Seeking Alpha

Bill Maurer

 
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  • BlackBerry: Let's Not Celebrate Just Yet
    Tue, Dec. 23 BBRY 178 Comments

    Summary

    • Q3 revenues badly missed estimates.
    • Balance sheet gets a little tighter.
    • Next few quarters will be key.
  • 4 Key Tech Items To Watch In 2015
    Mon, Dec. 22 AAPL, BABA, FB 1 Comment

    Summary

    • 2015 will be a big year in technology.
    • Apple Watch is highly anticipated.
    • Google and Yahoo shares will be closely watched.
    • What happens in social media?
  • Pepsi Looks Strong For 2015
    Thu, Dec. 18 PEP 23 Comments

    Summary

    • Growth forecast favors Pepsi over industry peers.
    • Lower gas prices equals more consumer spending.
    • Snacks business makes the difference.
    • Valuation extremely fair compared to peers.
    • Analysts like Pepsi the most.
  • BlackBerry Estimates Decline As Earnings Approach
    Wed, Dec. 17 BBRY 127 Comments

    Summary

    • Revenue estimates are heading lower.
    • Analysts now expect fiscal 2016 decline.
    • Short interest increased in late November.
    • Shares have lost the 50-day moving average.
  • Alibaba: A Reason To Be Positive
    Tue, Dec. 16 BABA 11 Comments

    Summary

    • Shares found support at the 50-day moving average.
    • While market weak, shares are holding steady.
    • Estimates slightly lower, and so is short interest.
  • Ford Downgrade A Potential Opportunity
    Tue, Dec. 16 F 38 Comments

    Summary

    • Deutsche Bank downgraded from Buy to Hold.
    • Price target kept at $16. Upside now exists.
    • Dividend yield shoots higher. Income potential better than bonds.
    • Falling gas prices could help boost revenues.
  • Philip Morris: The Yield Monster Grows
    Mon, Dec. 15 PM 91 Comments

    Summary

    • Shares are at a two-month low.
    • Annual yield approaching 4.75%.
    • US Treasury yields offer much less.
    • Estimates lower, but valuation improved as well.
  • Apple: A Pullback To Strongly Consider
    Mon, Dec. 15 AAPL 86 Comments

    Summary

    • Shares are $10 off their all-time high.
    • Dividend yield is rising, valuation improving.
    • Pullback provides reset of expectations.
    • Stock close to 50-day moving average support.
  • Intel Short Interest Drops After Positive News
    Thu, Dec. 11 INTC 23 Comments

    Summary

    • Short interest dropped in November.
    • Dividend raise and decent 2015 forecast certainly helped.
    • Intel expanding into wearables category.
    • Momentum favoring the long side.
  • Apple: Are We Approaching The Fiscal Q1 Danger Zone?
    Wed, Dec. 10 AAPL 55 Comments

    Summary

    • Revenue estimates nearing top of company's guidance range.
    • Production, not demand, is key for the iPhone.
    • Soft sales of other products could make the difference.
    • Remember what happened last year.
  • Amazon Willing To Do Almost Anything, Except Profit?
    Wed, Dec. 10 AMZN 46 Comments

    Summary

    • Amazon is trying a bunch of new ventures.
    • Estimates continue to go lower.
    • 2015 may be in more trouble than we thought.
    • Will a profit ever come again?
  • Glu Mobile: Ready To Run?
    Tue, Dec. 9 GLUU 40 Comments

    Summary

    • Shares starting to recover after insider buy.
    • Rise above 50-day moving average could extend breakout.
    • Shorts may be forced to cover.
    • Valuation fair as growth continues.
  • Alibaba: Where Things Stand Now
    Mon, Dec. 8 BABA 87 Comments

    Summary

    • Revenue estimates on the rise.
    • Short interest increasing as expected.
    • If shares pull back, 50-day could provide support.
    • Expensive stock, but potential exists.
  • Is Keurig Green Mountain Failing Its Investors?
    Mon, Dec. 8 GMCR 11 Comments

    Summary

    • Bevyz has failed to sell a product.
    • $220 million price seems a bit high just for technology.
    • Reduce debt? Buyback? Instant results for bottom line.
  • BlackBerry: Are We Turning A Corner?
    Thu, Dec. 4 BBRY 364 Comments

    Summary

    • Fiscal Q3 has ended.
    • Phone sales are key to a turnaround.
    • Future estimates starting to rise.
    • 50-day moving average is providing support.
  • What's Wrong With Google?
    Thu, Dec. 4 GOOG, GOOGL 40 Comments

    Summary

    • Shares of Google have tremendously lagged peers.
    • The company is finally paying for poor results.
    • Growth needs to get back on track.
    • The company's cash pile should be put to use.
  • Philip Morris: A Primer For 2015
    Wed, Dec. 3 PM 41 Comments

