Daniel James

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  • Opportunities in Security Software

    By Daniel James - August 19, 2013 | Tickers: CHKP, CSCO, FTNT

    With cybercrime as a growing threat in today’s world, many opportunities exist for tech firms that develop software to counter these attacks. Especially in the lucrative enterprise market, there is a growing need for digital protection. Check Point Software Technologies (NASDAQ: CHKP) is an industry leader in enterprise network security software. With a history of solid earnings growth, the firm also has several opportunities for expansion in its core more »

  • This Apparel Company Is Crushing Estimates

    By Daniel James - August 19, 2013 | Tickers: KORS, PVH, RL

    Times of economic distress are usually not good for fashion retailers, especially luxury brands, as consumers are left with considerably less money to spend on these types of goods. However, with the economic recovery gaining traction, some of these firms are showing pretty solid numbers. Michael Kors (NYSE: KORS) has a strong history of beating estimates, and recently came out with another excellent quarterly report. While this strong growth comes more »

  • This Rental Company Is Ahead of the Game

    By Daniel James - August 16, 2013 | Tickers: UHAL, CAR, PSA

    Rental companies have been on a tear the last year or so, as a reviving US economy has led to increased demand, and with it, increased revenue. While not all rental companies have equally been able to capitalize on this trend, some have seen their stock prices soar recently. Amerco (NASDAQ: UHAL), a rental company providing trucks, trailers and self-storage units, appears to be performing better than the competition, with more »

  • Is Priceline Worth the Price?

    By Daniel James - August 15, 2013 | Tickers: CTRP, EXPE, PCLN

    With consumer spending on the rise, some of the natural beneficiaries are travel companies, as traveling is something people love to do when they have money. Several firms in the industry have seen strong rallies this year, on the back of better-than-expected results. Priceline.com (NASDAQ: PCLN), one of the largest travel websites, recently came out with a solid earnings beat, and has over the last few years been growing more »

  • LinkedIn Continues to Outpace Its Peers

    By Daniel James - August 7, 2013 | Tickers: FB, LNKD, MWW

    It should be clear by now to most investors that social networking is big business. Perhaps, social networking that revolves around business is even more lucrative. In any case, LinkedIn (NYSE: LNKD) recently came out with an excellent earnings report that sent the stock flying. Despite a monstrous valuation, investors have been piling onto the stock lately, sending it to new highs. Let’s take a closer look at the more »

  • BUD’s Big Revenue Beat

    By Daniel James - August 2, 2013 | Tickers: BUD, HINKF, SBMRY

    With the sweltering heat of summer, a time when many people enjoy drinking a frosty brew, it seems appropriate to have a look at beer brewer stocks. Typically a defensive industry, these companies have generally been doing a good job growing volume lately. The world’s number one beer brewer, Anheuser-Busch InBev (NYSE: BUD), reported revenue at the end of July that came in well ahead of the analyst consensus more »

  • Facebook Ramping up Mobile Monetization

    By Daniel James - July 26, 2013 | Tickers: FB, GOOG, YHOO

    After a rocky start following its IPO, Facebook (NASDAQ: FB) seems to have regained its footing. Despite an enormous valuation, bullish investors continue to send the stock higher. The latest catalyst was an excellent earnings report, which beat on both the top and the bottom line. These results sent the stock soaring over 25% on Thursday. Of particular interest to investors was the company’s ability to increase its mobile more »

  • Tech Earnings: Microsoft Stumbles, Peer Results Mixed

    By Daniel James - July 24, 2013 | Tickers: AAPL, GOOG, MSFT

    So far, this earnings season hasn’t been very kind to the tech sector. Several large companies have come out with disappointing reports, even though expectations weren’t strung particularly high. Microsoft (NASDAQ: MSFT), regarded as one of the more established names in the sector, reported numbers that missed analyst expectations quite substantially. As a result, the stock tanked in after-hours trading. Let’s take a closer look at what more »

  • This Airline Stock May Be Ready to Take Off

    By Daniel James - July 22, 2013 | Tickers: DAL, UAL, LCC

    For a long time, airlines were regarded by many as the black sheep of the stock market. Uncertainty surrounding labor disputes and fuel prices caused investors to shy away from the industry. Now, as many airlines have consolidated, leading to synergy benefits among other things, the industry is looking a lot more attractive. One airline in particular is trading at an absolutely rock-bottom valuation at the moment, despite fairly solid more »

  • Strong Top-Line Growth From This Indian Tech Consultancy

    By Daniel James - July 18, 2013 | Tickers: ACN, INFY, TDC

    India is well known for its prowess in tech consulting and outsourcing, an industry that has led to the rapid growth and development of cities like Bangalore. With a young and often well-educated workforce, India has carved out a niche for itself in the global economy in which it is very competitive. One of the biggest Indian tech consultancies recently reported strong earnings, displaying the company’s ability to maintain more »

  • Get Defensive With This Consumer Products Company

    By Daniel James - July 17, 2013 | Tickers: HELE, LCUT, CLX

    Any balanced portfolio should contain a few defensive stocks in order to balance out risk. Non-durable Consumer Products are a typically defensive industry, as these products will be needed regardless of the macro-economic situation.

