• DJIA Analysis - Microsoft

    By Nikhil Shamapant - December 22, 2011 | Tickers: AAPL, GOOG, MSFT

    Finding the Intrinsic Value of the Market

    In this investing series, I seek to find the intrinsic value of the Dow Jones Industrial Average through a brief fundamental analysis of each of the 30 companies included in the average, with the goal of deriving an intrinsic value for the market as a whole through a ‘sum of the parts’ analysis. I will also attempt to make recommendations on how to more »

  • Reflections of a Wannabe Investor

    By Kyle Campbell - December 22, 2011 | Tickers: BRK-B, BRK-A, BWLD, CMG, KO, JNJ, MKL, MKC, MSFT, PNRA, PG, SBUX, WMT

    What follows is a brief history of my beginnings as an investor. The story continues today, albeit easier than the days of old. I will be updating the story each year and hope it will serve as a roadmap for those coming after me. It includes both successes and failures (many more failures in the early years). Use the mistakes I made to avoid those of your own and always more »

  • Enough Starts at Home

    By Roland Hughes - December 21, 2011 | Tickers: BP, MRO, MSFT

    For those of you with really short memory spans, on the eve of Earth Day 2010, BP (NYSE: BP) had a disaster manufactured by greed that claimed 11 lives and occupied the nightly news for weeks, if not months.

    There appeared to be no limit to public outrage at the time.  When then-CEO Tony Hayward said, “I’d like my life back,” the more »

  • It’s Intel Time Again

    By Tim Brugger - December 21, 2011 | Tickers: CIDM, AMD, CSCO, HPQ, INTC, IBM, MU, ORCL

    This is exactly the kind of situation investors should be salivating over. Oracle (NYSE: ORCL) comes out with some less-then-ideal earnings news, then compounds their poor results with relatively negative comments regarding corporate spending as we head into 2012. Naturally, the stock takes a substantial hit; it’s down over 13% within an hour of the open. Perfect.

    Why get excited over the misfortune of others? Because of that all-inclusive more »

  • From Contracting to Overseas and Back Again

    By Bobbie Johnson - December 20, 2011 | Tickers: BAC, C, ORCL, WFC

    There has always been an overabundant availability of contract workers known as freelancers for a countless variety of jobs. In earlier years freelancers hand-addressed envelopes for large companies to provide the “personal touch” for their customers. Newspapers and periodicals have always maintained a large number of freelancers to provide reporting and photography and so the progression of contracting workers grew. Companies found that it was more economical to contract workers more »

  • Chrome: Getting More Love than Internet Explorer 8

    By Elizabeth Magill - December 20, 2011 | Tickers: AAPL, GOOG, MSFT

    I've been pretty loyal to Mozilla's Firefox web browser. But on the rare occasion that Firefox starts giving me grief, I launch Google's (NASDAQ: GOOG) Chrome, and it performs like a charm. It's the standby that I know I can always count on.

    Well, it seems others may be doing the same, because Chrome has just recently surpassed Microsoft (NASDAQ: MSFT) Internet Explorer 8 (IE8) as more »

  • After the bell earnings: Will Oracle surprise analysts again?

    By Eric Lumsden - December 19, 2011 | Tickers: ORCL

    Oracle (NYSE: ORCL) has announced earnings surprises for their last four quarters.  On December 20th, 2011 they are expected to announce earnings again.  Someone is going to be surprised.  Management and analysts are each forecasting their own sets of numbers for the quarter.

    Management issued guidance of $0.56 to $0.58 earnings per share for this quarter when they last reported earnings.  The Zacks Consensus Estimate has analysts pinning more »

  • Why is Facebook finally going public?

    By Erin McBride - December 19, 2011 | Tickers: GS, MSFT

    The center of the social media universe, Facebook, is expected to go public in early 2012. Rumors suggest it will be anywhere from a $50 to $100 billion IPO. Secretaries are going to be millionaires overnight. Early investors are going to be early retirees. Golf courses are going to become popular check-ins on Facebook apps. But why now? Why is the seven-year-old company finally going public?

    Staying a privately held more »

  • Is This the Beginning of the End for Facebook?

    By Jane Genova - December 19, 2011 | Tickers: GOOG, MSFT

    Will Facebook lose its dominance in social networking to a player like Twitter, more respectful of rights, and/or Google, more focused on privacy?  And will that happen in time to deliver a hit to a Facebook IPO? That's looking possible.  Remember when Microsoft was once perceived as invulnerable and before that IBM?  Downward trajectories happen to market leaders.

    Last Friday, in California, US District judge Lucy Koh upheld more »

  • Microsoft’s Cloud Strategy Sinks Margins, Could Impact 2012 EPS

    By Robert E. Irr III - December 19, 2011 | Tickers: AMZN, AAPL, GOOG, MSFT, CRM

    <img src="" width="585" height="366" />

    There was never a question of whether Microsoft (NASDAQ: MSFT) should invest in the cloud or not.

    As a tech heavyweight looking for a new growth sector, the hot cloud computing market looked like the perfect fit for the guys in Redmond.

