Richard Saintvilus

Editor's Choice

  • A New Mature Apple Emerges; Is It Too Late?

    By Richard Saintvilus - January 23, 2013 | Tickers: AMZN, AAPL, BBRY, GOOG, MSFT | Editor's Choice

    On Wednesday, I could only shake my head in disgust, watching shares of Apple (NASDAQ: AAPL) plummet after-hours. It made absolutely no sense. And it served as my reminder for how irrational and grossly absurd the stock market can be sometimes.

    Hated rival Google (NASDAQ: GOOG) posted a mere profit growth of 5% and the stock soars 6%. Meanwhile, Apple posts 13.5% profit growth and the stock tanks. Not more »

  • Plenty of Drama with This Stock, and Earnings Might Be a Thriller

    By Richard Saintvilus - January 22, 2013 | Tickers: AMZN, AAPL, NFLX, DIS | Editor's Choice

    There’s never a dull moment with Netflix (NASDAQ: NFLX). I crave popcorn and a large cherry Slurpee just watching the stock move. If you blinked, you’ve likely missed that it’s one of the hottest stocks on the market. With shares reaching as high as $104 last week, Netflix has doubled over the past 5 months after bottoming out at $52 in August.

    Then again, this is a more »

  • Microsoft’s Q2: Time to Kick Ballmer and PCs to the Curb

    By Richard Saintvilus - January 21, 2013 | Tickers: DELL, HPQ, MSFT, ORCL | Editor's Choice

    Say what you want about the word “conviction,” but patience has its limits. Cheering on a company is all well and good. But if it’s not matched by execution, there’s a point when it’s best to cut your losses and move on. Microsoft (NASDAQ: MSFT) serves as a perfect example. While I do believe the stock has value, shares have been stuck in quicksand for some time more »

  • Wall Street Owes Intel an Apology

    By Richard Saintvilus - January 18, 2013 | Tickers: AAPL, INTC, MSFT | Editor's Choice

    Anyone holding their breath waiting for Intel (NASDAQ: INTC) to once again dominate the chip sector as it did in the '90s should invest in some scuba gear to go find that ship -- it sailed long ago, or possibly even sunk. Qualcomm and ARM Holdings will not allow that to happen. On the flip side, Intel’s Q4 results proved that the chip giant has no plans to affirm its more »

  • 2 Reasons Apple Will Make a $12 Billion Bid For Netflix

    By Richard Saintvilus - January 16, 2013 | Tickers: AAPL, NFLX | Editor's Choice

    I wake up every day waiting for the headline above to become reality – nothing yet. But the time is now. Without question, Apple’s (NASDAQ: AAPL) TV ambitions are real. If you want more evidence, the CES event in Las Vegas had plenty.

    Rivals of Apple have begun to line up to tout their own smart TV strategies. Apple nemesis Samsung, along with Sony and Panasonic claim to know what more »

  • Sirius XM and The Statutes of Liberty

    By Richard Saintvilus - January 4, 2013 | Tickers: SIRI, STRZA | Editor's Choice

    As all of this unfolds, there is still plenty of value in the stock at current levels. If Liberty is to be believed, investors have 60 days from now to get Sirius’s stock on the cheap. It’s not farfetched to project shares might reach $3.50 by the company’s Q4 announcement, which is 30 days from now. Liberty needs less than 1% to reach its goals. In the stock market, this makes Sirius as sure as “sure things” can get.

  • These Shares Are On Sale, More Profits Are On the Way

    By Richard Saintvilus - January 3, 2013 | Tickers: AAPL, P, SIRI, STRZA | Editor's Choice

    As the title suggests, there is plenty of value in the stock at current levels. That said, for the stock to reach that $5.00 pinnacle, which will prompt more institutional buying, Sirius will have to start raising rates or figuring out ways to lower costs. So far its model has not been adversely impacted by the off-setting dilemma, but at some point, the two will cross paths. Let’s hope they shake hands.

  • Why Google Will Never Overtake Apple

    By Richard Saintvilus - January 2, 2013 | Tickers: AMZN, AAPL, BBRY, FB, GOOG | Editor's Choice

    Without question, Google has a great business as evident by revenues which grew 45% to $14.1 billion in its third quarter. On the other hand, the company appears to be battling a constant identity crisis. So far it has not impacted the company’s ascent to the top of the tech sector. But with so much scattered ambitions, I question whether Google has the long term focus necessary to overtake Apple as Wall Street’s darling. Right now it doesn’t seem like it.

  • Apple: Still The Cheapest Stock On Wall Street

    By Richard Saintvilus - January 2, 2013 | Tickers: AAPL, BBRY | Editor's Choice

    Apple is still the gold standard and the most polarizing stock on the market – bar none. As evident by the 5% climb on Monday, it seems that the market has realized how irrational it has been. I also think the market is smart enough to know that Apple is going to blow the doors off its Q1 numbers after a strong holiday quarter. The stock will regain $600 this month and make a new 52-week high before March – proving that Apple is still the cheapest stock on the market.

