Nicholas Kitonyi

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  • Netflix's Pipedream Could Get You Value-Trapped

    By Nicholas Kitonyi - July 5, 2013 | Tickers: AMZN, NFLX, TWC

    The video streaming industry is slowly replacing traditional television viewership as smart devices and integration with TV continues to advance. The migration to digital TV, which is now becoming a global goal, is also playing a major role as smart TVs and high definition monitors become the consumer's preferred choice.

    The players behind smart TV, which allows users to stream shows and films online, seem to be getting carried more »

  • This Stock's Recent Rebound Is a Sucker Rally

    By Nicholas Kitonyi - July 5, 2013 | Tickers: CCL, NCLH, RCL

    Carnival (NYSE: CCL), the world’s largest cruise operator, recently announced a restructuring plan which involves splitting the roles of the CEO and the Chairman. Micky Arison, whose father founded the company in 1972, relinquished his role as the CEO, with Arnold Donald taking up the position. Nonetheless, Arison is expected to remain a key figure in the company’s leadership, and will certainly be involved in making some key more »

  • This Stock Proves Why You Should Never Buy on a Whim

    By Nicholas Kitonyi - July 3, 2013 | Tickers: AAPL, BBRY, GOOG, MSFT, SSNLF

    Just a couple of days before BlackBerry (NASDAQ: BBRY) announced results for its first Fiscal Quarter (FQ1) of 2014, sell-side analysts indicated  the company could beat analyst estimates. Analysts from Morgan Stanley said that they expected the company to at least meat analyst estimates. The analysts also raised their expectations on shipments for the BB10.

    Nonetheless, we all know what happened; BlackBerry missed analyst estimates and is now trading at more »

  • Duke Energy: Is Clean Coal a New Lease On Life?

    By Nicholas Kitonyi - July 1, 2013 | Tickers: AEP, CNP, DUK

    If you ever wondered whether clean coal really is possible, the answer is yes, thanks to technological advancements. Coal is one of the major sources of energy across the world, and certainly cheaper than many alternatives. Companies involved in producing energy from coal have rallied in the past couple of years as natural gas prices continued to decline. 

    Duke Energy (NYSE: DUK) is one of the companies that have capitalized more »

  • Dell: Stay as Far Away as Possible

    By Nicholas Kitonyi - July 1, 2013 | Tickers: DELL, HP, LNVGY.PK

    On July 18, Dell (NASDAQ: DELL) shareholders will vote on the two offers available to them with regard to the future of the company. Founder Michael Dell and a private Equity firm, Silver Lake Partners, offered $13.65 per share to the shareholders of the company while activist investor Carl Icahn and Southeastern Asset Management have proposed an offer of $14 a share.

    Michael Dell’s offer involves taking the more »

  • Adobe Systems: A Huge Upside in Creative Cloud

    By Nicholas Kitonyi - June 24, 2013 | Tickers: ADBE, ORCL, CRM

    Adobe Systems (NASDAQ: ADBE), a diversified applications package company based in San José California is one of the companies that need to adapt the shifting culture to cloud based services. Founded in 1982, Adobe Systems offers a line of software and services used by creative professionals, marketers, knowledge workers, application developers, enterprises, and consumers. Adobe is the largest maker of graphic design software globally.

    Cloud computing allows service providers and more »

  • Verizon Must Think Long Term on Wind Mobile

    By Nicholas Kitonyi - June 22, 2013 | Tickers: T, S, VZ

    According to recent reports, Verizon (NYSE: VZ) wants to acquire Canadian wireless telecommunications company, Wind Mobile. The company seeks to make an entry into the Canadian telecommunications industry by acquiring one of its struggling domestic players. AT&T (NYSE: T) and Britain’s Vodafone are also reported to be interested in venturing in the Canadian market. If Verizon seals the deal with Wind Mobile, this will be a return to more »

  • Private Clouds: Google, Microsoft, and Facebook Need Not Worry

    By Nicholas Kitonyi - June 22, 2013 | Tickers: FB, GOOG, MSFT

    Cloud computing has grown to be one of the most widely-used internet architectures in recent times. Whether you are sending an email to a colleague, or posting your photos on Instagram, cloud computing plays a part. There are a handful of service models in which cloud computing is offered. They include: Software as a Service (SaaS), where companies like Google (NASDAQ: GOOG), Facebook (NASDAQ: FB), and Microsoft (NASDAQ: MSFT) feature more »

  • There Is a 100% Upside in This Giant Chipmaker

    By Nicholas Kitonyi - June 21, 2013 | Tickers: AMD, ARMH, INTC, QCOM

    The semiconductor industry continues to benefit immensely as the smartphone and tablets industries maintain their rapid growth. This growth is not as beneficial to every semiconductor company, however. Qualcomm (NASDAQ: QCOM), along with Advanced Micro Devices (NYSE: AMD), have definitely benefited from the increased sales in smart phones and tablets, but not so for Intel (NASDAQ: INTC), whose main customer is the PC industry, which continues to diminish. Intel is more »

  • Alcatel-Lucent: Is “The Shift Plan” the Answer?

    By Nicholas Kitonyi - June 20, 2013 | Tickers: ALU, CSCO, ERIC

    The telecom industry is one of the most promising in the market mainly due to the rapid growth in sales and usage of smart devices.

    Network equipment providers such as Alcatel-Lucent (NYSE: ALU), Ericsson (NASDAQ: ERIC) and Cisco Systems (NASDAQ: CSCO) are bound to profit from this paradigm shift, along with the smartphone developers.

