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Marvell Technology Group Ltd.

  • A Bargain in the Semiconductor Sector

    By Matthew Frankel - May 21, 2013 | Tickers: MRVL, QCOM, STM

    Marvell Technology (NASDAQ: MRVL) produces semiconductor products for the storage, mobile, and networking industries.  Shares of the company have done well lately along with most of the rest of the market, however shares are still well below where they were just a few years ago.  In fact, the current share price is about half of its 2012 peak.

    When a company like this trades inversely to the rest of the more »

  • An Opportunity May Arise if This Stock Crashes Post Earnings

    By Harsh Chauhan - May 20, 2013 | Tickers: MRVL, QCOM

    Chipmaker Marvell Technology (NASDAQ: MRVL) is on a roll this year with the stock gaining close to 60%. This performance is remarkable when we consider that the stock had crashed close to 50% in 2012 as its business faced stiff competition from all sides.

    While investors will certainly be happy with Marvell’s terrific comeback, its upcoming first-quarter report, which is set to be released on May 23, will play more »

  • 5 Dividend Stocks Boasting High Free Cash Flow Yields

    By Meena Krishnamsetty - May 17, 2013 | Tickers: BLC, KLAC, MRVL, OMI, DGX

    Free cash flow (FCF)—or owner earnings, as referred to by the legendary investor Warren Buffett—represents the cash available to shareholders after all other claims have been met. Based on FCF, a good measure of the fundamental strength of a company is its FCF yield, which is calculated by dividing a company’s FCF per share by its current market price per share. A positive FCF yield means the more »

  • David Einhorn Is Bullish on These Two Tech Stocks

    By Anh HOANG - May 16, 2013 | Tickers: AAPL, MRVL, MSFT

    David Einhorn, the famous hedge fund manager, has returned as much as 21.5% annually to investors since his fund's inception in 1996. Recently, he released the first-quarter shareholder letter for his firm, The Greenlight Capital funds. In the first quarter, the fund gained 5.8%, net of expenses. Einhorn considered the first quarter “a quarter of reversal.” Marvell Technology (NASDAQ: MRVL), his biggest loser in 2012, turned out more »

  • This Stuggling Semiconductor Business Offers Huge Upside

    By Ted Cooper - May 7, 2013 | Tickers: MRVL, STM, TXN

    Technology companies come and go as new innovations create new companies and destroy old ones. As a result, investors in high-tech businesses tend to be quick to flee at the first sign of trouble. While this is sometimes a prudent move, investors have overreacted to Marvell Technology's (NASDAQ: MRVL) recent slowdown.

    Good risk/reward

    Marvell is a leading semiconductor company that operates in the wireless, storage, and networking markets more »

  • Einhorn Reducing Position in Marvell

    By Mike Thiessen - April 27, 2013 | Tickers: MRVL, MU

    David Einhorn’s Greenlight Capital is the largest holder of Marvell Technologies (NASDAQ: MRVL), owning close to 10% of the outstanding shares. Early in April, Greenlight trimmed its position in Marvell. In three Form 4 SEC filings, the position was trimmed by 1.64 million shares from the 51.8 million in the Dec. 31, 2012 filing. There were no additional filings since but this could be a sign Einhorn more »

  • David Einhorn Sells This Chipmaker. Don't Worry!

    By Anh HOANG - April 12, 2013 | Tickers: LSI, MRVL, STM

    Recently, David Einhorn, one of the most successful hedge fund managers, has sold around 1.27 million shares in Marvell Technology Group (NASDAQ: MRVL) at around $10.16 per share, with a total transaction value of around $12.9 million. David Einhorn has been publicly bullish on this chipmaker for several years.

    Should investors consider this sale as the change in his opinion about Marvell? Should we turn bearish on more »

  • David Einhorn Sells This Chipmaker. Don't Worry!

    By Anh HOANG - April 9, 2013 | Tickers: LSI, MRVL, STM

    Recently, David Einhorn, one of the most successful hedge fund managers, has sold around 1.27 million shares in Marvell Technology Group (NASDAQ: MRVL) at around $10.16 per share, with a total transaction value of around $12.9 million. David Einhorn has been publicly bullish on this chipmaker for several years. Should investors consider this sale as the change in his opinion about Marvell? Should we turn bearish on more »

  • Intel's Price Is Heading Up

    By Ron Chatterjee - April 8, 2013 | Tickers: AMD, INTC, MRVL

    Intel's (NASDAQ: INTC) stock price fell by around 21% in the last year. While the popular analysts' opinion is that Intel is a hold, let us dig deeper to learn the full story.

    Looking at the price graph below, we can be certain that the stock price is currently below the average trend line. Keeping this in mind, it can be said that Intel's price should go up more »

  • Intel's Price Is Heading Up

    By Ron Chatterjee - April 1, 2013 | Tickers: AMD, BRCM, INTC, MRVL, NVDA, QCOM, STM

    Intel's (NASDAQ: INTC) stock price fell by around 21% in the last year. While the popular analysts' opinion is that Intel is a hold, let us dig deeper to know the full story.

