Unnamed: 0
stringlengths 3
8
| Date
stringlengths 23
23
| Article_title
stringlengths 1
250
| Stock_symbol
stringlengths 1
5
| Url
stringlengths 44
135
| Publisher
stringclasses 1
value | Author
stringclasses 1
value | Article
stringlengths 1
343k
| Lsa_summary
stringlengths 3
53.9k
| Luhn_summary
stringlengths 1
53.9k
| Textrank_summary
stringlengths 1
53.9k
| Lexrank_summary
stringlengths 1
53.9k
| uuid
stringlengths 36
36
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|
726600.0
|
2012-12-03 00:00:00 UTC
|
Pre-Market Most Active for Dec 3, 2012 : BAC, FB, EBR/B, DELL, CAJ, RIMM, NOK, QQQ, GY, SIRI, PBR, DECK
|
DELL
|
https://www.nasdaq.com/articles/pre-market-most-active-dec-3-2012-bac-fb-ebrb-dell-caj-rimm-nok-qqq-gy-siri-pbr-deck-2012
|
nan
|
nan
|
The NASDAQ 100 Pre-Market Indicator is up 9.45 to 2,687.33. The total Pre-Market volume is currently 8,053,606 shares traded.
The following are the most active stocks for the pre-market session :
Bank of America Corporation ( BAC ) is +0.06 at $9.92, with 2,167,187 shares traded. BAC's current last sale is 90.18% of the target price of $11.
Facebook, Inc. ( FB ) is +0.08 at $28.08, with 1,061,110 shares traded. As reported by Zacks, the current mean recommendation for FB is in the "buy range".
Centrais Elc Braz Pfb B Elbras (EBR/B) is -0.1803 at $4.58, with 680,000 shares traded.
Dell Inc. ( DELL ) is +0.49 at $10.13, with 615,726 shares traded. DELL's current last sale is 90.04% of the target price of $11.25.
Canon, Inc. ( CAJ ) is +0.7376 at $35.92, with 362,313 shares traded. As reported in the last short interest update the days to cover for CAJ is 7.785247; this calculation is based on the average trading volume of the stock.
Research in Motion Limited ( RIMM ) is -0.2 at $11.40, with 283,554 shares traded. RIMM's current last sale is 142.5% of the target price of $8.
Nokia Corporation ( NOK ) is +0.06 at $3.32, with 206,711 shares traded. As reported in the last short interest update the days to cover for NOK is 10.843323; this calculation is based on the average trading volume of the stock.
PowerShares QQQ Trust, Series 1 ( QQQ ) is +0.46 at $66.26, with 205,610 shares traded. This represents a 22.32% increase from its 52 Week Low.
GenCorp Inc. ( GY ) is unchanged at $9.20, with 177,784 shares traded. As reported in the last short interest update the days to cover for GY is 20.068183; this calculation is based on the average trading volume of the stock.
Sirius XM Radio Inc. ( SIRI ) is +0.035 at $2.80, with 157,342 shares traded. As reported by Zacks, the current mean recommendation for SIRI is in the "buy range".
Petroleo Brasileiro S.A.- Petrobras ( PBR ) is +0.33 at $18.30, with 146,737 shares traded. PBR's current last sale is 66.55% of the target price of $27.5.
Deckers Outdoor Corporation ( DECK ) is +3.56 at $41.85, with 111,708 shares traded. As reported in the last short interest update the days to cover for DECK is 9.029905; this calculation is based on the average trading volume of the stock.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is +0.49 at $10.13, with 615,726 shares traded. DELL's current last sale is 90.04% of the target price of $11.25. As reported in the last short interest update the days to cover for CAJ is 7.785247; this calculation is based on the average trading volume of the stock.
|
Dell Inc. ( DELL ) is +0.49 at $10.13, with 615,726 shares traded. DELL's current last sale is 90.04% of the target price of $11.25. As reported in the last short interest update the days to cover for CAJ is 7.785247; this calculation is based on the average trading volume of the stock.
|
Dell Inc. ( DELL ) is +0.49 at $10.13, with 615,726 shares traded. DELL's current last sale is 90.04% of the target price of $11.25. As reported in the last short interest update the days to cover for CAJ is 7.785247; this calculation is based on the average trading volume of the stock.
|
DELL's current last sale is 90.04% of the target price of $11.25. Dell Inc. ( DELL ) is +0.49 at $10.13, with 615,726 shares traded. As reported in the last short interest update the days to cover for CAJ is 7.785247; this calculation is based on the average trading volume of the stock.
|
2157f5a4-4a1a-42d5-89b5-9a753bd0629f
|
726601.0
|
2012-12-03 00:00:00 UTC
|
Dell Upgraded at Goldman Sachs (DELL)
|
DELL
|
https://www.nasdaq.com/articles/dell-upgraded-goldman-sachs-dell-2012-12-03
|
nan
|
nan
|
Goldman Sachs reported that they have upgraded information technology company, Dell Inc.( DELL ) to a "Buy" on Friday night.
The firm reported that they have upgraded DELL from a "Sell" to a "Buy," and have increased its price target from $9 to $13. This price target suggests a 21% increase over the stock's current price of $10.17.
Although the firm sees an overall negative outlook for the PC industry, it sees DELL doing positively within the industry. Analysts see the company having enough cash to support them during the decline.
Dell shares were up 50 cents, or 5.19% during premarket trading Monday. The stock is -31.14% YTD.
The Bottom Line
Shares of Dell ( DELL ) have a 3.32% dividend yield, based on Friday's closing stock price of $9.64. The stock has technical support in the $8.50 price area. If the shares can firm up, we see overhead resistance around the $10-$11 price levels.
Dell Inc.( DELL ) is not recommended at this time, holding a Dividend.com DARS™ Rating of 3.2 out of 5 stars.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The firm reported that they have upgraded DELL from a "Sell" to a "Buy," and have increased its price target from $9 to $13. Goldman Sachs reported that they have upgraded information technology company, Dell Inc.( DELL ) to a "Buy" on Friday night. Although the firm sees an overall negative outlook for the PC industry, it sees DELL doing positively within the industry.
|
The Bottom Line Shares of Dell ( DELL ) have a 3.32% dividend yield, based on Friday's closing stock price of $9.64. Goldman Sachs reported that they have upgraded information technology company, Dell Inc.( DELL ) to a "Buy" on Friday night. The firm reported that they have upgraded DELL from a "Sell" to a "Buy," and have increased its price target from $9 to $13.
|
Goldman Sachs reported that they have upgraded information technology company, Dell Inc.( DELL ) to a "Buy" on Friday night. The firm reported that they have upgraded DELL from a "Sell" to a "Buy," and have increased its price target from $9 to $13. The Bottom Line Shares of Dell ( DELL ) have a 3.32% dividend yield, based on Friday's closing stock price of $9.64.
|
The firm reported that they have upgraded DELL from a "Sell" to a "Buy," and have increased its price target from $9 to $13. The Bottom Line Shares of Dell ( DELL ) have a 3.32% dividend yield, based on Friday's closing stock price of $9.64. Goldman Sachs reported that they have upgraded information technology company, Dell Inc.( DELL ) to a "Buy" on Friday night.
|
f7bd851d-ae2b-4633-b524-a25f0931f97a
|
726602.0
|
2012-12-03 00:00:00 UTC
|
Market Wrap-Up for Dec.3 (DELL, FDX, UNP, UPS, EL, more)
|
DELL
|
https://www.nasdaq.com/articles/market-wrap-dec3-dell-fdx-unp-ups-el-more-2012-12-03
|
nan
|
nan
|
The initial upbeat start to today's trading didn't last long as the markets were unable to get over the current "fiscal cliff" cloud overhang. We are locked into watching weekend talk shows these days with political pundits dictating whether or not the week will start off good or bad. This trend is certainly not what I prefer - nor should investors with a longer-term game plan.
That said, Wall Street analyst upgrades helped get things off to a positive start for stocks like William Sonoma ( WSM ), Dell ( DELL ), and Estee Lauder ( EL ). The commentary was not as positive for shares of FedEx ( FDX ), which traded lower on those cautious comments, taking down other transport plays like Union Pacific ( UNP ), Norfolk Southern ( NSC ), and main competitor United Parcel Service ( UPS ).
Our 2013 Dividend Stock Guide Has Arrived!
Our new members-only eBook has just been released! This 250-page guide to investing in 2013 contains a concise economic forecast for next year, including full previews for 60 big-name stocks! Be sure to head over to Dividend.com Premium and download it and get your game plan in place for all good things dividend-related in 2013!
Success and Struggle Have Never Been So Magnified as They Are Now
Let's face it, we are in an information-based world where scoreboards are flashing above our heads, letting the masses know how well life is proceeding. People go on social networks like Facebook to keep tabs on friends and family, follow celebrities and athletes on Twitter, and whomever else they can follow on whatever the platform. The big issue with this trend is that individuals take these pressures as means to take action, often not helping their long-term case. Hey, we just saw someone on Facebook go on a nice vacation, why not us? This often dictates how we feel and what kind of financial decisions get made. Someone buys a new car and you know about it instantly. If they can afford it, so can we!
The fact of the matter is that those who are building a great long-term plan don't need to broadcast their results each day, let alone each week. The challenge we all have is to avoid the "now" mentality being instilled in us from all things media. If you can do this, your life will be much simpler, and a heck of a lot more worthwhile than spending time matching up with your peers on material possessions and mimicking how others live their lives. Let this mentality I recommend influence how you respect money and what it can do for you when you understand the rules of financial engagement (work, save, invest, grow income sources rather than work, spend, need to work more to spend more, debt overtakes your life - game over).
Quick Note on Recommended List
It was pointed out to us that Aetna ( AET ) may have appeared on our recommended list late Friday by mistake. Please disregard that and while we do like the company, it is not a name currently being recommended. Again, anytime we make a new recommendation or change to our list, we send out an alert, which we did not do. We do apologize for the mix-up.
Year-to-Date Results Just Posted
Be sure to check out the year-to-date watchlist posts up on the site today. You can see how well many of the dividend stocks we are tracking have done through the first eleven months of 2012. As always, you can find these and other members-only articles on Dividend.com Premium Articles Page .
I hope everyone had a chance to check out our Dividend.com Premium members-only weekend articles, including new features that highlight some of the biggest winners and losers from the week that was, such as analyst upgrades/downgrades and earnings/story stocks. These articles are a great way to catch up on the week that was in the markets. We also have a rundown of how various Dividend ETFs performed on the week.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
That said, Wall Street analyst upgrades helped get things off to a positive start for stocks like William Sonoma ( WSM ), Dell ( DELL ), and Estee Lauder ( EL ). The initial upbeat start to today's trading didn't last long as the markets were unable to get over the current "fiscal cliff" cloud overhang. The commentary was not as positive for shares of FedEx ( FDX ), which traded lower on those cautious comments, taking down other transport plays like Union Pacific ( UNP ), Norfolk Southern ( NSC ), and main competitor United Parcel Service ( UPS ).
|
That said, Wall Street analyst upgrades helped get things off to a positive start for stocks like William Sonoma ( WSM ), Dell ( DELL ), and Estee Lauder ( EL ). I hope everyone had a chance to check out our Dividend.com Premium members-only weekend articles, including new features that highlight some of the biggest winners and losers from the week that was, such as analyst upgrades/downgrades and earnings/story stocks. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
That said, Wall Street analyst upgrades helped get things off to a positive start for stocks like William Sonoma ( WSM ), Dell ( DELL ), and Estee Lauder ( EL ). Let this mentality I recommend influence how you respect money and what it can do for you when you understand the rules of financial engagement (work, save, invest, grow income sources rather than work, spend, need to work more to spend more, debt overtakes your life - game over). I hope everyone had a chance to check out our Dividend.com Premium members-only weekend articles, including new features that highlight some of the biggest winners and losers from the week that was, such as analyst upgrades/downgrades and earnings/story stocks.
|
That said, Wall Street analyst upgrades helped get things off to a positive start for stocks like William Sonoma ( WSM ), Dell ( DELL ), and Estee Lauder ( EL ). This trend is certainly not what I prefer - nor should investors with a longer-term game plan. Our 2013 Dividend Stock Guide Has Arrived!
|
7b63cd3e-ecf6-4748-9523-d7e28d3d69d0
|
726603.0
|
2012-12-03 00:00:00 UTC
|
Mid-Day Market Update: Markets Go Red; AMD Posts a Rally
|
DELL
|
https://www.nasdaq.com/articles/mid-day-market-update-markets-go-red-amd-posts-rally-2012-12-03
|
nan
|
nan
|
Midway through trading Monday, the Dow traded down 0.29 percent to 12,988.30 while the NASDAQ fell 0.07 percent to 3,008.06. The S&P also fell, decreasing 0.27 percent to 1,412.35.
Top Headline
Shocking investors this morning was a Goldman Sachs report on Dell (NASDAQ: DELL ) this morning, upgrading the company two levels from Sell to Buy. The upgrade cited a fully adjusted market price to the currently weak PC market, and caused the company to rally almost 7 percent on massive volume following the market opening.
Equities Trading UP
Deckers Outdoor (NASDAQ: DECK ) was among the mornings winners, trading up 7.00 percent to $40.97 following a Sterne Agee upgrade to buy and an increase in price target from $32 to $65.
Shares of Supervalu (NYSE: SVU ) rose 7.77 percent to $2.57 after Bloomberg reported that the company's talks with Cerberus had started again.
Advanced Micro Devices (NYSE: AMD ) also saw a boost, rising 6.59 percent to $2.34, continuing its 5 day win streak and raising its gains over the period to 23.5 percent.
Equities Trading DOWN
AOL (NYSE: AOL ) traded down 1.07 percent to $32.03 after the company announced its Chief Marketing Officer would be leaving.
SunCoke Energy (NYSE: SXC ) was also down, falling 7.32 percent to $15.06 following its form 8k filing on Friday.
Shares of TPC Group (NASDAQ: TPCG ) were also down, dropping 6.83 percent to $44.75 after Innospec announced the withdrawal of its offer for the company Monday morning.
Commodities
In commodity news, oil traded up 0.44 percent to $89.30, while gold traded up 0.34 percent to $1,716.80.
Silver traded up 0.46 percent Friday to $33.66.
Eurozone
In the eurozone this morning, news came out saying that EUN ministers may be able to reach an ECB oversight deal by December 4th. Germany's Wolfgang Schauble was quoted saying the that Greek debate was not simple in Germany, continuing that the crisis resolution course must be step by step.
Over all, European markets were up across the board this morning following the release of manufacturing PMI's, and seemingly ignored the downgrade of the bailout funds.
Economics
In economic news Monday morning, construction spending was reported at 1.4 percent, above the expected 0.5 percent and the prior release of 0.6 percent.
Markit PMI was also reported, coming in at 52.8, slightly above the projected 52.1 and the previous report of 52.4.
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Top Headline Shocking investors this morning was a Goldman Sachs report on Dell (NASDAQ: DELL ) this morning, upgrading the company two levels from Sell to Buy. Shares of Supervalu (NYSE: SVU ) rose 7.77 percent to $2.57 after Bloomberg reported that the company's talks with Cerberus had started again. Shares of TPC Group (NASDAQ: TPCG ) were also down, dropping 6.83 percent to $44.75 after Innospec announced the withdrawal of its offer for the company Monday morning.
|
Top Headline Shocking investors this morning was a Goldman Sachs report on Dell (NASDAQ: DELL ) this morning, upgrading the company two levels from Sell to Buy. Equities Trading DOWN AOL (NYSE: AOL ) traded down 1.07 percent to $32.03 after the company announced its Chief Marketing Officer would be leaving. Economics In economic news Monday morning, construction spending was reported at 1.4 percent, above the expected 0.5 percent and the prior release of 0.6 percent.
|
Top Headline Shocking investors this morning was a Goldman Sachs report on Dell (NASDAQ: DELL ) this morning, upgrading the company two levels from Sell to Buy. Midway through trading Monday, the Dow traded down 0.29 percent to 12,988.30 while the NASDAQ fell 0.07 percent to 3,008.06. Commodities In commodity news, oil traded up 0.44 percent to $89.30, while gold traded up 0.34 percent to $1,716.80.
|
Top Headline Shocking investors this morning was a Goldman Sachs report on Dell (NASDAQ: DELL ) this morning, upgrading the company two levels from Sell to Buy. Midway through trading Monday, the Dow traded down 0.29 percent to 12,988.30 while the NASDAQ fell 0.07 percent to 3,008.06. Equities Trading UP Deckers Outdoor (NASDAQ: DECK ) was among the mornings winners, trading up 7.00 percent to $40.97 following a Sterne Agee upgrade to buy and an increase in price target from $32 to $65.
|
ba63dd3b-8d25-40dc-a53a-4263652c8c50
|
726604.0
|
2012-12-03 00:00:00 UTC
|
Dell Bounces Back on Goldman Upgrade
|
DELL
|
https://www.nasdaq.com/articles/dell-bounces-back-goldman-upgrade-2012-12-03
|
nan
|
nan
|
Shares of Dell (NASDAQ: DELL ) traded higher on Monday, up over six percent in early trading. The move brought Dell back above the $10 per share mark, a notable level it had broken below in recent sessions.
The catalyst behind the bullish move may have been an upgrade from analysts at Goldman Sachs.
In a note published Sunday, Goldman upgraded the PC-maker to Buy . The upgrade was aggressive, given that Goldman had previously had a Sell rating on Dell. Goldman's price target is now $13 per share.
In the note, Goldman's analysts argue that the bear case for the stock -- the secular decline of the PC market -- has largely been baked-in at current levels. Further, they like the company's cash balance, which they believe will shield the stock from further downside pressure, and could allow for a leveraged buyout.
Also, with the stock turning in such a poor performance in 2012 (shares are down over 27 percent), Goldman believes that forward earnings estimates have been lowered enough so as to provide upside potential.
Goldman's buy call is all the more notable given the performance of its sell call.
