Richard Saintvilus

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  • Plenty of Drama with This Stock, and Earnings Might Be a Thriller

    By Richard Saintvilus - January 22, 2013 | Tickers: AMZN, AAPL, NFLX, DIS | Editor's Choice

    There’s never a dull moment with Netflix (NASDAQ: NFLX). I crave popcorn and a large cherry Slurpee just watching the stock move. If you blinked, you’ve likely missed that it’s one of the hottest stocks on the market. With shares reaching as high as $104 last week, Netflix has doubled over the past 5 months after bottoming out at $52 in August.

    Then again, this is a more »

  • I like This Stock Ahead of Earnings, But It’s No Secret

    By Richard Saintvilus - January 21, 2013 | Tickers: CSCO, FFIV, JNPR

    It’s hard to beat the market without first having some understanding of what drives valuations. Otherwise, you’re just shooting blind. However, from time to time investors will come across a company that forces them to bend their rules and throw metrics out the window. This is where I’ve arrived with F5 Networks (NASDAQ: FFIV).

    Although shares of F5 trade at a vast premium to market leader Cisco more »

  • Why This Stock is a Sell Ahead of Earnings

    By Richard Saintvilus - January 21, 2013 | Tickers: ARUN, CSCO, JNPR, PANW

    It seems there’s always something bothering Juniper (NYSE: JNPR). As much as I’ve wanted to like the stock, execution has been lacking. Granted, weak carrier spending has impacted its performance. But when compared to Cisco (NASDAQ: CSCO) and a few smaller rivals, the story changes dramatically -- it says Juniper is heading in the wrong direction. And until management can put together consecutive quarters of solid growth, investors would more »

  • Microsoft’s Q2: Time to Kick Ballmer and PCs to the Curb

    By Richard Saintvilus - January 21, 2013 | Tickers: DELL, HPQ, MSFT, ORCL | Editor's Choice

    Say what you want about the word “conviction,” but patience has its limits. Cheering on a company is all well and good. But if it’s not matched by execution, there’s a point when it’s best to cut your losses and move on. Microsoft (NASDAQ: MSFT) serves as a perfect example. While I do believe the stock has value, shares have been stuck in quicksand for some time more »

  • This Bank’s Sour Q4 Just Sweetened the Stock

    By Richard Saintvilus - January 21, 2013 | Tickers: BAC, C, JPM, WFC

    Although the stock was trading at a 52-week high ahead of Citigroup’s (NYSE: C) Q4 report, Street expectations didn’t match what the valuation presumed. Aside from concerns about Citi’s recovery strategy, the bank was also installing new leadership with Michael Corbat taking over as CEO with Vikram Pandit leaving.

    This means changes were coming – the extent of which were unknown. Then again, investors already knew that Citi more »

  • A Solid Short Ahead of Earnings

    By Richard Saintvilus - January 20, 2013 | Tickers: AMD, INTC, NVDA

    With a few exceptions such as Qualcomm, 2012 was a brutal year for semiconductor stocks. But beleaguered chip giant Advanced Micro Devices (NYSE: AMD) took the depths to another level, losing roughly 55% of its value. But it could have been worse. Since reaching a bottom at $1.81 two months ago, shares have surged 53%. But was it deserved? And heading into the AMD’s Q4 report, I expect more »

  • JNJ Looks Good, But Is There Enough Momentum?

    By Richard Saintvilus - January 20, 2013 | Tickers: ARNA, DNDN, JNJ

    Regardless of what you’ve heard, size always matters – even in business. Otherwise, the now infamous “Too big to fail” expression would never be used to reference every perceived villainous operation on Wall Street. Conversely, there are also those that are “Too big to succeed.”

    Healthcare giant Johnson & Johnson (NYSE: JNJ) is the perfect example. Although the company has been rejuvenated following its merger with Synthes, I worry that JNJ more »

  • IBM Looks Cheap Ahead of Earnings, But Growth Still a Concern

    By Richard Saintvilus - January 20, 2013 | Tickers: IBM, ORCL, CRM

    Without question, IBM (NYSE: IBM) is a great company. However, greatness is defined by growth – at least on Wall Street. And this is something that Big Blue has been unable to produce in sufficient quantities. But the company understands this. IBM has been buying up niche companies in an effort to grow – spending $16 billion over the past five years.

    Unfortunately, the returns on these investments have not been realized more »

  • This Stock Looks Expensive Ahead of Earnings

    By Richard Saintvilus - January 20, 2013 | Tickers: BBRY, BRCM, INTC, QCOM, TXN

    Wall Street is filled with companies that have great brands and solid market positions. Then again, for one reason or another some of these same companies are always playing catch-up within their own sector. Texas Instruments (NASDAQ: TXN) serves as a perfect example.

    As rivals are ramping up product portfolios and positioning themselves for a market recovery, Texas Instruments is stuck figuring out ways to reverse its revenue slide, which more »

  • Google Still Hating Itself and It Might Miss Estimates

    By Richard Saintvilus - January 20, 2013 | Tickers: ARRS, GOOG

    Google (NASDAQ: GOOG) often reminds me of that beautiful supermodel who is without question very dashing in the public eye, but then goes home every night, cries in the mirror, hating herself. The company seems to always forget how great it is in the search business.

