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Bill Maurer

 
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  • Cisco: This Could Be An Opportunity
    Fri, Aug. 15 CSCO 21 Comments

    Summary

    • Cisco beat on top and bottom lines for Q4.
    • Guidance mixed, but should be seen as positive.
    • Dividend yield of 3.10% is sector leading.
    • Pullback provides opportunity for investors to buy.
  • Apple: The Final Countdown Clock Has Started
    Thu, Aug. 14 AAPL 84 Comments

    Summary

    • Apple may launch the iPhone 6 in less than a month.
    • The next iPad should be about a month behind.
    • Short interest hit another 2014 low.
    • Apple is still your best bet in large-cap tech.
  • 3D Systems: Time For A Short Squeeze?
    Wed, Aug. 13 DDD 7 Comments

    Summary

    • Short interest spiked to a new high in late July.
    • So far in 2014, short interest is up 145%.
    • More than a third of the float was short into earnings.
    • Company announced expanded manufacturing facility.
    • Will a short squeeze come?
  • BlackBerry: The Tide Is Certainly Turning
    Wed, Aug. 13 BBRY 136 Comments

    Summary

    • Things are trending the right way for BlackBerry.
    • Analyst revenue estimates are steady or rising, EPS estimates rising.
    • Short interest continues to hit new yearly lows.
    • 200-day moving average has finally stopped falling.
  • Dendreon Provides A Major Warning To Shareholders
    Tue, Aug. 12 DNDN 51 Comments

    Summary

    • Dendreon announced strong Q2 revenues through a 10-Q filing.
    • Cash position continued to decline.
    • Company warned of liquidity risk.
    • Bankruptcy unavoidable unless buyer found.
    • Shareholders may not be happy with the end result here.
  • Intel Short Interest Drops Again
    Tue, Aug. 12 INTC 3 Comments

    Summary

    • Short interest for Intel dropped in late July.
    • Latest report shows 2+ year low.
    • Q2 earnings report was extremely positive.
    • Positive momentum confirmed, investors should stay long.
  • Tesla: The One Major Item That Concerns Me
    Tue, Aug. 12 TSLA 228 Comments

    Summary

    • Tesla's revenue estimates are climbing, but EPS estimates are falling.
    • Rising operating expenses and an increased share count are to blame.
    • Q2 numbers looked impressive after a guidance takedown.
    • Tesla still has potential, but needs to improve its profitability.
  • Cisco: What To Focus On This Week
    Mon, Aug. 11 CSCO 2 Comments

    Summary

    • Cisco will report earnings Wednesday afternoon.
    • Investors looking for revenue turnaround to continue.
    • Is another restructuring coming?
    • A good report could send shares to 52-week high.
  • Altria: Raising My Dividend Raise Prediction
    Wed, Aug. 6 MO 27 Comments

    Summary

    • Altria raised the low end of its adjusted EPS forecast.
    • Company announced new $1 billion share repurchase plan.
    • These items should help the dividend.
    • I have raised my dividend raise prediction as a result.
  • Facebook: Another New High Coming Soon
    Tue, Aug. 5 FB 7 Comments

    Summary

    • Facebook had another strong quarter.
    • Estimates continue to skyrocket.
    • Shares should hit another new high rather soon.
    • This is the one social media name investors must own.
  • 3D Systems Now Has More To Prove
    Tue, Aug. 5 DDD 4 Comments

    Summary

    • 3D Systems had a large Q2 miss.
    • 2014 revenue forecast was raised, EPS forecast maintained.
    • More pressure put on the second half of the year.
    • Short interest remains quite high.
    • Pullback provides an opportunity for those who believe in the name.
  • Philip Morris: Another Pullback, Another Opportunity
    Mon, Aug. 4 PM 34 Comments

    Summary

    • Philip Morris is down nearly $10 from its June high.
    • Investors and the company can buy shares on the cheap.
    • Dividend yield has risen nearly 50 basis points.
    • Investors buying now could get a yield of nearly 5% over the next year.
  • Apple: October iPhone Report Seems Questionable
    Mon, Aug. 4 AAPL 32 Comments

    Summary

    • MacRumors believes the iPhone 6 launch will be delayed.
    • Could the iPhone 6 launch in October instead of September?
    • Apple would be completely reversing course here.
    • A fiscal Q4 "warning" would need to come if this rumor is true.
  • Intel: No Dividend Raise Just Yet
    Mon, Aug. 4 INTC 59 Comments

    Summary

    • Intel declared another 22.5 cent dividend.
    • Dividend investors may be increasingly frustrated.
    • Company decided buyback was very important.
    • Intel still running well ahead of 40% free cash flow payout target.
    • When is a raise coming? 2015 seems like the earliest possible time.
  • Intel Shorts Continue To Flee
    Wed, Jul. 30 INTC 35 Comments

    Summary

    • Intel's short interest dipped in early July.
    • Short interest in the chip giant is at a 23-month low.
    • Nearly 37% of shorts have covered since the peak.
    • Momentum continues in a positive direction. Stay long.
  • Update: SolarCity Short Interest Plunges
    Tue, Jul. 29 SCTY 14 Comments

    Summary

    • Short interest in early July fell by nearly 3.3 million shares.
    • A 40% rise in shares has caused a number of shorts to cover.
    • This short covering is not unusual when a stock jumps this quickly.
    • A 23% fall in short interest is quite dramatic. Only 21% of the float now short.
    • Investors can remain long, but this news should make you a bit less optimistic.
  • BlackBerry Update: Short Interest Hits New Low
    Tue, Jul. 29 BBRY 17 Comments

