Harsh Chauhan

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  • This the Best Aftermarket Retailer That You Can Buy

    By Harsh Chauhan - August 19, 2013 | Tickers: AAP, AZO, ORLY

    While vehicle sales in the U.S. continue to remain strong, driven by a robust housing sector and low interest rates, it’s surprising to see that the average of vehicles on U.S. roads has continued to increase. According to market research firm Polk (via CNN Money), the average age of vehicles hit an all-time high of 11.4 years.

    The firm is of the opinion that tepid sales more »

  • Breaking Down This Google Glass Play Into Pieces

    By Harsh Chauhan - August 18, 2013 | Tickers: GOOG, HIMX, SSNLF

    Himax Technologies (NASDAQ: HIMX) has been on a tear this year, appreciating more than 150%. The stock suddenly came into the spotlight earlier this year after it was revealed that it would be supplying a key component to Google (NASDAQ: GOOG) for the Google Glass. And then, Google agreed to finance its display business last month.

    It would be an understatement to say that shares have taken off after these more »

  • Why Holding On to This Stock Is a Good Idea

    By Harsh Chauhan - August 18, 2013 | Tickers: CHL, FNSR, JDSU

    JDS Uniphase (NASDAQ: JDSU) has had an indifferent year so far. The manufacturer of fiber optics components has underperformed badly this year, appreciating just 4%. And after taking a look at the company’s recently released fourth-quarter results, it isn’t clear if there’s a turnaround in sight.

    Missing revenue estimates and offering a light guidance aren’t good signs, especially when peer Finisar (NASDAQ: FNSR) issued terrific preliminary more »

  • World of Warcraft’s Decline Cannot Hold This Company Back

    By Harsh Chauhan - August 16, 2013 | Tickers: ATVI, NTES, TCEHY.PK

    NetEase’s (NASDAQ: NTES) performance so far this year has been nothing short of impressive. 2012 wasn’t a great year to be a NetEase investor as the stock’s performance tapered off toward the end of the year on the back of weak earnings reports.

    But, a look at the year-to-date stock chart now reveals that NetEase has gained close to 50%. Moreover, its recently released earnings report and more »

  • The Market Hasn’t Recognized This Stock’s Potential Yet, but You Should

    By Harsh Chauhan - August 15, 2013 | Tickers: AAPL, RFMD, SSNLF

    Radio frequency components maker RF Micro Devices (NASDAQ: RFMD) has been growing at a rapid pace, but sadly, its share price performance so far this year does not reflect the same enthusiasm. The stock is up just 10% this year, significantly lagging the performance of the NASDAQ Composite index.

    One would be surprised at such a muted performance, especially considering that the company’s revenue in its recently reported first more »

  • NVIDIA’s Tegra Is Losing Its Wheels

    By Harsh Chauhan - August 14, 2013 | Tickers: GOOG, NVDA, QCOM

    When chipmaker NVIDIA (NASDAQ: NVDA) recently released its second-quarter results, it became clear that the company is struggling. It was not surprising to see the company’s revenue and earnings fall from the year-ago period, given the fact that the PC market has been on shaky ground and NVIDIA’s mobile initiative has failed to take off -- rather it’s going downhill at the moment.

    While investors might rave about more »

  • Use This Opportunity to Make a Terrific Addition to Your Portfolio

    By Harsh Chauhan - August 13, 2013 | Tickers: EA, GA, QIHU

    Chinese online gaming company Giant Interactive (NYSE: GA) has turned in a good performance so far this year, with shares up around 45%. However, there have been occasional hiccups on the way, with the latest one coming after the company disappointed analysts with its outlook and crashed 9%.

    However, a company that’s plying its trade in an industry that’s expected to grow at a decent clip of almost more »

  • A Few More Reasons Why This Stock Was Unfairly Punished

    By Harsh Chauhan - August 6, 2013 | Tickers: BRCM, CHL, S

    In the previous part of this post, I’d explained why the Street was overly negative about Broadcom’s (NASDAQ: BRCM) second-quarter performance and the accompanying outlook. The weakness around its mobile and wireless business, which makes up 46% of the top line, seemed overblown. But what seemed completely ignored in analysts’ opinions about Broadcom was the strength in its remaining 54% of the business.

    Broadcom doesn’t live and more »

  • A Few Reasons Why This Stock Was Unfairly Punished

    By Harsh Chauhan - August 5, 2013 | Tickers: AAPL, BRCM, SSNLF | Editor's Choice

    One of the most frustrating experiences in life can be when, as an investor, you see your investment go under. The frustration multiples when the company that you’d invested in had good prospects, solid clients, and great innovation; but still, it fails to do well as an investment.

    A similar thought would be running through the minds of Broadcom (NASDAQ: BRCM) investors, the semiconductor company which, according to me more »

  • An Underperforming Stock That You Shouldn’t Sell

    By Harsh Chauhan - August 5, 2013 | Tickers: AAPL, FCS, SSNLF

    Around the end of April, I’d suggested that readers take a look at chipmaker Fairchild Semiconductor (NYSE: FCS), primarily a supplier of power management chips. The stock was trading pretty close to its 52-week low when it posted a loss while the Street was looking for a profit. However, it had issued bright guidance, and it looked like its end-markets were picking up steam and orders were flowing in more »

  • Why Now Is a Good Time to Sell This Stock

    By Harsh Chauhan - August 5, 2013 | Tickers: AAPL, ATML, MSFT, SSNLF

    Semiconductor company Atmel (NASDAQ: ATML) is well-known for two things -- the first is making microcontrollers and the second is inconsistency. However, shares have been up close to 30% so far this year as its performance has alternated between the bad and then, the good. Investors’ faith and management helped the stock appreciate this year.

