Blogs about SMH - Stockpickr! Your Source for Stock Ideas

Blogs about SMH

Blogs	Description	Date Updated
Fast Money Recap	Word On The Street WORD VIDEO HERE Tech Trade Research In Motion (RIMM), Apple Computer (AAPL) and Oracle (ORCL) all dropped large on Thursday with RIMM and ORCL falling after reporting earnings Wednesday night. Najarian advised investors to short technology with the UltraShort QQQ ProShares (QID). Pairs Trades The traders talked about some paired trade ideas. A pairs trade is where an investor goes short a stock and then long another stock in the same sector or that are related in some fashion....	June 26, 2008
CNBC Bonus Bucks Trivia: In “Surging Crude Means Picking Shrewd” why did Christopher Zook praise Applied Materials?	In “Surging Crude Means Picking Shrewd” why did Christopher Zook praise Applied Materials? “The best idea right now would be Applied Materials (AMAT - Annual Report),” he said. “We believe there’s a tremendous growth opportunity there in the solar business, as well as the economy begins to recover in 2009 and 2010, they’re going to get strength in their core businesses as well.” Eventually the semiconductor firms will start ordering again. Meanwh...	June 12, 2008
Tuesday's Upgrades and Downgrades	UpgradesNCI Building Sys (NCS)- SMH Capital Neutral » Buy Quicksilver Resrcs (KWK)- CapitalOne southcoast Neutral » Add GMX Resources (GMXR)- CapitalOne southcoast Neutral » Add Goodrich Petroleum (GDP)- CapitalOne southcoast Add » Strong Buy La-Z-Boy (LZB)- BB&T Capital Mkts Hold » Buy Frontier Oil (FTO)- Deutsche Securities Hold » Buy Mediacom Comm (MCCC)- Pali Research Neutral » Buy Progressive (PGR)- Friedman Billings Mkt Perform » Outperform Massey Ene...	June 03, 2008
CNBC Bonus Bucks Trivia: On Friday, Rebecca Darst said options traders are looking at chips. What reason(s) did she cite?	On Friday, Rebecca Darst said options traders are looking at chips. What reason(s) did she cite? Here’s the video. It seems to me like she mentions Infineon’s (IFX) guidance cut, a recent Barron’s article and TI’s (TXN - Annual Report) lukewarm share price. In other words, all of the above. Infineon doesn’t show up on my screens and Texas Instruments ranks pretty neutrally. I personally think the semiconductor industry should do well, and own th...	June 02, 2008
HOLDRs: Do They Have A Hold On You?	HOLDRs, or Holding Company Depositary Receipts, are one of the most popularly traded exchange traded funds (ETFs) on the American Stock Exchange on any given day. However, the HOLDRs are not technically ETFs. They simply resemble them. Instead, HOLDRs are grantor trusts, which are treated and managed differently. We recently explained some of the differences between ETFs and HOLDRs, and ETF Guide gives a little more insight. Instead of an expense ratio, they charge a small custody fee that...	May 21, 2008
Global Semiconductor Sales Surge; Will ETFs Stage Turnaround?	While semiconductor exchange traded funds (ETFs) are down slightly so far today, the outlook for the sector has improved with some first-quarter numbers. Worldwide semiconductor sales rose 3.8% in the first quarter from the same period in 2007, reports Melinda Peer for Forbes. Sales did fall, however, from the fourth quarter of 2007, down 5.1%. It's not cause for alarm, though, because the fourth quarter typically has stronger sales, according to the Semiconductor Industry Association (SIA). E...	May 02, 2008
Analyst initiations: Cardionet, Molson Coors, TIM Participacoes	Filed under: Analyst reports, Analyst initiationsMOST NOTEWORTHY: Cardionet, Molson Coors and TIM Participacoes were today's noteworthy initiations: Cardionet (NASDAQ: BEAT) initiated with an Overweight, target $29 at Thomas Weisel, who believes Cardionet is well positioned for future growth in the ambulatory monitoring market. Molson Coors Brewing Co. (NYSE: TAP) was initiated with a Market Perform, target $61 at BMO Capital. TIM Participacoes (NYSE: TSU) was re-initiated wi...	April 30, 2008
Semiconductor ETFs Are A Bright Spot For Tech Sector	The technology sector and related exchange traded funds (ETFs) seems to be losing some of the steam it had gathered toward the end of 2007. The tech-obsessed Nasdaq composite index is down 8.6% year-to-date. Technology ETFs wrapped up last year about 13% higher, but so far this year are down about 8%. One segment of the technology sector that could be worth another look is the semiconductors, says Joseph Hargett for Forbes. The Semiconductors HOLDRs Trust (SMH), down 4.7% year-to-date,&nbs...	April 29, 2008
The Case for the Semiconductor Rally to Continue	My latest column is up at RealMoney. In it, I explain why I think the recent rally in semiconductor stocks should continue. First, as I have mentioned before, the supply/demand balance remains favorable. Second, pricing power appears to be improving, based on the most recent PPI report. I think the names that will perform best are those whose gross margins are currently depressed, as improving margins would result in accelerating earnings power. Disclosure: At time of publication, William Trent ...	April 21, 2008
WFR: Can Tight Polysilicon Supply Really Result in Lower Prices?	According to Digitimes, Polysilicon spot price drops 20% in two weeks: Most industry players buy expensive polysilicon because they have scrap materials to mix with it, the sources explained. Most of these scrap materials are sourced from semiconductor companies, with overall volume being very limited. The brisk demand from the solar sector has also led to a surge in the price of scrap materials from US$100-200 per kilogram in 2006 to US$200-300 per kilogram in 2007. The average price of scrap ...	April 21, 2008

Enter search text here: