Category: Tech Stocks
The analysis published under this category are as follows.
Saturday, March 08, 2014
Why This Tech Stocks Merger Means Huge Profits / Companies / Tech Stocks
By: Money_Morning
Michael A. Robinson writes: My smartphone plays a vital role in my life.
And I’ll bet the same is true for you.
My two teenaged daughters are active in school, and have busy social lives. My wife is a successful professional. And with my own frenetic schedule – headlined by the work I do here for you – the text messages I send and receive using my Apple iPhone are often my only link to family and friends.
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Thursday, March 06, 2014
Apple and Tesla Motors Might Have a Secret Plan / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes: now appears that rumors Apple Inc. (Nasdaq: AAPL) had an acquisitive eye on Tesla Motors Inc. (Nasdaq: TSLA) were just that - rumors.
But the two companies have been talking, and almost surely about the planned Tesla Gigafactory, an enormous rechargeable battery production plant projected to open in 2017 and cost at least $5 billion.
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Wednesday, February 26, 2014
WhatsApp - 'I Don't Think [Facebook] Made a Big Mistake' / Companies / Tech Stocks
By: Bloomberg
David Rubenstein, CEO of Carlyle Group, joined Bloomberg Television's Cristina Alesci to discuss WhatApp, Facebook and the tech sector at the SuperReturn International Conference in Berlin.
Rubenstein told Bloomberg TV: "I don't think that they made a big mistake. If that price hadn't been paid by Facebook, it would have been paid by Google or somebody else in my view."
Tuesday, February 04, 2014
We Just Found The New King Of The Computer Industry / Companies / Tech Stocks
By: Money_Morning
Michael A. Robinson writes: During the Depression-ridden 1930s, with the United States circling the financial abyss, an American industrialist named Thomas J. Watson Jr. gambled the future of his business-equipment company on an expansion plan that included wholesale hiring, investments in technology, and the construction of new factories.
For six years, Watson had his factories at full bore – churning out tabulating equipment there were no buyers for. But he believed in his plan and stayed with his strategy.
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Monday, January 27, 2014
How This IBM Will Outlast the PC’s Extinction / Companies / Tech Stocks
By: DailyGainsLetter
John Paul Whitefoot writes: The first raft of first-quarter earnings reports are in…and they’re not a total surprise. Against the backdrop of a weak U.S. economy and waning consumer confidence, some big go-to stocks are beginning to show signs of distress—few more (right now) than makers of personal computers (PC makers).
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Thursday, January 23, 2014
Ebay PayPal Spinoff is a 'No-Brainer' / Companies / Tech Stocks
By: Bloomberg
Carl Icahn spoke with Bloomberg Television's Trish Regan and Adam Johnson today about his proposed PayPal spinoff, saying that eBay "hasn't don't as well as it should have" and a separation of PayPal is a "no brainer."
On Apple, Icahn said, "There's nothing wrong with the management at Apple...I just think that the board is just plain wrong in not taking advantage of a very undervalued situation at Apple and not using that capital."
Monday, January 20, 2014
Market Under-estimating Apples Growth Potential Following Moves into China / Companies / Tech Stocks
By: DailyGainsLetter
Sasha Cekerevac writes: When it comes to big-cap stocks, very few are larger than Apple Inc. (NASDAQ/AAPL).
But there’s one question many investors may be asking: is there an investment opportunity in Apple’s stock at current levels? I believe there may be, even after a strong move up since hitting a 52-week low in April at $385.10.
You have to be careful when looking at big-cap stocks and whether or not there is a strong investment opportunity going forward. Just because a stock has moved up over the past year, that doesn’t mean it’s necessarily overvalued.
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Monday, January 13, 2014
Intel Stock Looks to Revive With Wearable Technology / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes: When Intel Corp. (Nasdaq: INTC) misjudged the mobile wave of tablets and smartphones, it sentenced Intel stock to several years of stagnation.
But after Intel Chief Executive Officer Brian Krzanich's keynote at the Consumer Electronics Show (CES) 2014 in Las Vegas Monday evening, it's clear the world's largest semiconductor maker is determined not to repeat that mistake with wearable technology.
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Friday, January 10, 2014
How Sony Could Surprise Investors in 2014 / Companies / Tech Stocks
By: DailyGainsLetter
Sasha Cekerevac writes: As the stock market continues moving higher, it becomes that much more difficult to find value stocks. They’re still there, but one needs to dig a bit deeper to find attractive valuations as part of one’s investment strategy.
One company that I've been researching lately is Sony Corporation (NYSE/SNE). Everyone is aware, I’m sure, of Sony, as it’s been around for decades. While the stock had a relatively strong performance in 2013, I believe there is potential for a very good year in 2014, in terms corporate earnings growth.
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Monday, December 30, 2013
Facebook - Shot Across The Bow - RIP? / Companies / Tech Stocks
By: Michael_Noonan
One can never read tomorrow's news today, but developing market activity can give one a higher degree of probability as to what, if not tomorrow's then what the news will soon be sometime after. Facebook is a case in point. The Guardian ran an article on Friday, the 27th, giving an author's opinion that Facebook "is dead and buried to teens." If one were long that stock, the level of concern should run to high alert, for Facebook has no product, other than a social venue, and social "values" can change quickly, especially among teens.
Does a market send a message to exit from a position? We say a resounding Yes! There may be some room as to when, but if there is some kind of red flag alert, then one should have a set of rules in place to protect against potential adversity. Is Facebook sending such an alert? You be the judge.
Tuesday, December 24, 2013
Surprising Way for investors to Participate in Today's Tech Boom / Companies / Tech Stocks
By: Frank_Holmes
If I asked you to name the biggest online shopping day of the year, what would you guess? Black Friday? Cyber Monday? Free Shipping Day in mid-December?
