Category: Tech Stocks
The analysis published under this category are as follows.
Monday, April 22, 2013
Apple Stock Cash or Trash? / Companies / Tech Stocks
By: Money_Morning
Keith Fitz-Gerald writes: With Apple Inc. (Nasdaq: AAPL) off nearly 50% from its $705.07 a share high set last September, many investors want to know if it's a buy.
Not in my book. Here's why:
1. The company has held on to its premium pricing strategy for too long. Going out on price as it has recently with iPhones, for example, is the death knell of competitive differentiation. Businesses that engage in price wars have a very difficult time climbing back up the proverbial ladder.
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Friday, April 19, 2013
Intel Paints a Bleak Picture for Desktop PC's / Companies / Tech Stocks
By: Profit_Confidential
Personal computer (PC) sales are on the decline.
It’s clearly not a surprise whatsoever, as we have seen this trend developing for years following the major push of tablets into the marketplace, according to my stock analysis.
We have seen all of the PC makers report declining sales and the need to re-invent and adapt to the rapidly changing environment for mobile devices.
Wednesday, April 17, 2013
Why Facebook is Finished / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes: Facebook Inc. (Nasdaq: FB) is starting to get a taste of what it means to be the king of the social media hill.
Small and more nimble competitors with novel ideas have sprung up and begun to entice young users away from the No. 1 social media platform - a bad omen for Facebook stock, which 11 months after its IPO still trades 29% below its offer price.
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Sunday, March 31, 2013
This Sector Creates More Billionaires than Any Other on Earth / Companies / Tech Stocks
By: Money_Morning
Michael A. Robinson writes: I just read a Page One story in The Wall Street Journal I found so disturbing that I had to send this to you right away.
The story's main message was that millions of Americans can't afford to retire.
One statistic said it all: 57% of U.S. workers have less than $25,000 in savings.
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Wednesday, March 27, 2013
RIM Replacing Apple as the Stock Market’s Tech Darling? / Companies / Tech Stocks
By: Profit_Confidential
It has been a few months since the launch of the highly anticipated “BlackBerry 10” (BB10) operating system and products by Research In Motion Limited (NASDAQ/BBRY). I have tried the new “BlackBerry Z10” smartphone, and my early thoughts are that it looks good and is faster than the company’s previous phones. But based on the early sales returns, I don’t think Research In Motion (RIM) will be the one to take down Apple Inc. (NASDAQ/AAPL), and it definitely won’t take a run at Google Inc. (NASDAQ/GOOG) and its “Android” operating system, which is the most-used mobile device operating system worldwide. And Korean-based Samsung, with its “Galaxy” line, has become the major reason why Android is doing so well.
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Wednesday, March 13, 2013
No Kodak Moment for Hewlett-Packard, Why We Still Own it. / Companies / Tech Stocks
By: Vitaliy_Katsenelson
Investment mistakes usually fall into one of three categories: analysis, behavior or bad luck. In October 2011, after the shares of Hewlett-Packard Co. had been halved from about $48 earlier that year, I made a case for the stock. That was a mistake. There was no bad luck. I made several errors in my analysis. In this column I want to drill down into my mistakes and provide a new analysis of what is still an attractive investment.
In 2011 I got three things wrong about HP: printers, services and culture. To better understand the company, it’s helpful to use an analytical framework based on two companies in different time periods: computer maker IBM Corp. circa 1993 and film giant Eastman Kodak Co. since 2006.
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Sunday, March 10, 2013
Apple's Slump, Google's Surge, and the Curse of 'Forced Innovation' / Companies / Tech Stocks
By: Submissions
Cetin Hakimoglu writes: After a brief reprieve in late January, Apple is back to affirming Newton's observation that apples do indeed fall. I remember in December 2012 reading about how it was 'tax related' selling or funds booking profits after a large run. Or that Apple was cheap and undervalued. Apparently the tax selling went into overtime as Apple began 2013 with a rotten quarter and by the end of January became the worst performing stock on the S&P 500, having under-performed the index by a staggering 40% since peaking at $700. And a PE ratio of 10 apparently isn't 'cheap enough' to placate Wall St.
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Friday, March 08, 2013
Investors Dumping Apple Stock for Google Could Get Burned / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes: Talk about two stocks going in the opposite direction: Apple stock (Nasdaq: AAPL) is trading near its 52-week lows, while Google Inc. (Nasdaq: GOOG) recently hit an all-time high.
The trend has some wondering if investors are consciously moving their money from one tech giant to the other.
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Friday, March 01, 2013
One of the Few Great Bargains Left in the Stock Market / Companies / Tech Stocks
By: GrowthStockWire
Frank Curzio writes: Just about every sector has been plucked from the market's bargain bin...
Take airlines... In late 2011, the sector was in the trash heap. Concerns over the global economy helped hammer airline stocks. Nobody wanted to own them. Since then, sentiment has improved, and the sector is up about 40%.
Friday, March 01, 2013
Why Groupon Stock Price May Never Recover / Companies / Tech Stocks
By: Money_Morning
Diane Alter writes: Groupon CEO Andrew Mason was ousted by the company after a horrible earnings report and steep drive in stock price.
