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  • Bigger, Bigger Screens For Apple

    By RonChat - May 16, 2012 | Tickers: AAPL, LPL

     The other day I was reading an article about Steve Jobs made a business of being “cool”. Just think about this. If you don’t have the latest iPad, you are outdated among your business colleagues. If you don’t carry the latest iPhone, you are not cool among your friends.

    As Apple (NASDAQ: AAPL) strives to bring new features every time, people are always ready to shell out more more »

  • Groupon Investors’ Selective Memory Warranted

    By Tim Brugger - May 15, 2012 | Tickers: AMZN, GOOG, GRPN

    To think it was only a month and a half ago – give or take – when the most recent “accounting irregularities” rocked the collective world of Groupon (NASDAQ: GRPN) shareholders. After what can only be called a stellar Q1, Groupon’s earlier woes seem to be long forgotten. And why not? Management was clueless, they got called on the SEC financial carpet, and it’s safe to say all should be more »

  • Is Intel’s Medfield the Beginning of the End for ARM?

    By Steven Heller - May 13, 2012 | Tickers: ARMH, GOOG, INTC, LNVGY.PK, MMI, NVDA, QCOM

    There is little doubt Intel (NASDAQ: INTC) is aiming for a come from behind victory in the mobile computing space currently dominated by ARM Holdings (NASDAQ: ARMH).  ARM has had a competitive advantage in this space for what feels like forever, their chips by nature are more power efficient, making them more suitable for mobile designs.  Thanks to a little help from our old pal, Moore’s Law, the sands more »

  • Buy the Dip - 3 Reasons and 3 Stocks

    By Justin Carley - May 9, 2012 | Tickers: CSCO, PRGO, WYN, WYNN

    The consensus believes that brown shoots are here and the economic train will derail for the third summer in a row.  The S&P 500 dropped 8% during the month of May in 2010.  In 2011, the month of May was the start of a near 20% correction in domestic equity markets.  And here we are again; the market is rolling over on softer U.S. economic data and European more »

  • Resumes Not the Only Problem With Yahoo

    By Tim Brugger - May 8, 2012 | Tickers: AOL, GOOG, NWS, YHOO

    It’s only been five months, but what an impact new CEO Scott Thompson has had on what was already a company striving to find its way. What's really unfortunate for Yahoo! (NASDAQ: YHOO) shareholders and potential investors is there were more than enough concerns before the recent PR problems surfaced. Though difficult to pin the slide in stock price and investor confidence on one thing - the failed sale more »

  • LinkedIn: Heed the Woes of Netflix

    By Tim Brugger - May 4, 2012 | Tickers: GOOG, LNKD, MWW, NFLX

    If you happened to catch previous articles on LinkedIn (NYSE: LNKD) it’s likely you were one of the many that lined up to lament the outlandish notion that LinkedIn was woefully overvalued. At a bazillion times both past and future earnings, not to mention a market cap of over $12 billion for a company that will generate a total of $880 to $900 million in revenues in 2012 - it more »

  • Do You have Enough FUN in Your Portfolio?

    By Justin Carley - May 2, 2012 | Tickers: AMZN, BEAM

    With the warmest winter in a century now in the record books, it is time for investors to focus their attention on summer and let the optimism shine.  Or not, as we are constantly reminded about what transpired the previous two summers- European distress and a near 20% correction in equity markets.  And guess what, European data is weakening anew.  Do you sell in anticipation of a third consecutive summer flight to safety?  Do you remember the strong presidential election cycle track record for stocks and hold through any intermittent corrections, albeit with elevated stress levels?  My recommendation is that investors forget all this headline garbage and add an often overlooked component to their portfolio- FUN.  I use the term fun, but other synonyms are whim, prayer, homerun, and gut instinct. 

  • The Barnes & Noble Deal: Microsoft Scores Another Win-Win

    By Tim Brugger - April 30, 2012 | Tickers: AMZN, BKS, CPSI, GOOG, MSFT

    A lot has happened since the Barnes & Noble article written the first week in January. Certainly today’s announcement of a partnership with Microsoft to crank up the Nook business is getting all the headlines – as well it should. But that’s not the whole picture for the once beleagured book store.

    The huge gains for Barnes & Noble (NYSE: BKS) shareholders comes on the heels of what now seems an more »

  • Nvidia's Fatal Flaw

    By Steven Heller - April 27, 2012 | Tickers: AMD, BRCM, NVDA, QCOM, TSM

    While conducting research on my holdings, I recently uncovered a deep-rooted, fundamental flaw to Nvidia’s (NASDAQ: NVDA) business model, which led me to sell my entire position.  This development could perhaps explain the recent short-term underperformance and lower valuation bullish writers have been touting.

    It is my belief that Nvidia shares are likely to remain range bound for the foreseeable future, and perhaps as far as 2017.  This major more »

  • A Call to Amazon Investors Everywhere: Whatever Happened to Earnings?

