4 Things To Consider Ahead Of Microsoft's Earnings [View article]
Lumia WP8 is good for Microsoft in the long run. How Microsoft grows market share to 10% matters as much as if it can achieve that. In the quarter, MS reported it spent $8 billion, up 10%, related to product marketing for Surface, Cloud.
Why Tegra 4 Still Makes Nvidia A Bullish Play [View article]
You'll need to run TA not only on NVDA but on Google, tablets, microsoft, PC, semiconductors. For now, the PC stocks seem to be "road kill" and NVIDIA is caught in the middle of it.
Now if android tablet sales could match iPad, maybe Nvidia would move up sooner.
Why Tegra 4 Still Makes Nvidia A Bullish Play [View article]
Just looked through (SYNA) and (AMD), to name a few. PC sales were very weak last year and last quarter was no exception. Not only is the name "Project Shield" without much meaning, it is very likely to be a flop. The handheld gaming market is not the place to be unless you are Nintendo. (SNE) could not compete. Android and iPhone games is where it's at.
Smartphone games is where it is at. Is Nvidia pulling a Microsoft? Is Shield supposed to be a reference design the way Surface tablet is?
The market values (QCOM) and (ARMH) in a way that it rewards its "moat" in mobile. SHould Intel, NVDA break this, the P/S values could be reversed. QCOM has a market cap that higher than Intel's!
3D printer makers Stratasys (SSYS +4.4%) and 3D Systems (DDD +4.2%) are closing the week with solid gains, even though JPMorgan launched coverage on Stratasys with a Neutral and $86.50 PT. Nokia's 3D printing announcement could be stoking investor enthusiasm ... or we might just be seeing some end-of-the-week short-covering. 42.1% of 3D's float, and 9.1% of Stratasys' float, was shorted as of Dec. 31. [View news story]
It could be that (DDD) is targeting the consumer market. (SSYS) has the manufacturing, which fluctuates less.
Setting An Investment Strategy For 2013 With These Ideas [View article]
Both Vivendi and (LINTA) are content plays. Content will play an increasingly important role over the next few years. Vivendi's sale of (ATVI) is still a story in waiting.
We don't have a seat in the executive board room, so who knows if Vivendi will split. The talk of splitting the company suggests Vivendi remains very undervalued.
Setting An Investment Strategy For 2013 With These Ideas [View article]
The virtual portfolio is like a watch list for planning out and following practice or real investments. It is not a mirror of real-money investments (covestor). The portfolio is used to test and track ideas first, before any real investment is made.
The difference between the practice portfolio and the watch list, is that the watch list may be shared amongst a community of other users. The site also tracks "buy/sell" transactions in a practice environment (real-trading is also offered).
Rare Apple Misstep Creates Opportunity For Nokia [View article]
Nokia (NOK) up 20% premarket on Q4 guidance: It "exceeded expectations and achieved underlying profitability." Both phones and Nokia Siemens Networks results are better than expected.
2 Worries That Remain After The Solar Energy Rally [View article]
The charts were generated on kapitall.com. The support staff is very responsive, so I will message them to label icons with company name when N/A value is used. The company bars are in this order (as described in the text). The order is:
SunPower, First Solar, Yingli, Trina, and LDK Solar:
4 Things To Consider Ahead Of Microsoft's Earnings [View article]
5 Reasons To Stay Bullish On Arena [View article]
"My idea of a group decision is to look in the mirror." - Warren Buffett
5 Reasons To Stay Bullish On Arena [View article]
Why Tegra 4 Still Makes Nvidia A Bullish Play [View article]
Now if android tablet sales could match iPad, maybe Nvidia would move up sooner.
Why Tegra 4 Still Makes Nvidia A Bullish Play [View article]
Smartphone games is where it is at. Is Nvidia pulling a Microsoft? Is Shield supposed to be a reference design the way Surface tablet is?
Iron Ore Rebound: Cliffs Natural Resources In Focus [View article]
Marketwatch: http://t.co/tWxEtKtz
Why Tegra 4 Still Makes Nvidia A Bullish Play [View article]
NVDA P/S 1.84
QCOM P/S 5.81
ARMH P/S 21.83
The market values (QCOM) and (ARMH) in a way that it rewards its "moat" in mobile. SHould Intel, NVDA break this, the P/S values could be reversed. QCOM has a market cap that higher than Intel's!
3D printer makers Stratasys (SSYS +4.4%) and 3D Systems (DDD +4.2%) are closing the week with solid gains, even though JPMorgan launched coverage on Stratasys with a Neutral and $86.50 PT. Nokia's 3D printing announcement could be stoking investor enthusiasm ... or we might just be seeing some end-of-the-week short-covering. 42.1% of 3D's float, and 9.1% of Stratasys' float, was shorted as of Dec. 31. [View news story]
Setting An Investment Strategy For 2013 With These Ideas [View article]
We don't have a seat in the executive board room, so who knows if Vivendi will split. The talk of splitting the company suggests Vivendi remains very undervalued.
Setting An Investment Strategy For 2013 With These Ideas [View article]
The difference between the practice portfolio and the watch list, is that the watch list may be shared amongst a community of other users. The site also tracks "buy/sell" transactions in a practice environment (real-trading is also offered).
Rare Apple Misstep Creates Opportunity For Nokia [View article]
It "exceeded expectations and achieved underlying profitability." Both phones and Nokia Siemens Networks results are better than expected.
5 Reasons Why $10 Is The Magic Number For Research In Motion [View article]
Update: Keyboard version will be launched Jan 30 - see market currents:
http://seekingalpha.co...
2 Worries That Remain After The Solar Energy Rally [View article]
SunPower, First Solar, Yingli, Trina, and LDK Solar:
5 Reasons Why $10 Is The Magic Number For Research In Motion [View article]
http://bit.ly/Wv1mOg
Mellanox Bubble To Burst With Intel Foray Possibly Threatening Existence [View article]