    Instead, Google spends too much time trying to please the Street by wanting to be everything to everyone. In the long term, this strategy more »

  • This Week's Headline-Making Stocks That Are Poised to Move

    By Richard Saintvilus - January 19, 2013 | Tickers: AAPL, DELL, FB, MSFT, SIRI

    The third trading week of the New Year is now over. By the erratic movement of the indexes, investors have realized that volatility has not gone away, even though fiscal cliff jitters are a thing of the past. However, there’s also good news. Strong housing and job reports have given investors reasons to assume more risk, helping propel S&P 500 to its 5-year high.

    Then again, it didn more »

  • This Bank’s Sour Q4 Just Sweetened The Stock

    By Richard Saintvilus - January 19, 2013 | Tickers: BAC, C, JPM, WFC

    Although the stock was trading at a 52-week high ahead of Citigroup’s (NYSE: C) Q4 report, Street expectations didn’t match what the valuation presumed. Aside from concerns about Citi’s recovery strategy, the bank was also installing new leadership with Michael Corbat taking over as CEO with Vikram Pandit leaving.

    This means changes were coming – the extent of which were unknown. Then again, investor already knew that Citi more »

  • Wall Street Owes Intel an Apology

    By Richard Saintvilus - January 18, 2013 | Tickers: AAPL, INTC, MSFT | Editor's Choice

    Anyone holding their breath waiting for Intel (NASDAQ: INTC) to once again dominate the chip sector as it did in the '90s should invest in some scuba gear to go find that ship -- it sailed long ago, or possibly even sunk. Qualcomm and ARM Holdings will not allow that to happen. On the flip side, Intel’s Q4 results proved that the chip giant has no plans to affirm its more »

  • PayPal’s Still Paying Off for eBay, But For How Long?

    By Richard Saintvilus - January 17, 2013 | Tickers: AAPL, EBAY, PAY

    Another quarter is in the books and eBay (NASDAQ: EBAY) continues to prove why it is considered a powerhouse in the realm of e-commerce. In the company’s strong fourth quarter performance, it continues to be PayPal, which eBay acquired a decade ago, that is still paying off handsomely for the company and its loyal investors. But was it enough to dispel concerns about its long-term potential?

    Bidding Up Shares more »

  • SAP’s Performance Does Not Support Its Valuation

    By Richard Saintvilus - January 16, 2013 | Tickers: IBM, ORCL, CRM, SAP

    I’ve said it before and I’ll say it again -- valuation will always matter. This is true even in the tech sector where high expectations are par for the course. Although software giant SAP (NYSE: SAP) continues to deliver the goods, the premium investors are willing to pay today as evident by a P/E of 24 is too high.

    While the case can be made that SAP is more »

  • 2 Reasons Apple Will Make a $12 Billion Bid For Netflix

    By Richard Saintvilus - January 16, 2013 | Tickers: AAPL, NFLX | Editor's Choice

    I wake up every day waiting for the headline above to become reality – nothing yet. But the time is now. Without question, Apple’s (NASDAQ: AAPL) TV ambitions are real. If you want more evidence, the CES event in Las Vegas had plenty.

    Rivals of Apple have begun to line up to tout their own smart TV strategies. Apple nemesis Samsung, along with Sony and Panasonic claim to know what more »

  • This Stock Is a Feeble Hold Ahead of Earnings

    By Richard Saintvilus - January 16, 2013 | Tickers: C, JPM, WFC

    Despite what has been a tumultuous year for Citigroup (NYSE: C), the banking giant has shown that it can still turn things around – remarkably, much quicker than anyone expected. Now, although things seem ok at this point, the company has recently installed a new CEO, Michael Corbat.

    This means that changes are on the way -- to what extent, remains to be seen. But until clear directions are shown, investors might more »

  • Investors Should Bank on This Stock Ahead of Earnings

    By Richard Saintvilus - January 16, 2013 | Tickers: BAC, C, WFC

    Despite significant macro headwinds, shares of Bank of America (NYSE: BAC) had a phenomenal year, gaining 110% in 2012. Then again, it should escape no one that the bank had nowhere to go but up after getting pummeled in 2011. Be that as it may, this recovery does not happen absent sound execution. And ahead of the bank’s Q4 report, investors want assurances that it will continue.

    Q3 Might more »

  • Can HP Mount a Full Recovery?

    By Richard Saintvilus - January 15, 2013 | Tickers: AAPL, DELL, HPQ, MSFT

    It’s almost impossible to be the leader in a significant business category and still be grossly irrelevant at the same time. Somehow, Hewlett-Packard (NYSE: HPQ) has manage to accomplish this. Although the company still has thriving segments such as printing and services, HP has become the poster child for what happens when misguided objectives cross paths with shifting markets. Unfortunately, there aren’t quick fixes. It’s going to more »

  • M&A Chatter: Why This Company Will Acquire Dell

    By Richard Saintvilus - January 15, 2013 | Tickers: DELL, LNVGY.PK

    Regardless of whether or not they have any merit, Wall Street loves talking about so-called “catalysts.” However, no catalyst attracts more media hype than M&A speculation. Of course this is what is driving the surge in shares of Dell (NASDAQ: DELL), which shot up 13% on Monday. And as of this writing, the stock is up another 1.5% Tuesday. But who would want Dell?

    This is no slight more »