  • Buy These 3 Fiscal Cliff Fixing Stocks

    By Richard Saintvilus - January 2, 2013 | Tickers: AAPL, FB, GOOG, GRPN, P | Editor's Choice

    Warren Buffett once said “a public opinion poll is no substitute for thought.” In other words, people should value their own ability to make sense of the issues that concerns them the most. Over past three months, no other issue was more polarizing on the market than the fiscal cliff.

    Everybody had an opinion and stocks got hammered because of it. Good or bad fundamentals didn’t matter. But now it’s time to take advantage of the optimist’s side. That the issue has been resolved and as a result here are some stocks that are poised to rebound.

  • 5 Stocks and 5 Questions for 2013

    By Richard Saintvilus - December 28, 2012 | Tickers: BBRY, HPQ, INTC, MSFT, P | Editor's Choice

    There are many more questions that I think are worth asking. But these are 5 major ones that have been on the minds of investors going into 2013. It will be interesting to see how these are answered or if they remain questions for any portions of the year.

    We can be right on some or be completely wrong. But this is what makes investing so enjoyable. Feel free to post your questions in the comments section and if I think they are worth discussing, I will write about it in the next piece. Thanks for reading.

  • How Long Do Investors Have To Wait?

    By Richard Saintvilus - December 28, 2012 | Tickers: AAPL, DELL, IBM, MSFT | Editor's Choice

    At this point, Dell is not going to ever beat Apple, Google and Samsung in the new age of mobile. The company’s only chance of survival rests on its ability to shift into a services-oriented company. IBM proved that it can be done. But on the other hand, the transition took much longer than anyone had hoped. The market does not appear willing to wait - it’s hard to blame them. Dell’s “stepping up” time is long overdue.

  • Sirius XM: Why $5.00 Might Be In the Cards for 2013

    By Richard Saintvilus - December 19, 2012 | Tickers: AAPL, P, SIRI, STRZA | Editor's Choice

    It is remarkable how Sirius has been able to erase so much doubt in a market that remains so uncertain. It remains to be seen how Apple’s model might impact Sirius’s ability to grow revenue. But then again, these are the same questions that the company has been answering all year.

    At current levels, the stock remains a bargain - if for no other reason than the fact that Liberty Media has to buy more to gain majority ownership. I’m maintaining my near-term $3.30 price target for the February quarter and expect the shares to appreciate north of $4.00 by this time next year. I can’t believe I’m thinking $5.00.  With quarterly adjusted EBITDA and free cash flow growth – it’s possible. 

  • Why Lowe’s Is No Longer Expensive

    By Richard Saintvilus - December 17, 2012 | Tickers: HD, LOW | Editor's Choice

    If Lowe’s can produce a couple of beat and raise quarters in 2013 and if the housing market shows better than expected signs of recovery, this stock can easily approach the $40 to $45 range during the course of the next 6-12 months.

  • Why Apple Should Not Give-in to Special Dividend Demands

    By Richard Saintvilus - December 10, 2012 | Tickers: AAPL, BBRY, GOOG, MSFT, ORCL | Editor's Choice

    While I’m willing to applaud companies such as Disney and Walmart that have come out and pay these special dividends, I also think that there are several that might get themselves into trouble for having done so. At the same time, I do blame the government for having created this mess. But I don’t believe that a special dividend payment is the only answer for excess capital – at least not for Apple.

  • Amazon: Still Amazing, But I Don’t Like It

    By Richard Saintvilus - December 10, 2012 | Tickers: AMZN, AAPL, WMT | Editor's Choice

    Amazon is an incredible story. What the company has been able to do in terms of growth over the past five years has defied logic and common sense. That said, with expenses soaring to 42% during the quarter, it seems that growth is coming at a huge cost as operating margins also continue to decline. Still the company doesn’t have an answer.

  • Why It’s Time To Play Network Stocks

    By Richard Saintvilus - December 6, 2012 | Tickers: BRCD, CSCO, FFIV, HPQ, JNPR | Editor's Choice

    As with the chip stocks, which I talked about earlier this week, there are plenty of money-making opportunities within the networking group, but it requires investors to fully understand what sets these companies apart from the rest.

    A few names such as Cisco and F5 have been heavily investing in their future via M&A, while others such as Brocade are doing so well that they continue to be the subject of M&A speculation. In other words, networking has been down, but the group is certainly not out. Well, except for Juniper.

  • Can Apple Defy Gravity Forever?

    By Richard Saintvilus - September 17, 2012 | Tickers: AAPL, BBRY, DELL, HPQ, MSFT | Editor's Choice

    Sir Isaac Newton’s theory has outlasted everything else without exception. Gravity is allowing Apple to have its fun now, but I wonder at what point it will decide enough is enough? And will investors be prepared?