Information Technology

  • Groupon and Investing in Technology

    By Nate Wooley - March 5, 2013 | Tickers: AMZN, AAPL, EBAY, GRPN, MSFT

    So the news came down that Groupon (NASDAQ: GRPN) CEO Andrew Mason was forced out at the end of February. Two established executives, Ted Leonsis and Eric Lefkofsky, both investors in the company, will be co-chief executives from this point forward. I doubt very much that anyone reading this is shocked by the news. I find it encouraging.

    It's encouraging because it's a sign that the adults have more »

  • How To Play the Growing Demand for Flash Memory

    By Matthew Frankel - March 3, 2013 | Tickers: INTC, MU, SNDK

    Micron Technology (NASDAQ: MU) is a leading maker of memory products for use in a variety of electronic devices.  Although revenues are almost triple what they were ten years ago, Micron’s earnings have not reflected that (see below), and the company has actually lost money during five out of the last ten years, with a loss projected for the current fiscal year as well.  With recently declining revenues, is more »

  • India gets over $2.5 bn PE investments in Q3

    By Jagdish Kumar - February 9, 2013

    Recession might be at the doorsteps of US, European Union, but that’s not the case in India, which attracted over $2.5 billion of private investments in the third quarter ended December 2012 (October to December) of the current fiscal year.

    As per a quarterly study of private equity investment activity based on data provided by Venture Intelligence released by PricewaterhouseCoopers (PwC) report, private equity (PE) firms invested $2 more »

  • World Wide Wireless and Worried Telecoms

    By Nate Wooley - February 8, 2013 | Tickers: AMZN, T, GOOG, MSFT, VZ

    In case you didn't hear about it, the Federal Communications Commission is considering a plan to provide high-speed wireless access for the entire country. This would allow users to plug in and connect to the Internet anywhere in the country at no charge (except maybe the taxes). Sounds nice, eh?

    Or not, if you're a telecom or wireless provider. Why on Earth would anyone buy your services if more »

  • More Tech Stocks for Adults

    By Nate Wooley - February 8, 2013 | Tickers: ADI, GOOG, NVDA, SAP, TSM

    In an earlier column I talked about how tech stocks, and the media that covers them, are still considered up and comers. How there's an expectation that the best technology stocks are the high-risk, high-growth stocks in which the people leading the charge are treated as some form of celebrity. I also took a shot at them for being a bit too full of themselves.

    If you've been more »

  • Mature Tech Stocks for Adult Investors

    By Nate Wooley - February 8, 2013 | Tickers: AAPL, FB, INTU, MXIM, QCOM

    Lost in all the media kerfluffle about tech earnings is a very real concept: the market for tech stocks, the buyers, are still treating those companies like they're kids. In turn, this makes the companies behave like they're still in the two-guys-in-a-garage phase. That makes for great mythology, but not so much for great companies. Sure, sometimes the returns are there, but often they're not.

    Am I more »

  • Wide Moat Stocks- Not As Many As You Think

    By Justin Carley - February 6, 2013 | Tickers: DELL, HPQ, YUM | Editor's Choice

    Dell’s (NASDAQ: DELL) $24.4 billion dollar LBO puts the final nail in the coffin on one of the great stock stories of all time.  The company would go public in 1988 and could easily be classified as the stock of the decade during the 1990’s.  During that decade, the stock would appreciate at an annual rate of 97%!  However, the next decade would be a completely different more »

  • The U.S. Economy Contracts! What Now?

    By Justin Carley - February 1, 2013 | Tickers: AAPL, FFIV, HSP

    Unless you are a trader that measures holding periods in days, the short answer is nothing.  The S&P 500 has raced out of the gate to start 2013 and is within a stone’s throw of its all-time high.  The bears continue to be proven wrong, but still find their way into popular media outlets to scare everyone. Even the bulls are attempting to “guess” when the next pullback more »

  • Media Hype Over Apple and Technology Stocks

    By Nate Wooley - January 30, 2013 | Tickers: AAPL, FB, GOOG

    I get up early. With two energetic daughters I had better if I want to get anything done. When I'm up early, I read the papers. This makes me old school, apparently, but I read them on the web. I think that helps.

    Reading The Washington Post this morning, I was somewhat taken aback by the paper's business section. There are, by my count, six stories about Apple more »

  • Investing in the Future of Mobile Devices Part 2 - Components and Software

    By Siddharth Dalal - January 25, 2013 | Tickers: AAPL, BBRY, GOOG, LPL, MU, MSFT, NOK, SNDK, HXSCL.PK, TOSBF

    In Part 1, I covered a couple of device makers along with CPU and graphics chip makers. In Part 2, I'll cover software and the components that matter the most.

    After all nobody cares if they have a dual core or quad core or 1GHz or 1.5GHz processor other than geeks like me. What people care about is how cool the display looks and how easy is it more »

  • Microchip Technology: Challenges for Chip Makers Ahead?

