Cloud computing is the future–here's how to buy a piece at a reasonable price
Psst! Mister. You wanna buy some cloud? Cloud computing that is. It is the wave of the future in the delivery of everything from computer software to media products to computer services. Market researcher The 451 Group estimates that revenue for infrastructure as a...Sell Microsoft (MSFT)
I’m going to take advantage of the half-hearted bounce this week to sell Microsoft (MSFT) out of Jubak’s Picks. (For more on this bounce, see my post https://jubakpicks.com/2010/06/10/return-of-son-of-bounce/ ) The stock has not performed well on up days for the...3 industry dominators that you've never heard of–but that you'll want for your portfolio when the dust settles
You’ve heard of these dominant companies. You probably even own some. And why not, a company that dominates a market segment makes more money than the #2 or #3 company struggling in its dust. For example, Cisco Systems (CSCO) owns 70% of the market for Ethernet...Sell Marvell Technology Group (MRVL)
I’m going to use today’s bounce to sell Marvell Technology Group (MRVL). I don’t know how long this bounce will run—it could go to 1220 or so on the Standard & Poor’s 500 or be truncated by investors selling into strength—but I would like to lighten up on...Update Cisco Systems (CSCO)
When I was a kid and I’d turn up my turn up my nose at a great present that wasn’t exactly what I wanted, my grandmother would say, What do you want, egg in your beer? Well, today, May 13, investors in Cisco Systems (CSCO) remind me of that little kid I was. They’ve...Update watch list stock A123 Systems (AONE)
Lithium-ion battery maker A123 (AONE) is an object lesson in why buying into popular IPOs (initial public offerings) can be so dangerous—for investors who aren’t part of the initial insider crowd anyway. Consider this post an explanation for why this stock has been on...Sell Taiwan Semiconductor Manufacturing (TSM)
On April 27 I decided to hold onto shares of Taiwan Semiconductor Manufacturing (TSM) for a little longer. I thought the risk was relatively small and the upside to my target of 17% provided enough reward. Well, the world looks significantly different two weeks later....Apple has completely disrupted the technolgy sector: Can anybody else play this game?
It’s war. Full out war. Savage your former allies war. To the victor go the spoils war. To the death war. It’s Google (GOOG) against Hewlett Packard (HPQ) against Microsoft (MSFT) against Dell (DELL) against Lenovo (LNYGY) against HTC against Amazon.Com (AMZN)—and, of...5 stocks for the next generation Internet
Sigh, another thing to worry about. The U.S. is falling behind in the Internet race. According to Akamai Technologies (AKAM), average Internet access speeds in the United States were just 18th fastest in the world at the end of the fourth quarter of 2009. And if you...Update Taiwan Semiconductor (TSM)
Today, April 27, Taiwan Semiconductor Manufacturing, the largest manufacturer of chips for other chip companies including Apple (AAPL) and Intel (INTC), reported first quarter earnings 10.1% above Wall Street expectations. Earnings of $1.07 billion were the highest...3 technology stocks in the hot industrials sector
Here’s a quiz? Name three technology companies that no one has ever heard of. Apple (AAPL) is a great technology company. So is Google (GOOG). Cisco Systems (CSCO). Intel (INTC). And I’m sure that everybody would put them at the top of their list. But how about these...Update Microsoft (MSFT)
The earnings news out of Microsoft (MSFT) yesterday, April 22, after the stock market close in New York, was good but good isn’t getting investors very excited these days. Unless a company delivers great earnings and ups guidance as well, shares have been selling off...Buy ASML Holding (ASML)
Talk about rebounds. In 2009 this maker of lithography equipment used to etch computer circuits onto silicon lost 45 cents per ADS (American Depository Share). In 2010 Standard & Poor’s is projecting that the company will make $2.41 per ADS. The reason for the...Go for the growth–and where to find it at a reasonable price
Three cheers. Growth is back. Of course, what investors want to know is where is economic growth likely to produce the biggest increase in earnings. And, perhaps even more important, where hasn’t growth, actual or just hoped for, already been priced into share prices....Looking for tech stocks? Try the server market
The Great Recession created quite a backlog in the technology sector. The average corporate notebook computer is now four years old, according to Needham & Co., and the average corporate desktop is five years old. That catch-up market is huge. One reason I own...Sell Qualcomm (QCOM)
You’ll pardon me, I hope, if I’m nervous heading into Qualcomm’s (QCOM) earnings announcement for the second quarter of fiscal 2010 on Wednesday, April 21. Last quarter Qualcomm shares dropped 14.3%–or $6.72 a share–on January 28, the day after the company...Update Intel (INTC)
Blow out quarter. Stunning increase in guidance. A totally justified 4.3% gain in the after-hours market on the day it announced earnings. Now we’ll see if Intel (INTC) can juice the rest of the technology sector. (Look today to see how Microsoft (MSFT) reacts, for...Are stocks headed for an earnings season of selling on the good news?