Goldman had downgraded Dell to a Sell way back in December of 2010. Although the call was initially unprofitable, the situation at Dell quickly deteriorated, and shares are down over 30 percent since.
Dell has been facing a secular decline in its business. Since Apple (NASDAQ: AAPL ) first unveiled the iPad in 2010, mobile devices have become an increasingly popular way to access the internet.
This has pressured Dell, as demand for its PCs have declined. The company has recognized this shift, and has attempted to focus more on business customers rather than consumers. Still, even with the stated shift in strategy, Dell's shares have fallen as earnings have failed to live up to expectations.
Hedge fund manager Jim Chanos stated earlier in the year that he was shorting shares of Dell, calling the company a value trap.
Chanos also targeted Dell's PC rival Hewlett-Packard (NYSE: HPQ ), which was facing similar pressures. H-P's problems may prove to be a bit worse than Dell's, however, as the company recently took a nearly $9 billion accounting charge related to its 2011 purchase of Autonomy.
Shares of Dell traded near $10.20 on Monday.
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Hedge fund manager Jim Chanos stated earlier in the year that he was shorting shares of Dell, calling the company a value trap. Shares of Dell (NASDAQ: DELL ) traded higher on Monday, up over six percent in early trading. The move brought Dell back above the $10 per share mark, a notable level it had broken below in recent sessions.
|
Shares of Dell (NASDAQ: DELL ) traded higher on Monday, up over six percent in early trading. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The move brought Dell back above the $10 per share mark, a notable level it had broken below in recent sessions.
|
Shares of Dell (NASDAQ: DELL ) traded higher on Monday, up over six percent in early trading. Hedge fund manager Jim Chanos stated earlier in the year that he was shorting shares of Dell, calling the company a value trap. The move brought Dell back above the $10 per share mark, a notable level it had broken below in recent sessions.
|
Dell has been facing a secular decline in its business. This has pressured Dell, as demand for its PCs have declined. Shares of Dell (NASDAQ: DELL ) traded higher on Monday, up over six percent in early trading.
|
a9c55aab-1ae0-4bc2-9320-9dbed4236560
|
726605.0
|
2012-12-03 00:00:00 UTC
|
Mid-Morning Market Update: Markets Rise, Dell Reaps Benefits of Goldman Upgrade
|
DELL
|
https://www.nasdaq.com/articles/mid-morning-market-update-markets-rise-dell-reaps-benefits-goldman-upgrade-2012-12-03
|
nan
|
nan
|
Following the market opening Monday, the Dow traded down 0.11 percent to 13,011.30 while the NASDAQ rose 0.27 percent to 3,018.25. The S&P also rose, increasing 0.07 percent to 1,417.21.
Top Headline
Shocking investors this morning was a Goldman Sachs report on Dell (NASDAQ: DELL ) this morning, upgrading the company two levels from Sell to Buy. The upgrade cited a fully adjusted market price to the currently weak PC market, and caused the company to rally almost 7 percent on massive volume following the market opening.
Equities Trading UP
Deckers Outdoor (NASDAQ: DECK ) was among the mornings winners, trading up 7.00 percent to $40.97 following a Sterne Agee upgrade to buy and an increase in price target from $32 to $65.
Shares of Supervalu (NYSE: SVU ) rose 7.77 percent to $2.57 after Bloomberg reported that the company's talks with Cerberus had started again.
Longwei Petroleum Investment Holding (NYSE: LPH ) was also up, gaining 7.32 percent to $2.64 following the expiration of the company's warrants Monday morning.
Equities Trading DOWN
Health Management Associates (NYSE: HMA ) fell 5.35 percent following the market opening Monday to $7.53 after a scathing piece in 60 minutes painted the company in a bad light.
Emulex (NYSE: ELX ) was also down, falling 4.76 percent to $7.00 after it was downgraded to Sell from Neutral at Goldman Sachs.
Shares of SunCoke Energy (NYSE: SXC ) were down as well, dropping 8.37 percent to $14.89 following the announcement Friday that the company had elected to defer its IPO of its subsidiary.
Commodities
In commodity news, oil traded up 1.25 percent to $90.02, while gold traded up 0.36 percent to $1,717.00.
Silver traded down 0.43 percent Friday to $33.64.
Eurozone
In the eurozone this morning, news came out saying that EUN ministers may be able to reach an ECB oversight deal by December 4th. Germany's Wolfgang Schauble was quoted saying the that Greek debate was not simple in Germany, continuing that the crisis resolution course must be step by step.
Over all, European markets were up across the board this morning following the release of manufacturing PMI's, and seemingly ignored the downgrade of the bailout funds.
Economics
In economic news Monday morning, construction spending was reported at 1.4 percent, above the expected 0.5 percent and the prior release of 0.6 percent.
Markit PMI was also reported, coming in at 52.8, slightly above the projected 52.1 and the previous report of 52.4.
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Top Headline Shocking investors this morning was a Goldman Sachs report on Dell (NASDAQ: DELL ) this morning, upgrading the company two levels from Sell to Buy. Longwei Petroleum Investment Holding (NYSE: LPH ) was also up, gaining 7.32 percent to $2.64 following the expiration of the company's warrants Monday morning. Equities Trading DOWN Health Management Associates (NYSE: HMA ) fell 5.35 percent following the market opening Monday to $7.53 after a scathing piece in 60 minutes painted the company in a bad light.
|
Top Headline Shocking investors this morning was a Goldman Sachs report on Dell (NASDAQ: DELL ) this morning, upgrading the company two levels from Sell to Buy. Following the market opening Monday, the Dow traded down 0.11 percent to 13,011.30 while the NASDAQ rose 0.27 percent to 3,018.25. Economics In economic news Monday morning, construction spending was reported at 1.4 percent, above the expected 0.5 percent and the prior release of 0.6 percent.
|
Top Headline Shocking investors this morning was a Goldman Sachs report on Dell (NASDAQ: DELL ) this morning, upgrading the company two levels from Sell to Buy. Following the market opening Monday, the Dow traded down 0.11 percent to 13,011.30 while the NASDAQ rose 0.27 percent to 3,018.25. Commodities In commodity news, oil traded up 1.25 percent to $90.02, while gold traded up 0.36 percent to $1,717.00.
|
Top Headline Shocking investors this morning was a Goldman Sachs report on Dell (NASDAQ: DELL ) this morning, upgrading the company two levels from Sell to Buy. Following the market opening Monday, the Dow traded down 0.11 percent to 13,011.30 while the NASDAQ rose 0.27 percent to 3,018.25. The upgrade cited a fully adjusted market price to the currently weak PC market, and caused the company to rally almost 7 percent on massive volume following the market opening.
|
a1763666-3ea6-4b63-b31b-90c1866a24c3
|
726606.0
|
2012-11-29 00:00:00 UTC
|
After Hours Most Active for Nov 29, 2012 : SIRI, NOK, NWSA, QQQ, GFI, MET, T, EQR, VZ, MSFT, RIMM, DELL
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-nov-29-2012-siri-nok-nwsa-qqq-gfi-met-t-eqr-vz-msft-rimm-dell-2012
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is down -.05 to 2,679.98. The total After hours volume is currently 18,899,465 shares traded.
The following are the most active stocks for the after hours session :
Sirius XM Radio Inc. ( SIRI ) is unchanged at $2.74, with 2,560,612 shares traded. As reported by Zacks, the current mean recommendation for SIRI is in the "buy range".
Nokia Corporation ( NOK ) is unchanged at $3.32, with 2,364,150 shares traded. As reported in the last short interest update the days to cover for NOK is 10.843323; this calculation is based on the average trading volume of the stock.
News Corporation ( NWSA ) is +0.0025 at $24.72, with 1,479,977 shares traded. Over the last four weeks they have had 7 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2013. The consensus EPS forecast is $0.41. As reported by Zacks, the current mean recommendation for NWSA is in the "buy range".
PowerShares QQQ Trust, Series 1 ( QQQ ) is unchanged at $65.91, with 1,218,591 shares traded. This represents a 21.67% increase from its 52 Week Low.
Gold Fields Limited ( GFI ) is -0.162 at $12.41, with 1,187,351 shares traded. GFI's current last sale is 80.83% of the target price of $15.35.
MetLife, Inc. ( MET ) is unchanged at $33.35, with 1,137,959 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $1.26. As reported by Zacks, the current mean recommendation for MET is in the "buy range".
AT&T Inc. ( T ) is +0.05 at $33.98, with 1,091,114 shares traded. T's current last sale is 91.84% of the target price of $37.
Equity Residential ( EQR ) is +0.0056 at $55.76, with 1,084,582 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.78. EQR's current last sale is 86.44% of the target price of $64.5.
Verizon Communications Inc. ( VZ ) is unchanged at $44.01, with 977,682 shares traded. VZ's current last sale is 90.28% of the target price of $48.75.
Microsoft Corporation ( MSFT ) is +0.04 at $26.99, with 540,991 shares traded. As reported by Zacks, the current mean recommendation for MSFT is in the "buy range".
Research in Motion Limited ( RIMM ) is -0.06 at $11.48, with 444,043 shares traded. RIMM's current last sale is 143.5% of the target price of $8.
Dell Inc. ( DELL ) is unchanged at $9.72, with 410,115 shares traded. DELL's current last sale is 86.4% of the target price of $11.25.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is unchanged at $9.72, with 410,115 shares traded. DELL's current last sale is 86.4% of the target price of $11.25. The following are the most active stocks for the after hours session : Sirius XM Radio Inc. ( SIRI ) is unchanged at $2.74, with 2,560,612 shares traded.
|
Dell Inc. ( DELL ) is unchanged at $9.72, with 410,115 shares traded. DELL's current last sale is 86.4% of the target price of $11.25. The total After hours volume is currently 18,899,465 shares traded.
|
Dell Inc. ( DELL ) is unchanged at $9.72, with 410,115 shares traded. DELL's current last sale is 86.4% of the target price of $11.25. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012.
|
Dell Inc. ( DELL ) is unchanged at $9.72, with 410,115 shares traded. DELL's current last sale is 86.4% of the target price of $11.25. Nokia Corporation ( NOK ) is unchanged at $3.32, with 2,364,150 shares traded.
|
abc46813-32c0-4a59-85b7-80f6ed37ec90
|
726607.0
|
2012-11-29 00:00:00 UTC
|
Consumers Want Windows 8, Not a New PC
|
DELL
|
https://www.nasdaq.com/articles/consumers-want-windows-8-not-new-pc-2012-11-29
|
nan
|
nan
|
By selling 40 million Windows 8 licenses , Microsoft's (NASDAQ: MSFT ) new operating system is already a hit. But while some consumers have been eager to upgrade their existing machines, few are trading up to new devices. According to industry researcher NPD, the consumer Windows PC and tablet market has yet to get a boost from the domestic launch of Windows 8. In a new report, NPD said that Windows device sales fell 21 percent from October 21 through November 17. This excludes sales of Surface, Microsoft's first tablet, which are not currently tracked by the researcher. (It should be noted that Windows 8 was not released until October 26 -- five days after NPD began its analysis of Windows device purchases.)
Notebook sales endured the most painful decline, falling 24 percent. Desktop sales dropped nine percent.
This suggests that while tablets are hurting the growth of the notebook market, it is not having an impact on desktop PC sales, which began to shrink several years ago.
"After just four weeks on the market, it's still early to place blame on Windows 8 for the ongoing weakness in the PC market," Stephen Baker, Vice President of industry analysis at NPD, said in a company release . "We still have the whole holiday selling season ahead of us, but clearly Windows 8 did not prove to be the impetus for a sales turnaround some had hoped for."
Unlike the previous upgrades, Windows 8 was optimized for a multitude of devices. But while its touchable features have garnered a significant amount of media attention, some consumers have been attracted to its light upgrade requirements. From day one Microsoft promoted the fact that Windows 8 will make older machines perform better. This is good for Microsoft, as well as cost-conscious consumers. But it could be bad news for Hewlett-Packard (NYSE: HPQ ) and other PC manufacturers that were hoping Windows 8 would spur new hardware sales.
Despite the negative report, Windows 8 is having a positive impact on a few hardware makers. Acer, Sony (NYSE: SNE ) and Dell (NASDAQ: DELL ) sold a notable number of desktops, notebooks and Intel (NASDAQ: INTC ) Ultrabooks at the Microsoft Store.
Regardless, it seems that the PC industry may continue to suffer. Overall sales are expected to decline for the first time since 2001.
Dell shares have risen more than five percent since Windows 8 was released on October 26. Hewlett-Packard dropped more than nine percent during the same period. Sony, which manufactures a multitude of electronics (including TVs and gaming devices), has declined more than 17 percent since Windows 8 was released.
Comparatively, Hewlett-Packard rose nearly four percent during a similar period (October 22, 2009 to November 24, 2009) after the release of Windows 7. Dell dropped more than seven percent while Sony lost roughly nine percent of its value.
Follow me @LouisBedigianBZ
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Acer, Sony (NYSE: SNE ) and Dell (NASDAQ: DELL ) sold a notable number of desktops, notebooks and Intel (NASDAQ: INTC ) Ultrabooks at the Microsoft Store. Dell shares have risen more than five percent since Windows 8 was released on October 26. Dell dropped more than seven percent while Sony lost roughly nine percent of its value.
|
Acer, Sony (NYSE: SNE ) and Dell (NASDAQ: DELL ) sold a notable number of desktops, notebooks and Intel (NASDAQ: INTC ) Ultrabooks at the Microsoft Store. Dell shares have risen more than five percent since Windows 8 was released on October 26. Dell dropped more than seven percent while Sony lost roughly nine percent of its value.
|
Acer, Sony (NYSE: SNE ) and Dell (NASDAQ: DELL ) sold a notable number of desktops, notebooks and Intel (NASDAQ: INTC ) Ultrabooks at the Microsoft Store. Dell shares have risen more than five percent since Windows 8 was released on October 26. Dell dropped more than seven percent while Sony lost roughly nine percent of its value.
|
Acer, Sony (NYSE: SNE ) and Dell (NASDAQ: DELL ) sold a notable number of desktops, notebooks and Intel (NASDAQ: INTC ) Ultrabooks at the Microsoft Store. Dell shares have risen more than five percent since Windows 8 was released on October 26. Dell dropped more than seven percent while Sony lost roughly nine percent of its value.
|
48c9efd4-f993-4275-a110-5dcd72236cbe
|
726608.0
|
2012-11-27 00:00:00 UTC
|
H-P's Autonomy Act Attracts Lawsuit - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/h-ps-autonomy-act-attracts-lawsuit-analyst-blog-2012-11-27
|
nan
|
nan
|
Over the past two years, Hewlett-Packard Company ( HPQ ) has seen continued challenges in the form of the departure of its most capable CEO Mark Hurd, the PC market crash and hard drive supply shortages post the Thailand flood. The company now finds itself in the midst of a civil lawsuit filed in the United States District Court by one of H-P's shareholders.
The accounting irregularities related to the acquisition of U.K-based business software maker Autonomy Corp had the 73-year old tech giant recording a huge impairment charge of $8.8 billion in its fourth quarter 2012 results. Following the announcement, the stock plunged to its 52-week low.
The investor filed the lawsuit alleging that H-P concealed vital facts about the Autonomy deal, including its attempt to cancel the deal prior to its finalization. The investor also alleges that H-P was well aware of the accounting frauds before signing the deal. While this remains to be proved, it does appear strange that such a distortion was overlooked when a huge amount was at stake.
A renowned lawyer firm, Robbins Geller Rudman & Dowd LLP has been appointed to fight the case. The company and some of its senior officials have been charged of violating the Securities Exchange Act of 1934. The investor plans to seek a damage charge for the loss incurred due to the inflated stock price.
Considering the situation, we believe that H-P could well face several other lawsuits. The positive outcome of the suits will surely put the tech heavyweight in a soup.
Currently, H-P has a Zacks #5 Rank, implying a short-term Strong Sell rating. It competes with Dell Inc. ( DELL ), which has a Zacks #3 Rank, implying a short-term Hold rating.
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
It competes with Dell Inc. ( DELL ), which has a Zacks #3 Rank, implying a short-term Hold rating. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Over the past two years, Hewlett-Packard Company ( HPQ ) has seen continued challenges in the form of the departure of its most capable CEO Mark Hurd, the PC market crash and hard drive supply shortages post the Thailand flood.
|
It competes with Dell Inc. ( DELL ), which has a Zacks #3 Rank, implying a short-term Hold rating. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. It competes with Dell Inc. ( DELL ), which has a Zacks #3 Rank, implying a short-term Hold rating. The accounting irregularities related to the acquisition of U.K-based business software maker Autonomy Corp had the 73-year old tech giant recording a huge impairment charge of $8.8 billion in its fourth quarter 2012 results.
|
It competes with Dell Inc. ( DELL ), which has a Zacks #3 Rank, implying a short-term Hold rating. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. The investor filed the lawsuit alleging that H-P concealed vital facts about the Autonomy deal, including its attempt to cancel the deal prior to its finalization.
|
7b04a6e8-9a1f-4b8f-95e3-c7a8fefa8d1b
|
726609.0
|
2012-11-26 00:00:00 UTC
|
Rumor: Google Building a Touch Screen Chromebook
|
DELL
|
https://www.nasdaq.com/articles/rumor-google-building-touch-screen-chromebook-2012-11-26
|
nan
|
nan
|
Google (NASDAQ: GOOG ) is rumored to be developing a new touch-enabled Chromebook. According to DigiTimes , the new 12.85-inch device will be manufactured by Taiwan-based Compal Electronics. Wintek will supply the touch panels for the laptop, which could ship before the end of 2012.
No other information has been provided, but it seems likely that this laptop would cost more than the $249 Chromebook that Google has been heavily promoting in the United States. Regardless, it could still prove to be the least expensive laptop of its kind.
Windows 8 is currently available for more than a dozen specially designed laptops that take full advantage of its touch capabilities. Most of them are fairly expensive, retailing for upwards of $700. Sony (NYSE: SNE ) currently sells a 13-inch Intel (NASDAQ: INTC ) Ultrabook with touch for $1,299.