    Summary

    • 2014 was a down year for the company.
    • Reduced-Risk products highlight 2015 portfolio.
    • Improvement expected in results.
    • Capital returns key for investors.
  • Will Santa Bring A Change To The Dow?
    Tue, Dec. 2 DIA 2 Comments

    Summary

    • The Dow 30 is becoming top-heavy.
    • Visa will soon approach a 10% weight.
    • Less balance may require change.
  • Apple: How Realistic Is A $1 Trillion Market Cap?
    Mon, Dec. 1 AAPL 41 Comments

    Summary

    • Apple recently hit $700 billion market cap.
    • What needs to happen for $1 trillion?
    • Let's break down the math a couple of different ways.
  • SodaStream: The Carnage Continues
    Editors' Pick • Mon, Dec. 1 SODA 25 Comments

    Summary

    • Estimates continue to fall after Q3 report.
    • Rebound chances decline as we approach Keurig Cold launch.
    • Short squeeze thesis has mostly collapsed.
    • Company transformation needs to work.
    • Valuation depressed if you believe in the company's future.
  • 3D Systems: Trying To Find A Bottom
    Fri, Nov. 28 DDD 8 Comments

    Summary

    • An important acquisition was recently announced.
    • Estimates continue to decline.
    • Short interest hit a new high.
    • Here comes the 50-day moving average.
    • Shares trying to put in a bottom.
  • GoPro: Here Come The Shorts
    Wed, Nov. 26 GPRO 19 Comments

    Summary

    • Short interest has risen to more than 11 million shares.
    • Roughly 29% of current float short.
    • Analyst estimates on the rise after Q3 report.
  • SolarCity: Will Short Interest Ever Decline?
    Wed, Nov. 26 SCTY 18 Comments

    Summary

    • Another 1.45 million shares have been shorted.
    • Short interest up 633% since March 2013.
    • More than 30% of float now short.
  • Apple Short Interest Hits Multi-Year Low
    Tue, Nov. 25 AAPL 69 Comments

    Summary

    • Shares continue to hit new highs.
    • Short sellers continue to cover.
    • Split-adjusted short interest at lowest point since April 2012.
  • Intel: A Tremendous Divide
    Tue, Nov. 25 INTC 29 Comments

    Summary

    • Intel's Investor Meeting seemed quite positive.
    • Analysts seem quite divided on the news.
    • Huge upside or downside? That is the question.
  • Intel Investor Meeting Generates Big News
    Fri, Nov. 21 INTC 28 Comments

    Summary

    • Dividend raised by six cents.
    • Company issued strong revenue guidance for 2015.
    • Investors should be quite pleased with this news.
  • Keurig Green Mountain: Too Predictable Again
    Thu, Nov. 20 GMCR 7 Comments

    Summary

    • Company beat on top and bottom lines for fiscal Q4.
    • Fiscal Q1 and fiscal 2015 revenue guidance was light.
    • Cash flow surprised due to reduced capital expenditures again.
  • Tesla Forecast Cut: Much Ado About Nothing
    Wed, Nov. 19 TSLA 52 Comments

    Summary

    • Morgan Stanley cut its forecast for the automaker.
    • Model X delivery and EPS forecast slashed.
    • News predictable after latest guidance.
  • Apple Peak? Why I Completely Disagree
    Wed, Nov. 19 AAPL 90 Comments

    Summary

    • Michael Blair is out with his latest negative Apple article.
    • Sometimes, you just have to give up on a name.
    • The iPad will rebound when a larger screen model is launched.
    • Apple Watch will contribute to top line.
    • Mr. Blair's fiscal 2015 forecast is extremely low.
  • Himax: Explaining A Missed Point
    Tue, Nov. 18 HIMX 90 Comments

    Summary

    • It appears my Himax comparison was misunderstood.
    • I was not saying Himax is the next GT Advanced Technologies.
    • Today, I'll clear up some of the confusion.
  • Keurig Green Mountain: Time To Prove Its Worth
    Tue, Nov. 18 GMCR 15 Comments

    Summary

    • Company set to report earnings Wednesday afternoon.
    • EPS beat possible due to reduced estimates.
    • Guidance will be key for Keurig 2.0 and rising coffee prices.
    • Balance sheet and capital returns will be examined closely.
  • Has Google Glass Shattered Already?
    Fri, Nov. 14 GOOG, GOOGL 47 Comments

    Summary

    • Developers and users are losing interest in Google Glass.
    • Mass market roll out has been pushed back.
    • Is Google fully behind the project?
    • Stick to the basics. That has worked for Apple.