Seeking Alpha

Chris Lau

 
View as an RSS Feed
View Chris Lau's Articles BY TICKER:
  • What Might GT Advanced Technologies Announce On September 29, 2014?
    Thu, Sep. 18 GTAT 45 Comments

    Summary

    • GTAT stock price is still falling.
    • Company announced a conference call for later this month that will move shares.
    • There are 5 things company might address on call.
  • Update: Rackspace Hosting Ends Process Of Seeking Buyer
    Wed, Sep. 17 RAX 3 Comments

    Summary

    • Rackspace said it was no longer looking for a buyer.
    • Recent takeover premium was a bonus, but stock remains an under-appreciated growth play.
    • In previous coverage, takeover was not considered likely.
  • 6 Reasons To Buy BlackBerry Ahead Of Earnings
    Mon, Sep. 15 BBRY 76 Comments

    Summary

    • BlackBerry reports quarterly results on September 26, 2014.
    • Losses expected, which implies selling pressure in shares.
    • Revenue and loss figures matter less than status of restructuring.
    • Ultimately progress of restructuring and five other reasons imply more upside in stock price.
  • When Will BP's Selloff End?
    Wed, Sep. 10 BP 22 Comments

    Summary

    • The original call that BP shares were a stock to buy proved was too early.
    • Debt downgrade and liability from Gulf of Mexico spill add to uncertainty.
    • Is BP still a buy? Selloff discussed.
  • Update: Ciena Corp. Earnings
    Tue, Sep. 9 CIEN 1 Comment

    Summary

    • Third quarter earnings were strong, as expected.
    • Multiple unexpected headwinds, heavily from concessions to AT&T, hurt fourth quarter outlook.
    • Weak forecast not anticipated in original analysis.
  • Nokia Serves A Winner With HERE Maps Licensing Deal With Samsung
    Wed, Sep. 3 NOK 20 Comments

    Summary

    • Nokia struck a winning deal with Samsung: exclusive HERE Map app for users.
    • Turnaround for Nokia progresses in the right direction.
    • Value of HERE Map discussed.
  • Why The BlackBerry Passport Launch Is A Big Deal
    Wed, Sep. 3 BBRY 72 Comments

    Summary

    • BlackBerry announced an exclusive event on September 24, 2014.
    • Passport and Classic are likely the reason for the event.
    • The launch is a big deal, and the reasons are discussed.
  • Why Ciena Is Set To Move Up From Here
    Tue, Aug. 26 CIEN 4 Comments

    Summary

    • Investors punished Ciena along with other networking firms in the past month.
    • Ciena's outlook for the rest of the year discussed and analyzed.
    • Seasonal strength underway.
  • Thoughts On BlackBerry's Leaked Device Roadmap
    Tue, Aug. 26 BBRY 195 Comments

    Summary

    • BlackBerry device roadmap confirms devices will target four market segments.
    • "Passport" device has strong interest from users.
    • Roadmap still incomplete: positive and negative implications.
  • Why HP's $199 Laptop Is Good For AMD
    Tue, Aug. 19 AMD 62 Comments

    Summary

    • Light Q2 chip sales for computers weighed on AMD.
    • Sub $200 laptops feature AMD processors.
    • Contribution to its rebound in PC market analyzed.
  • Drop In Alcatel-Lucent Spells Opportunity
    Tue, Aug. 19 ALU 101 Comments

    Summary

    • Alcatel-Lucent's shares are down 27 percent this year.
    • Bearishness rose after second quarter disappointed investors.
    • Progress of transition plan in Q2 and outcome for 2015 discussed and analyzed.
  • Sell Nuance Now
    Wed, Aug. 13 NUAN 12 Comments

    Summary

    • Even as shares drop after hours following quarterly results, it's time to sell Nuance.
    • Smooth transition and improved profitability now delayed.
    • Entry price suggested.
  • Transocean Could Head To $50
    Tue, Aug. 12 RIG 18 Comments

    Summary

    • Transocean reported a strong Q2, but shares failed to react.
    • Negative outlook misguided.
    • $40 target price for this year, $50 by next year.
  • Update: Rackspace Hosting Earnings
    Tue, Aug. 12 RAX 4 Comments

    Summary

    • Rackspace Hosting reported revenue and profits that met expectations.
    • Stronger revenue forecast re-affirms “buy” rating.
    • Improving performance marks a bottom in share price.
  • TIBCO Rallies: Is There More Upside?
    Thu, Aug. 7 TIBX 5 Comments

    Summary

    • TIBCO rallied 7.5 percent on hopes the firm will find a buyer.
    • Q2 earnings weak.
    • Spotfire subscriptions and business transition discussed.
  • BP Approaching A Buy At Current Prices
    Tue, Aug. 5 BP 30 Comments

