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Tony Kau
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Tony Kau is a financial analyst and swing trader from Portland, Oregon. He was most recently employed as an Analyst/Model Developer at a hedge fund. His core strategy relies on successfully identifying trend exhaustion patterns and capitalizing on them using both stocks and options. To see his... More
My blog:
Trend Exhaustion | Buy Low, Sell High
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  • Can Broadcom Bounce Back?
     After a 12% drop on a 5% guidance reduction in April, analysts and investors arestarting to see Broadcom Corp. (Nasdaq: BRCM) as a value opportunity. Last week, Broadcom, a manufacturer of semiconductors for wired and wireless communication, even led the IU25 index following positive analyst attention. Let's take a closer look at the outlook and numbers to determine whether this is a buying signal, or just a brief pause on a long-term decline.

    Compared to direct competitors 

    That said, Broadcom is the leader in its niche... (Continue reading on

    Tags: BRCM, QCOM, TX
    Jun 07 2:41 AM | Link | Comment!
  • Is There Balm in Gilead?
     Even with a strong track record of growth, profitability, and cash generation,Gilead Sciences Inc. (Nasdaq: GILD) has significantly underperformed both its sector and the market during the past two years. Is this the beginning of the end for Gilead, or can the company win back investor confidence and move forward?

    Gilead is a biopharmaceutical company that focuses on developing and commercializing treatments for life-threatening diseases, primarily HIV/AIDS. With outstanding growth in the past decade, Gilead is now fighting through adolescence, awkwardly positioned between stable biotech and small pharmaceutical without a dividend.

    What first caught my eye about Gilead was how it lined up compared to competitors and similar companies. (Continue reading on

    Jun 02 3:00 PM | Link | Comment!
  • Is It Time to Back Away From VMware?
     With a recent record of positive earnings surprises and heightened demand from majority owner EMC Corp. (NYSE: EMC), VMware Inc. (NYSE: VMW) has enjoyed significant price run-up in the past year. But I have to wonder whether the company can sustain this price level — and question whether there are enough further growth prospects to keep the share price moving skyward.

    VMware, a California-based provider of virtualization and cloud infrastructure solutions, has been on a tear. Early last year, it acquired Zimbra as well as software product technology and expertise from EMC’s Ionix IT management. Last month, it bought SlideRocket.

    But with a P/E ratio of 103, sirens are sounding that it’s time to take a closer look at what is happening under the hood. Obviously VMW is looking at significantly… (Continue reading on

    Jun 02 12:27 PM | Link | Comment!
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