Apple victory is tenuous

Apple is the innovative genius, no doubt.

Mr Cook has harnessed the supply chains and stream lined it well.

News like this:
http://wallstcheatsheet.com/stocks/samsung-wins-victory-over-apple.html/?ref=YF
is making to sense Asian antipathy for Apple and that does not bode well.

Apple needs to be careful in picking its battles and i really hope it does so.
The OSX Lion can fight a bison for sure but should be careful in not waking up
the herd to get trampled upon in a stampede.

Apple is a great company, however Samsung/Sony are relentless guys and to add to the irony
Apple's key component suppilers. (atleast one of them)
http://nanseninvestments.com/2012/07/29/samsung-is-a-prate-ship/

And dont forget Microsoft and Google.
http://www.keirthomas.com/blogging/the-return-of-the-marginalized-apple-fan
http://www.forbes.com/sites/petercohan/2012/08/31/apple-losing-in-the-smart-phone-market-tries-to-win-in-court/

http://www.informationweek.com/mobility/smart-phones/apple-worked-a-broken-patent-system/240006568

http://www.marketwatch.com/story/get-that-apple-iphone-5-out-of-my-face-2012-08-31?link=kiosk

SPPI coverage initiated

Put  Call Ratio: 0.69

Two Guru's above 60%

Vanguard holds it.

Current rating is a buy.

1st year target ~23

Barrick gives 15.8% returns

1000 $ invested 16th July at 34.6
Current price : 40.06

10% return in 1month 1week.

Plus dividend at the month end.

Ticker: ABX

http://seekingalpha.com/article/846011-buy-barrick-gold-now-skip-goldcorp?source=yahoo

Buy Gold, Short the Dollar.

http://seekingalpha.com/article/818191-will-higher-gold-prices-help-your-gold-stock-portfolio?source=yahoo

http://wallstcheatsheet.com/stocks/gold-and-silver-jump-to-new-multi-month-highs.html/?ref=YF

http://us.rd.yahoo.com/finance/external/pssa/SIG=13pnf7q6h/*http://seekingalpha.com/article/821251-it-s-not-too-late-to-ride-the-bounce-in-the-gold-miners-how-to-play-it-right-now?source=yahoo

http://beta.fool.com/sewrites/2012/08/22/buying-barrick-gold-ahead-china/9992/?ticker=KGC&source=eogyholnk0000001

EPS growth over 30% qtr to qtr Stocks

1	ASPS	Altisource Portfolio Solutions S.A.	Financial	Mortgage Investment	Luxembourg	1.97B	21.99	84.55	0.13%	53,545
2	CTB	Cooper Tire & Rubber Co.	Consumer Goods	Rubber & Plastics	USA	1.22B	4.10	19.77	1.13%	412,814
3	DDS	Dillard's Inc.	Services	Department Stores	USA	3.61B	7.71	74.08	0.23%	189,714
4	DSW	DSW Inc.	Services	Apparel Stores	USA	2.63B	9.66	58.59	-0.78%	161,259
5	EGHT	8x8 Inc.	Technology	Communication Equipment	USA	408.06M	5.57	5.84	1.74%	201,321
6	MNST	Monster Beverage Corporation	Consumer Goods	Beverages - Soft Drinks	USA	10.34B	32.73	58.68	0.15%	3,082,361
7	PII	Polaris Industries, Inc.	Consumer Goods	Recreational Vehicles	USA	4.98B	19.76	73.76	1.46%	482,464
8	PIR	Pier 1 Imports, Inc.	Services	Home Furnishing Stores	USA	1.87B	11.26	17.61	0.86%	455,784
9	SIMO	Silicon Motion Technology Corp.	Technology	Diversified Electronics	Taiwan	523.10M	12.62	16.61	2.85%	319,926
10	SWHC	Smith & Wesson Holding Corporation	Industrial Goods	Aerospace/Defense Products & Services	USA	637.62M	25.68	8.90	-8.81%	3,292,114

Newly screened stocks based on Impressive EPS growth

Thanks to Prasad who pointed me to some stocks with impressive growth,
turns out they have more than 200% EPS.

