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Chris Lau

 
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  • Cree Could Slip Below $20
    Today, 9:07 AM CREE 6 Comments

    Summary

    • There were many things to dislike from Cree's first quarter report.
    • Competitive pressures elevating along with uncertainty.
    • 3 reasons investors should avoid Cree.
    • Stock price in the $20's or high teens possible.
  • 3 Reasons To Buy Himax After Another Plunge
    Yesterday, 12:04 PM HIMX 6 Comments

    Summary

    • Himax is down sharply after Google declined additional investment.
    • "Google premium" now removed.
    • Reasons for turning bullish discussed.
  • Will Nokia Beat Expectations?
    Mon, Oct. 20 NOK 64 Comments

    Summary

    • Speculators sold everything, including Nokia, as risk aversion mounted.
    • Selling Nokia is a mistake.
    • Nokia may validate positive long-term upside when quarterly results released.
  • Did Ciena Just Bottom At $14?
    Sun, Oct. 19 CIEN Comment!

    Summary

    • Ciena shares fell below $14 before recovering.
    • Investors still punished shares for its lowered guidance.
    • Long term prospects analyzed in light of lower carrier spending.
  • After My Bad Call, Is Alcatel-Lucent Still Worth Holding?
    Thu, Oct. 16 ALU 57 Comments

    Summary

    • Weak market conditions pushed Alcatel-Lucent shares to yearly lows.
    • Company developments positive and restructuring program positive.
    • Merits of buying stock discussed.
  • How Low Will J.C. Penney Stock Go?
    Tue, Oct. 14 JCP 9 Comments

    Summary

    • J.C. Penney sold off after issuing weak September sales numbers and a light forecast.
    • Headwinds added challenge to three year turnaround plan.
    • Target price analyzed.
  • Is Himax A Buy After The Plunge?
    Mon, Oct. 13 HIMX 26 Comments

    Summary

    • Himax is approaching the $8 level, after peaking at $10.
    • Speculation that Google Glass is cancelled hurt shares.
    • After stock sell-off, fundamentals are worth an evaluation.
  • Update: Advanced Micro Devices Executive Change
    Thu, Oct. 9 AMD 88 Comments

    Summary

    • AMD surprised markets announcing a CEO change just a week before its quarterly earnings report.
    • Executive change is natural progression in turnaround transition plan.
    • Early exit of CEO not anticipated, but Dr. Su improves chances of phase 3 turnaround.
  • 3 Takeaways From GT Advanced Technologies' Bankruptcy Filing
    Tue, Oct. 7 GTAT 66 Comments

    Summary

    • GT Advanced Technologies shocked the market when it filed for bankruptcy.
    • Actual reasons for dwindling cash will not be known until after bankruptcy proceedings commence.
    • 3 takeaways for investors discussed.
  • Has Cliffs Natural Resources Bottomed?
    Tue, Oct. 7 CLF 39 Comments

    Summary

    • Iron ore prices are below $80, pressuring revenue prospects for Cliffs.
    • Cliffs' share price is at lows not seen in a decade.
    • Outlook for Cliffs reviewed, ahead of quarterly results on October 28, 2014.
  • 6 Things Missing From BlackBerry's Turnaround Story
    Wed, Oct. 1 BBRY 32 Comments

    Summary

    • Bears focused on a revenue drop in BlackBerry's Q2 results.
    • The turnaround is halfway through.
    • The markets did not adequately price six more positive developments at the firm.
  • Seadrill Looks Like A Stock To Buy Now
    Tue, Sep. 30 SDRL 67 Comments

    Summary

    • Sanctions against Russia a worry for Seadrill.
    • Lower day rates also negative.
    • Debt levels worrying, but manageable.
    • Negativity looks priced into stock at these levels.
  • Should You Ignore Selling Pressure For AMD's Stock?
    Tue, Sep. 23 AMD 146 Comments

    Summary

    • Selling pressure is accelerating for AMD.
    • Stock could retest yearly lows.
    • Justifying a "hold" based on transformation and promises of growth in five areas discussed.
  • Update: TIBCO Software Earnings
    Mon, Sep. 22 TIBX Comment!

    Summary

    • TIBCO Software reported Q3/2014 earnings that disappointed investors.
    • Weak quarter and forecast confirms opinion that business still under pressure.
    • Turnaround was slower than expected.
  • What Might GT Advanced Technologies Announce On September 29, 2014?
    Thu, Sep. 18 GTAT 86 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 25 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 199 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.