Mellanox Technologies, Ltd.

  • Can Open Development Save IBM's Server Unit?

    By Dana Blankenhorn - August 8, 2013 | Tickers: GOOG, IBM, MLNX

    Far below the surface of its balance sheet, IBM (NYSE: IBM) has a hole in its hull.

    That hole is its server unit, which has been losing share steadily over the years. The company keeps boosting the power, introducing new designs with great fanfare.  But big customers keep moving toward cloud, which uses cheap, commodity hardware. So IBM has been furloughing workers in the division. 

    The company's latest effort more »

  • Mellanox: Operating In A Safer Zone Now

    By Awais Iqbal - July 2, 2013 | Tickers: INTC, MLNX

    Some industries follow the norm of giving returns to their shareholders in the form of price appreciation only. Semiconductor industry falls under this category where companies mostly do not declare annual dividends. The investor’s only source of income is price return, realised on the sale of investor’s stake in the business.

    Semiconductor industry overview

    Following the recovery from the recession, the United States has once again returned to more »

  • Is it Time to Buy These 3 Fallen Stocks?

    By Brian Nichols - June 26, 2013 | Tickers: FIO, IOC, MLNX

    After being market laggards, these three stocks saw gains on Tuesday behind various catalysts – but which, if any, are a buy? In this article, I am looking at these stocks to determine the answer to this question.

    Low Expectations Create Gains

    Neither Apple nor Facebook have continued to grow with the same level of intensity that many analysts had projected last year. As a result, the cloud company Fusion-io (NYSE: FIOmore »)

  • Are the Days Numbered for This Networking Equipment Stock?

    By Robert Hanley - April 10, 2013 | Tickers: ELX, MLNX, RAX

    Emulex (NYSE: ELX) may have been one of the go-go stocks of the late 1990s, but recent times have seen the company’s fortunes slip sharply. The consolidation of the server space, now dominated by tech giants HP, IBM, and Dell, has eliminated Emulex’s pricing power on sales of its components, leading to weak profits and a declining stock price. The company’s cheap valuation, with a P/E more »

  • Is This Networking Equipment Stock's Days Numbered?

    By Robert Hanley - April 8, 2013 | Tickers: ELX, MLNX, RAX

    Emulex (NYSE: ELX) may have been one of the go-go stocks of the late 1990’s, but recent times have seen the company’s fortunes slip sharply. The consolidation of the server space, now dominated by tech giants HP, IBM, and Dell, has eliminated Emulex’s pricing power on sales of its components, leading to weak profits and a declining stock price. The company’s cheap valuation, with a P more »

  • 2 Fallen Growth Stocks: 1 to Buy & 1 to Sell!

    By Brian Nichols - March 13, 2013 | Tickers: MLNX, QCOR

    A large downtrend is often a normal part of any stock’s life cycle. There are very few stocks that see massive runs higher that then don’t experience at least one 40% swing lower (i.e., Netflix, Green Mountain Coffee Roaster, Apple). This swoon can often create opportunity to repurchase the stock at a much cheaper price, as it usually realigns expectations with growth. Here, I am looking at more »

  • Three Market-Moving Upgrades: 2 to Buy & 1 to Sell

    By Brian Nichols - March 8, 2013 | Tickers: MLNX, SUNE, TPLM

    It Might Finally Be Time to Buy this Fallen Stock

    Shares of semiconductor company Mellanox Technologies (NASDAQ: MLNX) saw a boost in valuation after JMP Securities upgraded the stock to “Outperform’ with a $70 price target. The firm believes that its recent downtrend was too harsh and that the stock is now priced attractively. JMP also likes the company’s recent partnership with Radware and the fact that its InfiniBand more »

  • Stop and Think Before Selling These Leaders

    By Robert Hanley - February 4, 2013 | Tickers: AAPL, BBY, MLNX, RSH

    Investors have been a little trigger-happy lately, hitting the sell button on any hint of changing trends at their companies.  While your broker certainly enjoys the business, trading on emotion isn’t likely to do too much for your portfolio.  Businesses usually aren’t built or destroyed overnight, so investors need to separate short-term fluctuations from long term trends.  Let’s look at two situations.

    The rise of InfiniBand

    Shareholders more »

  • Management Matters: Be Careful Investing in these Companies

    By Brian Nichols - January 25, 2013 | Tickers: MLNX, TPX, TZOO

    There is perhaps nothing more important to the long-term direction of a stock moreso than management. Over the years I have discussed in detail how and why management is important both fundamentally and psychologically to the performance of a stock. If you don’t believe me just look at the debacle of Ron Johnson at J.C. Penney or the success of Bradley Jacobs and Steve Jobs at XPO Logistics more »

  • Four Sell-Offs that Might Create Opportunity

    By Brian Nichols - January 22, 2013 | Tickers: AMRN, ARNA, INTC, MLNX

    Last Friday there were numerous high-profile stocks to fall lower -- some caught my attention while others did not. The ones that did catch my attention were violent falls, or aggressive selling, due to fundamental and technical fear. However, in the midst of these downtrends there could be value, and I am looking at four such situations.

