Alvin Gonzales

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  • It’s Time to End the Windows RT Experiment

    By Alvin Gonzales - August 14, 2013 | Tickers: ARMH, INTC, MSFT

    Microsoft (NASDAQ: MSFT) launched Windows RT over nine months ago, and its time on the market has shown that the OS is unnecessary.

    This variation of Windows 8 runs on ARM processors, instead of the x86 processors made by AMD and Intel (NASDAQ: INTC). Despite the popularity of ARM (NASDAQ: ARMH) technology in mobile devices, RT tablet shipments have remained tiny relative to Windows 8 tablet shipments.

    According to research more »

  • Despite Margin Risks, Intel's Mobile Plan Is Necessary

    By Alvin Gonzales - July 23, 2013 | Tickers: DELL, HPQ, INTC, MSFT

    In Intel's (NASDAQ: INTC) second-quarter earnings call, CEO Brian Krzanich reiterated his plan to focus more on the fast-growing mobile device market. While this seems like a sensible strategy overall, it also presents several risks.

    Intel's new approach may hurt its margins. Mobile devices typically sell at lower price points than desktops, making it harder for their component suppliers to eke out profits. Also, there is more competition more »

  • How Windows 8 Can Still be a Success

    By Alvin Gonzales - June 23, 2013 | Tickers: AAPL, GOOG, MSFT

    Microsoft (NASDAQ: MSFT) Windows 7 and Windows XP are still very popular. According to Net Market Share, Windows 7 and Windows XP operate 46% and 37% of desktop PCs, respectively. Microsoft could have just stuck with that proven formula, but it gambled on some big changes in the user interface with Windows 8. While the changes in the OS continue to be met with criticism, the results are actually mixed more »

  • Unraveling the Valero Spin-off

    By Alvin Gonzales - June 13, 2013 | Tickers: CST, RDS-A, VLO

    Valero Energy (NYSE: VLO) spun off its retail business into a new company called CST Brands (NYSE: CST) in May 2013. The refining giant decided to spin off its retail business in an attempt to unlock value for its shareholders. Overall, CST Brands is an intriguing investment because it operates gas stations, which makes the company both a retail and energy play.

    Fuel retailer

    CST Brands has 1,032 and more »

  • 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.

    <img alt="" src="http://media.ycharts.com/charts/ea6e47bf1b209cfa92f5442c6231b112.png" />

    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.

    <img alt="" src="http://media.ycharts.com/charts/ea6e47bf1b209cfa92f5442c6231b112.png" />

    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.

    <img src="http://media.ycharts.com/charts/ea6e47bf1b209cfa92f5442c6231b112.png" />

    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 »

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