% over last year.
Playing the chip game
A more ominous cloud surrounding Qualcomm's earnings was the news of declining selling prices in its semiconductor unit, as well as chipset guidance for next quarter that was historically underwhelming. The company emphasized that it's aggressively pricing chipsets to gain share, but the semiconductor side of earnings still might have scared investors at first. However, after rival Broadcom (Nasdaq: BRCM ) reported weak cellular performance in its last quarter, Qualcomm's "struggles" all of a sudden didn't look too bad.
In other news, although Qualcomm has a built-in near-monopoly on EV-DO chipsets for networks such as Verizon's, the competition ramps up with the far-larger WCDMA, used by networks such as AT&T. Qualcomm's WCDMA market share is estimated at around 50%, and it looks as if the company will be willing to sacrifice some margins for a growing slice of the pie in the coming quarters. For my $0.02, I'll take the short-term hit to clear out more competition in a segment that should continue growing for years to come.
Do tablets matter?
Another area Qualcomm loves highlighting is the emergence of a broad group of connected devices, the poster child of which is tablets. I'm not as bullish on Qualcomm's prospects of dominating the tablet application processor market the way it dominated smartphones in the short run. Simply put, NVIDIA (Nasdaq: NVDA ) has a timing advantage. The company swept most of the important Android designs in the first half of this year, and its next-generation Kal-El processor once again looks ready to beat Qualcomm's newer designs to the market this coming holiday season.
However, this isn't an area Qualcomm investors should be overly concerned about, for three key reasons: The Android tablet market is small. Probably in the range of 15 million to 30 million units will be shipped this year. Compare that with the smartphone market that Snapdragon dominates and is already larger in size than the PC market. Athough Qualcomm doesn't supply the application processor, its baseband processor is now featured in the Verizon version of Apple's iPad and iPhone. It's likely that future models will consolidate around a "world version" that Qualcomm designs. The more important theme is cellular connectivity. Even if Qualcomm doesn't always win the application processor, greater use of devices with embedded connectivity means greater royalties to Qualcomm.
Meet the new king, nothing like the old king
Add it all up, and it appears that Qualcomm is hitting its stride as connected devices become more and more ubiquitous in everyday life. The post-earnings gain was enough to shoot Qualcomm past Cisco (Nasdaq: CSCO ) as the largest company in the communication-equipment industry.
The two companies share little in common, both in terms of target customers and technology, but their fortunes are tied to the same idea: Qualcomm is benefitting from the sea change of consumers regarding the direction of IT. As people demand better smartphones and newer portable devices such as tablets, Qualcomm's prospects only grow.
However, as the old guard of wired networking, Cisco has struggled to keep pace in this brave new IT world. The company is used to dictating how technology changes, but its attempts to move ahead of consumer tastes have proved disastrous. As the company focused in the wrong areas, it let numerous high-growth opportunities within networking pass it by.
Not to say that Cisco can't right the ship, but recent examples show the dangers of being a market leader and losing focus. Qualcomm's last quarter was a winner, but it has lots of distractions in areas such as mobile TV, carrier investments, and mobile software, which have too often proved to be money-losing boondoggles. But thanks to its licensing grip and best-in-class integrated approach to mobile-device components, Qualcomm is finally at a place where the market is nearly perfectly aligned with its own strategic strengths; its grip on the mobile fiefdom has never looked stronger.
To stay updated on all things Qualcomm, make sure to add the company to your free watchlist service to monitor the mobile trends driving its business. Add Qualcomm?to My Watchlist.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Qualcomm: King of the Mobile Future
While the rest of the world was glued to Prince William's wedding over in England this week, my attention of late has been riveted not on royalty but on royalties.
Qualcomm (Nasdaq: QCOM ) is spinning royalties into market-beating returns as it continues basking in the glow of its surprisingly strong second fiscal quarter report from last Wednesday. Earnings show a company that's firing on all cylinders and -- with apologies to the royal family -- looks increasingly set to emerge as the king of the next wave of computing.
The best kind of royalty
The headline figure in Qualcomm's recent earnings is the average selling prices, or ASPs, of smartphones and other 3G-capable devices. In spite of fears that commoditization from the spread of free operating systems (namely, Android) and growth in emerging markets will cripple selling prices, ASPs remain stubbornly high. Qualcomm raised the ASP estimate of CDMA phones from a midpoint of $195 to $204 in fiscal 2011. The upward revision allowed Qualcomm to raise its yearly guidance; higher phone prices mean greater royalty-bearing license fees flowing Qualcomm's way.
Hey, Microsoft. The fruit basket is in the mail.
Industry dynamics continue to shift in Qualcomm's favor. CEO Paul Jacobs kicked off the earnings call by saying how "pleased" Qualcomm is to see Nokia (NYSE: NOK ) transitioning to Microsoft's (Nasdaq: MSFT ) Windows Phone 7 operating system. When Qualcomm's Snapdragon became the de facto standard for WP7 releases last holiday season, the news didn't meet with much fanfare. After all, it was expected that launch sales for the platform would be tepid. However, now that Nokia -- which has traditionally used Texas Instruments processors -- is switching to WP7, Qualcomm's central position on the platform looks to be a nice needle-moving event.