    While many of these companies look expensive at the moment, some are still trading at quite low multiples. Helen of Troy (NASDAQ: HELE) recently came out with a quarterly beat, and is trading at a steep more »

  • This Railroad Company Is Chugging Along Nicely

    By Daniel James - July 12, 2013 | Tickers: CSX, KSU, NSC

    With highways getting increasingly congested worldwide, especially in terms of freight transport, the good old railroad network appears to be becoming an increasingly attractive option to move goods around once again. Some of the companies in the industry are doing a good job of growing earnings as a result of this increased volume. With a fairly low valuation, a nice dividend yield and strong earnings, CSX (NYSE: CSX) in particular more »

  • IBM Is Worth the Money

    By Daniel James - July 11, 2013 | Tickers: CSC, IBM, TECD

    “Old” tech companies seem to have fallen out of favor with some investors. Perhaps these names are not exciting enough, or are perceived to be obsolete. However, there are still plenty of opportunities among these firms.

    IBM (NYSE: IBM) is one of the oldest and most venerable names in Information Technology, and has over the years transformed itself from a firm largely based around hardware to an IT services company more »

  • Rolling the Dice with Casino Stocks

    By Daniel James - July 11, 2013 | Tickers: LVS, MGM, WYNN

    A famous guilty pleasure, gambling is not so terribly different from investing. While the financial crisis certainly affected the casino business, casino's are still raking in plenty of money, and should continue to do so as the economic recovery takes hold. Assuming that the industry’s prospects are good, which is not unreasonable, the question remains which casino operator would be the best bet. Let’s examine the three more »

  • This Fast-Growing IT Company Is a Bargain

    By Daniel James - July 8, 2013 | Tickers: ADBE, CA, HPQ

    The recent stock market rally has left many companies trading at relatively high valuations as a result of multiple expansion. While the tech sector hasn’t rallied quite as much as the broader market, many IT companies are nevertheless trading at quite pricey multiples. Of course, there are always exceptions. One IT company is trading at a discount to the market, despite impressive growth. CA Technologies (NASDAQ: CA) looks like more »

  • A Deeply Undervalued Play on the Auto Market

    By Daniel James - July 8, 2013 | Tickers: ALV, DAN, LEA

    In a few earlier articles, I highlighted the prospects of companies that produce auto parts, arguing that this industry may offer better growth prospects compared to traditional automotive stocks. While there are a great number of choices in this segment, one stock in particular stands out at the moment due to its rock-bottom valuation and impressive growth. Lear Corporation (NYSE: LEA) looks like an excellent play on the auto industry more »

  • Micron Finally Swings Back to a Profit

    By Daniel James - June 21, 2013 | Tickers: MU, SSNLF, SNDK

    Clearly, the last few years have been hard on some hardware producers, as both market conditions and consumer behavior have changed drastically in recent times. Micron Technology (NASDAQ: MU) is one of the firms that have been struggling to turn a profit for a while now, as the semiconductor memory business in which it operates has been extremely poor. Now, for its most recent quarterly report, the firm has printed more »

  • Aircraft Makers Doing Big Business in Paris

    By Daniel James - June 20, 2013 | Tickers: EADSY.PK, RYAAY, BA

    The Paris Air Show officially kicked off on Monday, an event where aircraft makers and potential clients get together. The main focus is of course on the world’s two largest aircraft producers, Boeing (NYSE: BA) and EADS’ (NASDAQOTH: EADSY.PK) Airbus division. These two aviation titans will be battling it out for large orders during the show, as well as showing off their latest models. With the industry in good more »

  • This Fast-Growing Semiconductor Company Looks Undervalued

    By Daniel James - June 17, 2013 | Tickers: BRCM, QCOM, RDA

    With all the turmoil going on in the world of semiconductors since the advent of mobile computing technology, it’s easy to overlook some of the smaller names in the sector. As such, most discussions focus on the bigger players that dominate their respective industries. However, the opportunities for growth may be much more enticing in some of the small-cap companies that make chips for mobile handsets. One of these more »

  • Google Plans to Solidify Position in Navigation

    By Daniel James - June 13, 2013 | Tickers: AAPL, FB, GOOG

    Navigation and mapping services are some of the most-used smartphone apps, allowing users to find their way around without a separate navigation device. Google (NASDAQ: GOOG) was quick to catch on to the importance of this type of service, and has established itself as the most popular provider of mobile navigation services. However, faced with competition from other providers, the firm is looking for ways to stay ahead. With the more »

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