Guess again.
Even though Cyber Monday sales were spectacular this year, as online sales surged 20 percent and beat Black Friday receipts, the day didn't top November 11, Singles' Day in China. Singles' Day is a day of celebration for people who are single and has become popular among the young in China.
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Wednesday, December 04, 2013
The Best Shadow Investing Plays in Silicon Valley Tech Stocks Right Now / Companies / Tech Stocks
By: Money_Morning
Michael A. Robinson writes: This is one of the greatest secrets of investing.
It's a strategy that I developed during my 34 years in Silicon Valley. And it will let you tap into some big, big profits for a modest amount of effort.
In fact, this very cool approach to high-tech investing will uncover a bushel of double-digit winners that your friends, co-workers, and others you talk stocks with have no hopes of finding.
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Sunday, December 01, 2013
Big Cheap Tech Stocks Hit 13 Year High / Companies / Tech Stocks
By: DailyWealth
Our "Big Cheap Tech" idea just climbed to its highest level since the dot-com bust...
Regular readers know our "Big Cheap Tech" label covers the biggest and best companies in the technology sector. These businesses have thick profit margins, generate huge amounts of cash, and pay growing dividend streams to shareholders. We're talking about companies like Microsoft, Intel, and Apple.
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Wednesday, November 27, 2013
Alibaba IPO is Like Investing in Amazon in 1995 / Companies / Tech Stocks
By: Money_Morning
Kyle Anderson writes: On Nov. 11, Chinese e-commerce giant Alibaba Group Holding Ltd. set a company record for most sales in a 24-hour period when $5.7 billion was exchanged over its network of websites.
That's nearly four times the $1.46 billion in online sales logged on the United States' largest online shopping day of the year - "Cyber Monday" - in 2012.
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Friday, November 08, 2013
Twitter Bubble Price Crash? An Ad Per Tweet Solution? / Companies / Tech Stocks
By: Nadeem_Walayat
Twitter that has yet to make a single dime of profit was floated Thursday on the NYSE at $26 per share and immediately saw its stock price soar to close up 73% on the day at $44.90, valuing the company at more than $24 billion.
The obvious comparison for what could happen next to the Twitter's stock price is the Facebook example, which peaked on its IPO day as many rushed to bet heavily on one of the social networking backbones of the internet, dreaming of monetizing on its then 900 million users.
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Tuesday, November 05, 2013
Explaining Amazon's Stock Price Performance / Companies / Tech Stocks
By: Charles_Carnevale
Amazon (AMZN) is a stock that seems to defy conventional wisdom about how a stock is, or should be, valued. Fundamental investors, like yours truly, recognize and respect the importance of the earnings and price relationship. Moreover, I will be so bold as to emphatically state that in the long run profitability (earnings) will be the primary determinant of a businesses' fair value, any business. However, my bold statement is predicated on the longer run. In the short run it is often a truth that all bets are off.
This leads me to a few words about market efficiency. Academics supportive of modern finance theory argue for an efficient market hypothesis (EMH). Investopedia offers the following definition of the Efficient Market Hypothesis (emphasis added mine):
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Tuesday, October 29, 2013
4D Printing Profit Potential Makes Me Drool / Companies / Tech Stocks
By: Money_Morning
Keith Fitz-Gerald writes: After more than 30 years in the markets, I've seen all kinds of new technologies that are supposed to change the world. Most are pumped by little-known companies with overly hyped marketing, aggressive underwriters, and little more than vaporware. To say I'm jaded would be an understatement.
But I ran across something recently that positively made my mouth drop.
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Thursday, October 24, 2013
Why Apple Stock is Cheap, Buyback a No Brainer / Companies / Tech Stocks
By: Bloomberg
Billionaire investor, Carl Icahn speaks to Bloomberg Television's Trish Regan this afternoon on "Street Smart" and said on Apple:
- Apple buyback would be 'no-brainer'
- "We are not leaving Apple, we are there to stay"
- "Apple needs a board that goes in and does a huge buyback. We are saying that. I respect Tim Cook and I expect to talk to him again very shortly and I think he is doing a very fine job."
- Apple should buy back $150 Billion in Stock
- To critics of the Apple buyback: "[they] have not bothered to read the balance sheet or maybe does not know how to read a balance sheet."
- Tim Cook believes the stock is very Cheap
- Not looking for a quick turn in Apple
Tuesday, October 15, 2013
Time to Invest in "Ultra-Broadband" Tek Stocks Just Like Google / Companies / Tech Stocks
By: Money_Morning
Michael A. Robinson writes: They used to call it dark fiber...
It was the 1990s. Telecom firms plowed billions into fiber optic networks to prepare for the coming explosion in traffic for the web, wireless systems, and computer networks.
Turns out, the supposed "gold rush" was just a few years ahead of its time. So, much of the fiber optic systems sat unused. They were quite literally dark - no light, no data, was shining down the high-speed cables.
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Tuesday, October 08, 2013
Apple’s Attempt to Enter Emerging Markets a Blunder? / Companies / Tech Stocks
By: Profit_Confidential
George Leong writes:
When the next-generation Apple Inc. (NASDAQ/AAPL) “iPhone 5S” and “iPhone 5C” were launched in mid-September, the company reported record sales over its first weekend of selling.
But there was a problem: the majority of the sales were for the iPhone 5S, while sales of the iPhone 5C lagged. The problem was the cost of the plastic-cased 5C; at around $100.00 with a two-year contract, the “cheaper” version simply cost too much, especially for the emerging markets like China, where Apple had high hopes for the iPhone 5C.