There are a few cheaper options, of course. Asus has built an 11.6-inch laptop that retails for $499, making it the cheapest touch screen laptop available.
Google could feasibly undercut that price by a couple hundred dollars. But if not, the company should still be able to get away with charging no more than $349 for a touch-enabled Chromebook.
It is not yet known how the existing Chromebooks will affect the rest of the PC industry. For the past two decades, consumers have stuck with Windows and Mac OS. Google hopes to change that.
Chrome OS Overhaul
If Google wants to build a touch-enabled Chromebook, it might need to overhaul its Web-based operating system, Chrome OS.
Unlike Android, the current version of Chrome OS was not designed with touch screens in mind. It is a light but traditional operating system with built-in programs, such as Gmail and the Chrome browser. Touchpad users will have no trouble clicking on the smaller items, such as tabs and program icons. But they could be much more difficult to click on with a finger, as they were not designed to be touched by anything except a cursor.
This becomes instantly apparent when using the desktop mode in Microsoft's (NASDAQ: MSFT ) Windows 8. Users can fully navigate both modes (desktop and the new user interface) with a touch screen. But the new UI -- once known as Metro -- is so much more intuitive. It was tailor-made for touch screens, tablets, hybrids and other finger-friendly devices.
Google may have to develop a similar OS if it wants to build a touch-enabled laptop.
Other Challenges Ahead
While some manufacturers are content to produce a standard touch screen laptop, many are opting to create more advanced devices. Dell (NASDAQ: DELL ), Lenovo and Hewlett-Packard (NYSE: HPQ ) are just a few of the firms developing a so-called convertible laptop . These notebook/tablet hybrids allow the user to flip, twist or remove the screen to use as a tablet.
Convertibles are much more intuitive than traditional touch screen laptops because the keyboard can be removed or pushed out of the way. But they are also much more expensive to design. This could provide a new obstacle for Google, which may not be able to build a convertible without increasing the price by a significant margin.
Follow me @LouisBedigianBZ
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell (NASDAQ: DELL ), Lenovo and Hewlett-Packard (NYSE: HPQ ) are just a few of the firms developing a so-called convertible laptop . No other information has been provided, but it seems likely that this laptop would cost more than the $249 Chromebook that Google has been heavily promoting in the United States. Sony (NYSE: SNE ) currently sells a 13-inch Intel (NASDAQ: INTC ) Ultrabook with touch for $1,299.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Dell (NASDAQ: DELL ), Lenovo and Hewlett-Packard (NYSE: HPQ ) are just a few of the firms developing a so-called convertible laptop . Chrome OS Overhaul If Google wants to build a touch-enabled Chromebook, it might need to overhaul its Web-based operating system, Chrome OS.
|
Dell (NASDAQ: DELL ), Lenovo and Hewlett-Packard (NYSE: HPQ ) are just a few of the firms developing a so-called convertible laptop . Asus has built an 11.6-inch laptop that retails for $499, making it the cheapest touch screen laptop available. Chrome OS Overhaul If Google wants to build a touch-enabled Chromebook, it might need to overhaul its Web-based operating system, Chrome OS.
|
Dell (NASDAQ: DELL ), Lenovo and Hewlett-Packard (NYSE: HPQ ) are just a few of the firms developing a so-called convertible laptop . Chrome OS Overhaul If Google wants to build a touch-enabled Chromebook, it might need to overhaul its Web-based operating system, Chrome OS. Convertibles are much more intuitive than traditional touch screen laptops because the keyboard can be removed or pushed out of the way.
|
ac95bbec-6c3a-430a-83b0-89ae1e13ea61
|
726610.0
|
2012-11-26 00:00:00 UTC
|
Stock Market News for November 26, 2012 - Market News
|
DELL
|
https://www.nasdaq.com/articles/stock-market-news-for-november-26-2012-market-news-2012-11-26
|
nan
|
nan
|
Benchmarks rallied on Black Friday propelled by encouraging economic reports from China and Germany. Volumes were at their lowest this year, owing to a holiday-shortened trading session. U.S. stocks registered their best weekly performance since June. Meanwhile, the S&P 500 posted its second best weekly performance of the year. The technology sector was the biggest gainer while utilities was the only loser among the S&P 500 industry groups.
The Dow Jones Industrial Average (DJI) surged 1.4% to close the day at 13,009.68. The Standard & Poor 500 (S&P 500) gained 1.3% to finish Friday's trading session at 1,409.15. The tech-laden Nasdaq Composite Index jumped 1.4% to end at 2,966.85. The fear-gauge CBOE Volatility Index (VIX) declined 1.1% to settle at 15.14. Consolidated volumes on the New York Stock Exchange, American Stock Exchange and Nasdaq were roughly 2.8 billion shares, significantly lower than the year-on-year daily average of 6 billion shares. Advancing stocks outpaced decliners on the NYSE; as for 53% stocks that rose, 42% stocks moved lower.
The trading session began on a positive note after a report from Munich's Ifo institute revealed that German business confidence surged unexpectedly in November. According to the report, the German business climate index increased to 101.4 from 100 in October, beating economists' estimates of 99.5. This is for the first time in eight months that German business confidence enjoyed an uptrend. Separately, the European Commission has estimated that the German economy will grow 0.8% this year and in the coming year.
Meanwhile, manufacturing in China increased in November and reached its highest level in thirteen months. According to HSBC Corporation, China's preliminary Purchasing Managers' Index increased to 50.4 in November from 49.5 in October. According to experts, data shows that the world's second largest economy is on track to recovery and growth for the rest of the year will be stronger. According to Qu Hongbin, chief economist for HSBC China, "The November flash reading of HSBC manufacturing PMI confirms again that the economic recovery continues to gain momentum toward the year end."
For the week ending November 23, the blue-chip index gained 3.3%, the S&P 500 surged 3.6% and the Nasdaq jumped 4.0%. Benchmarks registered one of their best weekly rallies after President Barack Obama's meeting with top U.S. leaders hinted at "constructive" development regarding the "fiscal cliff". The impact of $600 billion in tax increases and spending cuts will take its effect from the beginning of 2013 if not resolved by Congress.
Meanwhile, investors eagerly await the outcome of the meeting among Euro zone finance ministers, International Monetary Fund and the European Central Bank in Brussels. They will be meeting for the third time to discuss measures to reduce the Greece debt crisis. Euro zone finance ministers had postponed the much needed $40 billion installment for the Greece's bailout loan in their previous two meetings.
The technology sector had a good run and was the biggest gainer among the S&P 500 industry groups. The Technology SPDR (XKL) gained 1.6%. Stocks such as Apple Inc. (NASDAQ: AAPL ), Hewlett-Packard Company (NYSE: HPQ ), Dell Inc. (NASDAQ: DELL ), Microsoft Corporation (NASDAQ: MSFT ) and Cisco Systems, Inc. (NASDAQ: CSCO ) jumped 1.7%, 4.2%, 5.4%, 2.8% and 2.0%, respectively.
The Utilities SPDR lost 0.3% and was the only sector to close in the red. Stocks such as Exelon Corporation (NYSE: EXC ), Public Service Enterprise Group Inc. (NYSE: PEG ), The Southern Company (NYSE: SO ), Entergy Corporation (NYSE: ETR ) and PPL Corporation (NYSE: PPL ) lost 1.0%, 0.5%, 0.6%, 0.4% and 0.5%, respectively.
APPLE INC (AAPL): Free Stock Analysis Report
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
ENTERGY CORP (ETR): Free Stock Analysis Report
EXELON CORP (EXC): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
PUBLIC SV ENTRP (PEG): Free Stock Analysis Report
PPL CORP (PPL): Free Stock Analysis Report
SOUTHN COMPANY (SO): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Stocks such as Apple Inc. (NASDAQ: AAPL ), Hewlett-Packard Company (NYSE: HPQ ), Dell Inc. (NASDAQ: DELL ), Microsoft Corporation (NASDAQ: MSFT ) and Cisco Systems, Inc. (NASDAQ: CSCO ) jumped 1.7%, 4.2%, 5.4%, 2.8% and 2.0%, respectively. APPLE INC (AAPL): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report ENTERGY CORP (ETR): Free Stock Analysis Report EXELON CORP (EXC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report PUBLIC SV ENTRP (PEG): Free Stock Analysis Report PPL CORP (PPL): Free Stock Analysis Report SOUTHN COMPANY (SO): Free Stock Analysis Report To read this article on Zacks.com click here. The trading session began on a positive note after a report from Munich's Ifo institute revealed that German business confidence surged unexpectedly in November.
|
Stocks such as Apple Inc. (NASDAQ: AAPL ), Hewlett-Packard Company (NYSE: HPQ ), Dell Inc. (NASDAQ: DELL ), Microsoft Corporation (NASDAQ: MSFT ) and Cisco Systems, Inc. (NASDAQ: CSCO ) jumped 1.7%, 4.2%, 5.4%, 2.8% and 2.0%, respectively. APPLE INC (AAPL): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report ENTERGY CORP (ETR): Free Stock Analysis Report EXELON CORP (EXC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report PUBLIC SV ENTRP (PEG): Free Stock Analysis Report PPL CORP (PPL): Free Stock Analysis Report SOUTHN COMPANY (SO): Free Stock Analysis Report To read this article on Zacks.com click here. Stocks such as Exelon Corporation (NYSE: EXC ), Public Service Enterprise Group Inc. (NYSE: PEG ), The Southern Company (NYSE: SO ), Entergy Corporation (NYSE: ETR ) and PPL Corporation (NYSE: PPL ) lost 1.0%, 0.5%, 0.6%, 0.4% and 0.5%, respectively.
|
Stocks such as Apple Inc. (NASDAQ: AAPL ), Hewlett-Packard Company (NYSE: HPQ ), Dell Inc. (NASDAQ: DELL ), Microsoft Corporation (NASDAQ: MSFT ) and Cisco Systems, Inc. (NASDAQ: CSCO ) jumped 1.7%, 4.2%, 5.4%, 2.8% and 2.0%, respectively. APPLE INC (AAPL): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report ENTERGY CORP (ETR): Free Stock Analysis Report EXELON CORP (EXC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report PUBLIC SV ENTRP (PEG): Free Stock Analysis Report PPL CORP (PPL): Free Stock Analysis Report SOUTHN COMPANY (SO): Free Stock Analysis Report To read this article on Zacks.com click here. Stocks such as Exelon Corporation (NYSE: EXC ), Public Service Enterprise Group Inc. (NYSE: PEG ), The Southern Company (NYSE: SO ), Entergy Corporation (NYSE: ETR ) and PPL Corporation (NYSE: PPL ) lost 1.0%, 0.5%, 0.6%, 0.4% and 0.5%, respectively.
|
Stocks such as Apple Inc. (NASDAQ: AAPL ), Hewlett-Packard Company (NYSE: HPQ ), Dell Inc. (NASDAQ: DELL ), Microsoft Corporation (NASDAQ: MSFT ) and Cisco Systems, Inc. (NASDAQ: CSCO ) jumped 1.7%, 4.2%, 5.4%, 2.8% and 2.0%, respectively. APPLE INC (AAPL): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report ENTERGY CORP (ETR): Free Stock Analysis Report EXELON CORP (EXC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report PUBLIC SV ENTRP (PEG): Free Stock Analysis Report PPL CORP (PPL): Free Stock Analysis Report SOUTHN COMPANY (SO): Free Stock Analysis Report To read this article on Zacks.com click here. Advancing stocks outpaced decliners on the NYSE; as for 53% stocks that rose, 42% stocks moved lower.
|
a5c90392-d9fa-4eb2-a1f0-de28d014e0eb
|
726611.0
|
2012-11-26 00:00:00 UTC
|
Sony, Dell Win Big with Windows 8 Sales
|
DELL
|
https://www.nasdaq.com/articles/sony-dell-win-big-windows-8-sales-2012-11-26
|
nan
|
nan
|
Sony (NYSE: SNE ), Dell (NASDAQ: DELL ) and Acer appear to have had a successful Black Friday. The three companies sold a large number of Windows 8 PCs last week as consumers endured massive crowds and long lines on the biggest shopping day of the year.
In conducting a retail survey, Global Equities Research analyst Trip Chowdhry found that Acer and Sony produced the "hottest-selling Windows 8 notebooks." According to Chowdhry, Microsoft (NASDAQ: MSFT ) Stores had a "very strong promotion" on the Acer Aspire V5 notebook, which is powered by an Intel (NASDAQ: INTC ) Core i5 processor. He estimates that each Microsoft Store had about 500 units. "[They] were completely sold out within the first 30 minutes," Chowdhry wrote in a note to investors and reporters. During the promotional period, Microsoft sold the Aspire V5 for $399.
Not to be outdone, some Microsoft Stores also sold out of a $1,500 touch-enabled Ultrabook from Sony. "Sony Vaio Touch Intel i7 was the fastest selling Windows 8 notebook in the high-end category," Chowdhry added.
While this may be the year that the desktop PC died , Dell has not given up on the market. And it's a good thing, too -- if it had, it could not have built the fastest-selling all-in-one Windows 8 desktop. On Black Friday, Dell's XPS One 27 earned that crown.
Chowdhry said that while he could not get any color on the number of units available, the converged view was that the "demand was too high" for Dell's $2,000 machine.
Not every Windows 8 device performed well on Black Friday. Chowdhry estimated that Microsoft lost one in five sales on the Surface RT because of the ARM (NASDAQ: ARMH ) chipset. "Had Microsoft first shipped Surface on Intel chips vs. on ARM chips, sales of Surface would have been 5X better than current levels," the analyst wrote.
Regardless, Chowdhry found that Microsoft "had decent sales on Windows Surface RT."
"We observed a lot of interest in Microsoft Surface, but interest was not necessarily leading to sales," he said. "We spoke to no less than 30 people, who showed the most interest in Microsoft Surface RT, but did not make the purchase. 'We are going to wait for the Pro version of the Surface, as that will run on Intel Chips,' was the unanimous view we got."
Follow me @LouisBedigianBZ
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Sony (NYSE: SNE ), Dell (NASDAQ: DELL ) and Acer appear to have had a successful Black Friday. While this may be the year that the desktop PC died , Dell has not given up on the market. On Black Friday, Dell's XPS One 27 earned that crown.
|
Sony (NYSE: SNE ), Dell (NASDAQ: DELL ) and Acer appear to have had a successful Black Friday. While this may be the year that the desktop PC died , Dell has not given up on the market. On Black Friday, Dell's XPS One 27 earned that crown.
|
Sony (NYSE: SNE ), Dell (NASDAQ: DELL ) and Acer appear to have had a successful Black Friday. While this may be the year that the desktop PC died , Dell has not given up on the market. On Black Friday, Dell's XPS One 27 earned that crown.
|
Sony (NYSE: SNE ), Dell (NASDAQ: DELL ) and Acer appear to have had a successful Black Friday. While this may be the year that the desktop PC died , Dell has not given up on the market. On Black Friday, Dell's XPS One 27 earned that crown.
|
b514677e-bdc7-4eca-bed1-6990b3b5e2c8
|
726612.0
|
2012-11-23 00:00:00 UTC
|
Salesforce Posts Wider Loss - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/salesforce-posts-wider-loss-analyst-blog-2012-11-23
|
nan
|
nan
|
Salesforce.com Inc. ( CRM ) reported third quarter fiscal 2013 adjusted loss per share of 31 cents, significantly wider than the Zacks Consensus Estimate of a loss of 10 cents a share.
Revenues
Revenues in the quarter were $788.0 million, up 35.0% from the year-ago quarter. The quarter's result was above the company's guidance range of $773.0 million to $777.0 million.
Geographically, the company witnessed decent revenue growth in all of its operating regions. Revenue in the American region increased 37.8% to $547.4 million. Revenue from the European region was $133.8 million, up 28.8% from the year-ago quarter. Asia contributed $107.2 million to revenue, an increase of 28.7% from the year-ago quarter.
Operating Results
Gross profit expanded 32.1% year over year to $602.1 million. Gross margin was 76.4%, down 160 basis points from the year-ago quarter.
Total operating expenses rose 40.9% year over year to $656.3 million on the back of 50.0% rise in research and development expense (R&D), 40.7% increase in sales and marketing expense and 222.8% rise general administrative expense. Continuous increase in headcount from recent acquisitions drove the operating expenses higher.
Operating loss of $54.2 million during the quarter was narrower than the year-ago quarter loss of $10.2 million. Operating loss margin was 6.9% versus 1.7% in the prior-year quarter.
GAAP net loss in the quarter was $220.3 million or $1.55 per share compared with net loss of $3.8 million or 3 cents in the comparable quarter last year. Excluding special items but including stock-based compensation expense, adjusted net loss was 31 cents per share compared to a profit of 19 cents in the year-ago quarter.
Balance Sheet & Cash Flow
Salesforce.com ended the quarter with cash, equivalents and short-term marketable securities of $605.6 million, down from $1.1 billion in the prior quarter. Accounts receivable decreased to $418.6 million from $446.9 million in the prior quarter. Total deferred revenue in the quarter was $1.29 billion, down from $1.34 billion in the previous quarter.
Cash from operating activities was $105.9 million compared with $136.2 million in the prior quarter.
Guidance
Net loss for the fourth quarter of fiscal 2013 is projected between 23 and 25 cents per share. Non-GAAP EPS is expected to range from 38 to 40 cents per share.
Again, fourth fiscal quarter revenue is projected to be in the range of $825.0 million to $830.0 million, increasing of 31% year-over-year.
For fiscal 2013, GAAP net loss per share is projected between $2.02 and $2.00 per share. Management expects non-GAAP EPS to be $1.50 to $1.52 per share.
Again for the full year 2013, revenue is projected to be in the range of $3.041 billion to $3.046 billion, which increased 34.0% on a year-over-year basis.
For the full fiscal year 2014, revenue is projected to be in the range of approximately $3.80 billion to approximately $3.85 billion.
Management was encouraged by the strong response for the company's next generation social and mobile cloud technologies.
