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Bill Maurer  

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  • 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 50 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?
  • Get Ready For The Dow 30 Rebalance
    Wed, Feb. 25 DIA 8 Comments

    Summary

    • Visa to split 4 for 1. Split adjusted trading begins March 19th.
    • Credit card name to give up top weight in Dow 30.
    • How does this impact the index?
  • 3D Systems: It's Now Or Never
    Tue, Feb. 24 DDD 24 Comments

    Summary

    • 3D Systems is ready to report.
    • Expectations lowered after 2014 troubles.
    • Sector concerns will increase if report bad.
  • Cisco: Wait For The Next Pullback
    Mon, Feb. 23 CSCO 7 Comments

    Summary

    • Shares closed Friday near 52-week high.
    • Company spending less on buyback, and it is less effective.
    • Dividend raise not enough to overcome stock rise.
    • Growth comparisons will get tougher.
  • CyberArk Software: A Bubble Ready To Burst?
    Editors' Pick • Fri, Feb. 20 CYBR 99 Comments

    Summary

    • Cybersecurity software has become a red hot space.
    • Stock has soared from $16 IPO.
    • Lockup expiration could tremendously increase float.
    • Valuation needs to be justified by substantial future growth.
  • Coca-Cola Yield Tops 3.00% After Dividend Raise
    Fri, Feb. 20 KO 4 Comments

    Summary

    • Company raised dividend by 8.20% to $0.33 per quarter.
    • As expected, this year's raise was smaller than we saw in 2014.
    • Annual yield now back above 3.00%.
    • Income potential tops peers and US long bond.
  • Tesla: The Floor Is Yours
    Fri, Feb. 20 TSLA 280 Comments

    Summary

    • EPS estimates continue to plunge.
    • Analysts now expecting sizable Q1 loss.
    • Are we almost into can't miss territory?
    • Stock hanging near 50-day moving average.
  • Philip Morris: An Update Regarding 2015
    Thu, Feb. 19 PM 13 Comments

    Summary

    • Company reiterated guidance at Consumer Conference.
    • Dollar index has leveled off.
    • Analyst estimates dropping as expected.
    • Dividend yield leads peers, 5% level is key.
  • Apple: Expect Another Small Dividend Raise
    Wed, Feb. 18 AAPL 143 Comments

    Summary

    • Investors expecting a dividend raise at April earnings report.
    • Company has focused more on the buyback.
    • Like 2014, investors should expect small raise.
  • Intel: Don't Be Too Cautious
    Tue, Feb. 17 INTC 49 Comments

    Summary

    • The concerns over Intel are overblown.
    • Cherry-picking repurchase data doesn't paint a true picture.
    • Patents don't mean everything.
    • Growth is still there - Intel remains a solid investment.
  • Google Needs To Deliver In 2015
    Tue, Feb. 17 GOOG, GOOGL 11 Comments

    Summary

    • US search share fell further in January.
    • Net margins in 2014 dropped below Apple, Facebook.
    • Can costs be controlled in 2015? I'm not so sure.
    • The stock has underperformed in recent years.
  • Coca-Cola: What's The 2015 Dividend Raise?
    Tue, Feb. 17 KO 17 Comments

    Summary

    • The beverage giant about to raise its dividend.
    • The balance sheet has weakened a little.
    • Its buyback was not as strong in 2014.
    • Currencies are negatively impacting the results.
  • Deckers: An Opportunity In The Making
    Mon, Feb. 16 DECK Comment!

    Summary

    • The share decline makes the stock worth another look.
    • This is not the same issue from 2011-2012.
    • $200 million additional buyback authorized.
    • The valuation appears quite attractive.
  • Tesla: Key Takeaways From Recent Events
    Mon, Feb. 16 TSLA 254 Comments

    Summary

    • Management may need a reality check.
    • Profitability remains a long term concern.
    • Apple is not a threat at the moment.
  • Amazon: Is 2015 Profitability A Fantasy?
    Thu, Feb. 12 AMZN 80 Comments

    Summary

    • Operating margins continue to weaken as spending soars.
    • Analysts underestimating sequential EPS decline.
    • Q1 guidance shows business deteriorating.
    • Stock has reached my $375 short target level.
  • BlackBerry Buyout Rumors Scare Short Sellers
    Wed, Feb. 11 BBRY 140 Comments

