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Bill Maurer  

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  • BlackBerry: No Reason To Celebrate Yet
    Sun, Mar. 29 BBRY 125 Comments

    Summary

    • Revenues badly missed estimates again.
    • Gross margins declined despite ASP jump and lower hardware revenue percentage.
    • Tone has gone from revenue growth to revenue stabilization.
  • Cisco Pullback Brings Yield Above 3.00%
    Thu, Mar. 26 CSCO 8 Comments

    Summary

    • Cisco shares have pulled back 9.4% from their 52-week high.
    • Dividend yield now 3.06% on an annual basis.
    • Shares between 50-day and 200-day moving averages.
  • 3D Systems: Short Interest Hits New High
    Thu, Mar. 26 DDD 25 Comments

    Summary

    • Short interest has topped 38 million shares.
    • More than 36% of float now short.
    • Stock near 52-week low as company continues to disappoint.
  • Intel: Examining The Aftermath
    Tue, Mar. 24 INTC 28 Comments

    Summary

    • Intel's warning puts 2015 revenue growth in doubt.
    • Earnings per share will be under a bit of pressure.
    • Share pullback shows buyback acceleration danger.
    • Investors need more color on the situation.
  • Facebook: The Quarter-Trillion Monster
    Mon, Mar. 23 FB 90 Comments

    Summary

    • Market cap could soon top $250 billion.
    • Growth trajectory mirrors Apple's fiscal 2003 to 2007 period.
    • New revenue streams work with billion plus users.
    • Stealing a piece of Google's pie is the next step.
  • Tesla: Forget Range Anxiety, What About Investor Anxiety?
    Mon, Mar. 23 TSLA 708 Comments

    Summary

    • Tesla shares are down about 20% in past six months.
    • Some Q4 2014 problems have lingered into Q1 2015.
    • Analyst estimates continue to decline.
  • Apple's Reported Price Raises: Will They Help Or Hurt?
    Thu, Mar. 19 AAPL 34 Comments

    Summary

    • Company has reportedly raised prices to offset currency issues.
    • This will have more of an impact on fiscal Q3.
    • Does demand fall off in select markets?
  • Is Microsoft Really In Trouble?
    Mon, Mar. 16 MSFT 73 Comments

    Summary

    • Microsoft fears increasing after Intel's warning.
    • Rising dollar will impact results.
    • Fiscal Q3 guidance was very low to begin with.
    • Pullback in shares will price in some weakness.
  • Lumber Liquidators: Now Comes The Hard Part
    Mon, Mar. 16 LL 6 Comments

    Summary

    • 60 Minutes broadcast had major impact on sales trends.
    • Q2 and beyond will prove to be the real test.
    • Is the discount worth the risk? Probably not.
  • Intel Warning Reinforces PC Reliance Issue
    Thu, Mar. 12 INTC 40 Comments

    Summary

    • Chip giant lowered Q1 revenue forecast.
    • Business PCs, macroeconomic and currency conditions to blame.
    • This is why Intel needs more diversification.
  • Apple: Fighting The Battle That Can't Be Won
    Wed, Mar. 11 AAPL 190 Comments

    Summary

    • Analyst estimates continue to rise.
    • At some point, currencies have to come into play.
    • Dollar rally may push stock back to 50-day moving average.
  • Lumber Liquidators: Worrying About The 2015 Forecast
    Wed, Mar. 11 LL 5 Comments

    Summary

    • Key business update expected Thursday morning.
    • Let's look beyond the flooring debate for now.
    • I'm wondering about the company's forecast.
  • Intel Rallies On Potential Apple Win
    Wed, Mar. 11 INTC 25 Comments

    Summary

    • Intel's XMM 7360 4G baseband modem may enter the iPhone.
    • Getting into Apple's mobile products a key for tech giant.
    • Intel shares rallying after a recent pullback.
  • Alibaba Short Interest Rises As Lockup Expiration Nears
    Wed, Mar. 11 BABA 99 Comments

    Summary

    • Short interest hit new high at end of February.
    • Lockup expiration comes next week.
    • Shares near public trading lows.
  • Google CFO Retirement Very Intriguing
    Wed, Mar. 11 GOOG, GOOGL 13 Comments

    Summary

    • CFO Patrick Pichette is retiring.
    • Transition expected within six months.
    • Does this mean a major strategy change is coming?
    • Results may continue to come in weak thanks to currencies.
  • Philip Morris Yield Surges Past 5.00%
    Wed, Mar. 11 PM 60 Comments

    Summary

    • Dividend yield has jumped above 5.00% on an annual basis.
    • Investors are clearly worrying about currency issues.
    • Results will definitely be hurt.
  • 4 Significant Short Interest Moves To Analyze
    Tue, Mar. 10 AAPL, CYBR, SODA 3 Comments

