Brian Jordan

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  • Red Hat, Oracle, and the Evolution of OpenStack

    By Brian Jordan - March 28, 2013 | Tickers: ORCL, RAX, RHT

    Recently, Oracle (NYSE: ORCL) reported less than impressive third-quarter earnings. Hardware systems revenue was down 17% year over year, which is not new for the company. As the decline in hardware revenue accelerates, management still continues to prime the pump for the release of the T5 and M-Series servers, claiming that some of the decline in revenue can be attributed to the fact that customers have been holding off on more »

  • Unconventional Wisdom for an Unconventional Recovery

    By Brian Jordan - March 7, 2013 | Tickers: BRCM, JPM, QCOM, DIS

    This recovery has been anything but conventional, and at times I have struggled to find reasons to believe in it. After all, the headlines have been rife with negative data for the better part of five years now. Take the unemployment rate for example. In 2009 it was nearly 10%, the highest it had been since the great depression and five years later it still hovers around a less than more »

  • Where’s the Safe Play in This Market?

    By Brian Jordan - March 4, 2013 | Tickers: ADM, COP, INTC, WFC

    With markets trading at their highest levels since 2007, a less than impressive earnings season underway, and the potential for more macro-economic headwinds, it could be time for you to start ringing the cash register and heading towards the sidelines.  Investors have had a nice run over the last year or so, but growth opportunities are becoming increasingly hard to find and I just can’t find a reason to more »

  • Information: The World's Most Valuable Commodity

    By Brian Jordan - March 1, 2013 | Tickers: EMC, IBM, ORCL

    What is the cloud?  Better yet, what is information technology?  IT is the technology involving the development, maintenance, and use of computer systems, software, and networks for the processing and distribution of data.  This is a tad ambiguous, so let’s break it down even farther.   Information is defined as the communication or reception of knowledge or intelligence; and technology in itself is defined as the practical application of knowledge more »

  • Rackspace Makes a Move for Market Share: Are You a Buyer?

    By Brian Jordan - February 28, 2013 | Tickers: CTXS, RAX, RHT

    Last week Rackspace Hosting, Inc. (NYSE: RAX) announced that it was going to lower prices on cloud bandwidth and its content delivery network by 33%.  According to company spokesmen, the change in price is designed to attract larger accounts to the network by lowering the cost associated with bandwidth intensive processes such as video streaming and workloads that serve large amounts of content.  In addition to price reductions in content more »

  • The Good, the Bad, and the Ugly of Defense Stocks

    By Brian Jordan - February 11, 2013 | Tickers: GD, LMT, RTN

    With sequestration looming on the horizon and Washington’s failure to pass a working budget, it is difficult to anticipate where the axe will fall in March. What we can say with relative certainty is that a reduction in defense spending is imminent.  As an optimist, I see a market decline in defense stocks as an excellent opportunity to add some really great, dividend paying companies to your portfolio at more »

  • Keeping it Real, Keeping it Rational

    By Brian Jordan - February 8, 2013 | Tickers: AAPL, NFLX

    Stop chasing the trends.  Chances are you’re not quick enough, or informed enough to get in on the action.  Relax, I feel your pain.  It’s hard to feel like the kid on the playground that gets picked last for the dodge ball team every week.  Take Netflix (NASDAQ: NFLX) for example, before last week this stock was dead, buried, and a painful memory for most investors after its more »