Computers and Peripherals

  • There Are Better Options Than This Document Equipment Manufacturer

    By Matthew Frankel - March 8, 2013 | Tickers: CAJ, HPQ, XRX

    Xerox ) has become synonymous with the copying industry, so much so that office workers will actually refer to a copier manufactured by another company as “the Xerox.”  However, with lower corporate spending and lower margins leading to flat revenue, I believe that this particular company is a bit too pricey, even at the single-digit P/E multiples that it trades for.

    Profile

    Xerox is one of the leaders in document more »

  • How To Play the Growing Demand for Flash Memory

    By Matthew Frankel - March 3, 2013 | Tickers: INTC, MU, SNDK

    Micron Technology (NASDAQ: MU) is a leading maker of memory products for use in a variety of electronic devices.  Although revenues are almost triple what they were ten years ago, Micron’s earnings have not reflected that (see below), and the company has actually lost money during five out of the last ten years, with a loss projected for the current fiscal year as well.  With recently declining revenues, is more »

  • Dominance, Value, And A Nice Yield

    By Matthew Frankel - February 7, 2013 | Tickers: CSCO, HPQ, JNPR

    The world’s largest supplier of computer networking systems, Cisco Systems (NASDAQ: CSCO), has done pretty well for its shareholders lately, up nearly 40% since last July on the strength of a few good quarters combined with solid performance for tech stocks in general.  With the company set to report fiscal year 2013’s second quarter earnings on Feb. 13, investors have high hopes.  When a company has an upside more »

  • Wide Moat Stocks- Not As Many As You Think

    By Justin Carley - February 6, 2013 | Tickers: DELL, HPQ, YUM | Editor's Choice

    Dell’s (NASDAQ: DELL) $24.4 billion dollar LBO puts the final nail in the coffin on one of the great stock stories of all time.  The company would go public in 1988 and could easily be classified as the stock of the decade during the 1990’s.  During that decade, the stock would appreciate at an annual rate of 97%!  However, the next decade would be a completely different more »

  • Microchip Technology: Challenges for Chip Makers Ahead?

    By Matthew Frankel - January 23, 2013 | Tickers: ALTR, INTC, MCHP

    Microchip Technologies (NASDAQ: MCHP) is one of the leading manufacturers of specialized computer chips.  It has also been one of the best ways to get exposure to the tech sector in a dividend portfolio, having rebounded nicely from its 2009 low of $16.23 to its current price of $33.53 as of this writing.  It also pays an extremely nice dividend for a tech company, yielding 4.2% and more »

  • Will Intel Find Its Cookie Monster?

    By Dana Blankenhorn - January 23, 2013 | Tickers: INTC, IBM | Editor's Choice

    Just as Wall Street has focused over the last decade on Too Big To Fail (TBTF) banks, Silicon Valley has faced its own crisis, what I call the Too Big To Succeed (TBTS) companies.

    Intel (NASDAQ: INTC) is a classic example of the phenomenon. The company has become so focused on its “product roadmap,” and on the internal signals coming from that roadmap, that it wound up ignoring the changes more »

  • Lexmark: What's Next for Printers?

    By Matthew Frankel - January 22, 2013 | Tickers: CAJ, HPQ, LXK

    Lexmark (NYSE: LXK) has been one of the premier manufacturers of laser and inkjet printers since 1997, when it introduced the first sub-$100 color inkjet printer.  Since then, however, demand for printers has become an ongoing concern, and it has forced Lexmark and its competitors to rethink their business models.  With the company set to report earnings next Tuesday, investors will be looking for concrete plans from the company more »

  • 4 Reasons To Buy Apple Now

    By TM Meyer - January 22, 2013 | Tickers: AAPL, GOOG, MSFT

    Apple (NASDAQ: AAPL) has been on quite a journey over the past couple of years.  As the chart below shows, the stock had an incredibly 2012 but has slipped since then. 

    Even though Apple has slipped from its highs of 2012, I still think it is one of the best investment opportunities around.  Below are 4 reasons why investors should consider adding Apple to their investment portfolios.

    1) Financial Position more »

  • Seagate Earnings: A Classic Case of "Adapt or Die"

    By Matthew Frankel - January 21, 2013 | Tickers: MU, SNDK, STX, WDC

    Seagate Technology (NASDAQ: STX), one of the world’s largest manufacturers of hard disk drives, has made its shareholders very happy over the past few years.  In early 2009, as a result of the financial crisis, any company with any perceived weakness was trading at unreal discounts, and Seagate was no exception.  Seagate hit a January 2009 low of $2.98, less than the value of just their assets at more »

  • 4 Reasons Dell Will Be Acquired

    By Michael Meyer - January 14, 2013 | Tickers: CAJ, DELL, BX

    Dell (NASDAQ: DELL) saw a huge move today on speculation that it has had several discussions with firms about a potential buyout.  The stock increased by 12.96% and is up an additional 3.5% in after-hours trading.  While most are still trying to wrap their heads around the possibility of a Dell takeout, I will list 4 reasons this makes sense for Dell.

    Reason #1 - Cheap Valuation

    Even after more »

  • Intel Earnings Preview: Will There Be Growth?