    Summary

    • End of February short interest data is out.
    • CyberArk Software saw a sharp rise as the bubble burst.
    • SodaStream saw a large rise as results continue to disappoint.
    • Apple saw a sizable pop as the stock hit a new high and the Watch event approached.
    • Zillow saw a decent drop after Trulia deal completed.
  • IBM: Why I'm Now Bearish
    Editors' Pick • Tue, Mar. 10 IBM 153 Comments

    Summary

    • Currency issues to play a larger role.
    • Examination of the 10-K reveals some troubling numbers.
    • Delay of Apple's large-screen iPad could hurt 2015 results.
    • Shares could see new lows as year progresses.
  • What's Going On With Tesla?
    Tue, Mar. 10 TSLA 163 Comments

    Summary

    • Shares closed Monday at their lowest point since May 15th, 2014.
    • 3 bullish analyst notes have not supported stock.
    • 2015 analyst estimates continue to decline.
    • Blame China? The Gigafactory? Something else?
  • Qualcomm Rewards Investors In A Big Way
    Mon, Mar. 9 QCOM 35 Comments

    Summary

    • Company announces new $15 billion buyback.
    • $10 billion worth of shares repurchased in the next 12 months.
    • Quarterly dividend raised to $0.48 per share.
    • Qualcomm quickly becomes capital return powerhouse.
  • BlackBerry Downgrade Reinforces Ongoing Narrative
    Mon, Mar. 9 BBRY 145 Comments

    Summary

    • Goldman Sachs downgraded stock from Neutral to Sell.
    • Analyst noted transition from cost cutting to revenue driving.
    • Firm believes software and service revenues will fall short.
    • Hardware revenues have upside, but will they result in larger losses?
  • Google 2.0: A Big Day Is Coming For Investors
    Mon, Mar. 9 GOOG, GOOGL 11 Comments

    Summary

    • Stock split anniversary nearly here.
    • Google may need to compensate Class C shareholders.
    • Executive sales will increase voting power of Class A shares.
    • Will a buyback soon come?
    • Class A premium over Class C should increase over time.
  • Altria Pullback Presents An Opportunity
    Mon, Mar. 9 MO 55 Comments

    Summary

    • Shares have pulled back to 50-day moving average.
    • Annual dividend yield approaching 4.00%.
    • Valuation reasonable when considering growth and balance sheet.
  • Meet The New Dow 30, Including Apple
    Fri, Mar. 6 T, V, AAPL 13 Comments

    Summary

    • Apple to replace AT&T in the Dow 30.
    • Tech giant will be 5th largest component.
    • Dow change accompanies Visa split.
  • Philip Morris: The Math Keeps Getting Worse
    Fri, Mar. 6 PM 56 Comments

    Summary

    • US Dollar continues to rally.
    • Revenues and earnings to be further pressured.
    • Dividend payments might require additional debt.
  • Apple's Currency Problem Becoming More Challenging For The Company
    Thu, Mar. 5 AAPL 100 Comments

    Summary

    • US dollar continues to strengthen.
    • Apple's top line will see a multi-billion dollar hit.
    • Estimates and expectations high as stock soars.
    • What will happen in fiscal Q3?
  • 3D Systems: A Major Decline In Confidence
    Thu, Mar. 5 DDD 30 Comments

    Summary

    • Q4 miss has analysts skeptical.
    • Estimates dropping toward low end of guidance.
    • Stronger dollar will hurt revenues in 2015.
    • 50-day moving average declining again.
  • Yahoo Search Growth Stalls, But Remains Elevated
    Tue, Mar. 3 YHOO 8 Comments

    Summary

    • Yahoo gave back some of its US search gains in February.
    • Firefox users starting to head back to Google.
    • Bing is the big winner ex-Firefox.
    • Yahoo under pressure as Alibaba sinks.
  • 3D Systems Needs To Do Better
    Fri, Feb. 27 DDD 2 Comments

    Summary

    • Q4 revenues and non-GAAP missed estimates.
    • 2015 guidance fair, but do we trust management?
    • Is this a dead cat bounce for the stock?
  • SodaStream Troubles Worse Than Previously Thought
    Fri, Feb. 27 SODA 63 Comments

    Summary

    • Q4 revenues missed expectations.
    • Company did not provide 2015 guidance.
    • Window of opportunity closing as Keurig Cold launch approaches.
  • GoPro Short Interest Hits New High
    Thu, Feb. 26 GPRO 11 Comments

    Summary

    • Short interest jumped in early February.
    • More than 35% of float now short.
    • Improved valuation makes name worth a look.
  • SolarCity: Will Shorts Continue To Cover?
    Thu, Feb. 26 SCTY 8 Comments

    Summary

    • Short interest down for third straight report.
    • One in 8 shorts have covered since peak.
    • Will a lousy earnings report reverse this trend?