Fusion-io, Inc.
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The Solid State Hardware Revolution
By Daniel Cawrey - May 18, 2013 | Tickers: FIO, MU, STX
Hard drives? Who uses those anymore? Actually, we all still do. But the technology is changing. The progression in storage technology has probably been most recognized with Apple's products. It could be seen about a decade ago as iPods and MacBooks began to move from regular platter-based hard drives to solid state storage. That make those products so thin and light, replacing the clunky look for more mobile and more »
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Earnings Takeaway: Three Stocks to Buy
By Jayson Derrick - May 8, 2013 | Tickers: FIO, K, SBUX
Earnings season is a great time for investors to reevaluate their investments. These three companies didn’t necessarily have good quarters, or impressive years so far, but have substantial upside based on a changing macro-economic environment or corporate structure. As such, these companies should be added to investors' portfolios, or at the very least to their radars.
Lower inflation, $1 billion share buyback are boons
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Should You Buy These Two Hard Drive Makers?
By Leo Sun - April 24, 2013 | Tickers: FIO, STX, WDC |
The digital storage industry is evolving, and there are two game-changing companies that every tech investor should be familiar with: Western Digital (NASDAQ: WDC) and Seagate Technology (NASDAQ: STX). Western Digital and Seagate produce the majority of the world’s hard disk drives (HDDs), controlling 45% and 42% of the market, respectively. However, two concerns have weighed on these two companies over the past few years -- the rapid decline of more »
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Corning Is Cheap, But Is it a Buy?
By Meena Krishnamsetty - March 24, 2013 | Tickers: AMAT, CRUS, GLW, FIO, QCOM
We like to at least take a look at stocks that meet traditional value criteria, and Corning (NYSE: GLW) qualifies with a trailing earnings multiple of only 11. At that price, the market is assuming very little if any growth -- which, in theory, makes it easier for companies in that valuation range to beat expectations. When we look at Corning, however, we see that its margins plunged last year compared more »
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Five Noteworthy Analyst Calls on Thursday
By Brian Nichols - January 31, 2013 | Tickers: BBRY, CLB, FIO, PCLN, RF
Sometimes an analyst issues a revised outlook or changes his/her rating, but does not inform investors of the reasons behind the call. These typically move stocks on the call alone -- the price target and outlook. However, some analysts provide detailed reasons, and these are the outlooks that should be noted and used as part of your fundamental research. Therefore, I am taking a look at such outlooks and determining more »
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This High-Flying Stock Just Received a Reality Check
By Harsh Chauhan - January 30, 2013 | Tickers: FIO, STX, WDC
It seems like Seagate Technology’s (NASDAQ: STX) good times have hit a roadblock. The hard-drive maker made a lot of money selling drives at a higher price in the aftermath of the Thailand floods due to constrained supply. But the good times couldn’t have continued forever as I had said last year, and Seagate is now facing some of that reality.
Hitting a speed breaker
After a searing more »
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Four Noteworthy Analyst Upgrades for Monday
By Brian Nichols - January 14, 2013 | Tickers: COF, CSCO, FB, FIO, HPQ
Sometimes an analyst issues a revised outlook or changes his/her rating but does not inform investors of the reasons behind the call. These typically move stocks on the call alone; the price target and outlook. However, some analysts provide detailed reasons behind the call and these are the outlooks that should be noted and used as part of your fundamental research. Therefore, I am taking a look at such more »
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Looking Back on Credit Suisse's Top 2012 Picks
By John Macris - January 7, 2013 | Tickers: FCX, FIO, MMR, PXP, S
How did Credit Suisse's top-rated equities perform during 2012? The Swiss banking giant, which has a strong relationship with my favorite athlete, Roger Federer, made some bold calls during the course of the recent calendar year. Like Federer, Credit Suisse found success in a competitive market environment, but endured several unexpected losses as well.
While the veteran investor knows it’s always possible to find improvement with 20/20 more » -
Top Investors Are Buying These Companies
By Federico Zaldua - November 6, 2012 | Tickers: APC, CTCT, DE, EEP, FIO
Despite a weak economic recovery in the US, a recession in Europe, and decelerating growth elsewhere (notably in emerging economies China, India, and Brazil), the S&P 500 has rallied 12% since early June. Global monetary policy enabled the market to overcome these headwinds and I think the global rally could resume its past uptrend from the current short term correction. In this report I highlight 5 stocks that have more »
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How Did This Hedge Fund Return 25% Last Quarter?
By Meena Krishnamsetty - October 26, 2012 | Tickers: FIO, IMAX, KIOR, OVTI, SONS
Artis Capital Management was a top performing hedge fund during the third quarter. Coming in with the fourth best Q3 performance, the fund’s long stock picks had a weighted average return of 25.5% during the first half of the year, and returned 24.6% for the third quarter, boosting the fund’s year to date performance to 56.4%. Artis Capital was founded in 2001 and is a more »
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A Few Stocks That Will Benefit from Apple’s Growth
By Cecil Sales - October 25, 2012 | Tickers: AAPL, BRCM, CRUS, FIO
Apple’s (NASDAQ: AAPL) stock has been soaring for quite some time. Apple is by far the most talked about tech stock on the planet, and thanks to the revolutionary products the company has released in the past ten years, the stock had hit a staggering high of $705.07 per share.
