Out Fox The $treet

Glu Mobile is a bargain trading below $3.50 even without a hit. The celebrity games offer the promise for another big hit with several opportunities in the pipeline. The surprising success of celebrity games over the Thanksgiving holiday should spark interest in the stock. The prime reason my investment thesis on Glu Mobile (NASDAQ: GLUU ) didn't change after the disappointing Q3 results was the upcoming lineup in celebrity games. The combination with the lower stock price offered a very compelling entry point considering the primary 2H games weren't released yet. The market though wasn't pleased with the delays of these games and indiscriminately sold the stock. Read the full article on Seeking Alpha. Disclosure: Long GLUU. Please review the disclaimer page for more details. 

NXP Semi has rebounded following positive regulatory news surrounding the Freescale Semi merger.          Investors should patiently await further dips as the inventory correction and volatile merger integration will no doubt lead to more hiccups in the quarterly financials. The stock remains a prime purchase on future dips due to the synergies from the merger and the benefits to the EPS picture. The recent news events surrounding NXP Semi (NASDAQ: NXPI ) and the associated stock action highlights why investors need to stay prepared. The inventory correction in the semiconductor space and the upcoming completion of the Freescale Semi (NYSE: FSL ) merger makes for a volatile few months. Read the full article on Seeking Alpha. Disclosure: No position mentioned. Please review the disclaimer page for more details. 

The Department of Justice approval sets Schlumberger up for completing the Cameron merger on time. The deal remains on path to provide a boost to Schlumberger's EPS estimates. A big concern remains that the market won't appreciate the lower margins from the Cameron business. The recommendation remains to hold off on owing this stock until after the company releases the merged financials. The recent approval of Schlumberger 's (NYSE: SLB ) purchase of Cameron (NYSE: CAM ) sets up the deal to close in Q1'16. The oilfield service giant faced limited regulatory impact from buying the Cameron business that has little overlap. Read the full article on Seeking Alpha. Disclosure: Long HAL. Please review the disclaimer page for more details. 

Yelp continues running into search engine issues with Google. The stock has surged this month to top $30. The mobile app continues to offer a long-term solution to the Google problem that makes Yelp a long-term investment when the stock cools off. After another search results issue with Google (NASDAQ: GOOG )(NASDAQ: GOOGL ), Yelp (NYSE: YELP ) is firmly on a path to work on solutions to bypass the Internet search giant. Mobile appears the easy and quick solution though uptake remains muted. Read the full article on Seeking Alpha. Disclosure: Long YELP. Please review the disclaimer page for more details. 

Skyworks terminates PMC-Sierra deal after the target accepts a higher bid from Microsemi. The company was expected to match the minimal increase in the deal price. The stock remains an attractive investment based on organic growth targets not reliant on a deal for PMC-Sierra. In a surprise move, Skyworks Solutions (NASDAQ: SWKS ) stepped away from the bidding war for PMC-Sierra (NASDAQ: PMCS ). Or maybe the move wasn't surprising, watching PMC accept a bid last week where Microsemi (NASDAQ: MSCC ) only increased the bid price by $0.18. Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

PayPal is making strides to improve leverage after the split from eBay. Apple Pay, along with other payment options, are viable threats that are likely to cause volatility in the stock. The stock trades at an attractive valuation compared to the potential for digital payment growth that includes emergent mobile and P2P. The interesting part of the PayPal (NASDAQ: PYPL ) story is the digital payments provider has a business similar in size to MasterCard (NYSE: MA ). The payments network provider is generally seen as a bigger company due to the market valuation of nearly $110 billion, but both companies are on pace to soon pass an annual revenue run rate of $10 billion. Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Fitbit prices the secondary offering at a substantially lower price. Fossil buys competition Misfit for a relatively small valuation. The founders of the sector companies are all dumping stock into weakness providing a clear warning sign on valuations. After a strong Q3 and promising guidance for the important shopping season, Fitbit (NYSE: FIT ) dropped a bomb on the market with a proposed large secondary offering. Not surprising, the stock plunged during a weak stock market heading into the offering. Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.