David Gould

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  • Should You Buy These Tech Stocks?

    By David Gould - July 30, 2013 | Tickers: GOOG, STX, WDC

    Tech can be very difficult to predict. Investors often believe that they can discern an innovator from a laggard, but market trends come and go – especially in the consumer niche category. Below, I review two very different companies: Seagate (NASDAQ: STX), a data-storage device producer, and Google (NASDAQ: GOOG), an internet business with broad tech diversification.

    Risky business

    What a turn of events Seagate has had.

    It all started early more »

  • Healthcare Stocks to Consider Buying

    By David Gould - July 26, 2013 | Tickers: ABT, ABBV, LLY, STJ

    Note: This article has been amended to remove TRADJENTA as Eli Lilly's leading products--it is developed and commercialized through an alliance between Eli Lilly and Boehringer Ingelheim International GmbH & Co

    To address the patent cliff, several large pharmaceutical companies have been actively reinventing their businesses in terms of pipeline updates and strategic changes. Below, I present my take on two leading producers with a focus on the headwinds and more »

  • Is It Time to Buy Retail Stocks?

    By David Gould - July 24, 2013 | Tickers: COST, TGT, WMT

    Despite Wal-Mart (NYSE: WMT) and Costco (NASDAQ: COST) rising 14.1% and 19.6%, respectively, over the last 12 months, they both are not a sure bet. Remember that February email exchange between Wal-Mart executives? it was clear then that management was panicking over structural changes. Does this matter in the grand scheme of things? Below, I present an overview on Wal-Mart and Costco, as well as my take on more »

  • Avoid CBS and Buy This Media Stock Instead

    By David Gould - July 24, 2013 | Tickers: CBS, CMCSA, DIS

    Disney (NYSE: DIS) and CBS (NYSE: CBS) are two top media stocks. However, their execution and strategies have been remarkably different. While one has been focused on creating value, the other has seen a remarkable rise in the absence of innovation. Below, I present my take on the two.

    Still optimistic on Disney

    Several months after the multi-billion dollar acquisition of Lucasfilm, Disney is already planning a new trilogy and more »

  • Is the Bull Run over for These 3 Pharmacy Stocks?

    By David Gould - July 24, 2013 | Tickers: CVS, RAD, WAG

    If you are looking to get into pharmacy stocks, the temptation is to look at those with turnaround potential. These highly risky stocks supposedly have attractive returns that will compensate investors for the degree of risk they take on, right? Below, I review this proposition by focusing on the real numbers and facts behind Walgreen (NYSE: WAG) and RiteAid (NYSE: RAD).

    Walgreen in a stronger position

    Walgreen's latest acquisition more »

  • Should You Buy These 2 Medical Device Stocks?

    By David Gould - July 23, 2013 | Tickers: BAX, BIIB, MDT

    Medical device stocks are an excellent place to be if you are still wary of the macro-economy. They are exposed to inelastic demand and don't have pipelines full of "hit-or-miss" products. Their business models are relatively time-tested, and they often pay a good dividend yield. Below, I review two market leaders and provide my thoughts on recent news about them.

    Baxter (NYSE: BAX) still looks attractive

    Baxter International, the more »

  • 1 Conglomerate To Buy, 1 To Avoid

    By David Gould - July 23, 2013 | Tickers: MMM, GE, WFT

    Large conglomerates often have to make aggressive investments in order to be thought of as something more than just a "macro bet." In this article, I focus on how GE (NYSE: GE) and 3M (NYSE: MMM) are branding themselves for the future. While I am optimistic on one, I am pessimistic on the other.

    GE gets aggressive on energy

    General Electric has been getting aggressive in energy. From installing new more »

  • 3 Semiconductor Stocks to Consider Buying

    By David Gould - July 23, 2013 | Tickers: ADI, TXN, XLNX

    If you are bullish on tech industries, it makes sense to back semiconductors, which directly supply the end markets. However, there are a few headwinds in terms of demand that you should keep in mind. Below, I explain what TI (NASDAQ: TXN) and Analog (NASDAQ: ADI) are doing to hedge against this uncertainty.

    "A weak demand environment" for Texas Instrument

    Texas Instruments is a global leader in manufacturing semiconductors. The more »

  • Restaurants Stocks to Consider Buying

    By David Gould - July 12, 2013 | Tickers: DNKN, MCD, WEN

    Two of the top restaurant chains in the market have a lot to prove going forward for shareholders. Despite its scale, McDonald's (NYSE: MCD) has still plenty of room to penetrate abroad and Wendy's (NASDAQ: WEN) is undergoing a turnaround. Below, I present my take on both firms.

    McDonald’s

    McDonald’s is the world’s largest restaurant chain company with around 3,400 restaurants. It has a more »

  • Is It Time to Invest in These 3 Stocks?

    By David Gould - July 12, 2013 | Tickers: AAPL, HPQ, INTC

    Despite all of the clamor surrounding PC-exposed stocks, I still find several large players heavily undervalued. My opinion stems from the company's surprisingly attractive financials and efforts at diversification and innovation. With so much cash to throw around, Hewlett-Packard (NYSE: HPQ) and Intel (NASDAQ: INTC) are bound to thrive. Or are they? Below, I explain some reasons to be optimistic on the two.