Conclusion
Salesforce.com reported modest third quarter 2013 results. Loss per share was wider than the Zacks Consensus Estimate. The fourth quarter guidance was modest.
However, the revenue grew across geographies, which was a positive factor. The company also received strong business from its cloud customers.
However, a dull business environment in Europe, currency headwinds, not-so-encouraging tech expenses and stiff competition from its peers keep us concerned.
Though we are encouraged by Salesforce's growth prospects in the cloud market, the entry of tech giants such as Dell Inc. ( DELL ) and Hewlett-Packard Co. ( HPQ )into the cloud space would further increase competition.
Currently, Salesforce.com has a Zacks #4 Rank, implying a short-term Sell rating.
SALESFORCE.COM (CRM): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Though we are encouraged by Salesforce's growth prospects in the cloud market, the entry of tech giants such as Dell Inc. ( DELL ) and Hewlett-Packard Co. ( HPQ )into the cloud space would further increase competition. SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Guidance Net loss for the fourth quarter of fiscal 2013 is projected between 23 and 25 cents per share.
|
SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Though we are encouraged by Salesforce's growth prospects in the cloud market, the entry of tech giants such as Dell Inc. ( DELL ) and Hewlett-Packard Co. ( HPQ )into the cloud space would further increase competition. Salesforce.com Inc. ( CRM ) reported third quarter fiscal 2013 adjusted loss per share of 31 cents, significantly wider than the Zacks Consensus Estimate of a loss of 10 cents a share.
|
Though we are encouraged by Salesforce's growth prospects in the cloud market, the entry of tech giants such as Dell Inc. ( DELL ) and Hewlett-Packard Co. ( HPQ )into the cloud space would further increase competition. SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Revenues Revenues in the quarter were $788.0 million, up 35.0% from the year-ago quarter.
|
Though we are encouraged by Salesforce's growth prospects in the cloud market, the entry of tech giants such as Dell Inc. ( DELL ) and Hewlett-Packard Co. ( HPQ )into the cloud space would further increase competition. SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Revenues Revenues in the quarter were $788.0 million, up 35.0% from the year-ago quarter.
|
1543a0ae-ac04-41be-9c49-6ee1104489e6
|
726613.0
|
2012-11-23 00:00:00 UTC
|
Intel Working Hard on New Mobile Chip
|
DELL
|
https://www.nasdaq.com/articles/intel-working-hard-new-mobile-chip-2012-11-23
|
nan
|
nan
|
Intel (NASDAQ: INTC ) is accelerating the development of its new mobile chip, according to Digitimes .
Digitimes cites unnamed sources within the PC industry, who claim that the new chips will be released in mid 2013. They will be designed to rival ARM-based processors, which have come to dominate the smartphone and tablet market.
Thus far, 2012 has been an abysmal year for Intel's shareholders. Year-to-date, shares of the chipmaker are down over 20 percent. Compared to the S&P 500, that's an underperformance of about 30 percent, but when put in the context of the broader PC trend it isn't that surprising.
Both Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) have seen their shares ravaged, as consumers shift their computing demands away from the PC and laptop market and into the smartphone and tablet space. Intel's 20 percent drop seems minor compared to H-P's 50 percent decline and Dell's almost 40 percent drop.
Intel's chief competitor in the PC/laptop chip market, AMD (NYSE: AMD ), will soon be a penny stock if current trends continue. AMD's stock has slumped more than 60 percent in 2012.
Meanwhile, chip makers involved in the mobile space have flourished, relatively speaking. Qualcomm's (NASDAQ: QCOM ) shares are up over 13 percent this year, while Broadcom (NASDAQ: BRCM ) is up over six percent.
Earlier this week, Intel announced that its current CEO, Paul Otellini, will retire in May. Otellini had been on the job for several years, so his retirement may have simply been a case of regular executive turnover, but given Intel's recent decline, the company may be making a push to shift its entire business strategy.
There have also been rumors that Apple's (NASDAQ: AAPL ) management is considering dumping Intel as its Mac chip supplier. While Apple's Mac lineup is a minority portion of the overall PC market, it would be a tremendous blow to Intel if -- on top of being crushed in the mobile space -- it is losing competitiveness in its bread-and-butter market.
Microsoft (NASDAQ: MSFT ) is set to release a "pro" version of its 10-inch Surface tablet, one that will include an Intel chip. That version of the Surface will be able to run any standard Windows application, which may make it attractive to power users.
Still, it will be a bit heavy compared to most other tablets, and thicker as well. Casual users who are looking for complete portability, then, may be turned off by the device.
Shares of Intel traded near $19 on Friday.
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Both Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) have seen their shares ravaged, as consumers shift their computing demands away from the PC and laptop market and into the smartphone and tablet space. Intel's 20 percent drop seems minor compared to H-P's 50 percent decline and Dell's almost 40 percent drop. Digitimes cites unnamed sources within the PC industry, who claim that the new chips will be released in mid 2013.
|
Intel's 20 percent drop seems minor compared to H-P's 50 percent decline and Dell's almost 40 percent drop. Both Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) have seen their shares ravaged, as consumers shift their computing demands away from the PC and laptop market and into the smartphone and tablet space. Intel's chief competitor in the PC/laptop chip market, AMD (NYSE: AMD ), will soon be a penny stock if current trends continue.
|
Both Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) have seen their shares ravaged, as consumers shift their computing demands away from the PC and laptop market and into the smartphone and tablet space. Intel's 20 percent drop seems minor compared to H-P's 50 percent decline and Dell's almost 40 percent drop. Qualcomm's (NASDAQ: QCOM ) shares are up over 13 percent this year, while Broadcom (NASDAQ: BRCM ) is up over six percent.
|
Intel's 20 percent drop seems minor compared to H-P's 50 percent decline and Dell's almost 40 percent drop. Both Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) have seen their shares ravaged, as consumers shift their computing demands away from the PC and laptop market and into the smartphone and tablet space. Year-to-date, shares of the chipmaker are down over 20 percent.
|
43bfddd7-e91c-41f5-b8d8-61436098fb94
|
726614.0
|
2012-11-23 00:00:00 UTC
|
H-P's Autonomy Buy: A Blame Game - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/h-ps-autonomy-buy%3A-a-blame-game-analyst-blog-2012-11-23
|
nan
|
nan
|
Hewlett-Packard Company 's ( HPQ ) decision to buy U.K-based business software maker Autonomy Corp. seems to have compounded the challenges already being faced by the tech giant after accusations of accounting irregularities surfaced recently. The disclosure of certain accounting misappropriations in Autonomy's financials has made the buyout more costly.
Earlier this week, H-P reported its fourth quarter results. The company incurred loss per share of $3.49, which resulted from a gruesome non-cash impairment charge of $8.8 billion.
The charge was mainly to set off the effect of the Autonomy acquisition and certain issues related to the recent trading value of its stock. The bulk of the charge (roughly $5.0 billion) was to nullify the improper accounting practices relating to Autonomy's financials prior to the acquisition.
Looking Back
In August 2011, the then H-P CEO Leo Apotheker announced a major restructuring plan, focusing more on the high-growth and high-margin businesses. The restructuring plan involved the divestiture of H-P's lower-margin PC business, disposal of the webOS business and the buyout of U.K-based business software maker Autonomy Corp. Though the idea of spinning off the PC business was dropped later on, the closure of the webOS business did not make a difference to H-P's financial results.
Autonomy, a specialized provider of unstructured data analytics and data management software, was purchased for a premium price of $11.1 billion. The acquisition of Autonomy was expected to strengthen H-P's software offerings. Management also expected the unit to be accretive to non-GAAP earnings per share within the first full year of completion, i.e. by the fourth quarter of fiscal 2012.
The Curtain Raiser
After complete integration, Autonomy started contributing to H-P's Software segment revenues from the fourth quarter of 2011. Management felt that the market and competitive positioning of Autonomy's cloud offerings would remain strong and undertook initiatives to improve the performance of the unit to match market demand. Eventually, during the second quarter of 2012, the H-P chief replaced Mike Lynch (founder of Autonomy) with Bill Veghte as the Software division's executive vice president.
After Mike's departure, a senior official from Autonomy's leadership team brought the accounting missteps to management's notice, which promptly responded to the situation with a thorough investigation of Autonomy's financial reports before the takeover. The PC emperor has also sought advice from the SEC's Enforcement Division and the UK's Serious Fraud Office.
Bloomberg reports that counsel for H-P revealed the possibility that more than $200 million of Autonomy's revenue had been recorded improperly over a two-year period starting 2009.
Let the Show Begin!
H-P chief, Meg Whitman has expressed the opinion that this unfair act was performed to mislead shareholders and potential buyers. H-P also plans to file a civil suit against Autonomy's former accounting firm, Deloitte LLC.
The accounting firm, however, is denying the allegations, saying that there was no evidence of any misappropriation. The firm stated that the auditors were not hired by H-P to make a due diligence study before the purchase.
Mike Lynch is not backing down, either. He stated that the existence of any improprieties of approximately $200 million would not add up to such a huge charge. Instead, he has taken a dig at the computing giant alluding to the fact that H-P was using Autonomy as a means to cover up its own inconsistencies.
Nationally accredited shareholder-rights law firm, Hagens Berman Sobol Shapiro LLP has reportedly started looking into the matter. The firm will find out H-P's stand in this case -that of a real victim or a game changer trying to shadow its failure in assessing Autonomy's financial position before bidding for it.
As per Bloomberg, the FBI has also started investigating the matter.
Conclusion
Over the years H-P has made many strategic acquisitions but some of those failed to live up to their respective purchase considerations and add value to the tech giant. The acquisitions of Electronic Data Systems Corp. (in 2008), Palm Inc. (in 2010) could be worth mentioning in this respect.
But we believe that there is a silver lining, as Autonomy's products are not going anywhere.
Though overall revenues have been slowing down, the Software segment has remained a bright spot over the past few quarters. Autonomy no doubt helped, though its exact contribution remains unknown. Moreover, management remains committed to Autonomy and intends to invest continuously to nurture its potential.
We believe that successful efforts to transform Autonomy into a Software revenue driver would boost Meg Whitman's stand as a CEO and would eventually bring back investor trust.
Currently, H-P has a Zacks #4 Rank, implying a short-term Sell rating given the growing uncertainties in its core computing market. It competes with Dell Inc. ( DELL ), which has a Zacks #5 Rank, implying a short-term Strong Sell rating.
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
It competes with Dell Inc. ( DELL ), which has a Zacks #5 Rank, implying a short-term Strong Sell rating. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett-Packard Company 's ( HPQ ) decision to buy U.K-based business software maker Autonomy Corp. seems to have compounded the challenges already being faced by the tech giant after accusations of accounting irregularities surfaced recently.
|
It competes with Dell Inc. ( DELL ), which has a Zacks #5 Rank, implying a short-term Strong Sell rating. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. The Curtain Raiser After complete integration, Autonomy started contributing to H-P's Software segment revenues from the fourth quarter of 2011.
|
It competes with Dell Inc. ( DELL ), which has a Zacks #5 Rank, implying a short-term Strong Sell rating. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. The restructuring plan involved the divestiture of H-P's lower-margin PC business, disposal of the webOS business and the buyout of U.K-based business software maker Autonomy Corp.
|
It competes with Dell Inc. ( DELL ), which has a Zacks #5 Rank, implying a short-term Strong Sell rating. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. The Curtain Raiser After complete integration, Autonomy started contributing to H-P's Software segment revenues from the fourth quarter of 2011.
|
2a97b831-f64b-4231-8139-18e13e8fa870
|
726615.0
|
2012-11-21 00:00:00 UTC
|
H-P Extends Service for Veterans - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/h-p-extends-service-for-veterans-analyst-blog-2012-11-21
|
nan
|
nan
|
Hewlett-Packard Company ( HPQ ) recently announced that it has been awarded a service deal extension by the U.S. Department of Veterans Affairs (VA). Per the contract, H-P will continue to extend support for operations and maintenance software applications for the agency's Veterans Health Information Systems and Technology Architecture (VistA) program. Financial details of the deal were kept confidential.
The Department of Veterans Affairs is engaged in the task of providing disability compensation, pension, education, home loans, life insurance, vocational rehabilitation, survivor benefits, medical benefits and burial benefits to military veterans and their families. The VistA program is targeted at improving the country's Electronic Health Record (EHR) services to provide better medical facilities to veterans.
H-P has been working on this VistA program for the past 10 years. The deal extension will require H-P to provide software testing services including defect remediation and table maintenance to support more than 100 applications running on the VistA program. The company's expertise will help the U.S. agency to decide and implement patient safety issues.
H-P has a long-standing relationship with this agency, which spans more than 14 years. H-P's technical expertise has led the U.S department to rely on its services time and again. In March, the agency extended a deal requiring H-P to provide business process analysis, testing services and overall project management along with software design, development and support services for its Compensation and Pension Record Interchange (CAPRI) support program.
H-P has been serving government verticals for a long time. The gamut of deals gives the leading PC vendor a wide exposure to this space. Though revenue streams from this sector are somewhat regular, the risks posed by low-margin businesses and federal budget cuts are high.
The growing uncertainties in its core computing market resulted in significant downward estimate revisions, on the basis of which H-P has a Zacks #4 Rank, implying a short-term Sell rating. The company's computing rival Dell Inc. ( DELL ) has a Zacks #5 Rank, implying a short-term Strong Sell rating. But, on the server side, Cisco Systems Inc. ( CSCO ) has a Zacks #2 Rank (short-term "Buy" rating), reflecting its first quarter 2013 earnings beat.
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The company's computing rival Dell Inc. ( DELL ) has a Zacks #5 Rank, implying a short-term Strong Sell rating. CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Per the contract, H-P will continue to extend support for operations and maintenance software applications for the agency's Veterans Health Information Systems and Technology Architecture (VistA) program.
|
The company's computing rival Dell Inc. ( DELL ) has a Zacks #5 Rank, implying a short-term Strong Sell rating. CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. In March, the agency extended a deal requiring H-P to provide business process analysis, testing services and overall project management along with software design, development and support services for its Compensation and Pension Record Interchange (CAPRI) support program.
|
The company's computing rival Dell Inc. ( DELL ) has a Zacks #5 Rank, implying a short-term Strong Sell rating. CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Per the contract, H-P will continue to extend support for operations and maintenance software applications for the agency's Veterans Health Information Systems and Technology Architecture (VistA) program.
|
The company's computing rival Dell Inc. ( DELL ) has a Zacks #5 Rank, implying a short-term Strong Sell rating. CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. The VistA program is targeted at improving the country's Electronic Health Record (EHR) services to provide better medical facilities to veterans.
|
4d517885-6bd5-41b8-ab83-26297fb52e14
|
726616.0
|
2012-11-21 00:00:00 UTC
|
2 Struggling Stocks to Consider Now (DELL, MRVL)
|
DELL
|
https://www.nasdaq.com/articles/2-struggling-stocks-consider-now-dell-mrvl-2012-11-21
|
nan
|
nan
|
By Greg Jensen
Picking the bottom for a beaten-down, struggling stock is fun. It gives tremendous bragging rights and can be very profitable. Just ask anybody who bought BofA (BAC) below $3 or Ford (F) at around $1 in the depths of the recession. They will tell you that of course such established names were hugely undervalued; it was obvious.
It is also very risky. The same logic could have been applied to other established companies such as Lehman Brothers or General Motors (GM) where the outcome was very different. This is why, when considering this kind of trade, it is important to have an exit strategy. Buying out of the money puts or simply setting, and sticking to, a stop-loss level is essential.
If you do that it is always worth looking for stocks that may be about to turn. The broad technology sector currently contains a couple of stocks from different sides of the business that may be worth considering. Both Dell (DELL) and Marvell Technologies (MRVL) are at or near 52 week lows after a year of disappointing results.
Both 1-year charts above tell the same story, with a consistent decline and any hint at consolidation snuffed out by yet another disappointing earnings release. Both companies, however, are in the process of shifting their focus to some extent and, while there is no evidence yet of dramatic turn around, this may at least serve to stabilize the situation.
DELL has fallen along with other PC and hardware makers as the consumer market has shifted to mobile devices. Margins have been squeezed and sales have declined. Last week’s Q3 earnings release continued the pattern, with reported earnings down over 45% from last year on revenue over 10% lower.
They have begun to deploy some of their cash ($10.99 Billion, according to last week’s numbers) with acquisitions (including the recent purchase of Gale Technologies), share buy-backs and the announcement of a dividend for shareholders. The purchase of Gale, a provider of infrastructure automation software, illustrates the ongoing focus on enterprise, rather than consumer, business.
Recent acquisitions have yet to be accretive to earnings, but DELL remains a profitable company. A P/E of around 5 reflects an expectation of continued decline, but if the enterprise business grows while remaining profitable it could be that both revenues and earnings will at least stabilize.
Semiconductor manufacturer MRVL also released Q3 earnings last week that showed falling revenues and depressed margins. Like DELL, however, they remain profitable, have been buying back shares, and have begun to shift their focus. Shares have been hurt by their association with Blackberry producer Research In Motion (RIMM) but, ironically, RIM’s decision to switch to Qualcomm (QCOM) for their next generation of phones can be interpreted as a good thing. MRVL has had some success in the growing low end Chinese smart phone market, and a continued presence there can only help.
In both cases an explosion in sales or profit is unlikely. It may well be, however, that the worst is over and, given the market’s tendency to assume the worst for a falling stock, any improvement by either company will present a significant short term opportunity. DELL in particular has significant short interest, which may exaggerate any recovery in the share price.
