Investors are concerned as they don’t see the same hype as iPhone5 building around an iPhone6 which might be launched in the fall of CY13. This has led investors to ask-“What next?” We continue to believe that Apple (NASDAQ:AAPL) will have considerable value going forward also. Apple being the innovative giant it is, we won’t be surprised if [...]
Apple: What beyond iPhone5?
Investors are concerned as they don’t see the same hype as iPhone5 building around an iPhone6 which might be launched in the fall of CY13. This has led investors to ask-“What next?” We continue to believe that Apple (NASDAQ:AAPL) will have considerable value going forward also. Apple being the innovative giant it is, we won’t be surprised if [...]
Samsung vs. Apple Verdict: The Winner...
In one of our previous articles, we talked about the Apple (NASDAQ:AAPL) vs. Samsung infringement battle and how Apple has had the upper hand in the trial (See: The Apple-Samsung Battle and its effects on the Smartphone industry). As we expected Apple has finally won the infringement battle with the jury authorizing almost all of Apple’s clai [...]
Apple Wins Case Against Samsung. We T...
The jury rules Samsung owes Apple $1.05B in damages. Apple has been declared innocent of all of Samsung’s software patent infringement claims.
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Cummins: A Good Buy For Both Near and...
Cummins Inc. (NYSE: CMI) designs, manufactures, and distributes diesel engines, electric power generation systems, and engine-related products, such as filtration and emissions solutions. Late last Month, Cummins reported its 2Q12 results and the reported EPS of $2.40 was better than the consensus estimates ($2.27) by a fair margin. Despite a [...]
Is Qihoo a threat for Baidu?
Qihoo 360 Technology (NYSE:QIHU) announced last week that it is replacing the Google’s search service with its own search engine so.360.cn for its Website and browser. The investors seem to be concerned by this development as Baidu (NASDAQ:BIDU) stocks saw a decline of ~10% following the announcement and a further ~6% following the dow [...]
Dollar Stores crushing Big Lots
Big Lots’ (NYSE:BIG) 2Q results and updated FY12 guidance were far worse than expected and it is not surprising to see the shares trading down significantly after the earnings announcement. Reported 2Q12 EPS of $0.36 was below consensus estimates of $0.42 and also below the low end of guidance of $0.37-$0.42. Moreover, same store sales were w [...]
Why LinkedIn performs when others don...
We have long been saying that LinkedIn (NASDAQ:LNKD) is a fundamentally better company than its web 2.0 peers. In this post we will illustrate how LinkedIn performs better than its peer group and what makes it the best social net play according to us. For this purpose, we will compare it with two of its comparable web 2.0 peers which offered [...]
Why American Eagle is the Best Bet in...
Recently, American Eagle Outfitters Inc (NYSE: AEO) reported 2Q adjusted EPS of $0.21 which was in line with consensus and at the high end of management’s raised guidance. The most encouraging aspect was a 9% SSS growth. The management also indicated that back-to-school season is off to a good start and guided to 3Q SSS of mid-single digits a [...]
eBay: Payments and Marketplace have i...
Recently eBay’s (NASDAQ:EBAY) PayPal announced its partnership with Discover (NYSE:DFS) following a recent partnership announcement by Square and Starbucks (NASDAQ:SBUX). This partnership will necessarily bring PayPal to more than 7 million offline merchants across the US (Discover has penetrated 95% of the U.S. market.). eBay’s management no [...]
Hewlett Packard: Secular, Competitive...
Confidence eroding. Secular and competitive headwinds intensify. Restructuring progressing, but will take years. HP is transforming from a PC/printer firm into a diversified enterprise supplier but faces multiple risks tied to execution and competition. (more…)
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Why Facebook is still not undervalued...
Facebook (NASDAQ:FB) shares soared ~5% on Monday after an upgrade from Capstone research. As Facebook shares have lost more than ~50% since its IPO, more and more investors are getting bullish calling it under-valued. We have been bearish on Facebook stocks for quite some time now and as the stock has depreciated in that time, we didn’t see a [...]
The online travel market- Two buys an...
Our Analysts at TheAnalystHub.com have been working on the online travel market for quite some time now and have been watching closely the stock movements for plenty of online travel stocks. As the Online travel market is slowly stabilizing, we feel that the agencies with maximum TAM will perform well while the companies which remain low on e [...]