    But, true to its character, Atmel yet again proved that it cannot stick to one path more »

  • This Stock Is on Sale, Don’t Miss It

    By Harsh Chauhan - August 1, 2013 | Tickers: CAVM, CHL, CSCO

    Chipmaker Cavium (NASDAQ: CAVM) was supposed to be one of my better picks for 2013, but I have to admit that I have been wrong so far. Shares have underperformed the NASDAQ Composite index by a wide margin so far, appreciating less than 15%, and as I write this, the stock is down around 5%.

    The year had begun on a promising note, but dropped off after fears of a more »

  • Is This Company Finally Back on Track?

    By Harsh Chauhan - July 31, 2013

    A few days back, I’d written that shares of chipmaker Cypress Semiconductor (NASDAQ: CY) desperately needed a new lease on life. The stock was almost flat since the beginning of the year began and it looked as if 2013 would be another disappointing year for Cypress after a terrible time last year.

    But, Cypress’ recently reported second-quarter results came to its rescue, and shares surged more than 10% as more »

  • A Few Solid Reasons Why This Stock Should Be in Your Portfolio

    By Harsh Chauhan - July 31, 2013 | Tickers: CHL, S, XLNX | Editor's Choice

    Having a well-diversified semiconductor company in your portfolio can help your returns improve. Why? Because semiconductors are the basic building blocks of a number of things around us, ranging from a tiny calculator to an aircraft, and so, having a company which makes chips that are sold to various end-markets is a good idea.

    One such company is Xilinx (NASDAQ: XLNX), which makes programmable chips that are used across various more »

  • Is a Low-Cost iPhone Behind This Company’s Decline?

    By Harsh Chauhan - July 29, 2013 | Tickers: AAPL, CRUS

    It was the briefest of commentaries from CEO Jason Rhode that I’ve witnessed in my time covering Cirrus Logic (NASDAQ: CRUS). I had doubts that the company was losing its wheels, and its recently released first-quarter report didn’t do anything to clear my suspicion that something is terribly wrong at Cirrus.

    Primarily known as an Apple (NASDAQ: AAPL) supplier, from whom it had derived 85% of revenue in more »

  • A Smartphone Play You Would Regret Missing

    By Harsh Chauhan - July 29, 2013 | Tickers: AAPL, T, S, TQNT

    If TriQuint Semiconductor’s (NASDAQ: TQNT) second-quarter report was a litmus test, then the company passed it with flying colors. After a string of disappointments over the past year or so, TriQuint had promised investors that it would deliver a profitable year in 2013 when it released its first-quarter results three months back, which were terrible to say the least.

    So, TriQuint needed to call for a solid outlook this more »

  • The Euphoria Around This Google Glass Play Is Overdone

    By Harsh Chauhan - July 25, 2013 | Tickers: GOOG, HIMX

    Shares of semiconductor company Himax Technologies (NASDAQ: HIMX) have surpassed all my expectations this year with the stock appreciating more than 200% so far. Much of this rise can be attributed to the company’s rumored relationship with the Google (NASDAQ: GOOG) Glass project.

    However, Himax’s recent announcement that Google has agreed to finance its display business, which focuses on the production of liquid crystal on silicon chips (LCOS more »

  • Doom and Gloom Set to Continue for This Apple Play?

    By Harsh Chauhan - July 23, 2013 | Tickers: AAPL, CRUS

    Cirrus Logic (NASDAQ: CRUS) is one of the most well-known Apple (NASDAQ: AAPL) derivative plays out there, as the company gets a substantial portion of its revenue from the smartphone behemoth (85% in the March quarter). Hence, it is not surprising that Cirrus has had a torrid time this year, with the stock down close to 30%.

    Shares have been beaten up on more than one occasion this year as more »

  • Make-or-Break Day Coming for This Apple Supplier

    By Harsh Chauhan - July 23, 2013 | Tickers: AAPL, SSNLF, TQNT

    I’ve been bullish on chipmaker TriQuint Semiconductor (NASDAQ: TQNT) for what seems like ages, but the stock has disappointed me more often than not. However, surprisingly, the company’s shares are up more than 46% this year. But, most of that appreciation has happened in the last three months after TriQuint offered a glimmer of hope to investors and stated that it will put a full stop to its more »

  • This Stock Is Now Headed for the Sky, Don’t Miss It

    By Harsh Chauhan - July 22, 2013 | Tickers: AAPL, CHL, SWKS

    There was no doubt that chipmaker Skyworks Solutions (NASDAQ: SWKS) would spring back to life in the second half of the year, and the company’s latest quarterly report and outlook indicate the same. Skyworks beat estimates in the third quarter and its outlook for the ongoing quarter was also ahead of Wall Street estimates.

    So, it is no surprise that the stock, which has been under pressure so far more »

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