Polycom

  • Check Out These Companies Reporting July 23rd

    By Damon Churchwell - July 16, 2013 | Tickers: ALGT, DD, PLCM, R

    Here are previews of several of the companies scheduled to release June-quarter earnings on July 23rd. I will provide an idea of what earnings might have looked like and the factors impacting results, as well as a look at each company's valuation. Finally, I will discuss the best stock among the group for different investor categories.

    Chemical giant poised for a recovery

    DuPont's (NYSE: DD) challenged Performance Chemical more »

  • 3 Technology Stocks You Want to Watch

    By Damon Churchwell - June 28, 2013 | Tickers: GLW, PLCM, SMTC

    Some companies with solid product lines that tend to be at the leading edge of their respective markets have seen their stocks slip of late, as earnings comparisons have been under pressure. That said, results, for many, are apt to turn positive be it in the current quarter or later this year. Their combinations of strengthening customer demand, along with fundamentally sound business models, ought to support rebounds in profitability more »

  • Cisco and How Its Results Read Across the Tech Sector

    By Lee Samaha - May 22, 2013 | Tickers: T, CSCO, XXIA, PLCM, VZ

    Tech investors have seen a slew of warnings over the last few months, so Cisco Systems' (NASDAQ: CSCO) recent ‘beat’ was always likely to be well received. As ever with bellwethers, there is as much interest in what its constituent segments mean to the tech industry as there is in its own prospects. Moreover, as Cisco is reporting late in the quarter, there may be some indication that the tech more »

  • Is There A Reason This Company Is So Cheap?

    By Mike Thiessen - April 17, 2013 | Tickers: CTXS, PLCM

    Over the past few months, market-watchers have been turned on to an often-overlooked company that has dramatically improved its balance sheet and produced some eye-popping stock movements. Teleconferencing firm ClearOne (NASDAQ: CLRO) has seen its stock nearly double in value since the beginning of 2013 alongside some encouraging financial news. 

    Despite these positive movements, the company's P/E ratio remains severely depressed. Relative to two of its closest competitors more »

  • Is There A Reason This Company Is So Cheap?

    By Mike Thiessen - April 17, 2013 | Tickers: CTXS, PLCM

    Over the past few months, market-watchers have been turned on to an often-overlooked company that has dramatically improved its balance sheet and produced some eye-popping stock movements. Teleconferencing firm ClearOne (NASDAQ: CLRO) has seen its stock nearly double in value since the beginning of 2013 alongside some encouraging financial news. 

    Despite these positive movements, the company's P/E ratio remains severely depressed. Relative to two of its closest competitors more »

  • Is There A Reason This Is So Cheap?

    By Mike Thiessen - April 15, 2013 | Tickers: CTXS, PLCM

    Over the past few months, market-watchers have been turned on to an often-overlooked company that has dramatically improved its balance sheet and produced some eye-popping stock movements. Teleconferencing firm ClearOne (NASDAQ: CLRO) has seen its stock nearly double in value since the beginning of 2013 alongside some encouraging financial news. 

    Despite these positive movements, the company's P/E ratio remains severely depressed. Relative to two of its closest competitors more »

  • Is This Technology Facing Structural Decline?

    By Lee Samaha - March 19, 2013 | Tickers: CSCO, HPQ, MSFT, PLCM

    It’s tough to know what to make of the telepresence and videoconferencing market. While the earnings slowdown with its leading listed protagonists Polycom (NASDAQ: PLCM) and Cisco Systems (NASDAQ: CSCO) is easy to spot, the reasons for it are less obvious. Is it a structural decline or is it just due to some pressures on discretionary IT spending at this stage in the cycle?

    Structural Decline?

    It seems that more »

  • Billionaire Leon Cooperman Made a Big Bet on This Teleconference Company

    By Meena Krishnamsetty - March 19, 2013 | Tickers: CSCO, CTXS, JNPR, PLCM, RVBD

    A 13G filed with the SEC has reported that Omega Advisors, a hedge fund managed by billionaire Leon Cooperman, owns 9.6 million shares of Polycom (NASDAQ: PLCM), a $1.8 billion market cap technology company whose products are aimed at easing remote voice and video conferencing. This is up from 5.7 million shares at the beginning of January, according to Omega’s 13F for the fourth quarter of more »

  • Market-Moving Institutional/Insider Moves Worth Noting

    By Brian Nichols - March 15, 2013 | Tickers: DDD, ETFC, PLCM

    If there’s one thing I’ve learned over the last decade, it’s to follow the insiders, and sometimes the institutions. These are people who have more information than you. Therefore, let’s take a look at some of the big insider/institutional moves.

