Nick Chiu

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  • This Healthcare Company Is Poised for Growth

    By Nick Chiu - August 9, 2013 | Tickers: BAX, BIIB, HALO

    The performance of Baxter International (NYSE: BAX), the world’s second-largest maker of dialysis products, has been lagging the market with 7.38% gain YTD as of Aug 2, 2013 compared to the 21.91% increase of the S&P 500. However, Baxter is in a transition year as it begins to digests its recent acquisition, Gambro, while preparing for some major new product launches.

    Approved acquisition

    In July, Baxter more »

  • More Optimism Is Expected for This Small-Cap Tech Company

    By Nick Chiu - August 6, 2013 | Tickers: AAPL, CHL, CRUS

    With more than 1,100 patents, Cirrus Logic (NASDAQ: CRUS) continues to be the vital supplier of high-precision analog and digital signal processing components for the audio and energy markets. By leveraging its extensive IP portfolio, the company delivers innovative features while reducing power consumption and costs for chips productions.

    Strategically, Cirrus Logic targets fast-growing markets such as portable audio and LED lighting. With the recent launch of its CS53L30 more »

  • The Changing Landscape of China's Search Market

    By Nick Chiu - July 30, 2013 | Tickers: BIDU, QIHU, SOHU

    Despite its dominance in China’s search market, Baidu (NASDAQ: BIDU) is losing market share. Yet, it is Google that suffered the most. While Sogou.com, soso.com, and Qihoo 360 (NYSE: QIHU) all gained market share since 2012, there is only one apparent winner, Qihoo 360, whose fast growth continues in 2013 as its market share jumped from 10.59% at the beginning of 2013 to 15.18% in more »

  • Can This Tech Giant Win the Pay TV Game?

    By Nick Chiu - July 21, 2013 | Tickers: GOOG, INTC, NFLX

    Google (NASDAQ: GOOG), the global online search giant, is now stepping up its efforts for a pay TV offering. Google has been contacting media companies for content and is following other technology giants in this pay TV race, including Intel (NASDAQ: INTC), Apple, and Sony. However, this is not the first time Google expressed its interest in pay TV. Google has been financing original programming for its YouTube, launching cable more »

  • Unlocking the True Value of This Online Video Provider

    By Nick Chiu - July 18, 2013 | Tickers: NFLX, FOX, DIS

    Hulu is a joint venture of NBCUniversal Television Group (owned by Comcast), Fox Broadcasting Company (owned by 21st Century Fox (NASDAQ: FOX)), and Disney-ABC Television Group, owned by Disney (NYSE: DIS). The owners declined the $1 billion offer for Hulu made by DirecTV, the largest U.S. satellite TV service provider, and Peter Chernin with AT&T, respectively.

    Instead, the owners decided to invest $750 million to compete against other more »

  • Where to Invest for Carrier Aggregation

    By Nick Chiu - July 16, 2013 | Tickers: A, QCOM, SWKS

    Carrier Aggregation (CA) is one of the most fundamental and critical technologies used in cellular LTE-Advanced technology. Carrier Aggregation increases bandwidth and, thereby, increases bitrates. Recently, Carrier Aggregation achieved a few milestones, including the first complete network, SK Telecom, and the first smartphone, Samsung Galaxy S4 LTE-A. There were also other developments, such as the first public demonstration of LTE Carrier Aggregation at Mobile World Congress 2013, provided by Qualcomm more »

  • The Changing Landscape of Car Sharing and where to Invest

    By Nick Chiu - July 12, 2013 | Tickers: UHAL, CAR, HTZ

    One of the major advantages of car sharing is that it saves money for the drivers. Car sharing also contributes to sustainable transport and reduces car ownership at an estimated rate of one rental car replacing 15 owned vehicles, according to The Economist.

    Hertz 24/7

    In late June, Hertz (NYSE: HTZ) launched Hertz 24/7, a new rental service available at any time. Customers can rent a variety of more »

  • Probing Into Infant Milk May Just Be the Beginning

    By Nick Chiu - July 12, 2013 | Tickers: ABT, MJN, NSRGY

    In early July, in hoping to restore consumers’ confidence, China is investigating several major foreign milk powder sellers for possible price manipulations and breaching of Chinese antitrust law. The pricing of infant formula sold by Abbott Laboratories (NYSE: ABT), Mead Johnson Nutrition (NYSE: MJN), Nestle (NASDAQOTH: NSRGY), Danone, and Royal FrieslandCampina NV are being investigated.

    The bigger picture

    The investigation may be part of China’s broader plan to boost more »

  • The Return of the MVNO

    By Nick Chiu - July 11, 2013 | Tickers: T, CLWR, S

    A mobile virtual network operator, or MVNO, is a wireless communications services provider that does not own the radio spectrum or wireless network infrastructure. Instead, MVNOs sign an agreement with a mobile network operator, or MNO, to obtain bulk access to its network's services at wholesale rates, then resell the services. MVNOs need to focus on marketing and sales while providing customer service and billing support systems.

    Why go more »

  • Where to Invest to Profit From LTE-Advanced?

    By Nick Chiu - July 10, 2013 | Tickers: QCOM, SSNLF, SKM

    LTE-Advanced is the version of LTE (Long Term Evolution) that addresses International Mobile Telecommunications-Advanced (IMT-Advanced) requirements. In a nutshell, LTE-Advanced is a further evolution of LTE, which provides faster speed and higher capacity.

    What is LTE-Advanced?

