Richard Saintvilus

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  • Why Investors of This Stock Are Hating This Virtual Reality

    By Richard Saintvilus - February 3, 2013 | Tickers: CTXS, EMC, MSFT, RHT, VMW

    That shares of VMware (NYSE: VMW) are trading down after a generally solid Q4 earnings report was not much of a surprise. Not to toot my own horn, but it was called here on the Fool well ahead of the announcement. In the article, which generated quite a bit of hate mail, I said the following:

    • While there’s no question that VMware is the undisputed market leader in virtualization more »
  • Why It’s Time to End the “Juniper vs. Cisco” Debate

    By Richard Saintvilus - February 3, 2013 | Tickers: ARUN, CSCO, JNPR, PANW, VZ

    Conviction is a great thing to have in the stock market. But then again, patience has its limits. For as much as investors have waited on Juniper’s (NYSE: JNPR) promise, the company always seems to be in a holding pattern with no discernible growth strategy. Meanwhile, the stock is expensive.

    Granted, poor carrier spending has taken a significant toll on Juniper’s business. But this has not impacted rivals more »

  • Why Investors of This Stock Are Looking For an Encore

    By Richard Saintvilus - January 29, 2013 | Tickers: AAPL, ADNC, QCOM, TXN

    After reaching bottom of $5.51 per share, investors have given Audience (NASDAQ: ADNC) a standing ovation. Since the lows of October, the stock has more than doubled – gaining 120% to reach $12. But it wasn’t too long ago that shares were trading well above $20. This means, despite the strong 120% gains, the stock is still down close to 50% over the past six months. Why?

    The reason more »

  • Happy Faces Are Back on This Stock

    By Richard Saintvilus - January 28, 2013 | Tickers: AAPL, BBRY, EBAY, FB, GOOG

    For all of the talk surrounding Facebook (NASDAQ: FB) and what are perceived to be poor fundamentals, the company has been a remarkable turnaround story – gaining close to 85% over the past three months. And there’s nothing standing in its way for further gains. A lot has happened suggesting that the company had turned the corner after shares reached a 52-week low of $17.55.

    However, the most telling more »

  • This Stock Is Risky, Yet a Bargain at the Same Time

    By Richard Saintvilus - January 28, 2013 | Tickers: CTXS, MSFT, RHT, VMW

    Uneasiness sets in each time I come across a stock such as Citrix (NASDAQ: CTXS) that carries extremely high expectations. Although the company is doing well now, investors are beginning to worry on the long-term viability of the virtualization business – issues also plaguing rivals VMware (NYSE: VMW) and Red Hat (NYSE: RHT).

    Complicating matters is that the competition has begun to chip away at Citrix’s business, causing investors to more »

  • Why This Company Is the Surest Bet in an Unreliable Sector

    By Richard Saintvilus - January 27, 2013 | Tickers: AMD, AAPL, INTC, QCOM, TXN

    When compared to the beleaguered names forming the chip sector today, the strength of Qualcomm (NASDAQ: QCOM), which includes its world-class product cycle, really stands out. Nonetheless, this and many other differentiating factors have only netted Qualcomm a 15% increase in the stock last year -- far from breath-taking.

    I will agree that going long Qualcomm at this level presents a crowded trade – particularly since shares are only percentage points away more »

  • This Stock is Not Cheap, But Will Continue to Grow

    By Richard Saintvilus - January 27, 2013 | Tickers: AAPL, BRCM, QCOM, TXN

    Growth did not come easy for chip stocks in 2012. Aside from a few notable performances from names such as Qualcomm (NASDAQ: QCOM), the entire sector was ravaged by poor spending. Then again, from Qualcomm, this was expected. However, no one anticipated Broadcom (NASDAQ: BRCM) would have the year that it did.

    Not only has Broadcom beaten estimates each quarter, the company is doing so at a record pace, including more »

  • This Stock's Value Is 'Virtual' But 'Really' Expensive

    By Richard Saintvilus - January 27, 2013 | Tickers: CTXS, MSFT, RHT, VMW

    The market is filled with examples of stocks that trade at high premiums. Ask any investor and they will gladly tell you with great conviction why such a high valuation is deserved. But if you press the issue and inquire about growth rates, uncertainty takes over. To that end, VMware (NYSE: VMW) serves as a perfect for example.

    While there’s no question that VMware is the undisputed market leader more »

  • Buying This Stock Makes No Sense; Neither Does Selling It

    By Richard Saintvilus - January 26, 2013 | Tickers: AMZN, AAPL, BBRY, GOOG, NFLX

    Despite the constant bear references to Amazon’s (NASDAQ: AMZN) massive P/E of 3000, the stock just keeps making new highs. Shares are just too expensive. Then again, the tech sector is filled with these examples. Plus, Amazon has been expensive for a decade. But at some point, something’s got to give.

    Today, investors are paying for growth. And growth has never been an issue for Amazon. The more »

  • Why I’m Selling This Stock Ahead of Earnings

    By Richard Saintvilus - January 26, 2013 | Tickers: BMC, CSCO, MSFT, ORCL, CRM

    BMC Software (NASDAQ: BMC) has always been an underrated name in the constant battle for cloud real estate. Despite the recent M&A activity seen from rivals such as Oracle (NYSE: ORCL) and IBM, BMC has decided to go in a different direction – choosing instead to focus on internal R&D.