    Summary

    • BlackBerry short interest declined in early July.
    • Short interest is at its lowest point since September 2012.
    • With shares rallying, covering seemed logical.
    • Will the IBM-Apple deal impact things next time around?
    • Recent pullback may provide a buying opportunity.
  • 3D Systems Update: Short Interest Hits New High
    Mon, Jul. 28 DDD 10 Comments

    Summary

    • 3D Systems recently saw another new high in short interest.
    • Year to date, short interest is up nearly 132%.
    • Short squeeze potential, noted in my previous article, continues to climb.
    • Investors wanting to play the squeeze should re-enter the name.
  • Apple Update: Short Interest Hits 2014 Low
    Mon, Jul. 28 AAPL 29 Comments

    Summary

    • Apple's short interest hit a 2014 low in mid-July.
    • Shorts covered into earnings.
    • Reduction in short interest confirms positive momentum for the stock.
    • Investors should stay long Apple. Shares could top $100 soon.
  • Microsoft: What's Next?
    Thu, Jul. 24 MSFT 18 Comments

    Summary

    • Microsoft had a mixed quarter.
    • As cloud push continues, consolidation is key.
    • Dividend raise getting closer.
    • Microsoft a good buy on the next pullback.
  • Apple: A Record Quarter That Slightly Disappointed
    Wed, Jul. 23 AAPL 96 Comments

    Summary

    • Apple missed on revenues but beat on EPS.
    • Mac and iPods did well, while the iPhone and iPad were a little soft.
    • Guidance came in a little light ahead of iPhone 6 launch.
    • Gross margins were well above expectations again.
  • Apple: The Final Countdown
    Tue, Jul. 22 AAPL 28 Comments

    Summary

    • Apple earnings are just hours away.
    • Revenue estimates have increased as analyst upgrades pour in.
    • Reports of large iPhone 6 orders coming.
  • Apple Earnings Preview: Expectations Are High
    Mon, Jul. 21 AAPL 61 Comments

    Summary

    • Apple will report earnings on Tuesday afternoon.
    • Today, I'll preview the report with my predictions.
    • Expectations are high after last quarter's beat and recent rally.
  • Philip Morris: A Post Earnings Update
    Mon, Jul. 21 PM 10 Comments

    Summary

    • Philip Morris reported a strong Q2.
    • 2014 forecast reiterated. Capital return plan on track.
    • For down year, shares trade at reasonable valuation.
    • Story remains the same, investors should accumulate on pullbacks.
  • Tesla: Is It Really Panic Time?
    Thu, Jul. 17 TSLA 107 Comments

    Summary

    • Tesla shares have dropped again.
    • Analysts are cutting their EPS estimates.
    • The Model 3 is expected in 2017.
    • Short interest declined again.
    • Technicals are looking much better.
  • IBM Scores A Win With Apple Deal
    Thu, Jul. 17 IBM 16 Comments

    Summary

    • IBM is a clear winner in enterprise partnership deal with Apple.
    • Apple will benefit, although Apple has a lot going for it already.
    • BlackBerry and MobileIron being discussed as losers.
    • Who else may be impacted?
  • Intel Rewards Its Shareholders
    Wed, Jul. 16 INTC 36 Comments

    Summary

    • Intel beat on top and bottom line for Q2.
    • Q3 and full year guidance better than expected.
    • Company sped up buyback in Q2 and will continue strong buyback.
    • $20 billion added to the buyback.
  • 3D Systems: Short Squeeze, Part 2
    Mon, Jul. 14 DDD 6 Comments

    Summary

    • 3D Systems appeared to have a short squeeze.
    • Investors who took a chance were handsomely rewarded.
    • Short interest in late June declined slightly even with stock's rise.
    • The next short interest update will be interesting.
    • Short squeeze potential remains, and earnings are coming up.
  • SolarCity: Is A Short Squeeze Coming?
    Mon, Jul. 14 SCTY 20 Comments

    Summary

    • Short interest in SolarCity hit another new high at the end of June.
    • More than 27.6% of the float is now short.
    • Silevo deal sent shares higher, but they have retreated a bit.
    • Like Tesla, SolarCity short squeeze possible on good news.
  • The Container Store: Further Downside Possible
       • Fri, Jul. 11 TCS 10 Comments

    Summary

    • A struggling retailer at a high valuation is not where you want to be.
    • The Container Store missed on revenues and EPS. Guidance was cut.
    • Balance sheet is not in good shape. A secondary offering could be needed.
    • Peers offer strong buybacks and trade at significant discounts.
    • Shares worth about $18.75, implying 24% downside.
  • Intel: The Next Few Weeks Are Key
    Thu, Jul. 10 INTC 34 Comments

    Summary

    • The next few weeks should tell us a lot about Intel.
    • The company's forecast raise has sent estimates skyrocketing.
    • More detail will be given on the 2014 forecast.
    • Is a dividend raise coming? How about a buyback announcement?
  • Cisco: The New Dividend Leader?
    Wed, Jul. 9 CSCO 13 Comments

    Summary

    • Cisco had no dividend in 2010. Now, the annual yield is over 3.00%.
    • Cisco's yield leads US large cap tech, but the lead may not last long.
    • Buyback's return to normal levels should fuel future dividend increases.
    • Intel and Microsoft will also battle for the top dividend yield spot.