There’s a lot of doom and gloom around the PC industry these days with many suggesting that PC’s are a dying breed as the future is expected to be dominated by mobile computing. The latest data supports the bearish view on PCs; the latest report from IDC revealed that worldwide PC shipments declined 14% year-on-year, posting the steepest decline ever. The death of the PC stick is often more »
In recent months, I've written a number of posts detailing the ongoing decline of the PC. Most of these articles have solicited a flurry of negative responses from incredulous techies, skeptical that their precious PCs could ever become obsolete.
Despite the fact that the traditional PC remains an indispensable tool right now, powerful trends are increasingly threatening the classic PC paradigm. But don’t take my word for it more »
There's been a change in the technology sector over the past 10 years or so, as many once growth-oriented companies have matured. Previously viewed only for growth, tech companies can now be looked at to provide income too. The catch is that a few big payers account for the bulk of the industry's dividends.
Apple in the News
CORDA Investment Management, LLC, a Houston, TX based portfolio management and consultancy firm has disclosed their stock holdings in this year's first quarter 13F report. At the top of the list is Intel (NASDAQ: INTC) with more than 600,000 shares. Bonner C. Barnes, Chief Investment Officer, and his team have also increased their stake in Vodafone (NASDAQ: VOD) underlying the company's trust in technology/telecom stocks. Let more »
Timing the market is almost impossible. However, as "Sell in May" talks begins, investors can expect more volatility in the coming months. If the market corrects, there are 3 solid technology stocks I would like to accumulate in the next 2-3 months, including China Mobile (NYSE: CHL), Qualcomm (NASDAQ: QCOM), and Cisco Systems (NASDAQ: CSCONASDAQ: CSCO)).
10.7 more »
As the Dow crosses 15,000 points for the first time ever, a level considered unimaginable only a few short years ago, investors may be understandably concerned. It seems like it was just yesterday that the United States was embroiled in the worst financial crisis since the Great Depression and the Dow cratered below 7,000.
Fast forward to today, and the tape tells a different story. The country’s more »
I was never very hopeful about Santa Clara-based chip maker Intel (NASDAQ: INTC). Technically dubbed as a mature company, Intel’s nemesis seems to be the ‘old world charm’ associated with it, an image which it’s desperate to put behind its back. The sagging fortunes of the PC industry, and the subsequent shift in user-based loyalties towards smartphones and tablets, has taken its toll on companies like Intel, as more »
NVIDIA (NASDAQ: NVDA) recently announced a $1.2 billion share repurchase program, 15% of its current market cap of $7.96 billion. The company also distributes capital to shareholders with a $50 million quarterly dividend. The stock has traded in the mid-teens for the past 18 months and has underperformed the NASDAQ Index by 12.5% over the past 12 months.
The company also hosted an Analyst Day earlier this more »
Advanced Micro Devices (NYSE: AMD) recently reported its first quarter results, which were very discouraging. The company had a rough 2012 and reported an $1.1 billion operating loss, almost wiping out the profits generated in the last two years ($471 million in 2010 and $491 million in 2011).
AMD has been affected by declining PC sales, but it is slowly transforming its business. It has a target of increasing more »
Microsoft (NASDAQ: MSFT) and Apple (NASDAQ: AAPL) have always had different philosophies when it comes to technology. For example, Windows can be run on nearly any PC, while consumers who want Mac OS X must purchase a machine directly from Apple.
But hardware strategy aside, both Windows and Mac OS are PC operating systems, and are for the most part just slightly different takes on the same need.
Yet when more »
While companies like Qualcomm, Samsung, and Nvidia design the chips that go into mobile devices such as smart phones and tablets, the underlying architecture of these chips is developed by ARM Holdings (NASDAQ: ARMH). Chips based on the ARM architecture are used in a variety of devices, including smart phones, tablets, digital cameras, set-top-boxes, networking hardware, and printers. Along with these products, ARM-based chips are used for embedded applications as more »
For those investors who are seeking both income and growth, the tech sector could offer a way to potentially achieve both. While some of the once-powerful names in the industry have cooled off a bit, shares could continue to move upward, while providing a steady dividend income stream along the way.
The key to success is networking
One tech giant that is currently offering its shareholders a healthy dividend yield more »
Microsoft's (NASDAQ: MSFTNASDAQ: MSFT)) strong earnings in the third fiscal quarter of 2013 have proven that this technology stock is continuous on its growth path. Revenue of approximately $20.5 billion was slightly lower than the consensus estimate of $20.6 billion and EPS of $0.72 was $0.04 better than the Street's expectation. The better-than-expected results were due to better margins and cost controls.
All of Microsoft more »
Investors who have been around during the dot-com bubble remember it very well. Giant tech companies like Microsoft (NASDAQ: MSFT), Intel (NASDAQ: INTC) and Cisco (NASDAQ: CSCO) have been trading at imaginary price to earnings ratios of 55, 60 and 48, respectively. Such P/Es are, of course, out of this world, and the imminent crash was just around the corner. Investors ran for the hills, sending shares of these more »
Cisco (NASDAQ: CSCO), International Business Machines (NYSE: IBM), and Intel (NASDAQ: INTC) are the giants of the technology world. These companies are providing products and services to different areas of information and communication technology. Importantly, these companies are the drivers of innovations in their respective segments. Here is a look at how these companies are placed from a fundamental perspective.
Rev more »
My, how the tables have turned.
In the waning days of the dot.com bubble of the late 1990's and early 2000's tech stocks were considered way overpriced. Some had P/Es over 100 and drove the overall market to an incredibly high valuation.
Today a new group of stocks are considered by a number of analysts to be overpriced. Defensive and low-growth telecoms, utilities and consumer staples more »
Arguments relating to the death of the PC have become commonplace in today’s tech circles. In addition to PC shipments declining in an ever-so-fast fashion, stocks in the PC sector have received a thorough pounding over the past few years. One such stock is Intel (NASDAQ: INTC)).
For the past several years, the chip maker has been shadowed by relentless bears. In the wake of yet another non-moving quarter more »
Intel (NASDAQ: INTC) is facing some serious pressure due to the stagnating growth of the personal computer. It belongs to a product eco-system that relies heavily on the inter-connected co-operation of the members and its dominance in desktop semiconductors is unquestionable.
Intel is getting beaten
The problem comes from Intel’s unwillingness, or slowness, to adopt product strategies that can sustain the company’s growth. Intel missed out on mobile more »
It’s been a fascinating –if at times confusing-earnings season for the industrials. In the good old days all an investor needed to do was look at the ISM manufacturing index and generally expect his stock to trade in the direction of its trends. Not anymore. In this disjointed recovery all industrial sectors are equal, but some are more equal than others. The question is does your stock have exposure more »
Warren Buffett has been one of the most prominent investors in companies with wide moats. He often referred to his investment targets as companies that possess “long-term competitive advantage in a stable industry” or, in other words, “an enduring ‘moat’ that protects excellent returns on invested capital.” Wide moats and excellent ROIC, likely the best measure of economic profitability, generally go hand-in-hand. What’s more, over longer time horizons, wide more »