Trying to pick the bottom for the stock of troubled companies is, as I said, risky and an exit strategy is a must, but both DELL and MRVL are still profitable and solvent, which limits the risk somewhat. In a situation like this, utilizing options in their simplest form, by buying puts that you hope will expire worthless, adds to the cost per share, but controls the downside. It may be a risk worth taking.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Both Dell (DELL) and Marvell Technologies (MRVL) are at or near 52 week lows after a year of disappointing results. DELL has fallen along with other PC and hardware makers as the consumer market has shifted to mobile devices. Recent acquisitions have yet to be accretive to earnings, but DELL remains a profitable company.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Both Dell (DELL) and Marvell Technologies (MRVL) are at or near 52 week lows after a year of disappointing results. DELL has fallen along with other PC and hardware makers as the consumer market has shifted to mobile devices.
|
Like DELL, however, they remain profitable, have been buying back shares, and have begun to shift their focus. Trying to pick the bottom for the stock of troubled companies is, as I said, risky and an exit strategy is a must, but both DELL and MRVL are still profitable and solvent, which limits the risk somewhat. Both Dell (DELL) and Marvell Technologies (MRVL) are at or near 52 week lows after a year of disappointing results.
|
Like DELL, however, they remain profitable, have been buying back shares, and have begun to shift their focus. Trying to pick the bottom for the stock of troubled companies is, as I said, risky and an exit strategy is a must, but both DELL and MRVL are still profitable and solvent, which limits the risk somewhat. Both Dell (DELL) and Marvell Technologies (MRVL) are at or near 52 week lows after a year of disappointing results.
|
ceb5a8fe-c7e2-4af6-a178-32d0c6082159
|
726617.0
|
2012-11-21 00:00:00 UTC
|
Apple's Siri May Inspire the Next PC Evolution
|
DELL
|
https://www.nasdaq.com/articles/apples-siri-may-inspire-next-pc-evolution-2012-11-21
|
nan
|
nan
|
Touch screens are all the rage now that smartphones, laptops and desktop computers are abandoning traditional interactive features (such as buttons) for a more modern approach. MacBook touch pad users have already seen a glimpse of this evolution. Regardless, it will be a long time before every display is a touch screen . But once they have taken over the PC industry, computer manufacturers may turn to a hands-free form of interaction: voice recognition.
Apple (NASDAQ: AAPL ) became the first company to create a mainstream voice recognition platform when it released Siri and the iPhone 4S. According to DigiTimes , Taiwan-based supply chain makers believe that voice recognition will become the "next major focus for the notebook industry."
In the meantime, the PC sector has put most of its eggs into the touch screen basket. DigiTimes' sources believe that Black Friday will provide a "crucial market test" for convertible notebooks (those that contain the features of both a laptop computer and a tablet).
Lenovo, Dell (NASDAQ: DELL ) and Hewlett-Packard (NASDAQ: HPQ ) are among the many manufacturers that currently produce Windows 8-based convertibles. Hewlett-Packard has received a considerable amount of attention for producing the 11.6-inch Envy x2, a laptop/tablet hybrid with a detachable screen that can be separated from the keyboard. According to DigiTimes, detachable models are expected to become the most popular available.
Dell has taken another route with the XPS 12, which features a screen that can swivel backwards to use as a tablet. In this case, the keyboard stays in place. Lenovo has built a similar machine with the IdeaPad Yoga 13, a unique laptop that is converted into a tablet by flipping the screen backwards, pushing the keyboard underneath the screen.
Thus far, retailers do not seem eager to discount these or any other convertible laptops for Black Friday. Best Buy (NYSE: BBY ) does not currently have any major convertible sales on its Black Friday preview page. Most Wal-Mart (NYSE: WMT ) and Target (NYSE: TGT ) stores do not currently carry convertible laptops. Amazon (NASDAQ: AMZN ) has put a few Intel (NASDAQ: INTC ) Ultrabooks on sale , but the convertibles are close to full price.
On Black Friday, consumers rarely go for the latest and greatest. Rather, they shop for the best deals. This could make it difficult for manufacturers to gauge the long-term success of convertible laptops, which are still new and are considerably more expensive than the average PC.
Follow me @LouisBedigianBZ
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Lenovo, Dell (NASDAQ: DELL ) and Hewlett-Packard (NASDAQ: HPQ ) are among the many manufacturers that currently produce Windows 8-based convertibles. Dell has taken another route with the XPS 12, which features a screen that can swivel backwards to use as a tablet. Touch screens are all the rage now that smartphones, laptops and desktop computers are abandoning traditional interactive features (such as buttons) for a more modern approach.
|
Lenovo, Dell (NASDAQ: DELL ) and Hewlett-Packard (NASDAQ: HPQ ) are among the many manufacturers that currently produce Windows 8-based convertibles. Dell has taken another route with the XPS 12, which features a screen that can swivel backwards to use as a tablet. But once they have taken over the PC industry, computer manufacturers may turn to a hands-free form of interaction: voice recognition.
|
Lenovo, Dell (NASDAQ: DELL ) and Hewlett-Packard (NASDAQ: HPQ ) are among the many manufacturers that currently produce Windows 8-based convertibles. Dell has taken another route with the XPS 12, which features a screen that can swivel backwards to use as a tablet. DigiTimes' sources believe that Black Friday will provide a "crucial market test" for convertible notebooks (those that contain the features of both a laptop computer and a tablet).
|
Lenovo, Dell (NASDAQ: DELL ) and Hewlett-Packard (NASDAQ: HPQ ) are among the many manufacturers that currently produce Windows 8-based convertibles. Dell has taken another route with the XPS 12, which features a screen that can swivel backwards to use as a tablet. But once they have taken over the PC industry, computer manufacturers may turn to a hands-free form of interaction: voice recognition.
|
21a08cfa-df28-4426-8061-23b5a71c79cf
|
726618.0
|
2012-11-20 00:00:00 UTC
|
Hewlett-Packard's EPS, Rev Slump Y/Y - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/hewlett-packards-eps-rev-slump-y-y-analyst-blog-2012-11-20
|
nan
|
nan
|
Hewlett-Packard Company ( HPQ ) reported fourth quarter 2012 earnings per share (EPS) of $1.16, exceeding the Zacks Consensus Estimate. However, revenue and earnings declined considerably compared with the prior-year quarter. Shares slumped following the earnings release.
Revenues
Revenues declined 6.7% year over year to $29.9 billion.
Personal Systems revenue declined 14.0% on a year-over-year basis. Within this segment, the Commercial revenue declined by 13.0% year over year, while the Consumer revenue plunged 16.0%.
Printing revenue dropped 5.0% on a year-over-year basis.
Services revenue declined by 6.0% on a year-over-year basis. Within this segment, the technology Services revenue dropped 4.0% year over year, Application and Business Services revenue declined by 7.0% from the year-ago quarter, IT Outsourcing revenue declined by 6.0%.
Enterprise Servers, Storage and Networking (ESSN) witnessed a revenue decline of 9.0% on a year-over-year basis. Within this segment, the Networking revenue was up 7.0%, while the Industry Standard Servers, Business Critical Systems and Storage revenues were down 7%, 25%, and 13% year over year, respectively.
Software revenue increased 14.0% year over year. The segment revenue was aided by 9.0% license revenue growth, 9.0% support revenue growth, and 48.0% revenue growth in services.
HP Financial Services revenue inched up 1.0% from the year-ago period as an 11% decline in financing volume offset the 3.0% increase in net portfolio assets.
Operating Results
Gross margin for the quarter was 24.2% compared with 21.2% in the year-ago quarter. Gross margin was positively impacted by modest cost control, and increase in the sales mix of high margin products.
Diluted GAAP loss per share was $3.49 compared with earnings per share of 12 cents in the prior-year quarter. This loss can be attributed to the write down in lieu of impairment charges. After adjusting for special items, non-GAAP net earnings per share were $1.16 compared with $1.17 in the prior-year quarter.
Balance Sheet, Cash Flow
Hewlett-Packard generated $4.06 billion in cash from operations versus $2.80 billion in the previous quarter. The company ended the quarter with $11.3 billion in cash and cash equivalents versus $9.5 billion in the previous quarter. The company exited the quarter with a long-term debt balance of $21.8 billion, down from $24.0 billion in the previous quarter.
Guidance
Management expects first quarter fiscal 2013 non-GAAP diluted EPS to be between 68 cents and 71 cents. GAAP diluted EPS is projected at 34 cents to 37 cents.
For fiscal 2013, the non-GAAP diluted EPS is expected between $3.40 and $3.60, while the GAAP diluted EPS is projected range from $2.10 to $2.30.
Conclusion
Hewlett-Packard's fourth quarter 2012 earnings per share were in line with the Zacks Consensus Estimate, but revenues declined from the year-ago period. Results were negatively impacted by macroeconomic factors, lower order renewal, and reduction in business fundamentals across segments.
The company is taking major steps to revive some of its businesses. Management is taking strategic and innovative steps to manage costs, drive growth and also to improve the health of its balance sheet. However, cannibalization of PC is taking a toll on the company's business.
On the other hand, the printer business looks challenging, given the continuous roll out of printing devices at competitive prices by other technology giants including Samsung, Canon ( CAJ ), Epson and Lexmark ( LXK ). Moreover, HP is expected to witness significant competition from the likes of Apple Inc. ( AAPL ) and Dell Inc. ( DELL ).
HPQ has a Zacks #4 Rank, implying a Sell rating.
APPLE INC (AAPL): Free Stock Analysis Report
CANON INC ADR (CAJ): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
LEXMARK INTL (LXK): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Moreover, HP is expected to witness significant competition from the likes of Apple Inc. ( AAPL ) and Dell Inc. ( DELL ). APPLE INC (AAPL): Free Stock Analysis Report CANON INC ADR (CAJ): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report LEXMARK INTL (LXK): Free Stock Analysis Report To read this article on Zacks.com click here. HP Financial Services revenue inched up 1.0% from the year-ago period as an 11% decline in financing volume offset the 3.0% increase in net portfolio assets.
|
APPLE INC (AAPL): Free Stock Analysis Report CANON INC ADR (CAJ): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report LEXMARK INTL (LXK): Free Stock Analysis Report To read this article on Zacks.com click here. Moreover, HP is expected to witness significant competition from the likes of Apple Inc. ( AAPL ) and Dell Inc. ( DELL ). Hewlett-Packard Company ( HPQ ) reported fourth quarter 2012 earnings per share (EPS) of $1.16, exceeding the Zacks Consensus Estimate.
|
APPLE INC (AAPL): Free Stock Analysis Report CANON INC ADR (CAJ): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report LEXMARK INTL (LXK): Free Stock Analysis Report To read this article on Zacks.com click here. Moreover, HP is expected to witness significant competition from the likes of Apple Inc. ( AAPL ) and Dell Inc. ( DELL ). Within this segment, the technology Services revenue dropped 4.0% year over year, Application and Business Services revenue declined by 7.0% from the year-ago quarter, IT Outsourcing revenue declined by 6.0%.
|
Moreover, HP is expected to witness significant competition from the likes of Apple Inc. ( AAPL ) and Dell Inc. ( DELL ). APPLE INC (AAPL): Free Stock Analysis Report CANON INC ADR (CAJ): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report LEXMARK INTL (LXK): Free Stock Analysis Report To read this article on Zacks.com click here. Revenues Revenues declined 6.7% year over year to $29.9 billion.
|
c1f6eb14-3c6d-4f70-8a48-4b2ee5c45867
|
726619.0
|
2012-11-20 00:00:00 UTC
|
How $199 Laptops Could Spell Doom For PCs
|
DELL
|
https://www.nasdaq.com/articles/how-199-laptops-could-spell-doom-pcs-2012-11-20
|
nan
|
nan
|
Investors are on edge these days, but what else is new. Prior to Microsoft (MSFT) releasing Windows 8, shares in PC makers and in Microsoft were in a holding pattern. Microsoft’s shares rose at around $32, while companies like Dell (DELL) and Micron (MU) had yet to bottom. Only Hewlett-Packard (HPQ) was falling in the summer months, because its problems were known. HP was in a multi-year transition, but the market wanted things fixed faster than that:
Chart of HP, Dell, and Micron
When Windows 8 was released, shares in these PC makers did not rise. In fact, more uncertainty drove shares lower. The Surface RT tablet from Microsoft is a departure from the company’s alliance with hardware makers.
One of the greatest threats for investors in the PC sector is the marginalization of hardware. The transition of devices storing information in the cloud is making hardware less important. Sure, it benefits VMWare (VMW), Citrix (CTXS), and Salesforce.com (CRM), but the immediate threat for the sector is Google (GOOG).
Google already leads the budget offering of computing with its $249 laptop. More recently, Google is upping the ante. The company is working with Acer and is selling a laptop for just $199. At this price, it is lower than Windows 8-based machines and even less expensive than Apple laptops. The laptop may be sold at such a low price, because it runs an Intel (INTC) Celeron processor and a 320 GB disk drive.
The low-price of a Google laptop will make it harder to justify Windows Pro Surface devices, which are expected to cost at least $1000. Power-users will point to Adobe Photoshop (ADBE) as a reason to buy a more powerful device, but Google’s $199 laptop will appeal to a wider audience. Need Microsoft Office? Google Docs is available as an alternative. Photoshop may be replaced with Instagram or a freeware program like GIMP.
Business Section: Investing Ideas
PC Companies
HP, Dell, and Microsoft are the usual suspects for PC-investing ideas, but their main attraction right now is low-valuation. According to Kapitall, HP’s Price of Profit, or POP, is just 4. Dell has a POP of 6, while Microsoft has a POP of just 9. Investors have clearly discounted any chance of growth in computers. The anticipation is that tablets and smartphones will dominate as consumption devices.
Practical investors should recognize that there is always a market for PCs, especially for content creators (nothing can really replace the mouse and keyboard right now). What the market is stating, though, is that consumption devices will only grow. Google’s low-cost computer will only get lower.
Cloud Computing Companies
Companies with a generally high POP may pull back, but shares will rebound faster than PC makers as markets become more optimistic:
1. VMware, Inc. (VMW, Earnings, Analysts, Financials): Provides virtualization and virtualization-based cloud infrastructure solutions primarily in the United States. Market cap at $36.98B, most recent closing price at $86.45.
2. Salesforce.com (CRM, Earnings, Analysts, Financials): Provides customer and collaboration relationship management (CRM) services to various businesses and industries worldwide. Market cap at $20.48B, most recent closing price at $147.32.
Beware! This company has an excessively high POP (denoted as “N/A” on Kapitall).
3. Citrix Systems, Inc. (CTXS, Earnings, Analysts, Financials): Designs, develops, and markets technology solutions that deliver information technology services on-demand worldwide. Market cap at $11.44B, most recent closing price at $61.16.
Written by Chris Lau. To interact and discuss these picks or picks of your own with users, attach your watch list or portfolio in a message to your friends on Kapitall. To connect with users on the leaderboard: fromyour tool bar, select Get Connected-> Top Kaptallists.
Members on Kapitall earn free points, and even more points with every Kapitall Generation trade. These points may be redeemed at the Kapitall store.
Analyze These Ideas: Getting Started
Read descriptions for all companies mentioned
Access a performance overview for all stocks in the list
Compare analyst ratings for the companies mentioned
Compare analyst ratings to annual returns for stocks mentioned
Real-Time Opinion: Scan the latest tweets about these companies (feed will open in a new window)
Dig Deeper: Access Company Snapshots, Charts, Filings
VMware, Inc. (VMW, Chart, Download SEC Filings)
Salesforce.com (CRM, Chart, Download SEC Filings)
Citrix Systems, Inc. (CTXS, Chart, Download SEC Filings)
New to Kapitall?
1. New to the site? Click here to register for a free account, and gain access to more tools and data
2. Looking for more investing ideas like this? Click here to sign up for your free copy of Kapitall Weekly
3. Follow us on SeekingAlpha, Motley Fool, Nasdaq and Twitter
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Microsoft’s shares rose at around $32, while companies like Dell (DELL) and Micron (MU) had yet to bottom. HP was in a multi-year transition, but the market wanted things fixed faster than that: Chart of HP, Dell, and Micron When Windows 8 was released, shares in these PC makers did not rise. Business Section: Investing Ideas PC Companies HP, Dell, and Microsoft are the usual suspects for PC-investing ideas, but their main attraction right now is low-valuation.
|
Business Section: Investing Ideas PC Companies HP, Dell, and Microsoft are the usual suspects for PC-investing ideas, but their main attraction right now is low-valuation. Microsoft’s shares rose at around $32, while companies like Dell (DELL) and Micron (MU) had yet to bottom. HP was in a multi-year transition, but the market wanted things fixed faster than that: Chart of HP, Dell, and Micron When Windows 8 was released, shares in these PC makers did not rise.
|
HP was in a multi-year transition, but the market wanted things fixed faster than that: Chart of HP, Dell, and Micron When Windows 8 was released, shares in these PC makers did not rise. Microsoft’s shares rose at around $32, while companies like Dell (DELL) and Micron (MU) had yet to bottom. Business Section: Investing Ideas PC Companies HP, Dell, and Microsoft are the usual suspects for PC-investing ideas, but their main attraction right now is low-valuation.
|
Microsoft’s shares rose at around $32, while companies like Dell (DELL) and Micron (MU) had yet to bottom. HP was in a multi-year transition, but the market wanted things fixed faster than that: Chart of HP, Dell, and Micron When Windows 8 was released, shares in these PC makers did not rise. Business Section: Investing Ideas PC Companies HP, Dell, and Microsoft are the usual suspects for PC-investing ideas, but their main attraction right now is low-valuation.
|
a6e48df0-555b-4b82-85c9-71f8edfa20d1
|
726620.0
|
2012-11-19 00:00:00 UTC
|
Gale Technologies Acquired by Dell - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/gale-technologies-acquired-by-dell-analyst-blog-2012-11-19
|
nan
|
nan
|
After its third quarter results and fourth quarter outlook drove its stock toward a three-year low, Dell Inc. ( DELL ) announced its sixth acquisition of the year. The acquisition of privately-held Gale Technologies, unlike the preceding ones, reflects the company's effort to shift its focus from a PC-centric business to a more enterprise-centric service business. Financial terms of this small but important deal have not been divulged.