    Strength in numbers

    Despite what the more »

  • 3 Tech Stocks To Consider Buying

    By David Gould - July 12, 2013 | Tickers: MSFT, ORCL, RHT

    The shift toward cloud computing, smartphones, and tables caught many industry experts by surprise. What are the market leaders in yesterday's tech world doing to adapt? Below, I review my take on Red Hat (NYSE: RHT) and Microsoft (NASDAQ: MSFT) with a focus on analyzing how they are adapting to secular changes.

    Moving to the cloud

    Red Hat is better known as an operating system company that provides open-source more »

  • Yahoo!'s Expensive, Buy This Stock Instead

    By David Gould - July 8, 2013 | Tickers: BIDU, QIHU, YHOO

    I find search businesses to be among some of the most interesting businesses to analyze. They carry vastly different demographics and strategies, despite what one would think is a very simple operational model. Below, I review two companies in very different market positions -- one is struggling from the top, while the other is rising from the bottom.

    Is Baidu's (NASDAQ: BIDU) reign truly reign under pressure?

    Baidu currently holds more »

  • 3 Tech Stocks That Will Go The Way Of The Dodo

    By David Gould - July 8, 2013 | Tickers: FB, GRPN, ZNGA

    Facebook and Groupon face numerous headwinds from competitive pressure to growing disinterest in the core product. As a result, they are trying to diversify elsewhere. Below, I present my take on the two stocks.

    Facebook (NASDAQ: FB)

    Facebook managed to finish 2012 with better-than-expected fourth quarter results, but its user base is slowly shifting to mobile use. 23% of advertising revenues now come from mobile. After years of growth, Facebook more »

  • Buy These Consumer Stocks

    By David Gould - July 2, 2013 | Tickers: ATVI, LF, MAT

    If you are bullish on the consumer economy, there are several stocks that you should consider. I recommend buying across multiple categories ranging from toys to gaming stocks. Below, I review two leaders in these respective fields and provide my take on why you should be optimistic about their futures.

    The innovative toymaker

    Mattel (NASDAQ: MAT) ended 2012 with a bang. The results were generally strong with global net sales more »

  • Two Consumer Goods Stocks That Slipped

    By David Gould - July 2, 2013 | Tickers: ARO, NKE, UA

    If you are looking to invest in niche apparel producers, Aeropostale (NYSE: ARO) and Nike (NYSE: NKE) are two popular stocks with almost cult followings. This kind of demand would be attractive for defensive investors uncertain about fickleness of consumers. However, Aeropostale and Nike have their own problems. Below, I review some of these problems and whether they detract from the overall positive investment thesis.

    First-quarter struggles

    Aeropostale largely struggled more »

  • Should You Buy These 2 Tech Stocks?

    By David Gould - July 2, 2013 | Tickers: APH, GLW, TEL

    If you are bullish on technology, Corning (NYSE: GLW) and TE Connectivity (NYSE: TEL) are two stocks to consider buying. They have witnessed a rally but are largely in "turnaround mode." Both companies were previously the subject of investor anxiety due to poor macro trends, but have their growth stories since changed? Below, I consider the momentum and growth opportunities of the two companies.

    Watch this Gorilla 

    Corning is one more »

  • Are These 2 Stocks Overvalued?

    By David Gould - July 2, 2013 | Tickers: BWLD, MCD, WEN

    If you are interested in investing in burger chains, McDonald's (NYSE: MCD) and Wendy's (NASDAQ: WEN) are two obvious choices to start looking at. They are in remarkably different situations: the former is looking to milk new revenue segments after saturating domestic markets; the latter is looking to turnaround its business. Will they succeed? Below, I present my outlook on the two companies.

    Expansion is the key for more »

  • Undervalued Teva Must Enter New Markets

    By David Gould - June 12, 2013 | Tickers: JNJ, MYL, TEVA

    Generic producers are often regarded as the safer players within BioPharma. They take existing drugs that have fallen off patents, tweak them a bit, and release a product into the market. R&D expenses are kept low, and business is relatively predictable.

    Similarly, medical device companies have lower risk profiles by virtue of their more predictable operating model. However, they both have experienced their own problems and are not resting more »

  • Value Stocks Not for Risk-Averse Investors

    By David Gould - March 13, 2013 | Tickers: GLW, SSNLF, TEL

    While not for the risk-averse, glass makers are an ideal way to diversify in the tech market. Their products can be found in smartphones, tablets, LCDs--virtually any type of product with an electronic screen display. Below, I review the value potential of two leading producers in the market.

    Corning (NYSE: GLW)

    In my view, the market doesn't give Corning enough attention. This glass producer's products may very well more »

  • Why Disney's a Winner, But This Stock May Not Be

    By David Gould - March 13, 2013 | Tickers: CBS, TWC, DIS

    The best media companies make strategic acquisitions that diversify across multiple mediums and target multiple demographics. And no media firm, in my view, is as successful in doing this as is Disney. Below, I review why Disney's acquisition of Lucasfilm made sense from a value perspective. I also provide my more negative take on competitor CBS.

    Walt Disney (NYSE: DIS)

    Disney's acquisition of Lucasfilm made headlines across all more »

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