The Groupon stock price tumbled 26% in after-hours trading Wednesday following the release of a dismal fourth-quarter earnings report, and then plunged another 24% today (Thursday).
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Wednesday, February 20, 2013
Why I'd Buy Intel Over Apple / Companies / Tech Stocks
By: DailyWealth
Porter Stansberry writes: There aren't very many genuine technology companies.
Instead, almost all of the companies people call "tech stocks" are really companies that use technologies to make or to sell their products. They have no real technological advantage whatsoever. As a result, it is difficult for them to achieve the kind of scalability (expanding profit margins) that is the hallmark of great tech companies.
Sunday, February 17, 2013
What Apple (Nasdaq: AAPL) Must Do to Soar Again / Companies / Tech Stocks
By: Investment_U
Jason Jenkins writes: The story of Apple (Nasdaq: AAPL) is an intriguing one.
Steve Jobs created a brand as strong as Coke (NYSE: KO) or Nike (NYSE: NKE). That’s a statement in itself. Apple’s brand loyalty is so strong, a Marco Rubio anti-Apple tweet induced responses of party switching. Who knew smartphone preference could be a political party deal breaker.
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Thursday, February 14, 2013
Apple iWatch the Next Technology War, Google Glass Fires First Shots / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes: Coming less than a year after Google unveiled its Google Glass Web-connected eyeglasses, reports that an Apple "iWatch" is in the works emphatically confirm that the battle is now joined for dominance over the next wave of tech - wearable computing.
According to the reports, Apple Inc. (Nasdaq: AAPL) has 100 people working on an iWatch users would wear on their wrists, but that would have many of the same capabilities as an iPhone.
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Monday, February 11, 2013
Can "Perceptual Computing" Help Intel Get Its Groove Back? / Companies / Tech Stocks
By: Money_Morning
Michael A. Robinson writes: When you peruse the tech-dominated headlines these days, a lot of the talk is about how smartphones and tablets are taking over for notebooks and laptops - which had taken over for desktop PCs.
But with the confusing mix of keyboards, track pads, touch-screens, and even voice and gesture commands that are in use today, there are at least as many different ways to interact with all those computing devices as there are different devices themselves.
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Thursday, February 07, 2013
Which Technology Stock to Own for the Next Five Years / Companies / Tech Stocks
By: Profit_Confidential
Technology stocks are not for the faint of heart. The business cycle exists, and companies have to continually re-invent themselves or get left in the dust, especially among technology stocks, where consumers will pay almost anything for innovation. The smartphone industry is the perfect example. BlackBerry (NASDAQ/BBRY;TSX/RIM), formerly Research In Motion Limited, dropped the ball on what was an outstanding leading position in the smartphone revolution. How about personal computers (PCs)? Dell Inc. (NASDAQ/DELL) is now a partial contributor to its own operational weakness because of the extreme commoditization of the PC that it helped foster. But Dell’s been struggling on the stock market for the last five years.
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Wednesday, February 06, 2013
Tablet PC's Forced Dell to Go Private / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes: A proposed deal taking Dell private shows just how hard it has become for the old guard of PC-based companies to survive in a world dominated by mobile computing.
Today (Tuesday) Dell Inc. (Nasdaq: DELL) announced that it had agreed to be acquired for $24.4 billion, or $13.65 per share, by a group that includes private equity firm Silver Lake Partners. Other investors are company founder and CEO Michael Dell, who is contributing about $3.7 billion, and investment firm MSD Capital.
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Thursday, January 31, 2013
Facebook Stock Earnings Downgrades Keep Pouring In / Companies / Tech Stocks
By: Money_Morning
Diane Alter writes: They say third time's the charm, but no such luck for Facebook stock, which fell even though the company's third earnings report since going public beat expectations.
The numbers failed to charm Facebook Inc. (Nasdaq: FB) investors who expected the report would offer more to like, and analysis who found plenty of concern in the expenses.
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Tuesday, January 29, 2013
Why the Smart Money is Selling Amazon / Companies / Tech Stocks
By: Money_Morning
David Mamos writes: I love the super deals that I get from Amazon.com (NASDAQ: AMZN). They always seem to beat the brick-and-mortar stores and I get two day-delivery for free.
It's no wonder to me that the online retail giant has ranked at the top of Foresee's E-Retailer Consumer Satisfaction index for eight straight years.
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Sunday, January 27, 2013
Apple Stock Down 33% in Four Months... Is it Time to Buy? / Companies / Tech Stocks
By: DailyWealth
Dr. Steve Sjuggerud writes:
"If anything, I wish I had been more aggressive with the call," I told my True Wealth Systems analyst Brett Eversole yesterday morning.
In the September 27 DailyWealth, I warned readers of a potential peak in Apple's share price. Four months later, the stock is down 33%.
Friday, January 25, 2013
The Apple Stock Sell-Off is Just Beginning / Companies / Tech Stocks
By: Money_Morning
Keith Fitz-Gerald writes: I've made the case several times that Apple Inc. (Nasdaq: AAPL) was over-cooked, most recently last fall when the company was flirting with $700 a share.
Each time I did I was taken to the woodshed by the legions of Apple fans who couldn't reconcile their passion with their profits.
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