Santa-Clara-based Gale Technologies develops infrastructure automation software that helps customers streamline the deployment, use and provisioning of cloud-based infrastructure. Management of hybrid cloud computing environments gets easier with much lower supervision and operating costs. Its blue-chip customers include Alcatel-Lucent ( ALU ), Ericsson ( ERIC ) and Verizon Inc. ( VZ ).
The assets of Gale Technologies would form a division named Enterprise Systems & Solutions. With the new division, the tech giant is expected to focus more on the development of management solutions for converged infrastructure, which will facilitate the process of data center automation. Dell plans to retain Gale's intellectual properties and to invest in sales/engineering to reduce integration time.
Despite reporting a dismal third quarter, Dell's server and networking revenue gained momentum with an 11.0% year-over-year increase. In this context, it is necessary to mention that another tech giant IBM Corp. ( IBM ) registered a year-over-year decline in server revenue. This indicates a solid growth trajectory for Dell and we believe that Gale will provide adequate support with its technological know-how and rich client-base to achieve higher revenue growth.
We understand that the shift to the higher-margin enterprise business is critical to Dell's survival and success. For the past few quarters, Dell's financial results have failed to impress investors and we believe that the main reason for the disappointment is the delay in the process. But keeping in mind the increasing demand for cloud solutions and Dell's performance in its Enterprise business, we believe that the company has the potential to turn around as soon as the acquired units start generating material revenues.
Currently, Dell has a Zacks #5 Rank (short-term Strong Sell rating), reflecting its lackluster fourth quarter view, falling share prices and a weak PC market. But we would like to turn investor attention toward another server vendor, Cisco Systems Inc. ( CSCO ), which has a Zacks #2 Rank (short-term "Buy" rating), reflecting its first quarter 2013 earnings beat.
ALCATEL ADS (ALU): Free Stock Analysis Report
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
ERICSSON LM ADR (ERIC): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
VERIZON COMM (VZ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
But keeping in mind the increasing demand for cloud solutions and Dell's performance in its Enterprise business, we believe that the company has the potential to turn around as soon as the acquired units start generating material revenues. Currently, Dell has a Zacks #5 Rank (short-term Strong Sell rating), reflecting its lackluster fourth quarter view, falling share prices and a weak PC market. After its third quarter results and fourth quarter outlook drove its stock toward a three-year low, Dell Inc. ( DELL ) announced its sixth acquisition of the year.
|
Currently, Dell has a Zacks #5 Rank (short-term Strong Sell rating), reflecting its lackluster fourth quarter view, falling share prices and a weak PC market. ALCATEL ADS (ALU): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report ERICSSON LM ADR (ERIC): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report VERIZON COMM (VZ): Free Stock Analysis Report To read this article on Zacks.com click here. After its third quarter results and fourth quarter outlook drove its stock toward a three-year low, Dell Inc. ( DELL ) announced its sixth acquisition of the year.
|
After its third quarter results and fourth quarter outlook drove its stock toward a three-year low, Dell Inc. ( DELL ) announced its sixth acquisition of the year. Currently, Dell has a Zacks #5 Rank (short-term Strong Sell rating), reflecting its lackluster fourth quarter view, falling share prices and a weak PC market. ALCATEL ADS (ALU): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report ERICSSON LM ADR (ERIC): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report VERIZON COMM (VZ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
But keeping in mind the increasing demand for cloud solutions and Dell's performance in its Enterprise business, we believe that the company has the potential to turn around as soon as the acquired units start generating material revenues. Currently, Dell has a Zacks #5 Rank (short-term Strong Sell rating), reflecting its lackluster fourth quarter view, falling share prices and a weak PC market. After its third quarter results and fourth quarter outlook drove its stock toward a three-year low, Dell Inc. ( DELL ) announced its sixth acquisition of the year.
|
5b31146d-4c30-4d34-af39-398c16dcae0d
|
726621.0
|
2012-11-19 00:00:00 UTC
|
Earnings Preview: Hewlett-Packard - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/earnings-preview%3A-hewlett-packard-analyst-blog-2012-11-19
|
nan
|
nan
|
Hewlett Packard Company ( HPQ ) is scheduled to announce its fourth quarter 2012 results on November 20, 2012. In the run-up to the earnings release, we noticed a downward trend in analysts' estimates.
Third Quarter Overview
The company reported third quarter 2012 earnings per share (EPS) of $1.00, beating the Zacks Consensus Estimate by a penny. Revenues declined 5.0% year over year to $29.7 billion. Revenue declines were broad-based across segments and geographies.
Gross margin in the quarter stood at 23.1% compared with 23.4% in the year-ago quarter. Gross margin was impacted by improvements in IPG and Software margins, but were offset to a considerable extent by declines in PSG and Services.
Diluted GAAP loss per share was $4.49 compared with earnings per share of 80 cents in the comparable prior-year quarter. This loss can be attributed to the write down in lieu of Electronic Data Storage (EDS). After adjusting for special items, non-GAAP net earnings per share were $1.00 compared with $1.10 in the prior-year quarter.
The company projects fiscal 2012 non-GAAP diluted EPS of between $4.05 and $4.07 and GAAP loss per share of between $2.23 and $2.25.
Agreement of Analysts
Four of the 23 estimates for the fourth quarter were lowered over the last 30 days with none moving in the opposite direction. For the first quarter of 2013, two analysts made downward revision over the last 30 days, while only 1 analyst revised the estimate upward. For fiscal 2013, while five analysts revised their estimates downward over the last 30 days, none made an upward revision.
Analysts are generally cautious about the PC market, where demand could weaken further. HP is likely to resort to aggressive pricing, which would not however, fully offset the effect of weak demand. As a result, its Personal Systems business would suffer. Marketing and promotion strategies are expected to continue in the near term, although the resultant negative effect on the bottom line would be offset by recent restructuring actions.
This apart, both the industry and HP itself entered the quarter with high inventories in a particularly low-demand environment. Therefore, this inventory would also need to be worked off.
Although some analysts believe that the decision taken by the company to continue with its PC business is correct, others are of the opinion that the PC segment is going to be badly affected due to its cannibalization by tablets. If the ultra portable new-age devices from HP are a hit, the company may be able to cut its losses.
Analysts also believe that HP is facing significant competition in the printing space given the continuous roll out of printing devices at competitive prices by other technology giants including Samsung, Canon ( CAJ ), Epson and Lexmark (LXK ). This may initiate a price war in the printing space, which may hurt HP's margins to a certain extent.
Magnitude of Estimate Revisions
Following the announcement of third quarter 2012 results, there have been certain estimate revisions. Though the Zacks Consensus Estimate for the upcoming quarter has remained constant over the last 30 days, it has gone down 4 cents over the last 90 days to $1.14. For the January quarter, the estimate dropped a penny over the last 30 days and by 18 cents over the last 90 days to 85 cents.
For fiscal 2012, the Zacks Consensus Estimate dropped by a cent over the last 30 days and by 3 cents over the last 90 days to $4.03 per share. The fiscal 2013 estimate dropped by 2 cents over the last 30 days and by 13 cents over the last 90 days to $3.46.
Recommendation
Hewlett-Packard dominates the computing world with its strong business model and strong position in both PC and Server segments. However, the recent downturn in the PC market and a not-so-favorable pricing environment took a toll on the business fundamentals of the company.
Management's decision to continue its PC business looks prudent. On the other hand, HP is expected to witness significant competition from the likes of Apple Inc. ( AAPL ) and Dell Inc. ( DELL ).
The company has a Zacks #4 Rank, implying a short-term Sell rating.
APPLE INC (AAPL): Free Stock Analysis Report
CANON INC ADR (CAJ): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
LEXMARK INTL (LXK): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
On the other hand, HP is expected to witness significant competition from the likes of Apple Inc. ( AAPL ) and Dell Inc. ( DELL ). APPLE INC (AAPL): Free Stock Analysis Report CANON INC ADR (CAJ): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report LEXMARK INTL (LXK): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett Packard Company ( HPQ ) is scheduled to announce its fourth quarter 2012 results on November 20, 2012.
|
APPLE INC (AAPL): Free Stock Analysis Report CANON INC ADR (CAJ): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report LEXMARK INTL (LXK): Free Stock Analysis Report To read this article on Zacks.com click here. On the other hand, HP is expected to witness significant competition from the likes of Apple Inc. ( AAPL ) and Dell Inc. ( DELL ). Third Quarter Overview The company reported third quarter 2012 earnings per share (EPS) of $1.00, beating the Zacks Consensus Estimate by a penny.
|
APPLE INC (AAPL): Free Stock Analysis Report CANON INC ADR (CAJ): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report LEXMARK INTL (LXK): Free Stock Analysis Report To read this article on Zacks.com click here. On the other hand, HP is expected to witness significant competition from the likes of Apple Inc. ( AAPL ) and Dell Inc. ( DELL ). Third Quarter Overview The company reported third quarter 2012 earnings per share (EPS) of $1.00, beating the Zacks Consensus Estimate by a penny.
|
On the other hand, HP is expected to witness significant competition from the likes of Apple Inc. ( AAPL ) and Dell Inc. ( DELL ). APPLE INC (AAPL): Free Stock Analysis Report CANON INC ADR (CAJ): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report LEXMARK INTL (LXK): Free Stock Analysis Report To read this article on Zacks.com click here. Third Quarter Overview The company reported third quarter 2012 earnings per share (EPS) of $1.00, beating the Zacks Consensus Estimate by a penny.
|
8838eab6-50c1-4b50-b6fb-b55bf18b9d48
|
726622.0
|
2012-11-19 00:00:00 UTC
|
2012: The Year the PC Died
|
DELL
|
https://www.nasdaq.com/articles/2012-year-pc-died-2012-11-19
|
nan
|
nan
|
The death of the traditional PC has been a major trend that has overtaken the market in 2012. It came fast, and though many analysts were skeptical that it could happen so suddenly, it has wrought huge effects on the businesses involved.
Intel (NASDAQ: INTC ), Dell (NASDAQ: DELL ), Hewlett-Packard (NYSE: HPQ ), Microsoft (NASDAQ: MSFT ) and most certainly AMD (NYSE: AMD ) have all felt the effects of the titanic shift in the industry.
Shares of Intel slumped lower Monday morning, before later rebounding (perhaps pulled higher by the rally in the broader market). The company was halted in the premarket, as it announced that its CEO would retire in May. Intel has yet to name a successor.
Intel's CEO Paul Otellini has been on the job since 2005, so his retirement might just be a normal, periodic transition in the company's management. But given the company's recent performance, traders may speculate that he might have been ousted. Shares of Intel have shed about a third of their value since May, trading down from near $30 to around $20.
Intel has been the dominant player in the PC chip business for years. It formed the "tel" portion of the "Wintel" neologism. However, as the demand for PCs has fallen -- PC demand is expected to decline by 1.2 percent this year -- demand for Intel's chips has likewise declined.
AMD has faced similar problems, but to an even worse extent. AMD competes directly with Intel in the chip department, but is a minor player in both market share and size of the company. AMD shares have dropped below $2, and there have been reports that management could be entertaining thoughts of selling the company. AMD has shot down those reports, but the collapse in AMD's shares is undeniable.
Dell and HP, as the end-producers of Wintel machines, have likewise suffered. Dell reported disappointing earnings last week, sending shares briefly below the $9 mark.
HP is set to report earnings Tuesday afternoon. If Dell is any indication, HP shareholders might anticipate more disappointment late Tuesday.
Both HP and Dell have attempted to shift their business strategies to avoid the secular trend, but evidently they haven't changed quickly enough. Dell has tried to move into the enterprise sector, shifting away from the consumer sales business.
Meanwhile, HP has also tried to reinvent itself, naming Meg Whitman CEO in the fall of 2011. Whitman's predecessor, Leo Apotheker, planned to spin-off HP's PC business; Whitman cancelled that plan.
Then there is, of course, the company at the heart of the PC market: Microsoft itself.
In October, Microsoft released Windows 8 -- the most ambitious redesign of its dominant operating system in at least 17 years. Windows 8 attempts to go where no one has gone before: create an operating system that's equally as good on a touch screen as it being controlled with a mouse and keyboard.
With this design, Microsoft has made it clear that it realizes the attractiveness of the mobile space. Windows 8 is still very much a PC operating system, but Microsoft has gone out of its way to cater to the mobile market.
Perhaps that is why Microsoft is only the stock of the group that is up year-to-date:
AMD: -64.26%
Intel: -16.95%
HP: -48.45%
Dell: -38.48%
Microsoft: +2.59%
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Both HP and Dell have attempted to shift their business strategies to avoid the secular trend, but evidently they haven't changed quickly enough. Intel (NASDAQ: INTC ), Dell (NASDAQ: DELL ), Hewlett-Packard (NYSE: HPQ ), Microsoft (NASDAQ: MSFT ) and most certainly AMD (NYSE: AMD ) have all felt the effects of the titanic shift in the industry. Dell and HP, as the end-producers of Wintel machines, have likewise suffered.
|
Intel (NASDAQ: INTC ), Dell (NASDAQ: DELL ), Hewlett-Packard (NYSE: HPQ ), Microsoft (NASDAQ: MSFT ) and most certainly AMD (NYSE: AMD ) have all felt the effects of the titanic shift in the industry. Dell and HP, as the end-producers of Wintel machines, have likewise suffered. Dell reported disappointing earnings last week, sending shares briefly below the $9 mark.
|
Intel (NASDAQ: INTC ), Dell (NASDAQ: DELL ), Hewlett-Packard (NYSE: HPQ ), Microsoft (NASDAQ: MSFT ) and most certainly AMD (NYSE: AMD ) have all felt the effects of the titanic shift in the industry. Dell and HP, as the end-producers of Wintel machines, have likewise suffered. Dell reported disappointing earnings last week, sending shares briefly below the $9 mark.
|
Dell: -38.48% Microsoft: +2.59% (c) 2012 Benzinga.com. Intel (NASDAQ: INTC ), Dell (NASDAQ: DELL ), Hewlett-Packard (NYSE: HPQ ), Microsoft (NASDAQ: MSFT ) and most certainly AMD (NYSE: AMD ) have all felt the effects of the titanic shift in the industry. Dell and HP, as the end-producers of Wintel machines, have likewise suffered.
|
6a1db100-456d-467f-abd6-0d22d2398feb
|
726623.0
|
2012-11-17 00:00:00 UTC
|
How Long Until Every Display is a Touch Screen?
|
DELL
|
https://www.nasdaq.com/articles/how-long-until-every-display-touch-screen-2012-11-17
|
nan
|
nan
|
Most televisions and all MacBooks still lack a touch screen. When will this change? When will all displays be converted to touch screens?
It could take some time. While the PC industry has embraced Windows 8 with a wide variety of touch screen devices (including laptops and desktops), some manufacturers are reluctant to enter the realm.
Part of this is based on cost and consumer demands. Hundreds of millions of traditional mobile phones are still sold annually, especially in emerging markets. These devices can barely surf the Web and rarely feature more than the most basic apps (such as a calculator or a calendar). Thus, there is no need for manufacturers to add a touch screen.
The same is true for laptops. While it would be great if Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) added touch to every device they produce, the reality is that there are still millions of consumers who want a cheaper option.
This is not an issue that is exclusive to computers and smartphones. Automobile manufacturers, such as Ford (NYSE: F ) and GM (NYSE: GM ), charge a lot of money for their in-car touch panels, many lower end models are produced the old-fashioned way.
For some companies, the added expense may not matter. Apple's (NASDAQ: AAPL ) prime customers tend to make and spend more money. After discovering that Mac users spend an average of $20 to $30 more per night on hotel rooms, Orbitz Worldwide (NYSE: OWW ) decided to show them more expensive hotel options than the ones seen by PC users.
Apple's starting price is $329 for the iPad Mini -- the highest price of any small tablet. Regardless, the company still managed to sell three million units of the iPad 4 and iPad Mini when they were released.
These are just a couple of things that show the buying power of Apple customers. If the company wanted to release an expensive touch screen computer, it could. People would buy it up immediately. But Apple may continue to wait another five to 10 years.
It's all part of Apple's incremental update schedule. If the company adds touch to the MacBook, it would greatly reduce the importance of the iPad 4 and iPad Mini. Tablet sales would plummet as wealthy consumers shifted to the ultimate all-in-one MacBook.
Apple does not want this to happen anytime soon. The iPad profit margins are much higher than the margins on a MacBook. Apple sold 100 million iPads in less than three years -- the MacBook will never be able to compete with that. Thus, the company has a number of reasons to put off the touch screen transition for as long as possible.
In doing so, Apple can also stretch out the flow of innovation. Right now, MacBook Air and iMac users are looking forward to one thing: a Retina Display. After that, there is not much Apple can provide. The company might continue to refine its creative Hybrid Drive concept, but only select users will care about that.
Beyond the expense associated with adding a touch screen, and beyond the corporate decision to delay their inclusion, there are a number of reasons why the touch transition is years away from completion.
Follow me @LouisBedigianBZ
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
While it would be great if Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) added touch to every device they produce, the reality is that there are still millions of consumers who want a cheaper option. While the PC industry has embraced Windows 8 with a wide variety of touch screen devices (including laptops and desktops), some manufacturers are reluctant to enter the realm. These devices can barely surf the Web and rarely feature more than the most basic apps (such as a calculator or a calendar).
|
While it would be great if Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) added touch to every device they produce, the reality is that there are still millions of consumers who want a cheaper option. If the company wanted to release an expensive touch screen computer, it could. Apple sold 100 million iPads in less than three years -- the MacBook will never be able to compete with that.
|
While it would be great if Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) added touch to every device they produce, the reality is that there are still millions of consumers who want a cheaper option. If the company adds touch to the MacBook, it would greatly reduce the importance of the iPad 4 and iPad Mini. Apple sold 100 million iPads in less than three years -- the MacBook will never be able to compete with that.
|
While it would be great if Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) added touch to every device they produce, the reality is that there are still millions of consumers who want a cheaper option. If the company wanted to release an expensive touch screen computer, it could. Apple sold 100 million iPads in less than three years -- the MacBook will never be able to compete with that.
|
60943dd5-7d4f-460f-88d5-4e19f0fb112a
|
726624.0
|
2012-11-16 00:00:00 UTC
|
Dell’s Q3 Profit Plunges 47% on Lower PC Sales; Results Miss Estimates (DELL)
|
DELL
|
https://www.nasdaq.com/articles/dells-q3-profit-plunges-47-lower-pc-sales-results-miss-estimates-dell-2012-11-16
|
nan
|
nan
|
PC maker Dell Inc. ( DELL ) late Thursday posted disappointing third quarter earnings results, as lower sales and one-time costs weighed down its profits.