No.	Ticker	Company	Sector	Industry	Country	Market Cap	P/E	Price	Change	Volume
1	AAPL	Apple Inc.	Technology	Personal Computers	USA	592.15B	14.85	629.68	-0.32%	5,633,034
2	ASPS	Altisource Portfolio Solutions S.A.	Financial	Mortgage Investment	Luxembourg	1.97B	21.99	84.58	0.17%	53,345
3	BYI	Bally Technologies, Inc.	Technology	Application Software	USA	1.91B	19.62	44.56	0.47%	285,560
4	CTB	Cooper Tire & Rubber Co.	Consumer Goods	Rubber & Plastics	USA	1.22B	4.10	19.77	1.13%	412,314
5	DDS	Dillard's Inc.	Services	Department Stores	USA	3.61B	7.71	74.16	0.34%	180,885
6	DLTR	Dollar Tree, Inc.	Services	Discount, Variety Stores	USA	11.74B	23.88	50.27	-0.69%	1,076,346
7	DSW	DSW Inc.	Services	Apparel Stores	USA	2.63B	9.66	58.55	-0.85%	155,893
8	EGHT	8x8 Inc.	Technology	Communication Equipment	USA	408.06M	5.57	5.84	1.74%	181,671
9	FAST	Fastenal Company	Industrial Goods	General Building Materials	USA	12.52B	31.55	42.83	1.30%	691,835
10	GWW	W.W. Grainger, Inc.	Services	Industrial Equipment Wholesale	USA	14.02B	20.64	202.17	0.48%	123,280
11	HIBB	Hibbett Sports, Inc.	Services	Sporting Goods Stores	USA	1.60B	25.63	60.70	-0.08%	91,785
12	LQDT	Liquidity Services, Inc.	Services	Catalog & Mail Order Houses	USA	1.35B	28.50	44.76	2.66%	262,574
13	MANH	Manhattan Associates, Inc.	Technology	Application Software	USA	954.35M	19.38	48.03	0.77%	43,549
14	MNST	Monster Beverage Corporation	Consumer Goods	Beverages - Soft Drinks	USA	10.34B	32.73	58.68	0.15%	3,069,808
15	NVO	Novo Nordisk A/S	Healthcare	Drug Manufacturers - Other	Denmark	108.10B	28.54	159.46	0.30%	560,501
16	PII	Polaris Industries, Inc.	Consumer Goods	Recreational Vehicles	USA	4.98B	19.76	73.76	1.46%	475,086
17	PIR	Pier 1 Imports, Inc.	Services	Home Furnishing Stores	USA	1.87B	11.26	17.62	0.92%	455,584
18	ROST	Ross Stores Inc.	Services	Apparel Stores	USA	15.24B	22.14	68.46	1.35%	953,235
19	SIMO	Silicon Motion Technology Corp.	Technology	Diversified Electronics	Taiwan	523.10M	12.62	16.61	2.85%	319,926
20	SNI	Scripps Networks Interactive, Inc.	Services	Broadcasting - TV	USA	8.84B	18.83	59.25	-0.10%	266,389

Apple suppliers to consider upto Iphone 5

http://seekingalpha.com/article/786301-4-apple-suppliers-to-consider-in-the-lead-up-to-the-iphone-5-launch

High Risk Stocks, Sometimes high gain.

NFLX
(Netflix)

ANF
(Abercombie ..)

are both at 52-week lows. Good arbitrage point, easily return of 5-10% over a month or two.

WARNING:
EPS Q/Q negative

They are like cousins from different industries, ANF has more upside potential
considering PEG and P/E.

Coverage initiated on Coach

Coach (COH) is a strong brand.

The recent sell-off may be a good entry point.
The stock is owned by good funds (Vanguard)

Momentum however is mixed and market sentiment
overall is negative.

Learn from the Gurus

See what portfolio gurus are vesting into.

http://www.gurufocus.com/stock/ABX

http://www.gurufocus.com/stock/cjes