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Bill Maurer

 
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  • Yahoo Making Progress At A Crucial Time
    Thu, Oct. 23 YHOO 7 Comments

    Summary

    • Q3 revenues and earnings blew out expectations.
    • Mobile investments are paying off.
    • Buyback plowing ahead as Alibaba cash comes in.
  • 3D Systems: Another Major Warning
    Wed, Oct. 22 DDD 42 Comments

    Summary

    • 3D warned for both Q3 and 2014.
    • Company unable to meet demand.
    • Hopefully this is a kitchen sink treatment.
  • IBM: Perhaps A Time To Buy
    Wed, Oct. 22 IBM 46 Comments

    Summary

    • IBM shares have sold off after earnings.
    • When expectations drop, it's easier to beat.
    • Dividend yield has shot higher. Valuation is rather fair.
    • Don't forget the Apple deal. It starts soon.
  • Tesla: Why So Bearish?
    Wed, Oct. 22 TSLA 217 Comments

    Summary

    • Analyst non-GAAP EPS estimates continue to decline.
    • Is a Q3 non-GAAP loss possible?
    • Falling estimates makes a beat easier.
    • Markets have settled down. It may be time to buy.
  • BlackBerry: The Process Begins Again
    Wed, Oct. 22 BBRY 215 Comments

    Summary

    • Another BlackBerry acquisition rumor has surfaced.
    • Analyst revenue estimates continue lower, adjusted EPS higher.
    • Buy for potential turnaround, don't speculate on a buyout.
  • Apple Proves Again It's Number One
    Tue, Oct. 21 AAPL 46 Comments

    Summary

    • Apple beat on top and bottom lines.
    • Strong iPhone and Mac sales were key.
    • Capital return plan was quite impressive.
    • Fiscal Q1 guidance above expectations.
  • Hey Google, Thanks For Nothing
    Mon, Oct. 20 GOOG, GOOGL 28 Comments

    Summary

    • Google missed again on top and bottom lines.
    • Terrible earnings report pattern continues.
    • GAAP net income remains low and is not improving much.
    • Why are investors continuing to pay a premium for this stock?
  • Philip Morris: Improvement Reaffirms Faith
    Fri, Oct. 17 PM 12 Comments

    Summary

    • Company beat on top and bottom line for Q3.
    • 2014 forecast reduced due to increased currency hit.
    • Total and net debt amounts declined.
    • Cash flow numbers look a lot better.
    • Improving fundamentals a reason to buy.
  • Apple Earnings Preview: All Hail The iPhone 6
    Thu, Oct. 16 AAPL 55 Comments

    Summary

    • Apple will report earnings on Monday afternoon.
    • Today, I'll provide my official earnings preview.
    • The iPhone 6 will dominate the headlines.
    • China will be key for fiscal Q1 guidance.
  • Intel: Good But Not Great
    Wed, Oct. 15 INTC 32 Comments

    Summary

    • Intel's Q3 showed a revenue and earnings beat.
    • Gross margins were weak, EPS beat fueled by tax rate and buyback.
    • Guidance was fairly decent, but benefited from equity investment gains.
    • Overall, the report was good but not great.
  • Tesla: It's Time To Impress
    Tue, Oct. 14 TSLA 91 Comments

    Summary

    • The "D" announcement failed to impress.
    • Revenue estimates continue higher, EPS lower.
    • Tesla is set up for a beat. Will it?
    • Could shares get back to highs?
  • 5 Tech Stocks I'm Currently Watching
    Tue, Oct. 14 AAPL, BBRY, DDD 11 Comments

    Summary

    • Market pullback has taken a chunk out of some names.
    • Tech sector has been hit hard recently.
    • Which names should investors be following closely?
  • Dendreon: Time To Answer Questions
    Mon, Oct. 13 DNDN 28 Comments

    Summary

    • Dendreon shares now trade for less than one dollar.
    • Short interest dropped in late September.
    • It is time for management to lay out a plan.
    • Bankruptcy or massive dilution? Neither is pretty for investors.
  • Intel: A Number Of Conflicting Reports
    Mon, Oct. 13 INTC 15 Comments

    Summary

    • Semiconductor stocks sold off on Friday.
    • There have been multiple good and bad reports lately.
    • Intel is about to report earnings.
    • Recent pullback provides opportunity for patient investors.
  • Cisco Pullback Presents An Opportunity
    Mon, Oct. 13 CSCO 23 Comments

    Summary

    • Cisco shares have pulled back on tech sector weakness.
    • Dividend yield now above 3.25%.
    • Short interest continues to decline, least shorted of the big four.
    • The pullback presents an opportunity.
  • Apple: The $200 Billion Question
    Thu, Oct. 9 AAPL 128 Comments

