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Motorola Solutions, Inc.

  • ValueAct Shakes Things Up

    By Marshall Hargrave - May 22, 2013 | Tickers: HAL, MHFI, MSFT, MSI

    The long-term focused ValueAct hedge fund was founded by Jeff Ubben, the former managing partner of Blum Capital. ValueAct takes a long-term focus, usually making three-to-four new investments per year, running a concentrated portfolio of around 15 stocks and holding each for around three years. Outlined below are ValueAct's latest shakeups to its portfolio during the first quarter (see all the stocks ValueAct loved).

    ValueAct did dump a couple more »

  • This Long/Short Fund Finds Opportunity in Prom Season

    By Meena Krishnamsetty - May 14, 2013 | Tickers: BEAV, FNP, MSI, MW, GRA

    Glenhill Advisors was founded in 2001 by Glenn Krevlin, who uses a long-short strategy concentrated in the technology, services, and consumer goods sectors. Currently, the fund’s equity portfolio is valued at nearly $600 million with 55 positions (including options), according to the most recent 13F filed with the SEC. More than a quarter of the entire portfolio is concentrated in the top five positions.

    Why should we pay attention more »

  • This Stock Has a Lot to Talk About

    By Marshall Hargrave - April 23, 2013 | Tickers: HRS, LLL, MSI

    Harris (NYSE: HRS) has been making the transition from a diversified electronics company to one that is focused on communications. The company is now an international communications and IT entity serving both government and commercial markets.
     
    Recent news shows that Harris has updated its fiscal third quarter earnings guidance, and now expected to post EPS of $1.12 for the period, versus consensus of $1.27. This has pushed the more »

  • 3 Telecom-Focused Companies Worth Considering

    By Damon Churchwell - March 30, 2013 | Tickers: CIEN, MSI, VIP

    As a continuation of my European Telecoms blog, this posting will start with a look at VimpelCom (NYSE: VIP), a Netherlands-based company with substantial mobile operations. Its largest geographical market being Russia, an emerging economy, VimpelCom shares have upside potential, particularly if investors start to take on more risk. Investors have been somewhat cautious with regard to the stock, despite some favorable metrics.

    Secondly, I will return to the telecom more »

  • The Conglomerate Makes Another Acquisition

    By Mike Thiessen - March 26, 2013 | Tickers: GE, HON, IN, MSI | Editor's Choice

    In December of 2012, Morristown, New Jersey-based Honeywell (NYSE: HON) announced its intention to purchase Everett, Washington-based bar code manufacturer Intermec (NYSE: IN) for about $600 million in cash. This deal would combine a major industrial conglomerate and a struggling niche company that had been experiencing serious financial duress. Although Honeywell's motivations for the acquisition were not immediately clear, Intermec operates in a strategic space that just about any more »

  • A Good Value Despite High Multiples?

    By Ted Cooper - March 26, 2013 | Tickers: HRS, HON, MSI

    Hedge funds have been buying shares of Motorola Solutions (NYSE: MSI), despite it trading at high multiples of traditional value measures. The stock currently trades at 20x earnings, 21x free cash flow, 9.5x EV/EBITDA, and 10x tangible book.

    However, traditional value measures are only a starting point for finding real value in the market. In fact, most good investment opportunities are not obvious upon first glance. Therefore, it more »

  • Grab These Dividend-Paying Top Technology Stocks Now!

    By Aubrey Tabuga - March 13, 2013 | Tickers: CSCO, EFX, IBM, MSI, ORCL

    If you are looking for technology stocks to quench your thirst for stable and possibly increasing streams of dividend income, you've arrived at the right article. Tech stocks are innately aggressive and volatile, hence, the dividends they pay act as an important buffer. I have compiled some technology stocks that are currently hot that have remarkably grown their dividend payments in recent years. These are International Business Machines (NYSE: IBMmore »)

  • Growth-Oriented Hedge Fund Focusing on Google, Priceline

    By Meena Krishnamsetty - March 8, 2013 | Tickers: ADBE, GOOG, MSI, PCLN, WYNN

    At Insider Monkey, we track 450 of the world's most elite hedge funds, because as our research shows, the best equity holdings of the most talented money managers have had market-beating potential in the past. Our small-cap strategy beat the broader indices by 18% a year for more than a decade in our back tests, and since sharing these picks with the public, they've beaten the S&P more »

  • Which Billionaires Made It Big In 2012?

    By Marshall Hargrave - March 6, 2013 | Tickers: CVI, LLY, HAIN, MSI, SIRI

    Billionaire hedge fund manager David Tepper posted outstanding 2012 performance; he brought in $2.2 billion and returned some 30% for his hedge fund Appaloosa Management. In light of his success, it's time to dig a bit deeper into how other top hedge fund managers made their fortunes in 2012.

    Icahn takes second place
    Billionaire Carl Icahn came in second behind Tepper in 2012, earning some $1.9 billion more »

  • Billionaire Steve Cohen Is Betting on This Tech Stock

    By Meena Krishnamsetty - February 12, 2013 | Tickers: ALU, ARRS, CSCO, JNPR, MSI

    SAC Capital Advisors, a large hedge fund managed by billionaire Steve Cohen and his team, has reported a position of 5.7 million shares in Arris Group (NASDAQ: ARRS), a $1.9 billion market cap communications equipment designer and manufacturer. This is up from the 2.6 million shares that SAC reported owning at the end of September 2012, and the fund now owns 5% of the total shares outstanding more »

  • The Surging Net Payout Yield of Seagate Technology

    By Mark Holder - January 30, 2013 | Tickers: AMAT, MSI, STX

    When Seagate Technology (NASDAQ: STX) reported earnings on Monday night, it confirmed that the company had continued a massive buyback spree that began in January of 2012. Along with a current 4.5% dividend yield, the stock provides a massive net payout yield (NPY) of almost 30%.