Another key industry dynamic that's benefitting Qualcomm and doesn't get enough love is the increasing migration to HSPA+ -- a winning technology for Qualcomm because it's a relatively simple upgrade that can significantly increase the speed of 3G networks. The more HSPA+ is deployed, the longer 3G networks stay up as a necessary complement to newer LTE deployments, ensuring that phones continue shipping with 3G capabilities that give Qualcomm higher royalty rates.? Qualcomm emphasized that deployments are up 136% over last year.
Playing the chip game
A more ominous cloud surrounding Qualcomm's earnings was the news of declining selling prices in its semiconductor unit, as well as chipset guidance for next quarter that was historically underwhelming. The company emphasized that it's aggressively pricing chipsets to gain share, but the semiconductor side of earnings still might have scared investors at first. However, after rival Broadcom (Nasdaq: BRCM ) reported weak cellular performance in its last quarter, Qualcomm's "struggles" all of a sudden didn't look too bad.
In other news, although Qualcomm has a built-in near-monopoly on EV-DO chipsets for networks such as Verizon's, the competition ramps up with the far-larger WCDMA, used by networks such as AT&T. Qualcomm's WCDMA market share is estimated at around 50%, and it looks as if the company will be willing to sacrifice some margins for a growing slice of the pie in the coming quarters. For my $0.02, I'll take the short-term hit to clear out more competition in a segment that should continue growing for years to come.
Do tablets matter?
Another area Qualcomm loves highlighting is the emergence of a broad group of connected devices, the poster child of which is tablets. I'm not as bullish on Qualcomm's prospects of dominating the tablet application processor market the way it dominated smartphones in the short run. Simply put, NVIDIA (Nasdaq: NVDA ) has a timing advantage. The company swept most of the important Android designs in the first half of this year, and its next-generation Kal-El processor once again looks ready to beat Qualcomm's newer designs to the market this coming holiday season.
However, this isn't an area Qualcomm investors should be overly concerned about, for three key reasons: The Android tablet market is small. Probably in the range of 15 million to 30 million units will be shipped this year. Compare that with the smartphone market that Snapdragon dominates and is already larger in size than the PC market. Athough Qualcomm doesn't supply the application processor, its baseband processor is now featured in the Verizon version of Apple's iPad and iPhone. It's likely that future models will consolidate around a "world version" that Qualcomm designs. The more important theme is cellular connectivity. Even if Qualcomm doesn't always win the application processor, greater use of devices with embedded connectivity means greater royalties to Qualcomm.
Meet the new king, nothing like the old king
Add it all up, and it appears that Qualcomm is hitting its stride as connected devices become more and more ubiquitous in everyday life. The post-earnings gain was enough to shoot Qualcomm past Cisco (Nasdaq: CSCO ) as the largest company in the communication-equipment industry.
The two companies share little in common, both in terms of target customers and technology, but their fortunes are tied to the same idea: Qualcomm is benefitting from the sea change of consumers regarding the direction of IT. As people demand better smartphones and newer portable devices such as tablets, Qualcomm's prospects only grow.
However, as the old guard of wired networking, Cisco has struggled to keep pace in this brave new IT world. The company is used to dictating how technology changes, but its attempts to move ahead of consumer tastes have proved disastrous. As the company focused in the wrong areas, it let numerous high-growth opportunities within networking pass it by.
Not to say that Cisco can't right the ship, but recent examples show the dangers of being a market leader and losing focus. Qualcomm's last quarter was a winner, but it has lots of distractions in areas such as mobile TV, carrier investments, and mobile software, which have too often proved to be money-losing boondoggles. But thanks to its licensing grip and best-in-class integrated approach to mobile-device components, Qualcomm is finally at a place where the market is nearly perfectly aligned with its own strategic strengths; its grip on the mobile fiefdom has never looked stronger.
To stay updated on all things Qualcomm, make sure to add the company to your free watchlist service to monitor the mobile trends driving its business. Add Qualcomm?to My Watchlist.
Tuesday, May 3, 2011
COP : ConocoPhilips : A look at May11 $77.50 Put Option
ConocoPhilips : COP
May11 $77.50 Put Option
Date...... ...........Stock..... Option..... Delta
02May2011...... $78.30...... $1.60..... 0.37
03May2011...... $75.80...... $3.00..... 0.67
Difference...........$2.50........ 88%
Although Trade was closed at 88% ROI at $3.00 on market open becasue Limit Order was hit,
Option as can be seen on the Option chart provided by CBOE,
Hit the first intra day high at $4.00 then $5.00 which would have yielded
250% & 312% in 2 days.
