Google’s Earnings: Time to Sell Apple?

Apple and Google battle it out for consumer smart-phone market shareInternet
heavyweight Google (Nasdaq:GOOG) is having another banner quarter. The
company best known for its market leading search engine is expected to post
nearly $35 per share in earnings for 2011.

But what many investors miss is that smart-phones driven by Google’s
Android operating system are giving the iPhone a run for its money. In
fact, smart-phones using Android are now the market leader with 33 million
units sold in the 4th quarter, compared to 16 million iPhones. Well over
100 million Android based phones will be sold this year.

The End of QE2 (xom, csco, cat, tsl, aapl)

Investors have done an impressive job of shaking
off a litany of negative storylines and jumping back on the bullish trend
to higher stock prices. But let’s not lose sight of the fact that S&P
500 bounced right where it should have, at 1,250. Today, it is
challenging the next resistance/support level, at 1301.

51% Gain for Semiconductor Company that Supplies Apple

Consultant firm Gartner estimates that 54 million tablets, like Apple’s
iPad 2, will be sold in 2011. That’s up from 15 million in 2010.

In fact, Gartner says sales
of tablets will be so strong that it will “dramatically” reduce sales of
laptop computers for 2011 and 2012. HP, Acer, and Dell, the three top
largest notebook makers, are already scrambling to find competing

Apple’s iPad is driving a whole new cycle of semiconductors, data
networks and subscription pricing.

And here’s one semiconductor stock with a P/E of 5 that could easily rise
51% on tablet sales.

But now Japanese chip companies are having supply problems because of the
recent disasters there.

This company could easily move 51% higher (at least) as earnings jump
higher because unlike many chipmakers, this company has a limited
manufacturing presence in earthquake affected areas in Japan, meaning it
can take up the slack from stalled output from other chipmakers more
directly affected by the earthquake.

Ian Wyatt, of Wyatt Investment Research, recently uncovered a
semiconductor company that supplies memory chips for Apple

The Apple Complex

That was quite a rally yesterday. A big drop in
new unemployment claims, some pretty good retail numbers from February,
and some hope that the Libyan situation may be nearing an end, bolstered
the good vibes from Wednesday’s ADP private payroll report and sent stock
flying higher.

The entire “Apple Complex” of did pretty well,

The “Apple Complex” is an
open-ended growth story. When you start to imagine the potential of
global penetration for this new generation of devices and services, you
can get some pretty staggering numbers. That means we can use these
stocks as bullish indicators.

How to Play Middle East Unrest

Once again, China has raised reserve
requirements for banks to slow down lending and, hopefully, slow
inflation, too.
China reports that inflation accelerated to 4.9% in January. Part of
the reason is that drought has damaged
China‘s grain production and
food prices are up.

Chinese banks lent $158 billion in January. That
was more than double the rate of lending in December. Apparently, lending
typically surges in the early months of the year in