Tony Daltorio

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  • Hana: Game Changer for SAP

    By Tony Daltorio - February 1, 2013 | Tickers: IBM, MSFT, ORCL, SAP

    One of the very few European technology companies that enjoys success globally is Germany's SAP (NYSE: SAP). More than 60% of all global transactions involve a SAP system. 

    Yet, it was feared that the German firm's best days were behind it. The perception among investors was that it had missed the changeover of applications to the cloud and on to mobile devices. It was this change that was more »

  • The PC Era Continues to Fade

    By Tony Daltorio - January 24, 2013 | Tickers: DELL, HPQ, INTC, MSFT

    The PC era seems to be drawing to a close. The once dominating force in the technology sector – Wintel – is not what is used to be. The two companies involved, Microsoft (NASDAQ: MSFT) and Intel (NASDAQ: INTC), continue to search for a new path for success in the rapidly-expanding smartphone and tablet era. 

    Take Intel, for example. The company's most recent earnings report showed profit fell 15 percent as more »

  • Amazon Again Changing the Retail Landscape

    By Tony Daltorio - January 14, 2013 | Tickers: AMZN, EBAY, UPS, WMT

    One thing is certain. Online retailer (NASDAQ: AMZN) has changed the retail landscape in the United States forever. But that change is an ongoing process. The way Amazon does business continues to prod other retailers to change the way the companies relate to their customers.  

    For instance, take deliveries of items ordered by customers of retailers' websites. Amazon offers same-day delivery in 10 U.S. cities for an more »

  • Pharmas Hope to Grow Fat With Obesity Drugs

    By Tony Daltorio - January 10, 2013 | Tickers: ARNA, ESALY.PK, OREX, RHHBY, TKPYY.PK, VVUS

    Pharmaceutical companies have had some recent lean years thanks to the patent cliff and other factors. But some pharma companies hope to grow fat with profits again soon. 

    Their plan to do that? Jumping on the growing global trend of obesity. Pharmaceutical firms believe consumers are moving away from fad diets and look forward to a surge in sales from prescription medicines that promise to help consumers lose weight. 

    In more »

  • Auto Industry Will Drive Ahead in 2013

    By Tony Daltorio - January 7, 2013 | Tickers: FIATY.PK, F, FUJHY, GM

    It looks as if happy days are here again for the U.S. automotive industry. Car sales drove ahead by more than 13% in 2012 with U.S. light vehicle sales rising to 14.5 million units. That is the fastest growth rate in more than two decades. It is also the third straight annual gain of at least 10%. Such a streak has not happened since 1973! 

    This is more »

  • Not a Happy New Year for E-Book Reader Makers

    By Tony Daltorio - December 28, 2012 | Tickers: AMZN, AAPL, BKS, GOOG, MSFT | Editor's Choice

    In the midst of a disappointing sales season for retailers, there have been several bright spots. One of those has to be the number of e-book readers that appeared under Christmas trees. 

    But the cheer is not expected to last throughout 2013. According to some technology analysts, this category of tech gadgets is expected to see a very rapid decline in its fortunes over the coming months thanks to competition more »

  • Nintendo's Wii U: Will the Company and the Industry Rebound?

    By Tony Daltorio - December 1, 2012 | Tickers: MSFT, NTDOY.PK, SNE

    During its first week on sale in the United States, Wii U from Nintendo (NASDAQOTH: NTDOY) sold more than 400,000 units. This is far less than the original Wii, which sold 600,000 units in its first eight days on sale. No wonder many Wall Street analysts said that the 400,000 figure was disappointing. But is it really? It may not be, because the console gaming landscape has more »

  • Qualcomm On the Rise, Intel On the Decline

    By Tony Daltorio - November 13, 2012 | Tickers: AAPL, ARMH, INTC, MSFT, QCOM

    The latest quarterly earnings statement from Qualcomm (NASDAQ: QCOM) blew away most estimates. This resulted in the company's stock actually briefly surpassing the market valuation of long-time chip champion, Intel (NASDAQ: INTC). This is not a blip. There are reasons why investors should expect this to be the continuation of a long-term trend where Qualcomm outperforms Intel. 

    Qualcomm had such a good quarter because it is largest seller of more »

  • The Bayer-Schiff Deal is Just the Start

    By Tony Daltorio - November 2, 2012 | Tickers: BAYRY.PK, KO, PFE, SNY, SHF

    Pharmaceutical companies are finding that the old model of researching, developing and marketing drugs is no longer working. The competition from generic drug makers (after patent expirations) is just too tough. So the pharmaceutical companies in recent years have gone on a diversification spree, in search of more stable sources of income. This has led the firms to buying companies in diverse areas such as animal health and consumer health more »

  • Nokia May Be at the Last Chance Saloon

    By Tony Daltorio - November 1, 2012 | Tickers: AAPL, GOOG, MSFT, NOK, VZ

    The ills of the once dominant Finnish mobile phone maker Nokia ADR (NYSE: NOK) are many and, to some extent, getting worse. The company may be at 'The Last Chance Saloon.' The bartender is Steve Ballmer of Microsoft (NASDAQ: MSFT). He is pouring Nokia not the Finnish traditional 'long drink', but what he hopes is a nice, smooth and profitable drink of Windows 8 for smartphones. 

