Seeking Alpha

Bill Maurer's  Instablog

Bill Maurer
  • on Technology
  • on Consumer Goods
Send Message
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have... More
View Bill Maurer's Instablogs on:
  • Use Pullbacks To Add To Positions
    With the markets down a bit today, and the potential for another drop Wednesday if things in Greece don't go well, anyone looking to enter some core positions should be ready to hit the buy button.

    Two of my recent articles give you plenty of opportunities to buy on pullbacks, should they come the rest of this week.

    Techs to Buy on a Pullback

    Large Caps to Buy on a Pullback

    Remember, markets and several stocks are near 52-week highs. While they may seem cheap compared to valuations in recent years, many names have moved big this year so far. Don't overpay just to get into a name. Be smart, and find logical entry points.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Feb 14 3:13 PM | Link | 1 Comment
  • Earnings Predictions For This Week
    There are a ton of companies reporting this week, so here are some predictions for what we'll see. To see my formal preview for the technology and consumer sectors, click here.

    Coinstar (CSTR): Coinstar will report after the bell Monday, which is curious because the company just announced a streaming partnership with Verizon (NYSE:VZ) this morning to rival Netflix (NASDAQ:NFLX). It's odd that they would announce this the morning of their earnings call, and I'm almost wondering if this means they will report a bad number. I'm not going to say they will, but it almost looks like they want to hide something with this unusual timing.

    Panera (NASDAQ:PNRA): The food retailer reports tomorrow after the bell. I would expect a good report, but this name is currently trading at all time highs. If we close near $160 or even above it going in, I'd think people might take some profits. Be careful buying into earnings when stocks are at all time highs.

    Cisco (NASDAQ:CSCO): The networking company will report Wednesday afternoon. They've done well in the past two quarters, but the stock has run up a ton. It might sell off afterwards. I also lean towards the short side on this one given the recent warnings we've seen from similar names in the space, including Acme Packet (NASDAQ:APKT), Juniper Networks (NYSE:JNPR), and Riverbed (NASDAQ:RVBD).

    Sprint (NYSE:S): Sprint's first quarter with the iPhone. It will be fun to watch. They've really improved their income statement numbers lately, but a big loss is still expected. Analyst expectations are low, so a beat is entirely possible. They still have a lot of debt though, and if they didn't do well this quarter, 2012 will be a tough year.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Feb 06 3:33 PM | Link | Comment!
  • Apple Is On The Clock
    We are approximately 3 hours away for the news we've been waiting to hear for months: results of Apple's (NASDAQ:AAPL) Q1.

    This is the first true quarter for new CEO Tim Cook, and all eyes will be on this one. Here are some quick notes I have going in:

    My official preview was released the other day, you can read it here.

    Just a little updating my numbers: Since I released my article, street estimates have come up a penny to $10.08. Also, revenue numbers have edged up to $38.85 billion.

    From what I've been hearing all morning, it seems like many will be disappointed if Apple doesn't hit $40 billion in revenues.

    Another thing to watch, the reaction:

    Apple went into last quarter's earnings at $422.24. As of writing, we are only $1 higher than that now. So if you bought before last quarter's earnings, you've made less than 0.25% in three months. That's equivalent to a high yield CD right now. However, if you waited till after the results and got it under $400 or even $380, you've made some decent money.

    I'm not telling you not to get in before the results, but I only see potential upside to $450 in the name in the next week or so. A bad report could take us down to $375. That's basically a 1 up, 2 down ratio, which isn't appealing to me. That's why I'm on the sidelines for now. I'm not taking a chance here.

    Disclosure: I have no positions in any stocks mentioned, but may initiate a long position in AAPL over the next 72 hours.

    Additional disclosure: Author will not initiate a position before earnings, but may initiate one after report comes out.

    Tags: AAPL, Technology
    Jan 24 1:23 PM | Link | 1 Comment
Full index of posts »
Latest Followers


  • Tomorrow is a great day for momentum/battleground earnings reports. $GMCR, $SODA, $DDD, and $TSLA all reporting.
    about 2 hours ago
  • $TWTR has an earnings release on its IR site now. Headline numbers correct, 2015 forecast taken down.
    Apr 28, 2015
  • $AAPL probably about as expected, $TCS disappoints again.
    Apr 27, 2015
More »

Latest Comments

Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.