    Summary

    • Worries over sanctions against Russia hurting BP's stock.
    • Forecast lighter than anticipated by investors.
    • Upside evaluated at current levels.
  • Update: Alcatel-Lucent Earnings
    Mon, Aug. 4 ALU 58 Comments

    Summary

    • Alcatel-Lucent reported Q2 Earnings last week.
    • Quarter confirms view that recovery is on track, but IP routing faces near-term challenges.
    • Weak IP router business in China not anticipated.
  • Buy Nokia On The Next Dip
    Wed, Jul. 30 NOK 65 Comments

    Summary

    • Second-quarter results were solid.
    • The stock could pull-back in the near-term.
    • Risks facing the company are assessed.
  • Has Riverbed Bottomed?
    Tue, Jul. 29 RVBD 1 Comment

    Summary

    • Riverbed fell after reporting a weak quarter.
    • Reasons for the revenue miss discussed.
    • Short-term uncertainty evaluated against long-term potential.
  • AMD Is Still A Buy
    Tue, Jul. 29 AMD 98 Comments

    Summary

    • AMD plunged after second quarter results.
    • Shares are only down 5 percent on the month.
    • Volatility expected in hindsight.
    • Turnaround progress assessed.
  • Buy Theravance After Pullback
    Mon, Jul. 28 THRX 40 Comments

    Summary

    • Theravance is down 23% on the month, 18% in the past week.
    • GSK forecast spooked investors.
    • Did outlook for Theravance really change materially?
  • BlackBerry Dips: What Happens Next?
    Thu, Jul. 17 BBRY 276 Comments

    Summary

    • Threat of IBM-Apple partnership to BlackBerry's MDM offering exaggerated.
    • BlackBerry's turnaround thesis still valid.
    • Entry price range explored.
  • Buy AMD Ahead Of Earnings
    Mon, Jul. 14 AMD 70 Comments

    Summary

    • AMD is no longer a speculative trade.
    • Strong PC shipment numbers support second quarter results.
    • Graphic cards, consoles and processor chips in focus.
  • When Will BlackBerry Reach Its Tipping Point?
    Mon, Jun. 30 BBRY 59 Comments

    Summary

    • BlackBerry is up 31 percent this year.
    • Shares traded at $10, before backing off.
    • If the company inevitably reaches a tipping point, when will it get there?
  • 3 Reasons AIG Is Worth The Risk
    Tue, May. 20 AIG 9 Comments

    Summary

    • Hedge funds are decreasing their position in AIG.
    • Better balance sheet lowers risk in holding this insurance company.
    • 3 reasons to be bullish.
  • Avoid Glu Mobile
    Mon, May. 19 GLUU 34 Comments

    Summary

    • Bears have the upper hand with Glu Mobile right now.
    • Unfairly or not, the stock's association with Zynga negative for Glu.
    • Do good long-term fundamentals outweigh short-term risks?
  • Alcatel-Lucent Sell Off Brings Buying Opportunity For 5 Reasons
    Mon, May. 19 ALU 24 Comments

    Summary

    • Alcatel-Lucent peaked at around $4.50, and are down around 15 percent from there.
    • Quarterly earnings reveal status and pace of turnaround.
    • 5 things are considered.
  • 5 Things To Consider From Ballard Power's Earnings Report
    Wed, Apr. 30 BLDP 13 Comments

    Summary

    • Ballard Power shares sold off sharply despite meeting consensus.
    • 2014 forecast of breakeven EBITDA and revenue growth is achievable.
    • Investors need to consider impact of momentum speculators unwinding position.
  • Freeport-McMoRan Won't Fall Below $30: Buy Shares Now
    Tue, Apr. 29 FCX 9 Comments

    Summary

    • Political risks are already priced into shares of Freeport-McMoRan. There may be an upside if restrictions are lifted.
    • Copper prices are stabilizing.
    • Long-term outlook is positive.
  • 5 Reasons Advanced Micro Devices Is Worth $6
    Tue, Apr. 22 AMD 51 Comments

    Summary

    • AMD surprised short-sellers by reporting a strong quarter.
    • Market still underestimating positive momentum for company moving into current quarter and year.
    • Analysts should revise 2014 and 2015 earnings upwards.
  • Risks Accelerating: Sell IBM
    Mon, Apr. 21 IBM 16 Comments

    Summary

    • Rally in IBM shares from multiple bottom unjustified.
    • First quarter results expose weaknesses in most business segments.
    • Competitive pressures will mute growth prospects.
  • 4 Takeaways From Micron Technology's Quarter
    Sun, Apr. 13 MU 25 Comments

    Summary

    • Micron is selling off faster than the rest of the market, but this is expected.
    • Uncertain forecast added to fear.
    • Three takeaways suggest Micron will trade at the upper end of price target range.