Leo Sun

Editor's Choice

  • A Smartphone-Induced Crash Diet Crushed This Company's Bottom Line

    By Leo Sun - August 7, 2013 | Tickers: AAPL, MED, NKE, NTRI, WTW | Editor's Choice

    When investors think of companies taken down by the rise of smartphones and tablets, they generally think about PC manufacturers like Hewlett-Packard and big box retailers like Best Buy.

    Yet, last week, Weight Watchers International (NYSE: WTW) became the latest casualty of the mobile revolution, blaming the rise of mobile tech as a major contributor to its crumbling bottom line. On Aug. 2, the company, best known for its weight more »

  • Can This Robot Doctor Heal Itself?

    By Leo Sun - July 12, 2013 | Tickers: ARAY, ISRG, MAKO | Editor's Choice

    Shares of surgical robot maker Intuitive Surgical (NASDAQ: ISRG) plunged 16% on July 9, after the Sunnyvale, Calif.-based company warned that its second quarter revenue would come in below analyst estimates when it reports earnings on July 18.

    It’s been a chaotic year for Intuitive Surgical, which produces the da Vinci surgical robot that was once the darling of Wall Street. Despite rising 2,700% over the past more »

  • The PC Market Will Survive, but the Old Gods Could Die

    By Leo Sun - July 12, 2013 | Tickers: GOOG, HPQ, INTC, MSFT | Editor's Choice

    By now, the dire fate of the PC industry is old news. Ever since the arrival of Apple’s iPad in 2010, the Wintel machines which had dominated the past three decades of personal computing have lost their competitive edge, surrendering market share quarter after quarter to tablet manufacturers. Unfortunately for shareholders of the “old gods” of the Wintel empire - Microsoft (NASDAQ: MSFT), Hewlett-Packard (NYSE: HPQ), Dell and Intel (NASDAQ: INTCmore »)

  • Will This Grocer’s Upscale Investment Pay Off?

    By Leo Sun - July 11, 2013 | Tickers: HTSI, SWY, SVU, KR, WMT | Editor's Choice

    Kroger (NYSE: KR), the largest grocery chain in the United States, just got even bigger. The Cincinnati, Ohio-based company recently acquired its smaller rival, Harris Teeter (NYSE: HTSI) for $2.4 billion in cash, adding 212 more stores and bringing its total store count up to 2,631.

    Although Kroger has soundly dominated its second and third place grocery rivals, Safeway (NYSE: SWY) and SuperValu (NYSE: SVU), over the past more »

  • Amazon's Smartphone Could Be Smarter Than You Think

    By Leo Sun - July 11, 2013 | Tickers: AMZN, AAPL, EBAY, SSNLF | Editor's Choice

    There’s been a lot of buzz lately about Amazon’s (NASDAQ: AMZN) rumored smartphone, which is reportedly being developed by Lab126, the company’s division that created the Kindle. At first, reports claimed that the smartphone would piggyback on the success of the Kindle Fire, which is currently the second most popular tablet in America after Apple’s (NASDAQ: AAPL) iPad.

    Yet that theory had limitations, considering that the more »

  • Is This Casino Stock Worth the Gamble?

    By Leo Sun - June 26, 2013 | Tickers: LVS, MGM, WYNN | Editor's Choice

    It’s been a turbulent two weeks for investors. First, Uncle Ben’s hint at the end of QE3 in 2014 sent the markets into a tailspin. Bond yields spiked to 2-year highs, stocks fell, and market volatility returned with a vengeance. This week, reports that China’s financial system might be facing a liquidity crisis caused all China-related stocks to collapse as well.

    This double pressure from the U more »

  • Is Google Becoming the Next Microsoft?

    By Leo Sun - June 24, 2013 | Tickers: AAPL, FB, GOOG, MSFT | Editor's Choice

    Last month, I discussed why Waze was a valuable prize for Apple (NASDAQ: AAPL), Facebook (NASDAQ: FB) and Google (NASDAQ: GOOG). The Israeli online mapping company, which has 47 million active users, produces a popular “crowdsourced” map service, in which drivers update each other on road and weather conditions via mobile technology. Waze provides a more accurate picture of traffic problems than the green, yellow and red lines on major more »

  • Does This Retailer Need to Grow Up?

    By Leo Sun - June 17, 2013 | Tickers: GPS, LULU, NKE | Editor's Choice

    In business, there’s a distinction between a company that is quirky and one that is utterly foolish. These days, yoga apparel retailer Lululemon Athletica (NASDAQ: LULU) is increasingly looking like the latter. The company’s quality control issues, the abrupt departures of its chief product officer and CEO, and its unclear vision for the future all indicate that Lululemon is a company that’s not ready to grow up more »

  • Could This Search Engine Be a Game Changer?

    By Leo Sun - June 13, 2013 | Tickers: AAPL, GOOG, MSFT, YHOO | Editor's Choice

    There’s been a lot of buzz about Microsoft’s (NASDAQ: MSFT) search engine Bing lately. Not only did the underdog search engine grow its American market share significantly at Yahoo!’s (NASDAQ: YHOO) expense, but it was also introduced as the new default search engine of Apple’s (NASDAQ: AAPL) iOS 7. Could these positive catalysts give Microsoft a much needed shot in the arm to grow its cloud-based more »

  • Why Fruits and Vegetables Should Not Be Part of a Balanced Portfolio

    By Leo Sun - June 13, 2013 | Tickers: CQB, DOLE, FDP | Editor's Choice

    Shares of Dole Food Company (NYSE: DOLE), the world’s largest producer and seller of fruit and vegetables, surged 22% on June 11, after CEO David Murdock made an offer to take the company private for $12 per share. What does this sudden move mean for the rest of the fruit and vegetables industry, which includes Fresh Del Monte Produce (NYSE: FDP) and Chiquita Brands (NYSE: CQB)?