    By Matthew Frankel - January 23, 2013 | Tickers: ALTR, INTC, MCHP

    Microchip Technologies (NASDAQ: MCHP) is one of the leading manufacturers of specialized computer chips.  It has also been one of the best ways to get exposure to the tech sector in a dividend portfolio, having rebounded nicely from its 2009 low of $16.23 to its current price of $33.53 as of this writing.  It also pays an extremely nice dividend for a tech company, yielding 4.2% and more »

  • Investing in the Future of Mobile Devices Part 1 - Hardware

    By Siddharth Dalal - January 18, 2013 | Tickers: AAPL, ARMH, IGNMF, NVDA, QCOM, TSM

    The first thing that anyone thinks about in mobile devices is phones and tablets. But there are very few companies that make any money selling them. In fact, almost all mobile device manufacturers make a loss. It's common knowledge that Apple (NASDAQ: AAPL) and Samsung make most of their profits off the mobile device makers. There are a few other profitable handset makers like HTC, but HTC profits have more »

  • Google: Dominance, Growth, and Cheap Valuation

    By Matthew Frankel - January 13, 2013 | Tickers: AAPL, DELL, EBAY, GOOG, MSFT, YHOO

    Google (NASDAQ: GOOG) has been one of the tech industry’s incredible growth stories.  Since going public in 2004 for $85, shares have increased in value by an outstanding 770%, and many analysts and investors (myself included) think there are even more gains ahead.  When the company reports earnings on Jan. 22, the market will be looking for signs that signal just that.

    Google has grown to be the world more »

  • Betting on the Death of the Post Office

    By David Mercer - January 3, 2013 | Tickers: FDX, GOOG, MSFT, UPS, VZ

    For a long time I'm been thinking about, what would happen if the U.S. post office shut its doors for good? Today, I think that may be a real possibility given new rounds of federal buyouts, postage price hikes, and talks of reduced residential mail delivery. So, which companies would be the primary beneficiaries of such a move? Well, the first stocks which come to mind are UPS more »

  • Cisco: Upside Potential With Yield!

    By Matthew Frankel - December 28, 2012 | Tickers: BRCD, CSCO, JNPR

    Cisco (NASDAQ: CSCO) is the world’s largest supplier of computer internetworking systems, offering a complete line of routers and switching products for both local and wide area computer networks.  The company’s stock has rebounded nicely since trading at the sub-$15 level just this past July.  Investors may be wondering whether the stock is losing steam, or if there are more gains to be had.

    First, let’s more »

  • 39% Growth and Cheap Valuation

    By Matthew Frankel - December 26, 2012 | Tickers: BIDU, GOOG

    Baidu (NASDAQ: BIDU), the leading provider of Chinese language online search services has had an incredible run since its IPO in August 2005, from a 2005 split-adjusted low of $2.70 to an all-time high of $165.96 in 2011.  With the stock currently trading just over $100 as of this writing, are Baidu’s glory days behind them, or is there more growth ahead?

     

    First, a little background on more »

  • An Analysis of Barron’s 10 Stocks for 2013- Part II

    By Justin Carley - December 20, 2012 | Tickers: BEAM, MPC, NVS, GLD, WDC


    Barron’s 10 picks for 2013 has been published and now it is time to dive in and see where they are likely to be proven correct and where potential pitfalls lie.  Yesterday I highlighted the first five picks and now it is time to analyze the remaining selections.  As a reminder, it is important that investors realize a few characteristics behind Barron’s picks.  They generally seek out some more »

  • An Analysis of Barron’s 10 Stocks for 2013- Part I

    By Justin Carley - December 19, 2012 | Tickers: AAPL, BKS, BLK, F, GD, JPM, TXT | Editor's Choice

    Barron’s is out with their 10 favorite stocks for 2013.  I highlighted their performance in 2012 and they did a good job with market-beating success.  These lists always elicit plenty of emotions from investors of all varieties, but it helps to put a little context into the picks.  First, I believe Barron’s tilts toward the large-cap space and seeks a group beta roughly in-line with the S&P more »

  • Apple's Next Leg Up: China

    By Matthew Frankel - December 17, 2012 | Tickers: AAPL, CMGE, CHA, CHU, QCOM

    With the recent 27.7% decline of Apple’s (NASDAQ: AAPL) share price from the September highs of $705 to the current levels of $509.79 as of this writing, there is no shortage of reasons to dump the stock being broadcast constantly by the various news outlets.  I have heard reasons ranging from “Apple is out of ideas” and “there is no more room for growth,” to “sell before more »

  • A Look Back at Barron’s Picks for 2012 and Lessons for the Future

    By Justin Carley - December 12, 2012 | Tickers: APOL, BRK-A, HIG, MET, STX

    It is time for that annual rite in the investing community that comes every December- lists, lists, and more lists.  Top 10 Lists, Avoid Lists, Buy Lists, Sell Lists, Surprise Lists, etc.  One such list that gets plenty of distribution is the Barron’s annual Top 10 for the upcoming year.  We should be seeing their predictions for 2013 before too long.  But before we get ahead of ourselves, let’s see how they fared in 2012.  I am a big fan of holding these widely disseminated publications accountable so that investors can distinguish foolish advice from good advice.  I detailed the picks in two separate articles (Part 1Part2) a year ago along with my own recommendations.  So how have the picks performed in 2012 with just two weeks remaining?  What, if anything, can we learn from the picks as we look ahead into 2013?

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