The Round Rock, TX-based company reported third quarter net income of $475 million, or 27 cents per share, compared with $893 million, or 49 cents per share, in the year-ago period. Excluding special items, adjusted profit was 39 cents per share.
Revenue slipped 11% from last year to $13.7 billion.
On average, Wall Street analysts expected a higher profit of 40 cents per share, on larger revenue of $13.9 billion.
Dell noted that desktop PC sales fell 8% from the same period last year, while laptop sales plunged 26%.
The company expects revenue for the current fourth quarter to rise between 2% and 5% on a sequential basis. Analysts are looking for a 4.7% revenue bump. For the full year, Dell backed its previously-announced earnings outlook for adjusted profits of $1.70 per share.
Dell shares fell 28 cents, or -3%, in premarket trading Friday. The stock has plummeted more than 34% since the beginning of 2012.
The Bottom Line
Shares of Dell ( DELL ) have a 3.35% dividend yield, based on last night's closing stock price of $9.56. The stock has technical support in the $8 price area. If the shares can firm up, we see overhead resistance around the $11-$12 price levels.
Dell Inc. ( DELL ) is not recommended at this time, holding a Dividend.com DARS™ Rating of 3.2 out of 5 stars.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
For the full year, Dell backed its previously-announced earnings outlook for adjusted profits of $1.70 per share. PC maker Dell Inc. ( DELL ) late Thursday posted disappointing third quarter earnings results, as lower sales and one-time costs weighed down its profits. Dell noted that desktop PC sales fell 8% from the same period last year, while laptop sales plunged 26%.
|
Dell shares fell 28 cents, or -3%, in premarket trading Friday. PC maker Dell Inc. ( DELL ) late Thursday posted disappointing third quarter earnings results, as lower sales and one-time costs weighed down its profits. Dell noted that desktop PC sales fell 8% from the same period last year, while laptop sales plunged 26%.
|
PC maker Dell Inc. ( DELL ) late Thursday posted disappointing third quarter earnings results, as lower sales and one-time costs weighed down its profits. The Bottom Line Shares of Dell ( DELL ) have a 3.35% dividend yield, based on last night's closing stock price of $9.56. Dell noted that desktop PC sales fell 8% from the same period last year, while laptop sales plunged 26%.
|
The Bottom Line Shares of Dell ( DELL ) have a 3.35% dividend yield, based on last night's closing stock price of $9.56. PC maker Dell Inc. ( DELL ) late Thursday posted disappointing third quarter earnings results, as lower sales and one-time costs weighed down its profits. Dell noted that desktop PC sales fell 8% from the same period last year, while laptop sales plunged 26%.
|
569d3caa-da96-486d-a705-3e214e9f0f57
|
726625.0
|
2012-11-16 00:00:00 UTC
|
Mid-Morning Market Update: Markets Down; Casino Equities Get a Boost
|
DELL
|
https://www.nasdaq.com/articles/mid-morning-market-update-markets-down-casino-equities-get-boost-2012-11-16
|
nan
|
nan
|
Following the market opening Friday, the Dow traded down 0.46 percent to 12,484.96 while the NASDAQ fell 0.51 percent to 2,822.46. The S&P also fell, decreasing 0.52 percent to 1,346.24.
Top Headline
Hostess announced this morning that it would be filing for bankruptcy due to trouble with product demand and its recent labor relations issues. The company plans to liquidate its holdings.
Equities Trading UP
Penn National Gaming (NASDAQ: PENN ) shot up 32.87 percent to $49.97 after the company announced it would split into two separate companies to optimize its performance.
Shares of MGM Resorts (NYSE: MGM ) were also on the rise, trading up 4.81 percent to $9.82 following the news on Penn's restructuring.
OfficeMax (NYSE: OMX ) also rocketed up, rising 25.39 percent to $10.32 following the IPO filing by Boise Cascade.
Equities Trading DOWN
Dynavax Technologies (NASDAQ: DVAX ) dropped 48.81 percent to $2.37 following a negative FDA recommendation on its Hepatitis C vaccine yesterday.
Dell (NASDAQ: DELL ) traded down 7.01 percent to $8.89 after the company missed on earnings and posted some negative guidance following the close Thursday.
Shares of Windstream (NASDAQ: WIN ) traded down 2.31 percent to $8.03 following a downgrade to Sell from Goldman Sachs and a price target cut at Nomura.
Commodities
In commodity news, oil traded up 1.16 percent to $86.44, while gold traded up 0.06 percent to $1,719.20.
Silver traded down 0.28 percent Friday to $32.40.
Eurozone
In the eurozone this morning markets continued to fall on Spanish finance fears.
The IMF director came out with a statement urging finance officials to make a timely decision on Greece.
BUBA's Weidmann also was out with some statements, saying Greece will need more time than other countries to reform and that the ESM bailout is currently sufficient.
Economics
In economic news, TIC net long-term transactions came in at $4.7 billion vs the expected $50.0 billion and the prior number of $63.5 billion.
Capacity utilization rate was reported at 77.8 percent, slightly above the expected 78.4 percent, but below the prior report of 78.2 percent.
Industrial production month over month was also reported, coming in at -0.4 percent, below the expected 0.2 percent as well as the prior report.
Overall net capital flow came in at $3.3 billion, drastically below the expected $50.0 billion and the prior report of $90.3 billion
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell (NASDAQ: DELL ) traded down 7.01 percent to $8.89 after the company missed on earnings and posted some negative guidance following the close Thursday. Top Headline Hostess announced this morning that it would be filing for bankruptcy due to trouble with product demand and its recent labor relations issues. Equities Trading DOWN Dynavax Technologies (NASDAQ: DVAX ) dropped 48.81 percent to $2.37 following a negative FDA recommendation on its Hepatitis C vaccine yesterday.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Dell (NASDAQ: DELL ) traded down 7.01 percent to $8.89 after the company missed on earnings and posted some negative guidance following the close Thursday. Equities Trading UP Penn National Gaming (NASDAQ: PENN ) shot up 32.87 percent to $49.97 after the company announced it would split into two separate companies to optimize its performance.
|
Dell (NASDAQ: DELL ) traded down 7.01 percent to $8.89 after the company missed on earnings and posted some negative guidance following the close Thursday. Following the market opening Friday, the Dow traded down 0.46 percent to 12,484.96 while the NASDAQ fell 0.51 percent to 2,822.46. Commodities In commodity news, oil traded up 1.16 percent to $86.44, while gold traded up 0.06 percent to $1,719.20.
|
Dell (NASDAQ: DELL ) traded down 7.01 percent to $8.89 after the company missed on earnings and posted some negative guidance following the close Thursday. Following the market opening Friday, the Dow traded down 0.46 percent to 12,484.96 while the NASDAQ fell 0.51 percent to 2,822.46. Equities Trading UP Penn National Gaming (NASDAQ: PENN ) shot up 32.87 percent to $49.97 after the company announced it would split into two separate companies to optimize its performance.
|
334b7063-ff94-4934-b829-ac5a79fc575f
|
726626.0
|
2012-11-16 00:00:00 UTC
|
Stock Market News for November 16, 2012 - Market News
|
DELL
|
https://www.nasdaq.com/articles/stock-market-news-for-november-16-2012-market-news-2012-11-16
|
nan
|
nan
|
A number of mixed earnings reports from U.S. retailers and investor apprehensions ahead of Friday's fiscal cliff negotiations at the White House left the benchmarks languishing in the red. Meanwhile, initial claims surged over the previous week and jumped to their highest level in 18 months. The Euro zone slipped back into recession for the second time since 2009. Meanwhile, the utilities and technology sectors were the major losers among the S&P 500 industry groups.
The Dow Jones Industrial Average (DJI) dropped 0.2% to close the day at 12,542.46. The Standard & Poor 500 (S&P 500) shed 0.2% to finish yesterday's trading session at 1,353.33. The tech-laden Nasdaq Composite Index lost 0.4% to end at 2,836.94. The fear-gauge CBOE Volatility Index (VIX) surged 0.4% to settle at 17.99. Consolidated volumes on the New York Stock Exchange, American Stock Exchange and Nasdaq were roughly 7.26 billion shares, significantly higher than the year-on-year daily average of 6.5 billion shares. Declining stocks easily outpaced advancers on the NYSE; as for 66% stocks that fell, only 32% stocks moved higher.
Benchmarks ended in the red for the third consecutive day as investors continued to worry about whether the fiscal cliff would be resolved in time. Benchmarks have fallen steadily after President Barack Obama's re-election. The S&P 500 has tumbled 5.3% since November 6, the S&P 500's worst seven day decline in a year.
Coming to the details of corporate earnings, a number of U.S retailers released mixed earnings reports and outlooks. Wal-Mart Stores, Inc. (NYSE: WMT ) tumbled 3.6% after the company posted its quarterly numbers. Revenues fell short of the Street's estimates and the company forecasted a dismal outlook for fourth-quarter profits. Ross Stores, Inc. (NASDAQ: ROST ) also fell 1.3% after the company forecasted fourth-quarter earnings which disappointed analysts. On the other hand, Target Corporation (NYSE: TGT ) surged 1.7% after profits topped analysts' estimates and the company presented a strong outlook for the next quarter.
Investors now expectantly await Friday's meeting between top Republican and Democratic leaders, who will be discussing ways and means to avoid the impending fiscal cliff. If U.S. law makers fail to resolve the fiscal cliff of $600 billion in tax increases and government spending then its impact will be felt from the beginning of the next year. President Barack Obama emphasized the need to increase tax rates for wealthy American saying:"What I have told leaders privately as well as publicly is that we cannot afford to extend the Bush tax cuts for the wealthy."
According to the U.S. Department of labor, the advance figure for seasonally adjusted initial claims increased by 78,000 to 439,000 for the week ending November 10 from the prior week's revised figure of 361,000. This was way above consensus estimates of 385,000. According to the labor department a surge in initial claims was largely due to the destruction caused by Hurricane Sandy. Meanwhile, Federal Reserve Bank's business activity index for the Philadelphia region contracted in November. According to the report, the index fell more than 16 points from the previous month to -10.7, below consensus estimates of 0.25.
Meanwhile, Federal Reserve minutes hinted that the central bank would possibly announce a new bond buying agenda in December to increase employment. Under the ongoing program called "Operation Twist", the Fed has been buying $45 billion in longer term bonds while selling the same amount in short term debt in another bid to decrease the rates. Operation Twist will expire at the end of the year.
On the international front, the Euro zone fell back into recession in the third-quarter for the second time since 2009. Euro zone GDP fell 0.1% in the third-quarter from the previous quarter. The region was largely hit by its debt crisis. The Euro zone was also affected by a decline in U.S. demand, which is the region's largest export partner. Unemployment rates in Spain and Greece have surged over 25%.
Technology sector bellwether Apple Inc. (NASDAQ: AAPL ) lost 2.1% and dragged the technology sector lower. Company shares have fallen 25% since touching their highest level in September. The Technology SPDR (XLK) fell 0.7% and was the major loser among the S&P 500 industry groups. Stocks such as Hewlett-Packard Company (NYSE: HPQ ), Microsoft Corporation (NASDAQ: MSFT ), Dell Inc. (NASDAQ: DELL ) and SanDisk Corporation (NASDAQ: SNDK ) dropped 0.4%, 0.7%, 0.2% and 1.4%, respectively.
APPLE INC (AAPL): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
ROSS STORES (ROST): Free Stock Analysis Report
SANDISK CORP (SNDK): Free Stock Analysis Report
TARGET CORP (TGT): Free Stock Analysis Report
WAL-MART STORES (WMT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Stocks such as Hewlett-Packard Company (NYSE: HPQ ), Microsoft Corporation (NASDAQ: MSFT ), Dell Inc. (NASDAQ: DELL ) and SanDisk Corporation (NASDAQ: SNDK ) dropped 0.4%, 0.7%, 0.2% and 1.4%, respectively. APPLE INC (AAPL): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report ROSS STORES (ROST): Free Stock Analysis Report SANDISK CORP (SNDK): Free Stock Analysis Report TARGET CORP (TGT): Free Stock Analysis Report WAL-MART STORES (WMT): Free Stock Analysis Report To read this article on Zacks.com click here. A number of mixed earnings reports from U.S. retailers and investor apprehensions ahead of Friday's fiscal cliff negotiations at the White House left the benchmarks languishing in the red.
|
Stocks such as Hewlett-Packard Company (NYSE: HPQ ), Microsoft Corporation (NASDAQ: MSFT ), Dell Inc. (NASDAQ: DELL ) and SanDisk Corporation (NASDAQ: SNDK ) dropped 0.4%, 0.7%, 0.2% and 1.4%, respectively. APPLE INC (AAPL): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report ROSS STORES (ROST): Free Stock Analysis Report SANDISK CORP (SNDK): Free Stock Analysis Report TARGET CORP (TGT): Free Stock Analysis Report WAL-MART STORES (WMT): Free Stock Analysis Report To read this article on Zacks.com click here. On the other hand, Target Corporation (NYSE: TGT ) surged 1.7% after profits topped analysts' estimates and the company presented a strong outlook for the next quarter.
|
Stocks such as Hewlett-Packard Company (NYSE: HPQ ), Microsoft Corporation (NASDAQ: MSFT ), Dell Inc. (NASDAQ: DELL ) and SanDisk Corporation (NASDAQ: SNDK ) dropped 0.4%, 0.7%, 0.2% and 1.4%, respectively. APPLE INC (AAPL): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report ROSS STORES (ROST): Free Stock Analysis Report SANDISK CORP (SNDK): Free Stock Analysis Report TARGET CORP (TGT): Free Stock Analysis Report WAL-MART STORES (WMT): Free Stock Analysis Report To read this article on Zacks.com click here. Consolidated volumes on the New York Stock Exchange, American Stock Exchange and Nasdaq were roughly 7.26 billion shares, significantly higher than the year-on-year daily average of 6.5 billion shares.
|
Stocks such as Hewlett-Packard Company (NYSE: HPQ ), Microsoft Corporation (NASDAQ: MSFT ), Dell Inc. (NASDAQ: DELL ) and SanDisk Corporation (NASDAQ: SNDK ) dropped 0.4%, 0.7%, 0.2% and 1.4%, respectively. APPLE INC (AAPL): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report ROSS STORES (ROST): Free Stock Analysis Report SANDISK CORP (SNDK): Free Stock Analysis Report TARGET CORP (TGT): Free Stock Analysis Report WAL-MART STORES (WMT): Free Stock Analysis Report To read this article on Zacks.com click here. Benchmarks ended in the red for the third consecutive day as investors continued to worry about whether the fiscal cliff would be resolved in time.
|
306ab0e7-d6f1-4a37-ae7d-8010db2c9311
|
726627.0
|
2012-11-16 00:00:00 UTC
|
Ahead of Wall Street - Nov. 16, 2012 - Ahead of Wall Street
|
DELL
|
https://www.nasdaq.com/articles/ahead-wall-street-nov-16-2012-ahead-wall-street-2012-11-16
|
nan
|
nan
|
Friday, November 16, 2012
The 'Fiscal Cliff' debate is all the rage at present as negotiations between Congress and the White House get underway today. But the two sides remain poles apart, notwithstanding their conciliatory postures and a resolution, even a temporary one, may not emerge for quite some time. Importantly, the odds of going over the 'cliff' are non-trivial, which means that we shouldn't expect this issue to go away anytime soon.
'Fiscal Cliff' aside, we get the October Industrial Production report a little later, with expectations of a moderation in the growth pace from last month's level. Given the soft international backdrop, any level of positive growth in the industry sector is welcome. But one has to be wary of the sustainability, if not the prospect for improvement, of this trend given how much international demand has been behind sector's momentum.
The monthly ISM survey, which is basically a sentiment indicator, appears to have started improving after showing persistent weakness in the summer months, assuming Thursday's weakness in the Philly Fed and Empire State readings were Sandy-related. But the monthly Durable Goods orders, which reflect actual ground reality, has been far less inspiring.
Recent data on China's factory sector show signs of life, but the picture in Europe, Japan and elsewhere remains downbeat. This goes on to show that while the Fiscal Cliff uncertainty is a big deal in the near term, it is hardly the only issue on the horizon.
Dell's ( DELL ) travails, as reflected in its quarterly earnings report after the close on Thursday, is due mostly to the secular shift in demand for desktops and laptops due to the popularity of tablets. Hewlett-Packard ( HPQ ) is essentially in the same boat as well. That said, it would not be correct to put the entire blame on this phenomenon and not acknowledge the subdued corporate capital spending picture that has repeatedly come out from the earnings reports of such bellwethers as Microsoft ( MSFT ), Intel ( INTC ) and IBM ( IBM ).
The Tech sector's third quarter earnings performance clearly tells this story. Total third quarter earnings in the Tech sector are down 7.9% from the same period last year, while revenues in the sector are down 9.1%. Only 60% of the sector's companies have beat earnings expectations, which is weaker than the aggregate average for the S&P 500 as a whole (the 'beat ratio' for the index is 62.6%, as of this morning). Given the Tech sector's status as the largest earnings contributor to the S&P 500 and its profile as the perennial growth driver, this state of affairs raises doubts the current quarter and beyond.
There isn't much to write home about the earnings picture beyond the Tech sector, either. As of this morning, we have third quarter earnings reports from 476 companies in the S&P 500, or 95.2% of the index's total membership.Total earnings for these 476 companies are down 4.7% from the same period last year, with 62.6% of the companies beating earnings expectations.