    From a high level, cloud computing is a huge technological shift that allows consumers and businesses to store their files on third-party servers. Although this market is still more »

  • 2012: The Year of Hewlett-Packard

    By Tim Brugger - December 19, 2011 | Tickers: AAPL, CAJ, EMC, HPQ, IBM, SYMC

    For HP (NYSE: HPQ) investors, this is a year best forgotten. Down nearly 40% since the end of 2010, HP has had a tough go of it, to say the least. CEO Meg Whitman has her work cut out for her; but the good news is she knows what needs to be done, and has already begun taking steps to right the ship.

    One of the key objectives heading into more »

  • Tracking Stock Buybacks

    By Shawn Robinson - December 19, 2011 | Tickers: TIVO

    On August 12th of this year, TiVo (NASDAQ: TIVO) announced the approval of a $100 million share repurchase program. The stock closed up 5.2% on the news to around $8 per share. The company noted in their press release that they felt a share repurchase is an effective use of their capital given the market volatility. Investors seemed to agree. For those who aren’t as familiar with the more »

  • Video Game Industry Still Thriving

    By Tony Daltorio - December 16, 2011 | Tickers: ATVI, EA, MSFT, SNE

    It was 17 years ago when the first popular title in the “first-person shooter” game genre, Doom, hit the store shelves. Ever since, these type of games have become a fixture on consoles such as Xbox from Microsoft (NASDAQ: MSFT) and PlayStation from Sony ADR (NYSE: SNE). 

    It seems almost as long ago that naysayers have been predicting doom for the industry. But the video game business is still doing more »

  • Stock Upgrades And Downgrades From 2011/12/15

    By DividendYields - December 16, 2011 | Tickers: ANIP, BWA, CTAS, CCNE, FSLR, ITC, KIOR, LRCX, LEAP, LUFK.DL, LAVA, NYCB, NVLS, SWKS, TMUS, TE, VPHM

    Upgrades and downgrades are positive (negative) changes in the rating of a security. An upgrade is usually triggered by a steady improvement in the fundamentals and financials of the entity that has issued the security. Downgrade ratings are vice versa. Changes in the analyst rating could hit the company’s stock price significantly. Watch out the current rating decisions. Here is a current list of recent company upgrades and downgrades more »

  • Stock Upgrades And Downgrades From 2011/12/14

    By DividendYields - December 13, 2011 | Tickers: APKT, MO, AMWD, AVP, DHI, DMAN, SI, TOL, VLTR

    Upgrades and downgrades are positive (negative) changes in the rating of a security. An upgrade is usually triggered by a steady improvement in the fundamentals and financials of the entity that has issued the security. Downgrade ratings are vice versa. Changes in the analyst rating could hit the company’s stock price significantly. Watch out the current rating decisions. Here is a current list of recent company upgrades and downgrades more »

  • Wave Systems: The Growth Investors Security Alternative

    By Tim Brugger - December 13, 2011 | Tickers: CIDM, EMC, IDCC, IBM, SYMC, WAVX

    You’ve heard all the names in digital security; they read like a who’s who in the technology industry. Starting with IBM (NYSE: IBM), EMC (NYSE: EMC) and Symantec (NASDAQ: SYMC), a pretty heady list of competitors for a company trying to make it out of the red.

    But make it out of the red is exactly what $185 million Wave Systems, Corp. (NASDAQ: WAVX) intends to do. If more »

  • At What Point Do We Admit Off-Shoring Failed?

    By Roland Hughes - December 13, 2011 | Tickers: CTSH, CVS, IBM, MSFT, ORCL

    As a citizen, I see all of the grand hoopla in corporate press releases about how much money they are saving using off-shore IT workers.  As a senior IT worker with several niche skills, I get the frantic calls and desperate broken English pleas from recruiters tasked with bringing in people, for absolutely no money, who can save a cratered project.  I have a pretty good example you should all more »

  • The Call of Duty: Buy Activision Bizzard

    By Thomas J Lavan III - December 13, 2011 | Tickers: ATVI, EA, GME, MSFT

    In just 16 days Call of Duty’s most recent installment Modern Warfare 3 eclipsed $1 billion in revenue, beating James Cameron’s all-time box office record Avatar to the mark by 1 day. Activision Blizzard’s (NASDAQ: ATVI) Call of Duty franchise sets video gaming records annually with each refresh of the same winning formula and has helped video gaming move from a fringe market to a front and more »

  • Should Intel Continue to Play Venture Capitalist?

    By Shawn Robinson - December 13, 2011 | Tickers: GOOG, INTC, MSFT, VMW

    During the third quarter Intel (NASDAQ: INTC) recorded a $150 million gain on the sale of VMWare (NYSE: VMW) shares. I have known for a while that tech giants like INTC use a portion of their cash flow to invest in other tech companies. Intel has Intel Capital, Google (NASDAQ: GOOG) has Google Ventures and Microsoft (NASDAQ: MSFT), which doesn’t have a cool name for their investment vehicle, did more »

  • Is Anybody Old Enough to Remember the Last Cloud?

    By Roland Hughes - December 13, 2011 | Tickers: T, ADP, SAP, S

    Not all that long ago I put out ISBN-13 978-0-9770866-6-5 “The Minimum You Need to Know About Service Oriented Architecture”. Some of you may remember that it won a 2008 Best Book Award from USA Book News. Apparently, not enough of you have read it because we are seeing “Cloud Computing” pushed to the masses. Not only will this enable identity theft on a biblical scale, but, it should bring more »