    By Tim Brugger - April 27, 2012 | Tickers: AMZN, GOOG, NFLX

    There's little doubt this article is going to ruffle a few feathers, but try and understand. It's nothing personal, simply a rhetorical question if you will – whatever happened to earnings? Now, Amazon.com (NASDAQ: AMZN) doesn’t quite have the fanatical shareholder community of say, an Apple – but it’s getting pretty darn close. The earning’s call on the 26th appears to have left investors hyper-ventilating more »

  • Why You Should Switch to Cisco

    By Justin Carley - April 27, 2012 | Tickers: AAPL, CSCO, JNPR

    Apple (NASDAQ: AAPL) is blowing UP once again thanks to an explosion in earnings and a parabolic move in the stock price.  The company reported profit growth of more than 90% thanks to surging iEverything in China.  China now makes up 20% of total sales and there is plenty of room for this to move higher.  But, Apple isn’t the only technology stock that presents a compelling opportunity.  I have highlighted two other potential technology investments this week that investors should consider, Texas Instruments as a more short-term, risk-on play and Intel as a core, long-term holding.  In the last post on the subject, I present another core play that should have more appeal to investors with a long-term focus- Cisco Systems (NASDAQ: CSCO).

  • 1 Semiconductor Stock for the Summer

    By Justin Carley - April 25, 2012 | Tickers: MSFT, QCOM, TXN

    The NASDAQ Composite just recorded its best first quarter since 1991!  So the 4% given back in April thus far seems rather muted.  Investors shouldn’t feel that they have missed the boat.  In fact, the technology sector offers great value and in a series of posts I intend to highlight potential names that could help position portfolios for market-beating returns.  I have written numerous times regarding my favorable view more »

  • Is this Technology Bellwether about to Awaken from its Long Sleep?

    By Justin Carley - April 24, 2012 | Tickers: AMD, ARMH, INTC

    The technology sector continues to look more and more appealing and investors should ensure their value seeking endeavors start here.  First off, the S&P 500 Technology Sector is trading at one of its cheapest valuation levels since the early 1990’s, excluding recessionary periods.  The current price-to-earnings multiple of 15x is quite attractive given the continued long-tail growth opportunities that Intel’s 1971 microprocessor ushered in.  And this is exactly where investors should turn their attention, to the company that made one the greatest inventions of the 20th century. 

  • Microsoft Delivers, Big Time

    By Tim Brugger - April 20, 2012 | Tickers: MSFT, SAP

    There’s nothing new about the touting of Microsoft (NASDAQ: MSFT), last week’s article following up on the patent deal with AOL was the latest in a string of write-ups discussing the woefully undervalued world leader in all things software.

    Now, let’s address something right out of the gate – Microsoft haters (and you know who you are) will quickly point out that last evening’s earnings announcement fell more »

  • Intel Disappoints, Or Did They?

    By Tim Brugger - April 19, 2012 | Tickers: AMD, INTC, TXN

    If the last couple days of trading are any indication, both analysts and investors are finding it difficult to grab hold of much in the way of positives with Intel (NASDAQ: INTC). Since Tuesday’s Q1 announcement trading volume has been about 2.5 times average, and not much of it has been good. Though still up for the year, more and more people seem to be jumping off the more »

  • The Week That Was: Alcoa, Microsoft, AOL and Nokia

    By Tim Brugger - April 16, 2012 | Tickers: AA, AOL, MSFT, NOK

    As bad as last week was – the 5-day stretch ended up being the worst so far in 2012 – imagine what it would have been if not for Alcoa? After announcing extremely impressive earnings the leader in all things aluminum almost single-handedly propped up the market – almost.

    As investors shifted their gaze toward Spain–Greece is SO last month – and the continued debt problems plaguing the region, shareholders figured enough already more »

  • Patent Deal Good for AOL, But What About Microsoft?

    By Tim Brugger - April 11, 2012 | Tickers: AOL, IBM, MSFT, ORCL, RGS

    Yesterday’s announcement that Microsoft (NASDAQ: MSFT) had signed a definitive agreement to purchase 800+ patents from online content and internet services provider AOL (NYSE: AOL) was certainly a boon for AOL investors. The stock immediately jumped about 45% to the highest close in a year and half. Why all the hullabaloo? Shareholders love to get paid when management unlocks value, the other is it bought AOL management a bit more »

  • Do You Hate this Equity Rally?

    By Justin Carley - April 10, 2012 | Tickers: VALE, FCX, LVS, NVDA

    There is little doubt that this is one of the most hated equity rallies in U.S. stock market history.  According to the Investment Company Institute, net new fund flows to equities have been negative for ten consecutive months. (February being the latest month of available data)  In this short time frame, investors have pulled $169 billion out of equity mutual funds.  The S&P 500 rallied 20% during the more »

  • Red Hat Investors: The News Wasn’t THAT Good

    By Tim Brugger - March 30, 2012 | Tickers: AEM, CA, MSFT, ORCL, RHT

    As you may have heard open source software provider Red Hat (NYSE: RHT) announced earnings recently - and boy did they nail it. That’s five straight quarters and counting of revenue growth for one of the industry leaders and according to management guidance for 2013 that streak should continue into the foreseeable future.

    So naturally shareholders have benefited with a nice run up - to the tune of a 15% to more »

  • Yahoo Changes Continue: Too Little, Too Late?

    By Tim Brugger - March 26, 2012 | Tickers: DISCA, IACI, YHOO

    The effort to re-invigorate -- perhaps more accurately, re-invent -- Yahoo (NASDAQ: YHOO) is far from over. Even with the recent announcement of three new board members, many investors – including the largest shareholder outside the Yahoo ranks Daniel Loeb – are not impressed.

    At first glance the appointments of past COO of Discovery Communications (NASDAQ: DISCA) Peter Liguori, Executive VP of American Express John Hayes, and Thomas McInerney, soon-to-be former CFO of competitor more »

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