That being said, the stock hasn’t been doing well; it has moved below it 50-day moving average more »
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The Implications of OCZ Technology's Market Price
By Nikhil Shamapant - October 4, 2012 | Tickers: FIO, LSI, MSFT, OCZ
OCZ Technology(NASDAQ: OCZ) is worth around 400 million to 500 million in an acquisition, really depending on the value of it's Indilinx subsidiary. On its own, however, it's worth a heck of a lot less.
For an investor, valuation is all-important. The price you buy is the permanent determining factor in your future investment returns, so it's important to make sure you're getting a deal more »
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My Favorite Growth Stock Was a Big Mistake
By Nikhil Shamapant - September 19, 2012 | Tickers: FIO, LSI, OCZ |
Back in June, I took a look at a seemingly magnificent growth stock opportunity. In my article The Cheapest Growth Stock I had ever seen, I said OCZ Technology Corporation (NASDAQ: OCZ), I said that OCZ Technology Corporation was my favorite growth stock because of 4 major factors. First, it was in a stellar growth industry: solid state memory. Second, the company had a quality management and was making some more »
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NetApp: Under-appreciated and Ripe for Buying
By Ashish Sharma - August 13, 2012 | Tickers: DELL, EMC, FIO, HPQ, NTAP
We believe that NetApp (NASDAQ: NTAP) is the most focused storage vendor currently in the market. Its “one operating system” approach to unified storage provides simplicity and has resulted in share gains over the years. We expect the company’s best-of-breed product approach to continue to win share despite increased competition from server suppliers like HP (NYSE: HPQ) and Dell (NASDAQ: DELL), as well as EMC (NYSE: EMC). As NetApp more »
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Big Data Will Lead to Big Profits
By Spencer Knight - August 12, 2012 | Tickers: EMC, FB, FIO, NTAP, CRM, VMW
Over the past several years the "Big Data" revolution has been boiling, but the true financial potential has yet to be released. Big data, and subsequently cloud storage, is simply the process of storing large data sets in and on an easily accessible source so that one can retrieve and organize that particular data. One of the simplest examples of this is your email or any social media outlet. The more »
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Is OCZ Worth your Money?
By Keki Fatakia - July 17, 2012 | Tickers: AMZN, FIO, LSI, OCZ, VMW
OCZ Technology Group (NASDAQ: OCZ), whose products mainly include solid-state drives (SSDs), came out with a wider than expected fiscal first quarter loss, even though it did report a robust growth in revenue. Since then, Wall Street gave a severe pounding to the stock price. So is Wall Street’s reaction to OCZ’s performance justified?
Well, let’s take a brief look at what OCZ produced in its first more »
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Fusion-io is a Gem of a Long Term Investment
By John Mylant - July 2, 2012 | Tickers: AAPL, CSCO, FIO, HPQ
Fusion-io (NYSE: FIO) is a computer software and hardware systems company that produces next generation data storage memory platforms. As opposed to a traditional, centralized approach to data management, Fusion-io offers a decentralized platform that reduces the complexity and cost of often underutilized assets. Long term growth for this industry and this stock in particular is incredible. But, at the same time, an investor needs to understand there is a more »
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Cloud Computing: Raining Down Profits
By George Liu - June 20, 2012 | Tickers: FIO, N, ORCL, CRM, SAP
Cloud-computing is a type of technology that has become increasingly prevalent in businesses everywhere. It allows businesses to use applications without actually installing them, which helps companies reduce operating costs. Recently, a study sponsored by enterprise software giant SAP (NYSE: SAP) showed that cloud-computing could save U.S. businesses as much as $625 billion over five years. Moreover, this study also showed that existing cloud-computing companies such as Salesforce (NYSE: CRMmore »)
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The Cheapest Growth Stock I've Ever Seen
By Nikhil Shamapant - June 8, 2012 | Tickers: FIO, LSI, MSFT, OCZ
Buying growth stocks is dangerous business. While it's easy to buy into the next growth story, people don't tend to realize how hard it is to predict big and grand things like "market positioning" and "industry growth" for a company. When you add in expensive prices, you can often get big flops on little information (see Mako Surgical's 3-month 32% dive). There are some stories, however, that more »
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Stumped over Seagate
By Keith Speights - May 25, 2012 | Tickers: FIO, LSI, SNDK, STX, WDC |
Why is Seagate (NASDAQ: STX) priced so low? Sure, certain stocks become undervalued from time to time in the natural ebb and flow of the financial world. I’m stumped, though, as to why Seagate isn’t trading higher – much higher. Either I am totally missing something or this stock presents a fantastic value right now. Let’s examine Seagate from three perspectives to see if I’m missing something more »
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