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OmniVision Technologies, Inc.

  • An Apple Supplier at a Great Price

    By Matthew Frankel - May 22, 2013 | Tickers: AAPL, OVTI, SNE

    I try to focus some of my attention on finding investment opportunities that are not well known and/or are undervalued relative to their potential for growth. One such company is OmniVision Technologies (NASDAQ: OVTI), a manufacturer of image sensor chips that are used in a variety of electronic devices. After a few years of disappointing earnings, this company that traded for more than $30 per share less than two more »

  • Did the Street Crush This Stock With Unrealistic Expectations?

    By Harsh Chauhan - March 1, 2013 | Tickers: AAPL, OVTI, TSLA

    Predicting OmniVision Technologies’ (NASDAQ: OVTI) outlook is like shooting at a moving target. You can never predict which route the stock will take after earnings since the company has never been consistent about its outlook, and this makes investing in the stock a very volatile proposition.

    Hence, the fact that OmniVision once again guided way below Street expectations for the current quarter after upstaging them the previous two times shouldn more »

  • Can This Apple Supplier Sustain its Momentum After Earnings?

    By Harsh Chauhan - February 25, 2013 | Tickers: AAPL, OVTI

    OmniVision Technologies (NASDAQ: OVTI), a developer of digital imaging solutions, will be releasing its third-quarter results on Feb. 28. Investors would be expecting OmniVision to keep its streak of Street beating quarters intact apart from sounding out a decent outlook. The stock has done pretty well in 2013 so far, gaining just over 9%, and a good earnings report would certainly provide further momentum.

    But for that to happen, OmniVision more »

  • Nuance: Buy or Sell?

    By Chris Lau - February 15, 2013 | Tickers: NUAN, OVTI, SYNA

    Investors punished Nuance Communications (NASDAQ: NUAN) after the company reported quarterly earnings that missed estimates, and guided several quarters of weak sales in two core business areas. Nuance now expects healthcare and sales in emerging markets (“EMEA”) to be weaker than previously estimated.

    Business Model at Risk

    Nuance, whose core business offering is in converting spoken words to text, is facing a fundamental decline in medical transcription volumes. As electronic more »

  • Why $500 Is so Important for Apple Shares

    By Chris Lau - January 15, 2013 | Tickers: AAPL, BBRY, CRUS, NOK, OVTI, QCOM

    Rumors briefly circulated that Apple (NASDAQ: AAPL) could enter the “dirt-cheap” market. More recently, Apple shares traded down again $18.55, or down 3.57%, on Jan. 14. News media outlets reported supply orders were cut, prompting fear that iPhone 5 sales would not meet heightened expectations. The first rumor of a cheap iPhone smartphone was quickly dispelled from an interview with Phil Schiller, Apple’s SVP in a Chinese more »

  • An Apple Play Basket for the New Year

    By Harsh Chauhan - December 28, 2012 | Tickers: AAPL, CRUS, OVTI, SWKS, TQNT

    I like Apple (NASDAQ: AAPL) for two reasons -- 1. It revolutionized smartphones as we know them, and 2. It opened up new areas for investors to make money (apart from an investment in Apple itself). The company has been under pressure ever since it released the iPhone 5 for some reason or the other, and has seen its year-to-date return decline to a “lowly” 26% as of this writing. But more »

  • Got $15 to Spare This Holiday Season? Consider Buying This Stock

    By Harsh Chauhan - December 1, 2012 | Tickers: AAPL, OVTI, SNE, TSLA

    There was a strong possibility that OmniVision Technologies ) would come out with strong numbers for its second-quarter, and it did just that. The company’s revenue shot up 79% from the year-ago period to $390.1 million on the back of a 50% jump in shipments, and adjusted earnings also grew by an impressive 60%. The results beat analyst estimates comprehensively and the outlook for the third-quarter was even more more »

  • It’s Showtime for This Apple Supplier

    By Harsh Chauhan - November 27, 2012 | Tickers: AAPL, OVTI, SNE

    Image sensor maker OmniVision Technologies (NASDAQ: OVTI) is expected to release its second-quarter results on November 29. While Fool analyst Seth Jayson has already done the number crunching and told us about the benchmarks OmniVision needs to satisfy, I will try to determine if it has the necessary firepower to meet, or even beat, them.

    OmniVision’s last quarterly report was a mixed one, with the company missing on earnings more »

  • 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 »

  • Consider Buying Apple and a Few Apple Plays Before the Good Times Begin

    By Harsh Chauhan - October 6, 2012 | Tickers: AAPL, BRCM, CRUS, OVTI, SWKS

    It’s been around three weeks since the iPhone 5 was officially introduced to the world. But, Apple (NASDAQ: AAPL) has faced flak from all over due to its lack of innovation in the iPhone 5, the Maps controversy, connection problems and what not. In addition, the company sold “only” 5 million iPhones over the first weekend this time, which missed analyst expectations by some distance.

