Thursday after the close, Microsoft MSFT reported earnings. One conclusion that jumps out from the report and conference call is that Microsoft has overcome the so-called ‘death of the PC.’ Microsoft is generating about 70% of its profits from its commercial business, which is growing at about a 10% rate, yet Microsoft is
Apple has scheduled a product-announcement event for tomorrow. My expectations are that the products announced will be mostly evolutionary, but there is a dark horse that can change the game for tablet computing. The dark horse is a 13-inch iPad that is a replacement for full-fledged laptops. If this dark
This post was published on ZYX Buy Change Alert. Yesterday evening, Twitter announced that it will list its stock on the New York Stock Exchange (NYSE). This is a coup for NYSE as Twitter is the highest profile IPO of 2013. The road show is likely to begin on October 25th and
This post was just published on ZYX Buy Change Alert. Consider taking profits on NOK in the zone of $6.60 to $6.75 and exiting the position. The stock closed at $6.73. A part of the rise since NOK sold its device business to MSFT has been due to short covering. Our algorithms show that the
(Subscribers to ZYX Buy Change Alert have been provided a precise zone where to buy and how much to buy.) On Tuesday, Microsoft MSFT announced that it is buying Nokia NOK ’s device business and also licensing certain intellectual property from Nokia. There has been much negative commentary. For example Morgan Stanley MS downgraded Microsoft, and investors voted with their money
This post was published on ZYX Buy Change Alert. NOK has agreed to sell its device business to MSFT and licence IP to MSFT. Congratulations to those holding NOK the stock is up 43% in the pre-market. NOK is attractive after the sale as it will end up with substantial
Pandora, the popular Web radio service, reported impressive earnings after the close Thursday, recording second quarter EPS of $0.04 vs. consensus forecast for $0.02. Revenues of $157.4 million topped analysts’ consensus expectation for $156.24 million. For the third quarter, Pandora projects Q3 EPS of $0.03 to $0.06 vs. $0.08 previously
Cisco (CSCO) is the largest manufacturer of networking equipment perfectly positioned to benefit from growth of the Internet. The stock dipped after it reported earnings, but here is why Cisco is an attractive opportunity for the long-term investor on any further weakness in price. Cisco is providing equipment and services
This post was just published on ZYX Buy Change Alert. Consider exiting 25% of NOK position right here around $4.02. This is based on review of MSFT’s earnings. NOK has tied its future to MSFT Windows phone operating system. There is still a strong possibility of NOK being acquired. This is simply a tactical call to reduce the position size
Please click here to see the annotated chart of Microsoft. Today Microsoft announced its long-awaited restructuring. The question now is should you buy the stock on this news? Steve Ballmer, CEO of Microsoft MSFT , called it a far-reaching realignment. In lieu of regurgitating the details, allow me to redirect you