    Windows 8 had better more »

  • Why Verizon and AT&T Fear Softbank/Sprint

    By Tony Daltorio - October 25, 2012 | Tickers: T, CLWR, S, VZ

    There is shake-up underway in the U.S. mobile provider market. Japan's Softbank taking a 70% majority position in Sprint Nextel (NYSE: S) is just step one in its plan to shake the complacency out of the two leaders in the domestic mobile industry, Verizon Communications (NYSE: VZ) and AT&T (NYSE: T). But both firms are aware of the danger Softbank poses to them. 

    Another part of Softbank more »

  • Social Media Firms Fight for Advertisers

    By Tony Daltorio - October 19, 2012 | Tickers: EA, FB, GM, LNKD

    Social media is a rather new industry. Yet already the giants in the sector – Facebook (NASDAQ: FB), Twitter and LinkedIn (NYSE: LNKD) – are in a tussle for market share among advertisers. How successful these companies are in attracting advertisers will largely determine their longevity as viable businesses and whether the firms are investment worthy. 

    One example of the growing gulf between these social media firms is Twitter recently ending its more »

  • Consolidation Continues in US Mobile Market

    By Tony Daltorio - October 18, 2012 | Tickers: T, CLWR, S, VZ

    The consolidation trend in the U.S. mobile market is firmly in place. Following on the heels of the bid for MetroPCS by T-Mobile, there was a real shocker in the marketplace. Japan's Softbank made a $20.1 billion bid for 70% of SprintNextel (NYSE: S). This deal has the potential to shake up the U.S. mobile market entirely. The question is, will it? 

    The Softbank-Sprint deal is more »

  • Steel Industry Slowdown Lingering

    By Tony Daltorio - October 12, 2012 | Tickers: MT, VALE, SLX, PKX, RIO

    The global steel market is huge, valued at about $850 billion by analysts. That is not surprising, considering that steel is one of the world's most widely traded commodities, with a myriad of uses. But right now, the industry is going through a rough patch. Unfortunately for investors in steel and iron ore stocks, it looks like the tough times will extend for another few years. 

    Interested investors can more »

  • Uranium Bulls May Have to Wait a Few More Years

    By Tony Daltorio - October 12, 2012 | Tickers: BHP, CCJ, URA, NLR

    The uranium mining industry has certainly seen better days. In 2007, the price of uranium soared to a record high at $136 a pound. Sky-high oil prices had many in the market convinced at the time that nuclear power would replace oil-generated electricity worldwide. 

    Today, uranium trades at a two-year low of $45.75 a pound. Sentiment remains extremely negative toward uranium and nuclear power in general following Japan's more »

  • Healthcare Insurance Sector Still Hot for M&A

    By Tony Daltorio - October 10, 2012 | Tickers: AET, CI, UNH, WLP

    One thing can definitely be said for President Obama's attempt at healthcare reform: It certainly lit a fire under healthcare insurers' mergers and acquisitions. More than $18 billion in M&A activity has occurred over the past 12 months, but the wheeling and dealing in the sector is likely not done yet. In fact, on the international scene, it may just be starting.

  • T-Mobile Merger Shakes Up Sprint, Leap

    By Tony Daltorio - October 5, 2012 | Tickers: T, DTEGY.PK, LEAP, S, TMUS

    The competitive landscape for U.S. telecoms is changing -- particularly once you look past the two top players, Verizon and AT&T (NYSE: T). Witness the recently announced merger between MetroPCS (NYSE: TMUS) and T-Mobile, which is a subsidiary of German telecommunications giant Deutsche Telekom AG (NASDAQOTH: DTEGY.PK). 

    MetroPCS is focused on the low-cost, pre-paid part of the U.S. telecom market, while T-Mobile is currently running a poor more »

  • US Automakers and Consumers Shifting to Small Cars

    By Tony Daltorio - October 4, 2012 | Tickers: FIATY.PK, F, GM

    The preliminary figures for vehicle sales in September are out and they were not as good as the August numbers. Sales were flat for Ford Motor (NYSE: F) and sales at General Motors (NYSE: GM) were only up 1.5%. Sales at Chrysler, majority-owned by Italy's Fiat S.p.A. ADR (NASDAQOTH: FIATY.PK), motored ahead in September at a 12% rate. 

    The most interesting aspect of the sales more »

  • GE to Benefit From Boom in Gas Turbines

    By Tony Daltorio - October 1, 2012 | Tickers: ALSMY.PK, GE, SI, XEL

    It's always good when a company raises its revenue growth forecast. This is especially true when the company is one of the world's largest.

    General Electric (NYSE: GE) recently raised its 2012 industrial revenue growth forecast to 10%, the high end of the previous 5%-10% forecast. This news sent its stock price to levels not seen since the autumn of 2008. That increased revenue forecast stemmed largely more »

  • Retailers' Growing Retaliation Against Amazon

    By Tony Daltorio - September 28, 2012 | Tickers: AMZN, BKS, BBY, TGT, WMT

    The conflict between traditional bricks-and-mortar retailers and online retailing giant (NASDAQ: AMZN) is becoming more and more heated. Traditional retailers' dislike of Amazon stems from a number of reasons, from a lack of sales tax paid (although that is slowly changing) to being used a physical “showroom” for buyers on Amazon. A relatively new tactic employed by traditional retailers in their battle against Amazon is refusing to sell more »

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