Mark Walker

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  • What the Dell is Going on?

    By Mark Walker - February 13, 2013 | Tickers: DELL, MSFT

    Michael Dell and and Silver Lake, a specialist firm focused on private technology company investments, recently struck a deal to buy publicly traded Dell (NASDAQ: DELL) and take it private.  Seems the founder is attempting a turnaround and doesn’t want the company to be burdened by analysts, shareholders, and the heartbreak of being a public company.

    Please Release Me, Let Me Go
    If the leveraged buyout is approved, Dell more »

  • NetSuite's Forecast: Cloudy with a Strong Chance of Gains

    By Mark Walker - February 5, 2013 | Tickers: ELLI, LPSN, N, CRM

    Get Your Own Cloud Man
    The familiar Rolling Stones’ classic, “Get Off of My Cloud,” was a hit when it was released in September of 1965; 48 years later, it is still relevant today.  In fact it may stage a comeback as a business anthem due to a tsunami that is currently hitting the IT market. 

    NetSuite Inc. (NYSE: N) is an enterprise software company--that is, a maker of software more »

  • Is Apple Still King of the Tech Titans?

    By Mark Walker - February 1, 2013 | Tickers: AAPL, GOOG, MSFT

    "Mirror, mirror on the wall...."
    If you were building a diversified portfolio and chose to limit your tech titan exposure to one company, would you pick Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT) or Google (NASDAQ: GOOG)?

    Now that Apple’s share price has come back to earth, investors are wondering if the company has run out of “wow” and is left with re-launching their current product line with a lot more »

  • Portfolio Recovery Associates Positioned for AAA Performance

    By Mark Walker - January 25, 2013 | Tickers: ASFI, ECPG, PRAA

    Market Leader in Consumer Debt Purchase and Collection
    Portfolio Recovery Associates (NASDAQ: PRAA), a financial and business service company, is engaged in the purchase, collection, and management of defaulted consumer receivables.  A market leader in the consumer debt purchase and collection industry, Portfolio Recovery Assets ("PRA") has a longstanding culture of compliance and collaborative engagement with its customers for creating realistic, affordable repayment plans.

    In addition to debt-collection, the company more »

  • When Waiting for Apple is Akin to Waiting for Godot

    By Mark Walker - January 25, 2013 | Tickers: AAPL, GOOG, MSFT, NFLX

    Does Real Life Mimic Fiction?
    Waiting for Godot, an absurdist play by Samuel Beckett, covers a day in the life of two gentlemen who try to keep themselves busy as they expectantly wait in vain for a character named Godot to arrive.  Even though they hardly know him, even admitting they would not recognize him if they saw him, both men still claim that he is an acquaintance.  The play more »

  • Financial Engines Tunes Up Retirement Strategies

    By Mark Walker - January 22, 2013 | Tickers: AMP, SCHW, FNGN, PFG

    Future Retirees Need Financial Plans
    Since January of 2010, an estimated 10,000 baby boomers per month have celebrated their 65th birthday.  Estimates of this number, 120,000 annually, suggest that this rate should continue through 2029.  With anticipated pressure on the Social Security system and a lack of significant savings, it appears many of these retirees will not be in a position to live comfortably in their twilight more »

  • New, Used or Just Cruising, Copart Looks Good

    By Mark Walker - January 17, 2013 | Tickers: AN, KMX, CPRT, PAG

    Buckle Up and Hit the Gas
    Investors like companies that are poised to perform regardless of the economic environment.  While performance is certainly not guaranteed, Copart, Inc.'s (NASDAQ: CPRT) business model and vision, coupled with its aggressive share repurchase program, presents an attractive investment opportunity for investors.  As a best in class company in its sector, investors may consider this stock a core holding.

    Successful Model Puts Pedal to more »

  • For-Profit Education Sector's Dunce Cap

    By Mark Walker - January 16, 2013 | Tickers: APOL, CPLA, LOPE, STRA

    An Opportunity for Bargain Hunters?

    Apollo Group (NASDAQ: APOL) headed for the teachers' lounge after being smoked by future expectations.  Even though the company beat estimated earnings and revenue for the quarter, it produced a failing grade for its outlook on full-year revenue guidance. Hearing the recess bell, investors in the for-profit education sector found yet another reason to head for the school yard exits.

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    Declining more »

  • Enhanced Cash Flow and Favorable Tax Treatment…Master Limited Partnerships

    By Mark Walker - January 9, 2013 | Tickers: EPD

    Investors with an income and growth strategy may consider coupling growth equities that offer potential upside with securities generating above average cash flow.  Bonds and bond funds offer cash flow by way of interest, but today’s yields are far from attractive.  Assets other than bonds may offer higher cash flow but with little or no liquidity.  What if you could find a security with enhanced cash flow, the potential more »