Alvin Gonzales

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  • Is Nokia Worth Buying?

    By Alvin Gonzales - May 2, 2013 | Tickers: AAPL, GOOG, MSFT, NOK

    It all depends on the type of investor; after all, Nokia (NYSE: NOK) is a risky investment. The company is still losing money and should probably be avoided by risk-averse investors. However, Nokia is worth a look for investors who like high risk-high reward investments because the company is making solid progress on its turnaround.

    The numbers

    Nokia recently reported its first quarter earnings. In Q1 2013, Nokia had a more »

  • Intel Expects Revenue Growth in 2013

    By Alvin Gonzales - April 19, 2013 | Tickers: GOOG, INTC, MSFT

    Intel (NASDAQ: INTC) recently reported earnings for its first quarter. In terms of year over year numbers, Intel reported declines of 3% in revenue and 25% in net income. Given the downturn in the PC industry, the declines in revenue and earnings are not surprising. According to the IDC, global PC shipments fell 14% in the first quarter of 2013.

    The most intriguing part of the call was Intel’s more »

  • Dish Is Throwing Its Money Away

    By Alvin Gonzales - April 17, 2013 | Tickers: T, CLWR, DISH, S, VZ

    Dish Network (NASDAQ: DISH) is making headlines with its gigantic offer of $25.5 billion for Sprint Nextel (NYSE: S). Like most mergers, Dish’s proposed plan has some good points. However, the overall deal is bad and the argument against it is not a hard one to make.

    The good

    Mobile devices have become hugely popular and people use them to access content on the go. The mobile device more »

  • Dish Is Throwing Its Money Away

    By Alvin Gonzales - April 17, 2013 | Tickers: T, CLWR, DISH, S, VZ

    Dish Network (NASDAQ: DISH) is making headlines with its gigantic offer of $25.5 billion for Sprint Nextel (NYSE: S). Like most mergers, Dish’s proposed plan has some good points. However, the overall deal is bad and the argument against it is not a hard one to make.

    The good

    Mobile devices have become hugely popular and people use them to access content on the go. The mobile device more »

  • Dish Is Throwing Its Money Away

    By Alvin Gonzales - April 17, 2013 | Tickers: T, CLWR, DISH, S, VZ

    Dish Network (NASDAQ: DISH) is making headlines with its gigantic offer of $25.5 billion for Sprint Nextel (NYSE: S). Like most mergers, Dish’s proposed plan has some good points. However, the overall deal is bad and the argument against it is not a hard one to make.

    The good

    Mobile devices have become hugely popular and people use them to access content on the go. The mobile device more »

  • Keep It Low Risk: Buy Big Blue

    By Alvin Gonzales - April 16, 2013 | Tickers: AAPL, GOOG, INTC, IBM, MSFT

    International Business Machines (NYSE: IBM), also known as Big Blue, has a complex business. Regardless, the company is a low risk investment. While IBM will probably not blow anyone’s socks off in terms of yearly return on investment, the company is consistent, and small returns eventually pile up to big profits. Check out the following chart.

    IBM Operating Income TTM data by YCharts

    Over the past ten years, IBM more »

  • Keep It Low Risk: Buy Big Blue

    By Alvin Gonzales - April 16, 2013 | Tickers: AAPL, GOOG, INTC, IBM, MSFT

    International Business Machines (NYSE: IBM), also known as Big Blue, has a complex business. Regardless, the company is a low risk investment. While IBM will probably not blow anyone’s socks off in terms of yearly return on investment, the company is consistent, and small returns eventually pile up to big profits. Check out the following chart.

    IBM Operating Income TTM data by YCharts

    Over the past ten years, IBM more »

  • Keep It Low Risk: Buy Big Blue

    By Alvin Gonzales - April 15, 2013 | Tickers: AAPL, GOOG, INTC, IBM, MSFT

    International Business Machines (NYSE: IBM), also known as Big Blue, has a complex business. Regardless, the company is a low risk investment. While IBM will probably not blow anyone’s socks off in terms of yearly return on investment, the company is consistent and small returns eventually pile up to big profits. Check out the following chart.

    IBM Operating Income TTM data by YCharts

    Over the past ten years, IBM more »

  • Will Microsoft be Obsolete by 2017?

    By Alvin Gonzales - April 10, 2013 | Tickers: AAPL, GOOG, MSFT

    An article on Yahoo! titled Microsoft Could Be Obsolete By 2017: Gartner Report examines the possibility of Microsoft (NASDAQ: MSFT) becoming irrelevant by 2017. It is an interesting topic--after all, ten years ago, Microsoft was so dominant that the idea would not even be worth discussing. Fast forward to the present and the PC industry is stagnant and Microsoft is battling for scraps in the rapidly growing mobile device market more »

  • Microsoft Obsolete by 2017? Highly Unlikely

    By Alvin Gonzales - April 8, 2013 | Tickers: AAPL, GOOG, MSFT

    An article on Yahoo titled Microsoft Could Be Obsolete By 2017: Gartner Report examines the possibility of Microsoft (NASDAQ: MSFT) becoming irrelevant by 2017. It is an interesting topic. Ten years ago, Microsoft was so dominant that the idea would not even be worth discussing. Fast forward to the present and the PC industry is stagnant and Microsoft is battling for scraps in the rapidly growing mobile device market. Meanwhile more »

  • A Potential Increase in Refining Margins

    By Alvin Gonzales - April 8, 2013 | Tickers: ALJ, XOM, PSX, TRP, VLO

    TransCanada’s (NYSE: TRP) Keystone XL Pipeline is a controversial proposal because of environmental concerns. Regardless, TransCanada anticipates that President Obama will approve the project in 2013 and that the pipeline will be in service in 2015. With a transport capacity of 830,000 barrels of oil per day, refineries located in the right region could see a boost in profit margins.