    By Matthew Frankel - January 11, 2013 | Tickers: AMD, AAPL, INTC

    Intel (NASDAQ: INTC), the world’s largest chipmaker, has done very well over the past few years.  The stock has rebounded nicely since the 2008-09 lows of around $12, buybacks are nicely reducing the number of outstanding shares, and the company has been constantly increasing its dividend to the bond-like 4.25% it currently yields.  With the company set to report earnings next Thursday, investors will be watching for signs more »

  • Cisco: Upside Potential With Yield!

    By Matthew Frankel - December 28, 2012 | Tickers: BRCD, CSCO, JNPR

    Cisco (NASDAQ: CSCO) is the world’s largest supplier of computer internetworking systems, offering a complete line of routers and switching products for both local and wide area computer networks.  The company’s stock has rebounded nicely since trading at the sub-$15 level just this past July.  Investors may be wondering whether the stock is losing steam, or if there are more gains to be had.

    First, let’s more »

  • How Close Are We to Peak Cloud?

    By Dana Blankenhorn - December 18, 2012 | Tickers: AMZN, DELL, F, GOOG, HPQ, IBM, MSFT, ORCL, RAX, RHT, VMW

    Let me state at the outset that I'm bullish on “the cloud.”

    I have been at tech reporter for three decades, and cloud computing is the real deal. With a virtualized operating system running workloads over many distributed machines, you can scale a job to infinity and avoid the cost of high-priced servers. Clouds also give you the chance to finally create value from “big data,” all those weblogs more »

  • Four High Yielding Tech Plays With Growth Opportunities

    By Matthew Frankel - December 6, 2012 | Tickers: AAPL, INTC, LXK, MCHP, MSFT, STX

    When planning a dividend portfolio, investors want safety.  The primary concerns are security of the income stream and preservation of capital.  However, sometimes investors want both a great yield and significant potential for future growth.

    Tech stocks are generally not known for their high yields.  Of those who pay dividends, their growth days are widely thought to be behind them.  Microsoft (NASDAQ: MSFT) is a great example of this.  Apple more »

  • One Acquisition After Another For This Tech Company

    By Ron Chatterjee - December 1, 2012 | Tickers: ALU, CSCO, JNPR, PLCM, ERIC

    A series of acquisitions must be a sort of power play for this company? Of course, in this sector, it is considered a must for progress and expansion; let's see how Cisco is playing its hand.

    In this article, we are going to look over this year’s acquisitions made by Cisco (NASDAQ: CSCO), and how they have affected the respective quarterly financial statements of the company.

    February 24 more »

  • What's Wrong With This PC Manufacturer?

    By Ron Chatterjee - December 1, 2012 | Tickers: HPQ, MSFT, ORCL

    In the last six months, Microsoft's (NASDAQ: MSFT) price has fallen down by 8.84%.

    Dell's price has fallen by 21.82%.

    And to top it all, Hewlett-Packard's price has fallen over 40%. Over 40 percent! Now, that's a huge fall in a matter of six months. What is been going wrong with HP?

    In July, James Chanos (popularly called the "King of Shorts"), Kynikos Associates more »

  • Apple Won't Be On Sale Like This Forever

    By Matthew Frankel - November 19, 2012 | Tickers: AAPL, GOOG, MSFT

    Apple (NASDAQ: AAPL) has taken a beating lately, off 23% from the all-time high it reached only two months ago.  Several factors have played a role in the decline, including supply issues with the iPhone 5, the Apple Maps issues, and the market’s reaction to the introduction of the iPad Mini.  This is a tremendous plunge, especially for a stock that is not used to dropping.  To put this more »

  • Tech Empires Aren't Good For Shareholders

    By Yale Bock - September 18, 2012 | Tickers: DELL, EXPE, GOOG, IACI, MSFT, SNE

    The corporate titans of today’s tech world would be better off in parts rather than as wholes. The job of management is to generate shareholder value, not to build massive integrated empires with cash that yields one and a half or two percent. Rather than acquiring more divisions, these massive companies should spin divisions off into leaner, more agile companies.

    Microsoft (NASDAQ: MSFT) is one company that has done more »

  • Understanding Apple #2: Success = (O +V) * F

    By Malcolm Manness - July 22, 2012 | Tickers: AAPL, XRX | Editor's Choice

    Understanding Apple #2: Success =  (O +V) * F

    Why are Apple (NASDAQ: AAPL) products so successful? The answer is simple and complex.

    You may love Apple and their products, or hate them to the core, but what cannot be denied is that Apple now has the highest market cap of any company, their products are trend setters, and currently they are trading at rather low multiples, especially regarding forward earnings.

    Warren more »

  • The Week that Was: Intel, Ford, Google and (ugh) Facebook

    By Tim Brugger - May 28, 2012 | Tickers: FB, F, GOOG, INTC

    Even with the Dow’s poor performance on Friday – and the week as a whole - all is not lost. Friday’s announcement of consumer confidence numbers should have been enough to leave investors cheering. The highly anticipated Thomson Reuters/University of Michigan index rose to 79.3 – the highest level in over four and half years. That’s huge, particularly when you consider consumer confidence is what drives the U more »

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