Cloud computing and data storage markets are quickly ballooning and picking up steam going forward:
Gartner thinks that global spending on public cloud services will achieve a CAGR of over 17% from 2011 to 2016. The market is also expected to be worth over $200 billion by 2016. So who will this benefit the most?
The leader is not leading in profits...
The current leader of the public cloud market more »
The most complete picture of what hedge funds own comes in the form of quarterly 13F filings. Even though the information in these filings is somewhat out of date by the time it is made public, it is still possible to use it to earn profits; we have found that the most popular small cap stocks among hedge funds earn an excess return of 18 percentage points per year, and more »
Recently, the tech conference was hosted by Goldman Sachs in which different companies presented their future directions. Among those companies, Apple (NASDAQ: AAPL) also presented its case. Normally, these sorts of conferences are good in two manners for investors:
1) Given that companies present their cases, it is a good ‘contact point’ for investors. Normally, investors only find such detailed discussion on the company on the earnings conference call.
2 more »
Companies with small market capitalizations are less visible and usually less known than large to mid caps, and thus a disconnect between the market and a small-cap company's valuation often occurs. They are also less frequently traded than most of the bigger well-knowns and blue-chips, which often contributes to the lack of analyst coverage and news available in relation to many small-cap companies. Small-caps also often carry much higher more »
We saw some big moves following earnings on Friday, and this leaves investors wondering what moves to make next. Therefore, I am looking at the biggest movers, explaining why they moved, and then what to do next.
QLogic Corp (NASDAQ: QLGC)
The most impressive reaction following earnings was most likely by QLogic. The stock is currently trading higher by almost 15% after beating expectations on both the top and bottom more »
Paul Singer founded Elliott Associates in 1977, and since then has taken an activist approach to investing. Singer takes meaningful positions in companies that are distressed and underperforming in an effort to encourage management to unlock shareholder value, either by a spinoff or a reorganization. Singer holds a BS in psychology from the University of Rochester and a JD from Harvard. Before founding Elliott, Singer spent time at various law more »
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.
In an amended schedule 13D filing with the SEC last Friday, Elliott Management reported that it was decreasing its stake in Brocade Communications Systems (NASDAQ: BRCD) from 8.4% to 5.9%. As of its most recent transaction, Paul Singer’s hedge fund now owns 27.1 million shares of the networking equipment company worth a little over $168 million.
At the end of this year’s second quarter, Elliott more »
Margins in PCs are on their last legs. Fierce overseas competition, high consumer expectations, and the never-ending stream of “me too” tablets and ultrabooks have left profit margins in the regular personal computer market eroded. Dell’s (NASDAQ: DELL) recent 2012 Analyst Meeting reveals a few notable facts here: Revenues in the consumer PC market (including desktop, laptops, and displays) are down another 5% YoY, and operating income in the more »
QLogic (NASDAQ: QLGC) has been one of the stronger stocks in the broader market the past 6 months, rising by 30%. However, it seems that upside from here is limited as analysts and valuation metrics suggest.