    Is being taken more »

  • Should the Gaming Industry Heed Shigeru Miyamoto's Advice?

    By Leo Sun - June 12, 2013 | Tickers: EA, MSFT, NTDOY.PK, SNE | Editor's Choice

    When I think of the current state of the video game industry, which is characterized by declining hardware and software sales being propped up by endless refreshes of tired franchises, I like to reminisce about the good ol’ days of gaming, when video games resembled games more than Hollywood movies.

    Perhaps it’s because I’m not a kid anymore, but the recent releases of Microsoft’s (NASDAQ: MSFT) Xbox more »

  • Is TiVo Livin' On a Patented Prayer?

    By Leo Sun - June 11, 2013 | Tickers: AMZN, GOOG, TIVO | Editor's Choice

    Shares of DVR maker TiVo (NASDAQ: TIVO) have been on a roller-coaster ride lately, rising and falling rapidly on news that its nine-year long patent battle against Cisco, Google (NASDAQ: GOOG), and Time Warner Cable was finally ending. This volatility, which caused shares to spike 7.5% on June 6 and then plunge 19% the following day, was due to over-optimistic projections of the final settlement, which came in at more »

  • Profiting in the Age of Instant Gratification

    By Leo Sun - June 6, 2013 | Tickers: AMZN, GOOG, WMT | Editor's Choice

    Americans love to stay at home. In an age when everything is simply a mouse click away, people can get almost everything they need delivered straight to their doorstep. As a result, e-commerce businesses have surged, brick-and-mortar stores have failed, and Americans are getting fatter by the day. While that last point might seem irrelevant, many Americans, who already walk less than most other nationalities, now feel that simply driving more »

  • Is This the End for Zynga?

    By Leo Sun - June 5, 2013 | Tickers: EA, ZNGA | Editor's Choice

    Shares of social gaming company Zynga (NASDAQ: ZNGA) plunged recently, after the company reported that it would cut 520 jobs, or roughly 20% of its workforce, in an effort to reduce expenses. It also warned of weak bookings (in-game virtual product sales) in its current quarter, which doesn’t bode well for a company that has lost nearly 50% of its market cap over the past twelve months.

    Zynga was more »

  • Pandora Flees From the iMonster and YouTunes

    By Leo Sun - June 5, 2013 | Tickers: AAPL, GOOG, P | Editor's Choice

    Internet streaming radio, which has been around since the 1990s, has become a crowded market in recent years, thanks to the increased adoption of smartphones and tablets. In fact, streaming services accounted for approximately 10% of all digital music revenue last year, according to the International Federation of the Phonographic Industry (IFPI).

    Yet is this market, currently dominated by companies such as Pandora (NYSE: P) and Spotify, really as important more »

  • Two Losers, Two Winners and a Hidden Gem in Teen Apparel

    By Leo Sun - June 3, 2013 | Tickers: ANF, ARO, GPS, WTSL, URBN | Editor's Choice

    Of all the segments of the retail apparel sector, the teen and young adults sector is one of the most brutal. These retailers, which include Abercrombie & Fitch (NYSE: ANF), Aeropostale (NYSE: ARO), Forever 21 and H&M, must continuously keep their styles fresh and relevant, while finding new ways to outmaneuver their industry peers.

    Yet teens continue to be an extremely lucrative market for these retailers. A recent survey from more »

  • The Two Sides of the GMO Debate

    By Leo Sun - May 30, 2013 | Tickers: DD, MON, SYT | Editor's Choice

    Last week, over 2 million protesters in 436 cities across 52 countries rallied against agricultural giant Monsanto (NYSE: MON) and genetically modified crops. While I haven’t been a big fan of some of Monsanto’s business practices, as I have outlined in the past, I believe that these protests have sent the wrong message regarding GMOs (genetically modified organisms) and the genetically modified seeds industry in general.

    Despite the more »

  • The Whiners and the Winners of the Credit Card Wars

    By Leo Sun - May 29, 2013 | Tickers: AXP, EBAY, GOOG, MA, V | Editor's Choice

    The steps to living the cyclical capitalist American dream are simple. Create a product or service that everyone needs. Sell it and fend off the competition with patents, pricing and marketing. Expand your product’s reach into every niche, nook and cranny of the market. Finally, get struck down by global governments, smaller companies and protesters for being too successful and anti-competitive.

    Is this cycle, which throttles the laissez-faire system more »

  • Inside Amazon's Brave New World of Fan Fiction

    By Leo Sun - May 25, 2013 | Tickers: AMZN, SCHL, TWX | Editor's Choice

    I never quite understood the appeal of writing fan fiction, in which passionate writers spent copious amounts of time writing derivative works of existing fiction, such as Star Trek. I used to simply consider it a geeky niche sub-genre, since fan fiction could never be published due to copyright issues, and could never reach much farther than a limited circle of friends, family members and Internet visitors. In short, I more »

  • Should Gunmakers Invest in Smart Guns?

    By Leo Sun - May 24, 2013 | Tickers: GOOG, SWHC, RGR | Editor's Choice

    If there’s one issue Americans will never agree on, it’s guns. With approximately 40% personal ownership across the country and over 300 million guns in circulation, President Obama would never be able to fully disarm the American public. Efforts to ban assault weapons and extend background checks have failed. Meanwhile, gun ownership background checks have quadrupled since 1999, and gun demand is so high that gunmakers Smith & Wesson more »

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