Buy Taiwan Semiconductor (TSM)
Sure you want a piece of the technology action. Who wouldn’t after Apple (AAPL) broke to an all-time high after the company announced earnings on October 19. But isn’t everything priced out of reach? After all, we’re not exactly in the early stages of this rally. I’ve...Will IBM earnings be good enough to fuel the rally?
IBM (IBM) got almost everything right in its October 15 earnings announcement. And still the shares dropped almost 4% in after-hours trading. Sales fell 6.9% from the third quarter of 2008 to $23.6 billion. But that still beat Wall Street projections for sales of...Cisco Systems makes another acquisition
Today’s buyStarent Networks (STAR). Price $2.9 billion in cash. What does Starent do? It makes gear that lets wireless carriers deliver multimedia broadband to 3G and 4G smartphones. In this case multimedia means video. That’s the big prize since Cisco...Update Johnson Controls (JCI)
I’m actually surprised (and maybe a little disappointed since I’m still building my position in these shares) that Johnson Controls (JCI) fell only 2.4% after issuing disappointing guidance on October 13. The company told Wall Street analysts that it will...Intel's earnings should be enough to keep the technology rally rolling
After the market close on October 13, Intel (INTC) reported earnings that beat Wall Street estimates and–this is what’s really important this quarter if the rally is to keep going–raised its guidance for fourth quarter revenue to a top of the range...Tech stocks to lead earnings season again?
It’s early yet in earnings season, but I were a gambling man, I’d give the technology sector odds on leading the stock market again this quarter. Wall Street is beating the bushes for earnings growth right now. If earnings don’t go up in the next...Update Microsoft (MSFT)
Everybody seems to agree that Windows 7 will boost sales at Microsoft (MSFT). The disagreements are over by how much and when? The software, a favorably reviewed replacement for Microsoft’s widely reviled Vista operating system, goes on sale on October 22. The...Sure can't give Dell or Xerox points for originality. And these big acquisitions won't do much for shareholders either
The stock market got all excited yesterday by big acquisitions announced by Xerox (XRX) and Abbot Laboratories (ABT). Xerox announced that it would buy Affiliated Computer Services (ACS) for $5.7 billion in cash and Abbot said it would buy the drugs business of Solvay...
Buy Cisco Systems (CSCO)
Remarks by Cisco Systems (CSCO) CEO John Chambers got me thinking about the potential for a new economy emerging in 2011 and beyond so, it’s only fair that I begin my next stock market portfolio with shares of Cisco Systems (CSCO). (See my 8:30 a.m. post today for...To every earnings turn, there's a season (with apologies to The Byrds)
The earnings seasons are lining up just right for technology stocks. Looking backward that’s one reason that the sector has led the rally off the March 9 stock market lows. And looking ahead it’s one reason why you should be adding technology stocks to...The recovery isn't yet a sure thing
In my 11:45 post today, “Huh? Wall Street thinks higher unemployment is good news?” I said that I was still not convinced that the economic recession was truly over. The recovery that we’ve seen signs of in the last few months could simply be inventory restocking....Buy Johnson Controls (JCI)
The long-term future for Johnson Controls (JCI) is in batteries for hybrid and electric cars, and systems for building-wide energy efficiency. Not that the near-term future is so bad. What with the recovery, slow though it might be, in the global auto industry....Apple and Google go head to head in China's mobile phone market
Ladies and gentlemen. In this corner, wearing the Macintosh red trunks, Apple (AAPL) and its partner China Unicom(CHU) In the other corner, wearing the Chrome trunks, Google (GOOG) and its partner China Mobile (CHL). That’s the lineup that’s about to cross...Buy Microsoft MSFT: This is as bad as it gets
Nothing like shooting yourself in the foot while the global economy is pushing you toward a cliff. That’s the pretty picture that Microsoft (MSFT) painted when it reported fiscal fourth quarter earnings on July 23. And that’s exactly why I’m buying shares of Microsoft...Jim’s Daily Email Alerts:
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