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  • Intel Earnings A Over-Hyped Disaster?

    By Alexander Cho - April 18, 2013 | Tickers: DOX, ARMH, IBM, MSFT, NVDA, QCOM, SSNLF, VMW

    Intel’s recent earnings announcement was a slight disappointment, but not by much. Analysts hailed the stock as it was able to generate results that were not as bad as anticipated. Analysts on a consensus basis were anticipating earnings per share of $0.41. The company reported earnings per share at $0.40.

    On the bright side, the data center segment has been able to grow revenues by 7.5 more »

  • Can Software Stocks Be Safe Harbors?

    By Chris Hodge - December 27, 2012 | Tickers: DOX, ADP, CVG, EBIX

    What comes to your mind when you think of business software companies? I'd be willing to bet it isn't "blue chip-level safety." Everybody knows that software is flighty and that today's big fads tend to be tomorrow's faded memories as technology continually proves Moore's Law again and again. However, business technology may have an edge.

    Businesses tend to be a bit more into stability than more »

  • Decent Dividends in the Software Services Sector

    By Chris Hodge - December 26, 2012 | Tickers: DOX, ADP, BLKB, IRM

    I'm getting into looking at software services companies and I'm really thinking about what makes them good or bad. And while the traits that make a company good or bad are unique to the industry and even to individual companies, I will always love dividends (provided the company can actually afford to pay them) as one indicator of quality. So let's check out a few companies in more »

  • Are These Business Software Companies a Good Deal?

    By Chris Hodge - December 26, 2012 | Tickers: DOX, BLKB, CVG, EBIX

    As every Fool knows, a great company is a sweet thing to own (and not possessed of all the calories from the holiday season). But having a great company in your portfolio isn't enough -- it also has to be a great deal when you buy it to make the purchase worthwhile. I'd compare it to your ride in that even though your wheels might be amazing, if they more »

  • Al Gore and David Blood's Top Stock Picks

    By Meena Krishnamsetty - August 19, 2012 | Tickers: DOX, BDX, DHR, EBAY, HSIC

    David Blood (former chair of Goldman Sachs Asset Management) and Al Gore co-founded Generation Investment Management in 2004 to invest in socially and environmentally responsible companies with strong corporate governance. Partly due to these big names, and partly due to the fund’s appeal to left-leaning investors, Generation Investment Management had about $6 billion in AUM in early 2011. Generation Investment Management doesn’t recommend or endorse any of the more »

  • Highfields Capital Climbs Above 5% of Iron Mountain

    By Meena Krishnamsetty - August 8, 2012 | Tickers: DOX, ADP, CTAS, IRM

    Highfields Capital Management, a hedge fund that was seeded heavily by Harvard Management when it was launched by endowment employee Jonathon Jacobson, filed with the SEC on Aug. 2 to report that it had purchased 9.2 million shares of Iron Mountain Inc. (NYSE: IRM).

    Iron Mountain provides records management and data protection services among other product offerings. Highfields’ ownership gives it 5.4% of the shares outstanding of the more »