    The company is a worldwide leader in hard disk drives and storage solutions.

    Seagate dropped over 9% as investors were disappointed with results more »

  • iPhones Are Profitable, But Are They The Best?

    By Tyler Wofford - January 17, 2013 | Tickers: AAPL, BBRY, GOOG, MSI, NOK, SNE

    At 29 years of age, Alexander Graham Bell invented a device in 1876 that we are still improving today. In July of 1877 Bell Telephone Company was formed, and even to this day there are dozens of manufacturers - most of them cell phone manufacturers. What is more important to a cell phone company - its image, or its innovation?

    Research In Motion (NASDAQ: BBRY) has performed very well in late 2012 more »

  • A Stock Held Down For 11 Years That is Now Arranged For A Breakout

    By Ryan Guenette - January 2, 2013 | Tickers: ALU, CSCO, JNPR, MSI, ERIC

    A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough perspective on a company and its future. As 2012 draws to a close, I would like to pinpoint a global leader in the communications and information technology industries: Cisco Systems (NASDAQ: CSCO).

     

    Strengths:

    • Solid Revenue Growth: In 2007, Cisco reported revenue of $35.0 more »

  • 3 Top Opportunities From Fir Tree Partners

    By Federico Zaldua - December 26, 2012 | Tickers: EQIX, GPN, MSI

    In this article I analyze Fir Tree Partners portfolio. Fir Tree Partners is a New York City based privately owned investment hedge fund founded by Jeffrey Tannenbaum in 1994. The fund has been averaging a healthy return of 28% annually since its inception, beating the S&P 500 index by over 18%. Today, the firm manages over seven billion dollars on behalf of major endowments, foundations, pension funds (private and more »

  • Is Qualcomm a Good Stock to Buy?

    By Meena Krishnamsetty - December 4, 2012 | Tickers: BRCM, MSI, NOK, QCOM, TXN

    There were five finance and insurance companies on our list of the ten most popular stocks among hedge funds for the third quarter of the year. There were the widely followed tech stocks- Apple, Google, and Microsoft- and popular value play GM. The final stock in the rankings, coming in at #10 with 77 hedge funds and other notable investors reporting a position, was $108 billion market cap communication equipment more »

  • This Tech Stock Offers Growth At A Reasonable Price

    By Meena Krishnamsetty - October 31, 2012 | Tickers: BRCM, MSI, NOK, QCOM, TXN

    Hedge funds liked Qualcomm (NASDAQ: QCOM) during the second quarter, as at the end of June the company made our list of the ten most popular stocks among hedge funds. 76 funds and other notable investors reported a long position in the telecommunications products and services company on their 13F filings (see the full rankings). Billionaire Ken Fisher’s Fisher Asset Management was one of the funds which liked Qualcomm more »

  • 5 Technology Picks by This Tech-Focused Hedge Fund

    By Meena Krishnamsetty - September 27, 2012 | Tickers: ADBE, CHKP, CTXS, MSI, VMW

    Criterion Capital is a long/short investment fund that focuses on technology, media, and telecommunications investments. As of the end of June, over 75% of the value of the fund’s positions were in the technology sector according to Criterion’s 13F. Criterion makes fundamentals-driven investments in quality businesses, utilizing the diversity inherent in the various technology industries to diversify its portfolio, and also takes short positions to help provide more »

  • Long-Term Investment Ideas from Value Investor Jeffrey Ubben

    By Meena Krishnamsetty - September 13, 2012 | Tickers: ADBE, BCR, MSFT, MSI, VRX

    Jeffrey Ubben founded ValueAct Capital and, since 2000, has served as its CEO and CIO. Prior to founding and managing his own fund, Ubben was a managing partner at Richard Blum’s Blum Capital Partners for five years. ValueAct tends to focus its efforts on effecting change at a small number of companies, so its portfolio remains relatively focused and stable. The fund usually makes only three to four new more »

  • Highside Capital's Top Stock Picks

    By Meena Krishnamsetty - September 12, 2012 | Tickers: AZO, CVS, ESRX, MSI, YHOO

    Highside Capital Management, managed by Lee Hobson, maintains a balanced portfolio of equities focused in the service, technology, finance, and healthcare sectors, among others. The fund invests via a standard long/short strategy. Having completed his undergraduate studies at Princeton in 1987, Hobson went on to receive his M.B.A. from Harvard Business School in 1992. Before founding Highside Capital in 2003, Hobson worked as a partner at Lee more »

  • Smartphone Wars Heat Up in Court

    By Douglas Ehrman - August 22, 2012 | Tickers: AAPL, GOOG, MSI, NOK, ERIC

    This could prove to be a particularly interesting week for smartphone behemoths Apple (NASDAQ: AAPL), Google (NASDAQ: GOOG) and Samsung Electronics.  Apple is involved in several patent infringement cases with both Samsung and Motorola Mobility, which was acquired by Google in May of this year.

    The cases involve litigation in multiple jurisdictions in front of multiple bodies, including the U.S. International Trade Commission. A key decision is expected by more »

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