Out Fox The $treet

NXP Semi. trades back below the original Qualcomm takeover price of $110. The stock has far trailed the SOXX ETF since the merger agreement in October 2016. A flood of stock buybacks in the sector due to failed mergers will lift all boats. The Chinese regulator delays provide a unique play on  NXP Semiconductors ( NXPI ) that has a long-term growth opportunity tied into a potential short-term quick gain. Investors that step in now appear set to win either way. Read the full article on Seeking Alpha.  Disclosure: Long QCOM. Please review the disclaimer page for more details. 

Spotify trades at a discount in the streaming sector due to the direct listing dynamics. The streaming music service continues to expand leadership in the sector over Apple Music. The stock trades too cheap at 4x sales estimates. Oddly,  Spotify  ( SPOT ) trades near the post direct listing lows, while  Netflix ( NFLX ) surges on a bullish earnings report. The streaming services for music and video aren't exactly the same, but the opportunity is similar; making the case for owning the laggard of the group. Read the full article on Seeking Alpha.  Disclosure: Long AAPL, TWX. Please review the disclaimer page for more details. 

Glu Mobile successfully launched the latest version of the Tap Sports Baseball franchise. The company still offers the home run potential of new games though recent history has been disappointing. The stock is extremely cheap based on existing franchises trading at only 1.35x forward revenue estimates. Despite the volatile market for the tech sector in 2018,  Glu Mobile  ( GLUU ) has generally held up well. The stock started the year around $3.60 and currently trades near $3.70 due to the extreme value in the stock and the stability provided by franchise games like Tap Sports Baseball. Read the full article on Seeking Alpha.  Disclosure: Long GLUU. Please review the disclaimer page for more details. 

Synergy Pharma management caused the current stock weakness by not accurately forecasting reduced cash burn levels. Trulance continues gaining market share and generating record prescription levels. The small biotech has a better financing position due to willingness for partnerships and licensing deals. All of these factors correlate to a stock that shouldn't trade at the lows. Synergy Pharma  ( SGYP ) reported  Q4 numbers  that deviated from guidance in a positive manner. The  investment thesis  in the stock is further enhanced that better transparency from management would've prevented the crash in the stock to new lows below $2 in the first place. Read the full article on Seeking Alpha.  Disclosure: Long SGYP. Please read the disclaimer page for more details. 

iQIYI expects to go public next week. The Chinese online video leader seems overlooked by the market in comparison to other high-profile IPOs. The proposed offering price is attractive and the focus on Chinese tariffs could hold back the IPO excitement. As the market focuses on streaming video and music services in the U.S., a fast-growing opportunity is opening up in China. The potentially under the radar IPO of  iQIYI  ( IQ ), majority-owned by Chinese search giant  Baidu  ( BIDU ), provides an opportunity as the market focuses on more high profile public offerings and Chinese stocks face tariff related weaknesses. Read the full article at Seeking Alpha.  Disclosure: Long BIDU. Please review this disclaimer page for more details. 

The airline stocks took a hit today due to some weaker than forecast numbers from Southwest Airlines (LUV) . Investors need to avoid the urge to dump airlines like American Airlines Group (AAL) and United Airlines (UAL) .

Social media stocks are down significantly this week as Facebook (FB) comes under extra scrutiny due to data and privacy issues. The opportunity remains in Twitter (TWTR) on this dip.