    Summary

    • Rumors of a Samsung buyout popped up in January.
    • Short interest plunged by 22% in second half of the month.
    • Despite estimates dropping, shorts are definitely worried.
    • Stock close to support at 200-day moving average.
  • Twitter: Strong Growth Worth The Price Of Admission
    Tue, Feb. 10 TWTR 12 Comments

    Summary

    • Guidance could lead to a strong 2015.
    • Scale starting to kick in for many metrics.
    • An improved valuation leads to potential upside.
  • Keurig Green Mountain Brews Up A Stinker
    Tue, Feb. 10 GMCR 7 Comments

    Summary

    • Revenues and EPS missed estimates. Company cut full year guidance.
    • Inventory balance soared, will lead to problems for a few quarters.
    • Keurig 2.0 has not been well received, as company prepares for Keurig Cold launch.
    • Growth concerns may linger for the short term.
  • Tesla: Now Is The Time
    Mon, Feb. 9 TSLA 174 Comments

    Summary

    • Reduced estimates make beating easier.
    • Short interest on the rise.
    • Positive results could help technicals.
  • Sprint's Troubles Continue To Mount
    Thu, Feb. 5 S 32 Comments

    Summary

    • Subscriber gains overshadowed by average revenue declines.
    • Total revenues continue to be pressured.
    • Net debt continues to rise.
    • Even the Sprint trade name is worth less.
  • Apple And IBM Enter The PowerShares Buyback ETF
    Thu, Feb. 5 PKW 5 Comments

    Summary

    • Apple and IBM are now holdings of PKW.
    • 5% of shares outstanding was the key cutoff line.
    • These two tech heavyweights represent more than 10% of the ETF.
    • Additions should make this growing ETF more popular.
  • Philip Morris: Big Warning Signs
    Thu, Feb. 5 PM 82 Comments

    Summary

    • 2015 currency hit much larger than expected.
    • Company not targeting any share repurchases.
    • Balance sheet got a bit worse.
  • Philip Morris: 5% Yield Is A Good Starting Point
    Tue, Feb. 3 PM 24 Comments

    Summary

    • Cigarette giant almost yielding 5.00% again.
    • 2015 currency issues will pressure shares.
    • Looking for income? Pretty good place to be.
  • Amazon: Take The Money And Run
    Mon, Feb. 2 AMZN 35 Comments

    Summary

    • Investors are focusing too much on the EPS beat.
    • Revenues missed and guidance was awful.
    • Many key metrics are still worsening.
    • The balance sheet and key financials continue to weaken.
    • Last 3 years: $224 billion in sales and a $6 million net loss.
  • Google: Terrible Performance Should Be Worth $430
    Mon, Feb. 2 GOOGL, GOOG 68 Comments

    Summary

    • Google widely missed on top and bottom line.
    • Poor results and excuses continue to stream in.
    • Multiple headwinds could come in 2015.
    • Stock overvalued while poor performance continues.
  • Apple: The Patriots Couldn't Even Deflate This Quarterly Result
    Thu, Jan. 29 AAPL 56 Comments

    Summary

    • Revenue and EPS smashed estimates.
    • Nearly 75 million iPhones were sold.
    • Q2 guidance impressive considering all items.
    • Apple proved again that it is number one.
  • Netflix To $1,000? Not So Fast
    Tue, Jan. 27 NFLX 33 Comments

    Summary

    • A Netflix to $1,000 article missed some key facts.
    • Gross margins vs. profit margins are a key issue.
    • Netflix profitability will not be as high as some hope.
  • IBM: Okay, So Now What?
    Tue, Jan. 27 IBM 43 Comments

    Summary

    • Q4 earnings report was mixed.
    • Guidance light, currencies are hurting.
    • Massive layoff report shot down.
    • Stock trying to rebound off lows.
  • Apple Update: A $2 Billion Currency Hit?
    Tue, Jan. 27 AAPL 101 Comments

    Summary

    • Stronger dollar might impact Apple more than expected.
    • Microsoft announced a nearly $1 billion forex hit in current quarter.
    • Apple's Q2 guidance could be hit by $2 billion thanks to currencies.