    Bad News for Intel Might be Priced Into the Stock

    Intel (NASDAQ: INTC) has more »

  • Four Market Losers: Two That Are Worth a Look

    By Brian Nichols - January 4, 2013 | Tickers: ALLT, FDO, LPIH, MLNX

    The market traded with slight loses on Thursday, after two sessions of significant gains. However, the losses and the trend on Thursday were by most accounts, considered a fairly flat session. Therefore, stocks that traded with large loss had major developments that led to the loss. With that being said, I am looking at the biggest losers, the catalysts, and determining whether any are a buy.

    Company

    Ticker

    1/3 more »

  • Their Gain, Your Loss

    By Shmulik Karpf - December 31, 2012 | Tickers: MLNX, NICE

    Rewarding employees by giving them stock warrants is a common practice in corporate America.

    In theory, it makes a lot of sense. By attaching an employee's paycheck to the performance of the company, you align the interest of this employee with the interest of the company. It is a win-win game.

    In practice, though, things are much less rosy than in theory. I will mention two arguments against this more »

  • Four Stocks That “Could” Double in 2013

    By Brian Nichols - December 29, 2012 | Tickers: LVLT, MLNX, SODA

    The market has traded flat for the last five years. Therefore, to find an investment that doubles in a year’s time is quite an accomplishment. This can be done with stocks in every industry, in all ranges of valuation.  In this piece I am looking at four stocks that “could” double. And I am looking at exactly what these companies must do in order to achieve this feat; it more »

  • Three Stocks Seeing High Short Interest, But Two Are Presenting Value

    By Brian Nichols - December 27, 2012 | Tickers: MLNX, NOW, TDC

    It always puzzles me when shorts surround themselves around certain stocks that have seemingly strong fundamental performance. At the same time, there are stocks where a short position is completely logical. With that being said, I am looking at three stocks that have seen a recent increase in short activity, two of which are illogical and one that looks to be a great short investment.

    Two Stocks with High Short more »

  • Three Stocks with Q4 Losses Will Trade Higher

    By Brian Nichols - December 27, 2012 | Tickers: AMRN, AAPL, MLNX

    Stocks in the coal and solar industry have bounced off their bottom lows to trade considerably higher with other fallen stocks such as Nokia during the last six months. Now, there is a new group of fallen stocks, but with the market’s history of reversing trends in January, I believe that several of this group will trade higher in the near future. And in this article, I am looking more »

  • Is Mellanox STILL Presenting Foolish Value?

    By Brian Nichols - November 26, 2012 | Tickers: DDD, MLNX, RHT

    On Oct. 23 I published an article entitled, “Mellanox: One Foolish Question for Those Who Sold on Thursday,” which criticized investors who sold the stock following its sell-off after earnings. Looking back, the sell-off proved to be a great buying opportunity (as I predicted), but is the stock still presenting foolish value?

    Mellanox: A Recap

    The reaction following Mellanox’s (NASDAQ: MLNX) quarterly report was one that I believed would more »

  • Apple Is Among This Hedge Fund’s Top Stock Picks

    By Meena Krishnamsetty - November 14, 2012 | Tickers: AAPL, BIDU, DSW, MLNX, PBR-A

    Driehaus Capital Management was founded by Richard Driehaus in 1982 and has since become a widely followed investment manager. Every quarter, the fund files a 13F with the SEC and in this document discloses many of its long equity positions; we like to use 13Fs from notable investors to serve as initial sources of tickers that we can do basic analysis of and decide whether or not they’re worth more »

  • Mellanox: One Foolish Question for Those Who Sold on Thursday

    By Brian Nichols - October 22, 2012 | Tickers: LNKD, MLNX, WDAY

    How much is a $3 million miss worth to you? If a company were to announce that it expects sales between $145 million and $150 million, but is “expected” to announce sales of $153.1 million then how much of a loss does this “miss” warrant? Keep in mind, this is just guidance, this particular company has a long history of crushing its own expectations. Therefore, think about it, would more »

  • This Fabless Semiconductor is Still Expensive

    By Anh HOANG - October 18, 2012 | Tickers: BRCM, ELX, MLNX, QLGC

    In the stock market, investors should be aware of any large price swings. We all know that it would be very irrational for a business, which was worth $1 yesterday, to be worth maybe only 50 cents or $2 today. We should not be influenced by it. Instead, we should consider it as an opportunity and take full advantage.

    What happened?

    A fabless semiconductor maker, Mellanox Technologies (NASDAQ: MLNX), fell more »

  • S&P 500 Adds to Gains as Volume Rises Across The Board

    By Joshua Hayes - October 17, 2012 | Tickers: ALGN, AAPL, INTC, IBM, MLNX

    IBM (NYSE: IBM) weighed heavily on the Dow Jones Industrial Average today helping keep the index in negative territory while the S&P 500 and NASDAQ close in the green. Volume on the exchanges was heavier across the board thanks to earnings trading from Intel (NASDAQ: INTC) and IBM. Both stocks were able to find buyers, but failed to get back into positive territory. More trouble for leading growth stocks more »

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