    In addition, the Keystone XL Pipeline is actually more »

  • A Potential Increase in Refining Margins

    By Alvin Gonzales - April 4, 2013 | Tickers: ALJ, XOM, PSX, TRP, VLO

    TransCanada’s (NYSE: TRP) Keystone XL Pipeline is a controversial proposal because of environmental concerns. Regardless, TransCanada anticipates that President Obama will approve the project in 2013 and that the pipeline will be in service in 2015. With a transport capacity of 830,000 barrels of oil per day, refineries located in the right region could see a boost in profit margins.

    In addition, the Keystone XL Pipeline is actually more »

  • Going Beyond Earnings in Tech

    By Alvin Gonzales - March 21, 2013 | Tickers: AAPL, CSCO, GOOG

    Looking at earnings is a crucial part of investing. Earnings provide investors with the hard numbers to estimate the value of a stock or company. A company generating growing profits with a low PE is likely a strong buy. However, looking at earnings alone is not enough. Investors have to investigate if the earnings are sustainable, and the only way to really do that is to look at the underlying more »

  • HP's Rally Was the Return of Market Sanity

    By Alvin Gonzales - March 11, 2013 | Tickers: AAPL, GOOG, HPQ, MSFT

    Hewlett-Packard’s (NYSE: HPQ) earnings and stock price have been fluctuating. After the company’s EPS dropped to a negative $3.49 for Q4 fiscal year (FY) 2012 and a negative $6.41 for the full fiscal year, HP posted a positive EPS of $0.63 for Q1 FY 2013. The majority of the damage to HP’s earnings was the result of one-time charges from restructuring and the impairment more »

  • Why Yahoo! Is Still Not a Buy

    By Alvin Gonzales - March 7, 2013 | Tickers: BIDU, GOOG, MSFT, YHOO

    Under the leadership of Marissa Mayer, Yahoo! (NASDAQ: YHOO) has been making progress. But it may not have come far enough to warrant an investment yet.

    The company posted GAAP earnings per share of $3.28 for fiscal 2012, up from $0.82 per share year over year. However, that figure's inflated by about $2.8 billion in net gains from Yahoo!'s sale of its Alibaba shares. In more »

  • The Juggernaut in Tech

    By Alvin Gonzales - February 26, 2013 | Tickers: AAPL, GOOG, MSFT

    Google (NASDAQ: GOOG) Android looks unstoppable. In Q4 2012, Android captured 70.1% of total smartphone shipments worldwide. Its closest competitor, Apple (NASDAQ: AAPL) iOS, was a distant second with a 21% market share. However, the real differentiating number is Android’s year over year growth rate. Despite rising competition, Android’s unit shipments grew 88% year over year to 159.8 million units. In comparison, the entire smartphone market more »

  • An Undervalued Tech Giant

    By Alvin Gonzales - February 19, 2013 | Tickers: AAPL, DELL, GOOG, HPQ, MSFT

    A lot of Dell (NASDAQ: DELL) shareholders are unhappy and they have a good reason to be. CEO Michael Dell and equity investment firm Silver Lake are offering to buy out Dell shareholders at a price of just $24.4 billion, or $13.65 per share. Southeastern Asset Management, T. Rowe Price Group, and other major Dell shareholders have declared their opposition to the proposed buyout deal.

    Overall, the proposed more »

  • Windows 8 Adoption: Not a Disaster

    By Alvin Gonzales - February 5, 2013 | Tickers: AAPL, HPQ, MSFT

    While some investors believe that Windows 8's adoption rate has been a disaster for the PC industry, the numbers show that Windows 8 is having a decent start. In the holiday quarter, Microsoft (NASDAQ: MSFT) sold over 60 million Windows 8 licenses. If that is not convincing enough, numbers from Microsoft’s main competitor, Apple (NASDAQ: AAPL), provide additional proof.

    Outperforming the Mac

    In its earnings release, Apple reported more »

  • Investor Dilemma: The Boeing 787 Dreamliner

    By Alvin Gonzales - January 27, 2013 | Tickers: BA, UAL

    The Boeing Company (NYSE: BA) is facing problems with the 787 Dreamliner. On January 16, the Federal Aviation Administration (FAA) issued an Emergency Airworthiness Directive and grounded all 787s operated by US carriers. The only US carrier affected by the directive is United Continental Holdings (NYSE: UAL), which operates six 787s. All 787s have been grounded by regulatory agencies worldwide. However, the 787 is a new aircraft and only more »

  • Sticking with the Nokia Surge

    By Alvin Gonzales - January 15, 2013 | Tickers: AAPL, BBRY, GOOG, MSFT, NOK

    Nokia’s (NYSE: NOK) stock price has risen significantly since Jan. 10, when the company reported sales of its Lumia smartphones. Check out the following chart.

    NOK data by YCharts

    Back on Nov. 12, I wrote a post titled “Buying Nokia? Now Looks Like a Good Time.” The post’s main thesis was that the holiday quarter presented a great opportunity for Nokia to make a lot of progress on more »

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