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Bill Maurer

 
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  • Apple: Record iPhone 6 Pre-Orders Versus No China In 2014
    Today, 8:30 AM AAPL 9 Comments

    Summary

    • More than 4 million units were pre-ordered in first 24 hours.
    • Record shows larger-screen phones are in high demand.
    • Will China get the iPhone 6 this year?
    • New iPads coming in late October.
  • Microsoft: Another Healthy Dividend Raise
    Yesterday, 3:10 AM MSFT 21 Comments

    Summary

    • Microsoft raised its dividend to $0.31 per quarter.
    • This is the fifth straight double-digit raise.
    • Annual yield is now 2.65% and in 2nd place when compared to peers.
  • GT Advanced Technologies: Is A 40% Fall Reason To Buy?
    Yesterday, 2:46 AM GTAT 41 Comments

    Summary

    • The Apple disappointment fall hit 40% on Tuesday.
    • Analyst estimates have been slashed.
    • Week of September 29th will be key.
  • Tesla Rally Hits Speed Bump, Fuels Momentum Sell-Off
    Tue, Sep. 16 TSLA 31 Comments

    Summary

    • Tesla shares fell on Monday.
    • A cautious analyst note was to blame.
    • Alibaba IPO might cause additional selling.
    • Momentum names led NASDAQ selloff.
  • Intel: No Dividend Raise Until At Least 2015
    Mon, Sep. 15 INTC 27 Comments

    Summary

    • Intel declared another 22.5 cent dividend.
    • 10 straight quarters at this rate.
    • No dividend raise will come until at least 2015.
  • BlackBerry: It's Time To Deliver
    Mon, Sep. 15 BBRY 59 Comments

    Summary

    • BlackBerry earnings are approaching.
    • Revenue numbers should soon start to look better.
    • Short interest has leveled off.
    • The 200-day moving average is rising.
  • Tesla Shorts Continue To Flee
    Thu, Sep. 11 TSLA 76 Comments

    Summary

    • Short interest dropped another 4%.
    • Nearly 10 million shares have been covered in 2014.
    • Stock continues to hit new highs.
  • GT Advanced Technologies - Short Interest Drops, But Does It Matter Now?
    Thu, Sep. 11 GTAT 53 Comments

    Summary

    • Short interest dropped by nearly 9%.
    • 37.80% of the float still short.
    • No sapphire in Apple's iPhone 6.
    • Shares have tumbled on this disappointment.
  • Philip Morris: A Solid Dividend Raise
    Wed, Sep. 10 PM 8 Comments

    Summary

    • Philip Morris raised its quarterly dividend to $1.00.
    • This raise was exactly what I expected.
    • Annual yield is now up to 4.75%.
  • Apple Watch Is Finally Here
    Wed, Sep. 10 AAPL 62 Comments

    Summary

    • Apple finally launched the device on Tuesday.
    • Product coming in 2015, but you need an iPhone 5 or later.
    • Fiscal 2015 revenue estimates seem low.
  • Intel: A New Era Has Begun
    Tue, Sep. 9 INTC 16 Comments

    Summary

    • Intel has officially launched its 14nm Core M CPUs.
    • Analyst estimates continue to rise.
    • Short interest has fallen to a new 2+ year low.
  • Amazon: The Financial Picture Worsens
    Mon, Sep. 8 AMZN 179 Comments

    Summary

    • Amazon obtained a $2 billion credit facility.
    • Balance sheet continues to weaken.
    • Added interest expenses will hurt bottom line.
    • EPS estimates continue to decline.
  • Should Investors Go Gaga For GoPro?
    Mon, Sep. 8 GPRO 6 Comments

    Summary

    • GoPro shares have hit another new high.
    • Valuation is stretching with estimates barely rising.
    • Long term upside requires large revenue/earnings increases.
    • Further rally would present short opportunity.
  • Apple Drops: Should Investors Be Concerned?
    Thu, Sep. 4 AAPL 59 Comments

    Summary

    • Apple dropped more than 4% on Wednesday.
    • A negative note from Pac Crest seemed to spook investors.
    • The hack attack may result in security acquisitions.
    • A pullback may be good for investors and the company.
    • Be careful when listening to the bear camp.
  • It May Be Time To Fix The Dow
    Thu, Sep. 4 AAPL, CSCO, V 5 Comments

    Summary

    • The Dow 30's weights need some tweaking.
    • Visa's weight should not dominate much larger companies.
    • Apple's addition to the Dow could fix things.
    • Some stock splits could reduce weights of top components.
  • Twitter: Are Valuation Concerns Coming?
    Wed, Sep. 3 TWTR 13 Comments

    Summary

    • Shares have soared nearly 73% from their 52-week low.
    • Price to sales values now more expensive than all peers.
    • Short interest recently dropped.
    • Will investors now start to worry about valuation?
  • 5 Tech Stocks To Watch In September
    Tue, Sep. 2 AAPL, MSFT, ORCL 4 Comments