    A Situation to Monitor Closely

    3D Systems (NYSE: DDD) saw a 4.2% decline on Thursday when 13D filings showed that the company’s co-founder more »

  • Tech's Bellwether Signals a Mixed Spending Environment

    By Lee Samaha - February 15, 2013 | Tickers: CSCO, EQIX, FTNT, XXIA, PLCM

    The market didn’t like Cisco's (NASDAQ: CSCO) recent results much, but then again the stock is coming off a very strong run. In summary, I thought these results were bullish overall for US corporate IT spending but less so for Cisco. The company has heavy public exposure and it is going to have to weather pressure on the public purse in the US. Meanwhile, the global picture is more »

  • What Cisco's Earnings Will Tell the Tech Market

    By Lee Samaha - February 10, 2013 | Tickers: ARUN, CSCO, EQIX, FTNT, PLCM

    In general it’s been a better than expected earnings season for technology. Sure there have been some disappointments with cautious enterprise spending and Government cutbacks, but we haven't seen any major IT stock say that the macro conditions are noticeably getting worse. All of which leads us into Cisco System’s (NASDAQ: CSCO) results for Q2. I want to preview them so investors can quickly know what to more »

  • Four Upcoming Earnings Reports

    By Damon Churchwell - January 23, 2013 | Tickers: CLS, DAL, PLCM, TXT

    During the week of January 21st, we will learn how some of the most significant companies fared in the final quarter of 2012. These few firms are disparate and sometimes at odds with one another.

    Textron (NYSE: TXT)

    Like General Electric, Textron’s profits are seeing gains from an improved performance in its Finance unit. The liquidation of finance receivables and ridding of bad loans is allowing for a doubling more »

  • A Deeper Look into Cramer's Nov. 28 Lightning Round

    By Dr. Osman Gulseven - December 3, 2012 | Tickers: CSCO, PLCM, RHT, SBUX, TEA

    For Jim Cramer, the host of CNBC's Mad Money show, Cramer wants to help stock traders make some “mad money.” How? By presenting market facts and explaining the rules of the Wall Street game. During the Lightning Round, Cramer makes a call on viewers' picks. He needs just a few seconds before deciding on a bullish or bearish call. However, we should take some time more »

  • One Acquisition After Another For This Tech Company

    By Ron Chatterjee - December 1, 2012 | Tickers: ALU, CSCO, JNPR, PLCM, ERIC

    A series of acquisitions must be a sort of power play for this company? Of course, in this sector, it is considered a must for progress and expansion; let's see how Cisco is playing its hand.

    In this article, we are going to look over this year’s acquisitions made by Cisco (NASDAQ: CSCO), and how they have affected the respective quarterly financial statements of the company.

    February 24 more »

  • Tech's Bellwether Wows the Market

    By Lee Samaha - November 15, 2012 | Tickers: ARUN, CSCO, FFIV, JNPR, PLCM

    Cisco Systems (NASDAQ: CSCO) allayed the worst fears of the market and the stock got a nice boost. There was nothing really unexpected in these results, but the commentary on enterprise spending was welcome after other tech heavyweights had taken a far more cautionary tone. In summary, Cisco remains a value play and I think the key to its future performance will lie in how it uses its cash flows more »

  • 3 Stocks Insiders Bought Recently

    By Meena Krishnamsetty - September 4, 2012 | Tickers: MPO, MCP, PLCM

    At Insider Monkey we track both activity by investors and other large investors as well as insider purchases and sales. Because a company insider’s future earnings are often tied to the business they work for, investing a larger portion of their wealth in the same business reduces their diversification. Therefore, it is not rational for an insider to buy additional shares of a company’s stock unless they are more »

  • Cisco's Results and What They Mean to the Rest of the Tech Sector

    By Lee Samaha - August 22, 2012 | Tickers: ARUN, CSCO, PANW, PLCM, VZ

    Tech investors have learned to brace themselves for Cisco (NASDAQ: CSCO) results, so it was a pleasant surprise to see such a positive reaction. My take on the results is that they read quite well for the technology market but less positive for Cisco itself. However, in terms of Cisco as an investment I think the outlook just got better. The company is doing the right thing in accepting its more »

  • Why Companies are Cutting Back on Spending in This Tech Sector

    By Lee Samaha - August 6, 2012 | Tickers: CSCO, LOGI, MSFT, PLCM

    In recent months the markets have been selling off enterprise technology stocks as if we were about to enter a dark age of Luddite supremacy where we end up turning to the Amish for advice in how to live in this brave new world. Fortunately, it doesn’t work like that.

    However, in a slowdown corporations will change their IT spending habits. They will focus on maintenance spending or critical more »

  • More Digging Through the Remains of Earnings Season

    By Matthew DiLallo - May 14, 2012 | Tickers: CSCO, EBAY, LOGI, MELI, PLCM

    With earnings season starting to wind down I’ve been sifting through the rubble of companies that saw their stock prices crushed in the wake of their reported earnings.  There are times that the market is being too short sighted and missing the potential that lies ahead.  I, on the other hand, tend to look to hold stocks for years and if a company I would like to own more more »

  • Major Advertisers Pull Out from the Rush Limbaugh Show

    By Arthur Pinkasovitch - March 9, 2012 | Tickers: AOL, DE, JCP, NFLX, PLCM

    According to the Daily Ticker 24 companies have dropped their advertising campaigns from Rush Limbaugh’s radio program and the list is still growing. Although Limbaugh does not demand the same premium in terms of advertising dollars as, say Tiger Woods, who was dropped by Accenture and Gillette shortly following the negative publicity which followed his indiscretions, The Rush Limbaugh Show is the highest rated talk radio program in the more »