    While its recent partnership with Salesforce.com (NYSE: CRM) was designed to mutually benefit both companies, it's been more »

  • This Week’s Headline-Making Stocks: A Tale of Two Equities

    By Richard Saintvilus - January 26, 2013 | Tickers: AAPL, BBRY, GOOG, NFLX, SIRI

    The fourth week of trading for 2013 is now in the books and bears are nowhere to be found. It seems they’ve all moved to Cupertino. If that doesn’t make sense yet, don’t worry, it will. This month it’s been the running of the bulls as all the major indexes are within striking distance of all-time highs.

    Investors want to know if it will continue. But more »

  • Why the Street Skipped a Beat on This Company’s Earnings

    By Richard Saintvilus - January 25, 2013 | Tickers: AAPL, MSFT, ORCL, CRM

    If you ever need evidence that Wall Street can carry a grudge, Microsoft’s (NASDAQ: MSFT) second quarter earnings report serves as a perfect example. Although I’ve been hard on the company recently, I’m nonetheless prepared to give credit where credit is due.

    Granted, Microsoft’s management team has frustrated analysts for quite some time. However, on the heels of Apple’s (NASDAQ: AAPL) disappointing results, one would more »

  • Netflix’s Blockbuster Q4 Proves 'Smart Money' Exists

    By Richard Saintvilus - January 24, 2013 | Tickers: AMZN, NFLX, DIS

    The term “smart money” has always annoyed me, but not for the reasons that you think. However, after Netflix (NASDAQ: NFLX) posted solid Q4 results on Wednesday, I was forced to take a whole new perspective on what the term means. And if it can be applied to anyone, Carl Icahn now tops my list.

    The Smartest Guy in the Room

    In November, the billionaire investor purchased a 10% stake more »

  • Admiring Google's Results After Search for Respect

    By Richard Saintvilus - January 24, 2013 | Tickers: AMZN, AAPL, BBRY, FB, GOOG

    Shares of Google (NASDAQ: GOOG) fell almost 10% after the search giant posted disappointing third quarter results, during which the company missed EPS estimates by 15%. So without question investors were biting their nails in anticipation of a Q4 turnaround.

    Complicating matters were the problems surrounding Motorola Mobility, which impacted Google’s bottom line as costs continued to rise while revenues eroded. Then, there was the notion that Facebook was more »

  • A New Mature Apple Emerges; Is It Too Late?

    By Richard Saintvilus - January 23, 2013 | Tickers: AMZN, AAPL, BBRY, GOOG, MSFT | Editor's Choice

    On Wednesday, I could only shake my head in disgust, watching shares of Apple (NASDAQ: AAPL) plummet after-hours. It made absolutely no sense. And it served as my reminder for how irrational and grossly absurd the stock market can be sometimes.

    Hated rival Google (NASDAQ: GOOG) posted a mere profit growth of 5% and the stock soars 6%. Meanwhile, Apple posts 13.5% profit growth and the stock tanks. Not more »

  • This Company Seems Stronger, But There’s Still Work To Do

    By Richard Saintvilus - January 23, 2013 | Tickers: BHI, HAL, SLB

    Although there’s been talk about how great 2012 was in the energy sector, the numbers told a different story. Aside from modest growth by Schlumberger, the entire sector was ravaged by North American demand weakness. And untimely natural disasters such as Hurricane Isaac took a toll on Halliburton’s performance – sending shares lower.

    However, with a recent earnings announcement from Baker Hughes (NYSE: BHI), which was preceded by a more »

  • This Stock Has Powerful Optimism, But Is It Deserved?

    By Richard Saintvilus - January 23, 2013 | Tickers: BHI, HAL, SLB

    Say what you want about the volatile nature of the energy sector, but what Halliburton (NYSE: HAL) has been able to do over the past couple of years have been impressive. Yet, the company never gets mentioned when discussing some of the prominent names on the market.

    Despite the 30% run in the stock over the past two months, shares are trading at a meaningful discount (P/E 12) to more »

  • I Love The Jolt, But This Stock Needs Decaf

    By Richard Saintvilus - January 22, 2013 | Tickers: CMG, MCD, SBUX, YUM

    With gains of almost 20%, shares of Starbucks (NASDAQ: SBUX) have been on a tear over the past couple of months. While the coffee is indeed delightful, the valuation is not. As evident by a P/E of 30, the stock has gotten expensive. And the fact that analysts have raised estimates ahead of the company’s Q1 report means the Street is looking for justification for their optimism. While more »

  • This Stock Is Undercooked Ahead of Earnings, But Digestible

    By Richard Saintvilus - January 22, 2013 | Tickers: CMG, MCD, YUM

    Over the past couple years, the steady growth of fast food giant McDonald's (NYSE: MCD) has been nothing short of remarkable. And this is something that is expected to continue at a steady pace. But the company is coming off a subpar Q3 and investors have grown concerned about decreased margins.

    Then again, over the past 6 months, if you placed orders for restaurant stocks such as Chipotle Mexican more »

  • Apple’s Q1 Earnings: Will Analysts Miss Estimates Again?

    By Richard Saintvilus - January 22, 2013 | Tickers: AMZN, AAPL, BBRY, GOOG, MSFT

    There’s no shortage of experts on Wall Street. All you need to do is ask any analyst and they will gladly explain their credentials. However, when the topic centers on Apple (NASDAQ: AAPL), they truly have no clue. And there’s evidence this all over the place, most recently with an ill-timed report by the Wall Street Journal suggesting that Apple had cut its iPhone 5 orders.

    On the more »

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