    Summary

    • Summer is unofficially over.
    • September could be a key month for the markets.
    • Here are five major tech stocks to watch this month.
  • Philip Morris: Time For A Dividend Raise
    Tue, Sep. 2 PM 19 Comments

    Summary

    • The cigarette giant should raise its dividend this month.
    • A transitional year may negatively impact the raise.
    • High debt load has negatively impacted the buyback.
    • What will the dividend raise be?
  • 3D Systems: Why A Short Squeeze Is Now More Likely
    Thu, Aug. 28 DDD 24 Comments

    Summary

    • Short interest hit another new high in mid-August.
    • More than 35% of the float now short.
    • Additionally, days to cover ratio at new high.
    • Possibility of a short squeeze has increased further.
  • Facebook Gets A Rare Downgrade
    Thu, Aug. 28 FB 16 Comments

    Summary

    • Janney downgraded Facebook from Buy to Neutral.
    • Firm kept $82.50 price target.
    • Valuation concerns cited into 2015 as growth slows.
    • Share decline could be buying opportunity.
  • GT Advanced Technologies: Is A Short Squeeze Coming?
    Wed, Aug. 27 GTAT 118 Comments

    Summary

    • Short interest hit a new 52-week high.
    • More than 41% of the float is now short.
    • New Apple products coming to market soon.
    • This name has major short squeeze potential.
  • Tesla Short Interest Hits 2014 Low
    Wed, Aug. 27 TSLA 55 Comments

    Summary

    • Short interest dropped 6.5% in early August.
    • Latest number is lowest point in 2014.
    • More than 9 million shares have been covered this year.
    • Shares recently hit a new high.
  • Apple: Previewing Fiscal 2015
    Tue, Aug. 26 AAPL 23 Comments

    Summary

    • Apple's fiscal year is coming to an end.
    • Fiscal 2015 will be dominated by larger screen phones and perhaps an iWatch.
    • The iPad needs to get going, and Macs continue to do well.
    • Apple's buyback is a large positive for shares.
    • I believe this stock has more upside ahead of it.
  • Buybacks Are Still Plentiful - Take Advantage Now
    Mon, Aug. 25 PKW 6 Comments

    Summary

    • S&P 500 companies bought back $120 billion in stock during Q2.
    • Huge drop from Q1 mostly a result of Apple.
    • PowerShares Buyback ETF a great way to take advantage of buybacks.
  • Yahoo Reaches A Critical Junction
    Mon, Aug. 25 YHOO 22 Comments

    Summary

    • Yahoo shares have moved sideways in last six months.
    • Results continue to be poor.
    • Alibaba money coming soon.
    • Growth needs to get back on track.
  • Netflix: Key Points The Bears Miss
    Mon, Aug. 25 NFLX 85 Comments

    Summary

    • Netflix bears miss a number of key points.
    • The DVD segment is not that important anymore.
    • Contribution margins are much healthier than we are led to believe.
    • The balance sheet is getting a lot better.
    • Current valuation may be too low.
  • Keurig Green Mountain: Signs Of Trouble Ahead?
    Mon, Aug. 25 GMCR 19 Comments

    Summary

    • Green Mountain is risky after a recent rally.
    • Recent beats follow guide downs in EPS.
    • Lots of deals/partnerships announced, but revenue growth sluggish.
    • Margin pressures are coming soon.
    • Dilution remains an issue after share sales.
  • Altria Raises Its Dividend Nicely
    Fri, Aug. 22 MO 25 Comments

    Summary

    • Altria raised its dividend by more than 8%.
    • The new payout is $2.08 on an annual basis.
    • Yield is approaching 5.00% again.
    • Altria remains an income leader in this space.
  • Apple: 4 Potential Takeover Targets
    Thu, Aug. 21 AAPL 70 Comments

    Summary

    • Apple has a lot of cash and financial flexibility.
    • Other than capital returns, acquisitions do make sense.
    • Today, I'll propose a few takeover targets.
  • SolarCity: A Perfectly Timed Downgrade
    Thu, Aug. 21 SCTY 21 Comments

    Summary

    • Baird downgraded SolarCity on valuation concerns.
    • Firm still believes in upside with $83 target.
    • Recent insider selling concerns are overblown.
    • Short interest remains elevated.
    • Pullback may provide an entry opportunity.
  • Twitter: Now Comes The Hard Part
    Tue, Aug. 19 TWTR 5 Comments

    Summary

    • Twitter beat again, but this time, the stock rallied.
    • Analyst estimates continue to soar.
    • Valuation is still high, expectations are even higher.
    • The company needs to prove itself again.
  • Sprint: It's Now Or Never
    Mon, Aug. 18 S 3 Comments

    Summary

    • Sprint about to detail disruptive pricing.
    • Company needs a rebound after failed T-Mobile bid.
    • Time is critical with Apple's iPhone 6 about to launch.
    • With shares near yearly lows, perfect time for speculation.