    It seems all these more »

  • The Real Winner of the Smartphone Wars?

    By David Delony - September 28, 2012 | Tickers: AAPL, ARMH, GOOG, OVTI, QCOM

    If you already have a smartphone, chances are you're passionate about your choice, whether it's an Apple (NASDAQ: AAPL) iPhone or one of the various phones running Google's (NASDAQ: GOOG) Android platform.

    The situation mirrors the split between Macs and PCs in the 1980s and 1990s. Android is the PC: cheap, ubiquitous, and runs on a wide variety of phones from different manufacturers. The iPhone is elegant more »

  • This Apple Derivative Play is Back in Business

    By Harsh Chauhan - September 3, 2012 | Tickers: AAPL, CRUS, OVTI

    One quarter back, I had told you about a stock, an Apple (NASDAQ: AAPL) derivative play, which was selling at a throwaway price at that time. The stock was beaten down massively after the Street focused more on its margin woes rather than its bright prospects.

    One quarter later, the stock has added some 21% to investors’ wealth since my last post and looks set to do better. Ironically, the more »

  • Analog Devices Should get Better with the Economy, Till then Enjoy its Dividend

    By Harsh Chauhan - August 30, 2012 | Tickers: ADI, AAPL, OVTI

    If you’re scouting for semiconductor stocks for the long haul, you should put Analog Devices (NASDAQ: ADI) on your watchlist. The maker of integrated circuits has interests across a diverse range of industries, has a solid dividend yield, sits on a pile of cash, and is free cash flow positive. However, its end-markets have been pressured this year due to macroeconomic issues, a fact that reflects in its shrinking more »

  • This Apple Derivative Play Just Became a Bargain

    By Harsh Chauhan - June 3, 2012 | Tickers: AAPL, CRUS, OVTI, SWKS

    OmniVision Technologies (NASDAQ: OVTI) won’t just stop giving investors a heart attack. After a topsy-turvy ride last year, when OmniVision had to bear with Sony’s encroachment on its prized Apple (NASDAQ: AAPL) iPhone image sensor spot, the stock was having a better time in 2012. But OmniVision’s fourth quarter earnings report has thrown it off gear again.

    Into the gory details

    Everything was fine with OmniVision’s more »

  • A Few Apple Derivative Plays to Drive Your Portfolio

    By Harsh Chauhan - April 11, 2012 | Tickers: AAPL, BRCM, CRUS, OVTI, SWKS | Editor's Choice

    If you are someone who has put your money on Apple (NASDAQ: AAPL) and its derivative plays, 2012 must have been a good year for you so far. And why not! The latest iPad moved more than 3 million units in the first four days and might go on to sell around 14 million units this quarter if analysts at J.P. Morgan are to be believed. In addition, the more »

  • Will OmniVision Become a Lucrative Apple Play Again?

    By Harsh Chauhan - March 22, 2012 | Tickers: AAPL, OVTI

    It seems like OmniVision Technologies (NASDAQ: OVTI) is back in action. The stock was in dire straits in the second half of last year after there was speculation that Sony will replace OmniVision’s image sensors in the iPhone 4S. The speculation turned into reality when a teardown of the iPhone revealed that Sony had found its way inside the device, throwing a wrench into OmniVision’s monopoly in this more »

  • Looking into the Future with 20/20 Vision

    By Damon Judd - March 9, 2012 | Tickers: ATVI, CVC, OVTI

    Some stocks are clear winners, some are blurring the lines between advancing and declining, and some stocks are simply blind to any further upside action in their share price. In this post I am taking a closer look at a few stocks that have “vision” in their name, and will examine whether or not the future looks bright for them.

    Cablevision Systems (NYSE: CVC) on February 28 reported 4th quarter more »

  • Another Solid Semiconductor Stock

    By Eric Lumsden - February 20, 2012 | Tickers: MU, OVTI, SNE, STM

    A little while back I wrote about Micron Technologies (NASDAQ: MU), a semiconductor stock that had just emerged from a legal dispute with Rambus Inc.  The stock was down in value to a little over two times its cash holdings.  The company was a leading supplier of its product line, Dynamic Random Access Memory (DRAM), and it had yet to recover the value it lost during the period the lawsuit more »

  • 4 Cash-Rich Companies that Show Strong Value

    By Brian Gorban - January 3, 2012 | Tickers: BVSN, OVTI, TSRA, VECO

    There are many factors one can look at to see if a stock is undervalued and/or poised to move higher. One of my favorites is to buy companies trading at two-thirds or less their net current asset value as Benjamin Graham, who deserves all the credit for establishing this criteria, found that companies displaying this characteristic more often than not traded higher over the long-term.

    This is simply calculated more »