    LTE-Advanced mainly offers increased peak data rate, higher spectral efficiency, increased number of simultaneously active subscribers, and improved performance at cell edges. LTE-Advanced is also both backwards- and forwards-compatible with LTE. LTE-Advanced leverages the more »

  • Why Investors Should Care About Hepatitis C

    By Nick Chiu - July 9, 2013 | Tickers: ABT, ABBV, ACHN, GILD

    Hepatitis C, caused by the hepatitis C virus (HCV), is an infectious disease affecting the liver. An estimated 130 million-200 million people worldwide are infected with hepatitis C, and more than 350,000 people die every year from hepatitis C-related liver diseases.

    Diagnosis

    HCV is the most common chronic blood-borne infection in the United States and the leading cause of liver transplants, according to the Centers for Disease Control and more »

  • Why Investors Should Not Give up on This Drug Retailer

    By Nick Chiu - July 2, 2013 | Tickers: CVS, RAD, WAG

    Walgreen (NYSE: WAG), along with its partnership with Alliance Boots, has strengthened its long-term position by working with AmerisourceBergen to become the world’s largest drug buyer. However, its short-term margin remains under pressure as reflected by the disappointing Q3 2013 results.

    Results and concerns

    Walgreen tumbled near 5.9% on June 25 after releasing Q3 adjusted earnings of $0.85 per share, which was below analysts’ estimated earnings of more »

  • Oracle Is Fighting Back

    By Nick Chiu - July 1, 2013 | Tickers: MSFT, ORCL, CRM

    Right before Oracle (NASDAQ: ORCL)'s strategic alliance with NetSuite to deliver integrated HCM and ERP cloud services for mid-size customers, Oracle has made two significant partnership movements. Oracle unveiled a “strategic partnership” with Salesforce.com (NYSE: CRM) right after its deal with Microsoft (NASDAQ: MSFT) announced a day earlier on June 24. As promised by management, Oracle is making a series of partnership movements to enhance its cloud more »

  • Nokia Siemens Network Remains On the Hot Spot

    By Nick Chiu - July 1, 2013 | Tickers: ALU, NOK, SI

    The joint venture between Nokia (NYSE: NOK) and Siemens (NYSE: SI) may end soon with the acquisition of Siemens’ stake in Nokia Siemens Networks (NSN) by Nokia. Nokia Siemens Networks, a multinational data networking and telecommunication equipment company offering a complete portfolio of mobile, fixed and converged network technology, may become fully owned by Nokia with a $2 billion euros ($2.6 billion) deal as reported by Bloomberg.

    Sweet for more »

  • Why Renew Blue Matters For This Giant Retailer

    By Nick Chiu - June 28, 2013 | Tickers: AMZN, BBY, MSFT

    Best Buy (NYSE: BBY) has improved significantly since its last CEO’s departure more than a year ago, and the stock price has more than doubled since then. The New CEO, Hubert Joly, continues to turn around and transform Best Buy with solid executions.

    “Renew Blue”

    Renew Blue is the blueprint which Best Buy follows to transform itself, helping the company to refocus. Consequently, Best Buy has successfully been reducing more »

  • Stratasys Goes Mainstream with MakerBot

    By Nick Chiu - June 27, 2013 | Tickers: DDD, XONE, SSYS

    After merging with Objet, a 3D printing company, Stratasys (NASDAQ: SSYS) is taking another bold move to acquire MakerBot, a leader in the market of desktop 3D printers. The combination of both companies will create an even greater user experience with a much more diversified offering.

    For the acquisition deal, Stratasys will issue 4.76 million shares of its stock to exchange and acquire 100% of the outstanding capital stock more »

  • AbbVie Has Much More Upside Reward Than Downside Risk

    By Nick Chiu - June 25, 2013 | Tickers: ABBV, GILD, PFE

    For investors viewing AbbVie (NYSE: ABBV) as a value play since its spin-off from Abbott, it is time to think again. The management has always viewed AbbVie as a long-term growth play that still has strong potential from Humira and AbbVie’s pipeline.

    Since its separation from Abbott on Jan. 2, AbbVie has been operating smoothly with a simple business model and dedicated priorities. The company is focused on Humira more »

  • With Rite Aid, It's Getting More Personal

    By Nick Chiu - June 22, 2013 | Tickers: CVS, RAD, WAG

    Even though the revenue for Q1, 2014 decreased $175 million as compared to the same quarter last year due to the impact of lower-cost generics on pharmacy sales, Rite Aid (NYSE: RAD) had delivered 3 consecutive quarters of profit. Rite Aid’s adjusted EBITDA was improved by tight expense control as well as increasing pharmacy and front-end gross margin trends. Higher net income was achieved by higher adjusted EBITDA, lower more »

  • Multiple Growth Drivers for Starbucks

    By Nick Chiu - June 21, 2013 | Tickers: GMCR, MCD, SBUX

    Starbucks (NASDAQ: SBUX), as the premiere roaster and retailer of specialty coffee in the world, continues to extend its commitment to wellness and will include calorie information on menu boards at all company-operated and licensed U.S. Starbucks stores starting June 25. By raising its standards, Starbucks also delivers solid results for its shareholders.

    The company is targeting to deliver 10%+ revenue growth on a sustainable annual basis. Starbucks has more »

  • It is All About Exclusive Content for Netflix

    By Nick Chiu - June 21, 2013 | Tickers: AMZN, DWA, NFLX, VIA

    According to McKinsey Global Institute, mobile Internet is one of the 12 disruptive technologies. Mobile Internet is about enhancing service delivery, boosting productivity, and delivering better and easier life experiences. Mobile Internet is progressing constantly, and Netflix (NASDAQ: NFLX) is well positioned to ride this trend.

    The deal with DreamWorks

    Netflix just signed an original programming deal with DreamWorks Animation (NASDAQ: DWA). This multi-year agreement is the largest deal ever more »

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