    However in order to fully capitalize on the shift from feature phones and traditional mobile devices more »

  • Baidu Is Betting on Mobile Search

    By Nicholas Kitonyi - June 17, 2013 | Tickers: BIDU, QIHU, SINA, SOHU

    Baidu's (NASDAQ: BIDU) dominance in the Chinese search business is under attack. The influx of mobile technology is not only taking down the PC industry, but also the companies that have been reliant on personal computers. Baidu is China’s largest search engine, and may threaten to rival Google globally, due to the massive Asian population.

    Local competition is heating up

    Baidu accounts for 75% of China’s desktop more »

  • Apple’s iRadio Is A Big Upside: Sirius XM And Pandora Watch Out

    By Nicholas Kitonyi - June 14, 2013 | Tickers: AAPL, P, SIRI

    Apple (NASDAQ: AAPL) wrapped up a deal with Sony Music, the world’s largest music publishing company, just before the iPhone maker's WWDC event on Monday, June 10. Apple was expected to make the announcement of iRadio during the event. The deal with Sony makes the Japanese company Apple’s third major music-publishing partner for iRadio services. Apple had previously signed deals with Warner Music Group and Universal Music more »

  • After Icahn: Is Oshkosh Set for a New 5-Year High?

    By Nicholas Kitonyi - June 14, 2013 | Tickers: FSS, OSK, TEX

    On April 1, Oshkosh (NYSE: OSK) set a new 52-week high of $42.66; that is roughly a month before the company announced its fiscal 2013 second quarter results. That price is just about $2 away from its current 5-year high of $44.57 set on April 23, 2010. Oshkosh is a special vehicles company based in Oshkosh, Wisconsin. The company faces competition from Terex (NYSE: TEX), its largest direct more »

  • Lululemon CEO's Decision Trumps a Promising Outlook

    By Nicholas Kitonyi - June 13, 2013 | Tickers: LULU, NKE, UA

    Lululemon Athletica (NASDAQ: LULU) is back from pants down as it resumed the retail of the controversial see-through yoga pants, following a recall in March. Analysts had projected a negative impact on the company’s revenue for the quarter, but the Canadian company romped past its estimates in its most Q1 2013 results. However, it is the news that the current CEO, Christine M. Day, would be stepping down as more »

  • P&G Is Still Below Par

    By Nicholas Kitonyi - June 13, 2013 | Tickers: KMB, PG, UL

    Last week Procter & Gamble (NYSE: PG) announced that it was going to reorganize the company from the current five-arm management structure into four divisions. The company also announced that in the process it plans to trim its workforce by about 4,000 employees by 2016, which also follows another 1,600 staff slated to lose their jobs in 2013. P&G, which will be cutting its workforce for only the more »

  • Is Concentration Better Than Diversification in Pharma?

    By Nicholas Kitonyi - June 13, 2013 | Tickers: AZN, PFE, ZTS

    Pfizer (NYSE: PFE) recently completed the spin-off of its animal health unit, Zoetis (NYSE: ZTS). The company offered to acquire its stake in Zoetis for a 7% discount, in exchange of all or part of its shareholding. This is subject to an upper limit of 0.9898 shares of Zoetis common stock per share of Pfizer common stock. This spin-off is expected to reflect on Pfizer’s EPS beginning 2014 more »

  • Chevron Is All About Stability and Growth

    By Nicholas Kitonyi - June 12, 2013 | Tickers: BP, CVX, COP, XOM

    Chevron (NYSE: CVX) hit a new 52-week high two weeks ago. Chevron is a stable stock, with a beta of 1.17. The oil and gas company operates in two main systems, upstream and downstream, which include exploration, development and production as well as refinery and marketing. Chevron is the second largest oil and gas company in the U.S., after ExxonMobil (NYSE: XOM), and is ranked fifth globally more »

  • It’s Game Over for Zynga: Time to Restart

    By Nicholas Kitonyi - June 10, 2013 | Tickers: ATVI, CZR, EA, FB, ZNGA

    Every game must surely end at some point, but it is less sure whether the player will emerge as the winner or lose out. At a point where the player is defeated, he chooses to either restart or opt out completely. Unfortunately for Zynga (NASDAQ: ZNGA), the social gaming company seems to be losing the game. It finds itself in a situation where it must strategize carefully, to enhance its more »

  • AstraZeneca’s Acquisition of Omthera Pharma Is a Desperate Act

    By Nicholas Kitonyi - June 8, 2013 | Tickers: AMRN, AZN, GSK, OMTH, PFE

    AstraZeneca (NYSE: AZN) announced the acquisition of Omthera Pharmaceuticals (NASDAQ: OMTH), a company that went public just last month (April 11). Omthera listed a price of $8 per share, and has since struggled to breach that mark until AstraZeneca came up with an offer to acquire the company. Omthera is a specialty drug maker with a keen focus on patients who have high levels of fats, called triglycerides, in their more »

  • This Acquisition Is A Steal: Buy The Buyer

    By Nicholas Kitonyi - June 6, 2013 | Tickers: CVS, SCI, STEI, STON

    Investing in death is one of the most unconventional thoughts in the financial fraternity. In most cases, those who invest in death never get to enjoy the benefits. The beneficiaries do. However, there are a few companies which give investors the rare opportunity to enjoy the benefits of death. One of those companies is Stewart Enterprises (NASDAQ: STEI). The company provides funeral and cemetery products and services in the death-care more »