    Summary

    • Apple's fiscal 2015 period has started.
    • Expectations call for more than $200 billion in revenues.
    • How is that figure reached?
    • Shares still have decent upside.
  • SodaStream: Is It Time To Sell Or Perish?
    Thu, Oct. 9 SODA 18 Comments

    Summary

    • SodaStream issued a major Q3 warning.
    • US sales are struggling mightily.
    • Keurig Cold gets closer while SodaStream falls flat.
    • SodaStream needs a major shakeup.
  • A Lesson Learned: The Unfortunate Case Of GT Advanced Technologies
    Editors' Pick • Wed, Oct. 8 GTAT 60 Comments

    Summary

    • GT's bankruptcy shocker surprised everyone.
    • The relationship with Apple seems to have soured.
    • What can investors learn about this unfortunate event?
  • Yahoo: The Bottom Line Problem
    Tue, Oct. 7 YHOO 11 Comments

    Summary

    • Analysts continue to reduce 2015 EPS estimates.
    • Yahoo's buyback becomes even more important.
    • Are core operations really killing margins?
  • GT Advanced Technologies: The Bankruptcy Shocker
    Mon, Oct. 6 GTAT 177 Comments

    Summary

    • GT filed for Chapter 11 protection.
    • Shares plunged on the news.
    • This is a complete shocker.
  • BlackBerry: Let's Not Get Too Crazy
    Mon, Oct. 6 BBRY 168 Comments

    Summary

    • What's possible for BlackBerry in fiscal 2016?
    • Revenues twice the current analyst average seem unlikely.
    • While a profit is possible, a large one probably isn't.
  • Intel's Roadmap To $40 In 2015
    Mon, Oct. 6 INTC 43 Comments

    Summary

    • Intel's 2014 has been pretty good.
    • Now, the company must keep momentum going.
    • Mobile progress and capital returns a big part of the 2015 strategy.
  • GT Advanced Technologies: Business Update Postponed
    Thu, Oct. 2 GTAT 35 Comments

    Summary

    • GT postponed its business update until next week.
    • Analyst estimates continue to fall.
    • Stock hit single digits Thursday as investor worries build.
  • Ford: An Unexpected High Yielder
    Thu, Oct. 2 F 3 Comments

    Summary

    • Ford shares dropped after a recent business update.
    • With shares down, the dividend yield has rocketed higher.
    • Investors could yield more than 3.50% over the next year.
    • That yield currently beats a 30-Year US Treasury.
  • Apple Update: China Gets The iPhone 6
    Wed, Oct. 1 AAPL 66 Comments

    Summary

    • China will get the iPhone 6 this year.
    • In-store pick-up begins October 17th.
    • Now, we must shift the revenue model forward a little.
  • SodaStream: Why This Holiday Season Is Crucial
    Wed, Oct. 1 SODA 26 Comments

    Summary

    • SodaStream's 2014 growth story is rather shaky.
    • 2014 holiday season is crucial ahead of Keurig Cold launch.
    • High short interest could lead to possible short squeeze.
    • SodaStream valuation is low compared to industry peers.
  • Apple: Where The Bears Have It Wrong
    Tue, Sep. 30 AAPL 113 Comments

    Summary

    • Recent concerns over Apple may be invalid.
    • The iPhone 6 set a sales record without China.
    • An 8-K filing is not needed this year due to stronger initial guidance.
    • Insider sales were part of pre-planned transactions.
    • Concerns over iOS 8 adoption need to be examined further.
  • GT Advanced Technologies: Are We Closer To A Bottom?
    Tue, Sep. 30 GTAT 69 Comments

    Summary

    • GT estimates continue lower.
    • Short interest has risen again.
    • Technicals are improving.
    • Business update expected this week.
    • Are shares bottoming out?
  • Q4 Is Here: 5 Storylines To Watch
    Mon, Sep. 29 AAPL, GMCR, NFLX 2 Comments

    Summary

    • The final quarter of 2014 is here.
    • Can the market rally into 2015?
    • How will the holiday season shuffle out?
    • Who are the big names to watch in Q4?
  • BlackBerry: Two Steps Forward, One Step Back
    Mon, Sep. 29 BBRY 44 Comments

    Summary

    • BlackBerry's results were mixed.
    • While adjusted EPS beat, revenues missed.
    • Net cash position declined, balance sheet in good shape.
    • Turnaround continues, but slower than expected.
  • Coca-Cola: Can A Simple Name Reverse Declining Sales Volumes?
    Fri, Sep. 26 KO 15 Comments

    Summary

    • The beverage giant put names on its soft drink labels.
    • The campaign has helped sluggish sales volumes.
    • Will this be a one-time pop or a long-term trend?
  • Dendreon Short Interest Hits Critical Point
    Thu, Sep. 25 DNDN 13 Comments

    Summary

    • Short interest now below 40 million shares.
    • That's the lowest point since July 2012.
    • More than a third of shorts have covered.
    • Is there a reason to still short Dendreon?