Beware the Ides of April. As that well known Roman risk taker Julius Caesar found out many quarters ago, living up to expectations can be a tough job. And the crowd can take it out of your hide whether you do or don’t. All that applies to the upcoming earnings...Good news from Oracle is better news for the U.S. economy
There wasn’t anything wrong with the earnings results that Oracle (ORCL) announced yesterday. For the company’s fiscal third quarter, which ended in February, revenue climbed to $6.5 billion, up 18% from the third quarter of fiscal 2009. (Excluding currency effects...Update Microsoft (MSFT)
Microsoft (MSFT) reported fiscal second quarter earnings on January 28. The really good news for investors was what wasn’t in the blowout numbers. And what’s happened to the company’s business since then. The second quarter results were good enough on their own....Update Cisco Systems (CSCO)
Cisco Systems (CSCO) rules the technology that runs the Internet, but it’s got a few things to learn about product announcements. On March 9 the company held a teleconference staged with all the hoopla of Apple (AAPL) announcing a new iPhone. But then Cisco unveiled a...Update Marvell Technology Group (MRVL)
After the market closed yesterday (March 4) Marvell Technology Group (MRVL) reported fourth quarter fiscal 2010 earnings of 40 cents a share (excluding items). That was 3 cents a share above the official Wall Street consensus. Revenue climbed 64% from the fourth...Update Cisco Systems (CSCO)
The recession is certainly over for Cisco Systems (CSCO). Today, February 3, after the market close the company reported earnings for the quarter that ended in January (Cisco’s second quarter of fiscal 2010) of 40 cents a share. That was 5 cents a share better than...Technology shares leading this rally so far
Technology stocks look placed to lead the market on both technicals and earnings. After Friday’s sell off, the sector resumed an uptrend on Tuesday January 19 that stretches back to the late November lows. Strong results from Intel (INTC) on Thursday and IBM (IBM)...Buy Marvell Technology Group (MRVL)
Buy Marvell Technology Group (MRVL) Marvell Technology Group (MRVL) is in the right markets at the right time. (For more on what those markets are see my post https://jubakpicks.com/2010/01/19/get-your-portfolio-ready-for-the-profitless-global-economic-recovery/ )...Buy Intel (INTC)
Sell on the news, is it? Well, thanks. I thought Intel (INTC) would run away from me after yesterday’s (January 14) great earnings report but apparently traders have decided to take profits on the news ahead of the long Martin Luther Day weekend. And that gives me a...Update Maxwell Technologies (MXWL)
I hate it when this happens: A perfectly good growth stock gets adopted by momentum investors. It soars in the days before the company issues earnings on the hope that the good news already in the stock price will turn into great news in the quarterly report. When it...My guide to how to worry: Know what to worry about and when if you don't want to get spooked out of a rally–or get killed in a correction
(Originally posted on October 14 but several readers have asked me to repost.) What me worry? On a day when the Dow Jones Industrial Average closes above 10,000 for the first time in a year and when the Standard & Poor’s 500 stock index closes within kissing...Update Cisco Systems (CSCO)
Cisco Systems (CSCO) reported earnings of 36 cents a share for its fiscal first quarter of 2010 after the stock market close on November 4. Both earnings—by 5 cents a share—and revenue—by $126 million—beat the consensus Wall Street estimates. However, revenue fell by...Jim’s Daily Email Alerts:
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