    Looking at the price graph below, we can be certain that the stock price is currently below the average trend line. Keeping this in mind, it can be said that Intel's price should go up more »

  • These Semiconductors Shall Lead

    By Joe Sabatucci - March 21, 2013 | Tickers: CY, INTC, MRVL

    There are several "boom bust" industries which periodically present great opportunities in the market. As a long time investor in the great dividend paying business Intel (NASDAQ: INTC), I follow the semiconductor industry which has certainly has seen its rocky times. In late 2010, this sector had seen nice growth, but had been busted by the end of the year due to excessive PC inventories as the public started switching more »

  • Billionaire David Einhorn's Big Moves

    By Marshall Hargrave - March 19, 2013 | Tickers: AET, AAPL, GOOG, MRVL, VOD

     Billionaire David Einhorn, founder of value-oriented hedge fund Greenlight Capital, managed to return some 21.5% annually through 2010 (since he started Greenlight in 1991). Greenlight and Einhorn employ a fundamental approach to investing, focusing on intrinsic value. During the fourth quarter last year, Einhorn reiterated his confidence in a couple of his top picks by adding to his positions, notably keeping a certain tech giant as his top pick more »

  • Billionaire David Tepper's Top Moves

    By Marshall Hargrave - March 8, 2013 | Tickers: AIG, AAPL, IP, MRVL, MET

    Billionaire David Tepper, founder of Appaloosa Management, was the top earning hedge fund manager for 2012, raking in $2.2 billion, after helping his hedge fund return 30% for the year. That should be reason enough to check up on Tepper's fourth quarter 2012 buys and sells, so let's see which stocks Tepper and Appaloosa are gearing up for 2013 with (see all of Tepper's stocks more »

  • Profit From Intel's Colossal Failure

    By Ken McGaha - March 7, 2013 | Tickers: AMD, INTC, MRVL, NVDA, QCOM, TXN

    Normally, when a business delivers results that fail to meet investors' expectations, it is due to poor financial performance.  Today, I believe I have found the exact opposite situation: a business that will miss expectations by continuing to survive and thrive but is currently priced to fail.   Wall Street and the average investor seem to believe that Intel (NASDAQ: INTC) will be going out of business in about five years more »

  • Three Risks Marvell Technology Faces In The Year Ahead

    By Cory Renauer - March 4, 2013 | Tickers: CMGE, MRVL, WDC

    Marvell Technology Group (NASDAQ: MRVL) is one of Greenlight Capital's largest positions, comprising nearly 5.9% of its tech-heavy portfolio. David Einhorn has had to defend his decision to keep such a large position in this very well managed company several times over. Rather than defend my position in this company, I would like to discuss three serious risks to Marvell's future.

    Marvell is highly dependent on several more »

  • Broadcom to Join LTE Race

    By Daniel James - March 4, 2013 | Tickers: BRCM, MRVL, NVDA, QCOM

    One of the most interesting areas in technology at the moment is the mobile chipset industry. Companies active in this arena have been able to greatly profit from the huge popularity of smartphones and other mobile technologies, and competition for the top manufacturing slots is heating up. Qualcomm (NASDAQ: QCOM) has for a long time dominated the space, but rival chipmakers are starting to introduce their own products in an more »

  • Marvell Will Head Higher in 2013

    By Anh HOANG - February 26, 2013 | Tickers: LSI, MRVL, STM

    Hedge fund manager David Einhorn has been bullish on Marvell Technology (NASDAQ: MRVL), increasing his stake in the company from 16.6 million shares in the third quarter of 2011 to more than 51.8 million shares. As of December 2012, Marvell became his fourth biggest position, accounting for 5.9% of his total portfolio. However, Marvell has just reported depressing full year 2013 earnings results. Both the revenue and more »

  • Is Marvell Technology a Momentum Stock or a Solid Long-Term Play?

    By Harsh Chauhan - February 25, 2013 | Tickers: BBRY, MRVL, QCOM, STX

    Chipmaker Marvell Technology’s (NASDAQ: MRVL) recently reported fourth-quarter results must have reinstated investors’ faith in the company, as it handily beat consensus estimates and issued a solid guidance for the current quarter.

    Revenue of $775 million was 4.4% higher than last year, and comfortably ahead of the $720.9 million analyst estimate. Also, Marvell delivered a solid bottom line beat by earning $0.19 on a non-GAAP basis more »

  • Baidu Is Helping Disrupt the Server Market

    By Chris Moore - February 25, 2013 | Tickers: AMD, AMZN, ARMH, BIDU, DELL, FB, GOOG, HPQ, INTC, MRVL

    Baidu (NASDAQ: BIDU), often referred to as the Google of China, has adopted new, low-power servers from Marvell Technologies (NASDAQ: MRVL). A large tech company adopting low-power servers isn’t typically news, but in this case it's certainly news for the chip sector. Baidu’s new servers are built around ARM Holdings (NASDAQ: ARMH) chip designs, a key shift in server design. ARM dominates the smartphone chip market, providing more »

  • Go Shopping, Apple!

    By Mark Hibben - February 19, 2013 | Tickers: ADBE, AAPL, MRVL, NVDA

    In 2012, Apple (NASDAQ: AAPL) added $38.7 billion to its already sizable pile of cash.  This is more than the annual GDP of many small countries, including Serbia, Panama, and Bahrain. Although some have urged Apple to return more cash to investors, Apple should use most of its cash to bolster its competitiveness, but finding productive ways to spend the cash is becoming difficult. It's time to think more »

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