May11 $77.50 Put Option
Date...... ...........Stock..... Option..... Delta
02May2011...... $78.30...... $1.60..... 0.37
03May2011...... $75.80...... $3.00..... 0.67
Difference...........$2.50........ 88%
Although Trade was closed at 88% ROI at $3.00 on market open becasue Limit Order was hit,
Option as can be seen on the Option chart provided by CBOE,
Hit the first intra day high at $4.00 then $5.00 which would have yielded
250% & 312% in 2 days.
When It comes to Oil its OBAMA not OSAMA, tidak Sama !
Obama on Gas prices : Stop Subsidy !!
Obama Not Osama when it comes to Oil Prices and Oil Companies Stocks.
This Video was posted on 30April2011
Below is a weekly chart of OIH. Oil Services ETF.
Prices at critical support in what looks like a Head and Shoulder formation.
Ref to earlier post for a look at the daily chart then.
And Oil prices has seen some sell off since then.
Obama Not Osama when it comes to Oil Prices and Oil Companies Stocks.
This Video was posted on 30April2011
Below is a weekly chart of OIH. Oil Services ETF.
Prices at critical support in what looks like a Head and Shoulder formation.
Ref to earlier post for a look at the daily chart then.
And Oil prices has seen some sell off since then.
Monday, May 2, 2011
DIA : Dow Jones : High Volume Red Candle !!
High Volume Red Candle, Extreme O/B Stochastics !
Bearish signal ??
A note of caution prices still abouve triple band moving averages.
And high buying volume the past 2 days prior to the red candle stick.
Bearish signal ??
A note of caution prices still abouve triple band moving averages.
And high buying volume the past 2 days prior to the red candle stick.
The Jones[Dow], Obama, Osama & The Royalties wedding march
Ummm... Just a passing musing and an obsessions in finding market tops & bottoms
base on socio-political headlines and events.
Especially in light of current events :
1. Prince Charles : Birth and both marriage.
1st to Diana and 2nd to Carmilla
occured somewhere in the markets 4th wave.
A consolidation phase.
Sideways......Directionless market........with unseen underlying current.
2. Royalties birth/death coincide with some sort of market movement.
. Princess Diana with Asian Crisis.
. Prince William's birth in 1982, the start of the Bull Run from 1982 to 2008
some may argue is still in the running.
. Princes Charles, anything to do with him precedes a 5th wave bull run of various wave degrees.
3. Obama's Presidential election Victory coincide with a crash. Particularlythe GFC.
Latest Obama's victory, his Birth Cert saga,sealing his Presidential legitimacy,
will it also foretell a crash.
4. About 10 Years ago, Tragic 9/11 terrorist attacks on Twin Towers.
Dow Jones Index was about same level now.
The Hunt of Osama Bin Laden the mastermind began,
10 Years later, he is killed.
Conveniently, the 10th Anniversary.
will the KIA of OSAMA coincide with market drop or fuel it some more ?
Or is the 2 events sitting on the shoulders of a Head and Shoulder pattern
with Obama's Presidential victory in 2008 as the Head of the pattern ??
5. Is this the market's peak with the closure of the culmination of these events,
or does it provide fuel for further upwards celebrative momentum.
or are all the energies spent and a well earn rest is needed.
a. Prince William marriage, the product of Prince Charles and Princess Diana.
b. The Hunt and KIA of Osama Bin Laden
c. The victory of Obama, 1st his election 2nd proof of his legitimacy.
base on socio-political headlines and events.
Especially in light of current events :
1. Prince Charles : Birth and both marriage.
1st to Diana and 2nd to Carmilla
occured somewhere in the markets 4th wave.
A consolidation phase.
Sideways......Directionless market........with unseen underlying current.
2. Royalties birth/death coincide with some sort of market movement.
. Princess Diana with Asian Crisis.
. Prince William's birth in 1982, the start of the Bull Run from 1982 to 2008
some may argue is still in the running.
. Princes Charles, anything to do with him precedes a 5th wave bull run of various wave degrees.
3. Obama's Presidential election Victory coincide with a crash. Particularlythe GFC.
Latest Obama's victory, his Birth Cert saga,sealing his Presidential legitimacy,
will it also foretell a crash.
4. About 10 Years ago, Tragic 9/11 terrorist attacks on Twin Towers.
Dow Jones Index was about same level now.
The Hunt of Osama Bin Laden the mastermind began,
10 Years later, he is killed.
Conveniently, the 10th Anniversary.
will the KIA of OSAMA coincide with market drop or fuel it some more ?
Or is the 2 events sitting on the shoulders of a Head and Shoulder pattern
with Obama's Presidential victory in 2008 as the Head of the pattern ??
5. Is this the market's peak with the closure of the culmination of these events,
or does it provide fuel for further upwards celebrative momentum.
or are all the energies spent and a well earn rest is needed.
a. Prince William marriage, the product of Prince Charles and Princess Diana.
b. The Hunt and KIA of Osama Bin Laden
c. The victory of Obama, 1st his election 2nd proof of his legitimacy.
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