The growth rate looks even weaker when Finance is excluded from the aggregate numbers. Excluding Finance, total third quarter earnings are down 9.8%. Estimates for the fourth quarter have come down by more than half since the start of the third quarter reporting season, but full-year expectations for 2013 still remain elevated and likely need to come down.
What this means is that while the Fiscal Cliff debate is dominating everything else at present, it is by no means the only issue that we need to be concerned about.
Sheraz Mian
Director of Research
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell's ( DELL ) travails, as reflected in its quarterly earnings report after the close on Thursday, is due mostly to the secular shift in demand for desktops and laptops due to the popularity of tablets. Sheraz Mian Director of Research DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Friday, November 16, 2012 The 'Fiscal Cliff' debate is all the rage at present as negotiations between Congress and the White House get underway today.
|
Sheraz Mian Director of Research DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Dell's ( DELL ) travails, as reflected in its quarterly earnings report after the close on Thursday, is due mostly to the secular shift in demand for desktops and laptops due to the popularity of tablets. That said, it would not be correct to put the entire blame on this phenomenon and not acknowledge the subdued corporate capital spending picture that has repeatedly come out from the earnings reports of such bellwethers as Microsoft ( MSFT ), Intel ( INTC ) and IBM ( IBM ).
|
Sheraz Mian Director of Research DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Dell's ( DELL ) travails, as reflected in its quarterly earnings report after the close on Thursday, is due mostly to the secular shift in demand for desktops and laptops due to the popularity of tablets. Total third quarter earnings in the Tech sector are down 7.9% from the same period last year, while revenues in the sector are down 9.1%.
|
Sheraz Mian Director of Research DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Dell's ( DELL ) travails, as reflected in its quarterly earnings report after the close on Thursday, is due mostly to the secular shift in demand for desktops and laptops due to the popularity of tablets. There isn't much to write home about the earnings picture beyond the Tech sector, either.
|
2aeca9dc-797d-4356-8e57-ee927a4fd6de
|
726628.0
|
2012-11-16 00:00:00 UTC
|
Market Wrap-Up for Nov.16 (DELL, NKE, SJM, AAPL, GWW, more)
|
DELL
|
https://www.nasdaq.com/articles/market-wrap-nov16-dell-nke-sjm-aapl-gww-more-2012-11-16
|
nan
|
nan
|
There are plenty of confusing headlines being disseminated these days regarding Washington's plans to deal with the so-called "fiscal cliff." The latest tidbits center on pushing back any actions until at least early next year. This lack of action amounts to kicking the can down the road, as has been the norm in Washington for the past several years. Let's all hope some form of leadership emerges from either side on what can be done to avoid delaying the inevitable difficult tax and spending-related decisions. Remember, the markets tend to be at their worst when uncertainty reigns supreme.
Getting into today's market action, we had another see-saw day of ups and downs. Troubling headlines in the Middle East aren't helping matters, as new conflicts between Israel and Palestine are breaking out. Also, news of pasty maker Hostess shutting its doors and sending 18,500 people to the unemployment line cast a cloud on the already fractured jobs market.
As far as individual stocks were concerned, earnings remain the top market mover on Wall Street. Dell Inc. ( DELL ) and The J.M. Smucker Company ( SJM ) ended lower following both companies' disappointing results. The companies are going in the opposite direction when you look at a long-term chart, with Dell continuing to lure in value buyers and pushing lower and lower, while J.M. Smucker shares are just off all-time highs. Elsewhere, Foot Locker ( FL ) delivered on another good quarter and in related news, Nike ( NKE ) shares rose partly off the Foot Locker report, but also on news the company is splitting its shares 2-for-1 next month and raising its dividend nicely (its yield still sits below 2% however). Finally, shares of W.W. Grainger ( GWW ) and Las Vegas Sands ( LVS ) saw a bounce on some positive Wall Street analyst commentary. Finally, Apple ( AAPL ) managed to squeeze out a gain after taking a trip down close to the $500 a share range.
The Bounce Will Occur Right About…
It's so predictable how the business media sees a straight down market and they frantically book every market "expert" they can find to talk about when the reversal will happen. Rather than getting into the fundamental reasons why some areas of the market are getting hit harder than others, the big prize will go to whomever called the bottom. This prize is all too appealing for even the brighter minds that actually say sensible things most of the time. They unfortunately get sucked into the media vortex of the "bottom call" prize.
All I can tell you is that unless you have been lured into buying the trading dips every other day (which had been working for months prior to September), it is likely many traders/individuals are now trapped in positions that have been hurt badly. I can tell you that many money managers may have even seen their year go red during the latest market swoon. For dividend investors, although some of the names we like have come down, the opportunity to pick up quality names at cheaper prices isn't something investors looking to buy income-producing assets should be losing much sleep about. We have kept an extra-lean list of recommendations for quite a few months as our interpretation of what was in front of us made us want to focus on the higher quality, higher-yielding liquid names that we would want to own at lower prices if and when the fundamentals (earnings) reality was going to kick in.
In the meantime, pay little mind to the daily bottom-calling you have been probably watching all this week. This media hoopla should not distract you from the job of building long-term wealth by putting money to work in regular intervals and not trying to catch the 2 or 3 point bounce in the momentum names the business media knows gets trader types tuned in to watch.
Looking Toward Next Week
Looking ahead to the next week for stocks, third quarter earnings will continue to come our way. On tap are results from the likes of Campbell Soup ( CPB ), Lowe's ( LOW ), HJ Heinz ( HNZ ), and Hewlett-Packard ( HPQ ), just to name a few. Just a reminder, the market will be closed next Thursday for the Thanksgiving holiday, and Black Friday will be a half-day session (markets close at 1:00pm Est.) on what is normally among the quietest days of the trading year.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) and The J.M. The companies are going in the opposite direction when you look at a long-term chart, with Dell continuing to lure in value buyers and pushing lower and lower, while J.M. Also, news of pasty maker Hostess shutting its doors and sending 18,500 people to the unemployment line cast a cloud on the already fractured jobs market.
|
Dell Inc. ( DELL ) and The J.M. The companies are going in the opposite direction when you look at a long-term chart, with Dell continuing to lure in value buyers and pushing lower and lower, while J.M. Looking Toward Next Week Looking ahead to the next week for stocks, third quarter earnings will continue to come our way.
|
Dell Inc. ( DELL ) and The J.M. The companies are going in the opposite direction when you look at a long-term chart, with Dell continuing to lure in value buyers and pushing lower and lower, while J.M. Elsewhere, Foot Locker ( FL ) delivered on another good quarter and in related news, Nike ( NKE ) shares rose partly off the Foot Locker report, but also on news the company is splitting its shares 2-for-1 next month and raising its dividend nicely (its yield still sits below 2% however).
|
Dell Inc. ( DELL ) and The J.M. The companies are going in the opposite direction when you look at a long-term chart, with Dell continuing to lure in value buyers and pushing lower and lower, while J.M. Finally, Apple ( AAPL ) managed to squeeze out a gain after taking a trip down close to the $500 a share range.
|
97fa46ef-381f-43c0-82d0-282b1ce4c705
|
726629.0
|
2012-11-16 00:00:00 UTC
|
Dismal 3Q for Dell - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dismal-3q-for-dell-analyst-blog-2012-11-16
|
nan
|
nan
|
Dell Inc. ( DELL ) delivered third quarter 2013 earnings of 39 cents per share in the third quarter of 2013, in line with the Zacks Consensus Estimate. The quarter's earnings were, however, 28.0% lower than the prior year level.
The disappointing result was mainly driven by lackluster PC business. Dell is making considerable efforts to shift its focus from the legacy PC business to higher-margin enterprise services, stiff competition in the hardware and software businesses is posing the biggest challenge for the company.
Revenues
The company reported revenues of $13.7 billion in the reported quarter, which tumbled 10.5% on a year-over-year basis. The decline in revenue was due to lower contributions from all the business segments.
Revenue by Segments
Large Enterprise posted revenue of $4.2 billion, down 8.0% year over year, due to pricing pressure from the client side.
Public Revenue was $3.8 billion, down 11.0% year over year. The company continues to witness a slump in the U.S. Federal business. Moreover, the company witnessed significant reduction in consumer spending in the month of October. The company also continues to see budgetary constraints with respect to spending by Western European governments.
Small and Medium Business revenue inched down 1.0% to $3.3 billion. Within the SMB segment, the company witnessed Enterprise Solutions and Services growth of 15.0%, including 22.0% growth in Services, while servers and networking grew by 16%.
Consumer Business revenue plummeted 23.0% to $2.5 billion. Within this segment, industry growth continued in the low-value and entry-level desktop and notebooks while the company maintained its participation in the tablet business.
Operating Results
Gross margin in the reported quarter declined to 20.9% from 22.6% in the year-ago quarter.
Operating income for the quarter was $589.0 million or 4.3% of revenues in the reported quarter, down 48.0% year over year, hurt by higher rate of expenses growth than revenue.
GAAP earnings in the quarter were 27 cents per share compared with 49 cents a share in the year-ago quarter. Excluding special items like amortization of intangibles, severance and facility consolidation cost, acquisition-related costs, as well as income tax adjustments, earnings per share in the quarter came in at 39 cents versus 54 cents in the year-ago quarter.
Balance Sheet & Cash Flow
The company exited the quarter with cash and cash equivalents of $10.9 billion, down from $11.5 billion reported in the previous quarter. Moreover, Dell's cash conversion cycle of negative 32 days, improved 2 days sequentially, as a result of better inventory and receivables management.
Guidance
The company expects the global macroeconomic challenges to continue in the fourth quarter of 2013, and hence expects revenue to grow 2.0% to 5.0% sequentially. For the full year, the company expects EPS to be roughly $1.70 on a non-GAAP basis.
Our View
Dell reported mediocre third quarter results with earnings per share in line with the Zacks Consensus Estimate, but revenue and operating income taking a massive hit. Revenue across the entire business segment declined annually.
The major issue faced by the company is the cannibalization of the PC/notebook business. Moreover, the company is facing tough challenges due to cut-throat competition, low business growth in Europe and restricted spending environment. Some analysts also expect further decline in PC shipments.
Moreover, competition faced by the company in the SMB and server segments from players like Hewlett-Packard Company ( HPQ ) and Cisco Systems Inc. ( CSCO ) is also a concern.
The stock has a Zacks #4 Rank, implying a short-term Sell rating.
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Our View Dell reported mediocre third quarter results with earnings per share in line with the Zacks Consensus Estimate, but revenue and operating income taking a massive hit. Dell Inc. ( DELL ) delivered third quarter 2013 earnings of 39 cents per share in the third quarter of 2013, in line with the Zacks Consensus Estimate. Dell is making considerable efforts to shift its focus from the legacy PC business to higher-margin enterprise services, stiff competition in the hardware and software businesses is posing the biggest challenge for the company.
|
Our View Dell reported mediocre third quarter results with earnings per share in line with the Zacks Consensus Estimate, but revenue and operating income taking a massive hit. CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report To read this article on Zacks.com click here. Dell Inc. ( DELL ) delivered third quarter 2013 earnings of 39 cents per share in the third quarter of 2013, in line with the Zacks Consensus Estimate.
|
Dell Inc. ( DELL ) delivered third quarter 2013 earnings of 39 cents per share in the third quarter of 2013, in line with the Zacks Consensus Estimate. Dell is making considerable efforts to shift its focus from the legacy PC business to higher-margin enterprise services, stiff competition in the hardware and software businesses is posing the biggest challenge for the company. Moreover, Dell's cash conversion cycle of negative 32 days, improved 2 days sequentially, as a result of better inventory and receivables management.
|
Our View Dell reported mediocre third quarter results with earnings per share in line with the Zacks Consensus Estimate, but revenue and operating income taking a massive hit. Dell Inc. ( DELL ) delivered third quarter 2013 earnings of 39 cents per share in the third quarter of 2013, in line with the Zacks Consensus Estimate. Dell is making considerable efforts to shift its focus from the legacy PC business to higher-margin enterprise services, stiff competition in the hardware and software businesses is posing the biggest challenge for the company.
|
a8f8f587-559e-4da5-b115-0b0d8951468f
|
726630.0
|
2012-11-16 00:00:00 UTC
|
Pre-Market Most Active for Nov 16, 2012 : QQQ, BAC, NGLS, PENN, NVS, MRX, DELL, RIO, MGM, SPIL, SIRI, ARMH
|
DELL
|
https://www.nasdaq.com/articles/pre-market-most-active-nov-16-2012-qqq-bac-ngls-penn-nvs-mrx-dell-rio-mgm-spil-siri-armh
|
nan
|
nan
|
The NASDAQ 100 Pre-Market Indicator is up 4.45 to 2,528.81. The total Pre-Market volume is currently 5,862,213 shares traded.
The following are the most active stocks for the pre-market session :
PowerShares QQQ Trust, Series 1 ( QQQ ) is +0.2401 at $62.27, with 2,124,796 shares traded. This represents a 17.78% increase from its 52 Week Low.
Bank of America Corporation ( BAC ) is +0.07 at $9.16, with 1,407,686 shares traded. Over the last four weeks they have had 10 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.2. BAC's current last sale is 91.6% of the target price of $10.
Targa Resources Partners LP ( NGLS ) is +0.3 at $36.30, with 509,467 shares traded. As reported by Zacks, the current mean recommendation for NGLS is in the "buy range".
Penn National Gaming, Inc. ( PENN ) is +14.69 at $52.30, with 378,260 shares traded. Over the last four weeks they have had 6 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.52. As reported in the last short interest update the days to cover for PENN is 7.005842; this calculation is based on the average trading volume of the stock.
Novartis AG ( NVS ) is +0.26 at $59.23, with 326,300 shares traded. As reported by Zacks, the current mean recommendation for NVS is in the "buy range".
Medicis Pharmaceutical Corporation ( MRX ) is +0.51 at $43.30, with 308,600 shares traded. MRX's current last sale is 98.41% of the target price of $44.
Dell Inc. ( DELL ) is -0.2 at $9.36, with 272,757 shares traded. DELL's current last sale is 66.86% of the target price of $14.
Rio Tinto Plc ( RIO ) is -0.32 at $47.04, with 208,400 shares traded. As reported by Zacks, the current mean recommendation for RIO is in the "buy range".
MGM Resorts International ( MGM ) is +0.63 at $10.00, with 177,203 shares traded. As reported by Zacks, the current mean recommendation for MGM is in the "buy range".
Siliconware Precision Industries Company, Ltd. ( SPIL ) is unchanged at $4.85, with 150,000 shares traded. As reported by Zacks, the current mean recommendation for SPIL is in the "strong buy range".
Sirius XM Radio Inc. ( SIRI ) is +0.01 at $2.66, with 147,290 shares traded. As reported by Zacks, the current mean recommendation for SIRI is in the "buy range".
ARM Holdings, plc ( ARMH ) is unchanged at $34.31, with 142,300 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2013. The consensus EPS forecast is $0.18. ARMH's current last sale is 95.31% of the target price of $36.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is -0.2 at $9.36, with 272,757 shares traded. DELL's current last sale is 66.86% of the target price of $14. Over the last four weeks they have had 10 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012.
|
Dell Inc. ( DELL ) is -0.2 at $9.36, with 272,757 shares traded. DELL's current last sale is 66.86% of the target price of $14. The total Pre-Market volume is currently 5,862,213 shares traded.
|
Dell Inc. ( DELL ) is -0.2 at $9.36, with 272,757 shares traded. DELL's current last sale is 66.86% of the target price of $14. Over the last four weeks they have had 10 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012.
|
Dell Inc. ( DELL ) is -0.2 at $9.36, with 272,757 shares traded. DELL's current last sale is 66.86% of the target price of $14. The NASDAQ 100 Pre-Market Indicator is up 4.45 to 2,528.81.
|
c5b5dd4e-625f-4cd1-98c0-059caa6b65df
|
726631.0
|
2012-11-15 00:00:00 UTC
|
After Hours Most Active for Nov 15, 2012 : QQQ, BAC, BX, DELL, SIRI, MSFT, CSCO, BIDU, F, VALE, PBI, GGB
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-nov-15-2012-qqq-bac-bx-dell-siri-msft-csco-bidu-f-vale-pbi-ggb
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is down -.7 to 2,523.66. The total After hours volume is currently 30,151,190 shares traded.
The following are the most active stocks for the after hours session :
PowerShares QQQ Trust, Series 1 ( QQQ ) is +0.0401 at $62.07, with 4,997,141 shares traded. This represents a 17.4% increase from its 52 Week Low.
Bank of America Corporation ( BAC ) is +0.05 at $9.14, with 2,412,571 shares traded. Over the last four weeks they have had 10 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.2. BAC's current last sale is 91.4% of the target price of $10.
The Blackstone Group L.P. ( BX ) is -0.0801 at $13.44, with 1,603,905 shares traded. Over the last four weeks they have had 8 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.47. As reported by Zacks, the current mean recommendation for BX is in the "buy range".
Dell Inc. ( DELL ) is -0.19 at $9.37, with 1,416,301 shares traded. RTT News Reports: Dell Q3 Profit Down, Misses View; Backs Full-Year Outlook
Sirius XM Radio Inc. ( SIRI ) is -0.01 at $2.64, with 1,099,762 shares traded. As reported by Zacks, the current mean recommendation for SIRI is in the "buy range".
Microsoft Corporation ( MSFT ) is +0.0893 at $26.75, with 837,145 shares traded. Over the last four weeks they have had 15 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2013. The consensus EPS forecast is $0.79. As reported by Zacks, the current mean recommendation for MSFT is in the "buy range".
Cisco Systems, Inc. ( CSCO ) is -0.0467 at $17.89, with 607,812 shares traded. As reported by Zacks, the current mean recommendation for CSCO is in the "buy range".
Baidu, Inc. ( BIDU ) is -0.0277 at $93.80, with 603,952 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $1.28. As reported by Zacks, the current mean recommendation for BIDU is in the "buy range".
Ford Motor Company ( F ) is -0.0298 at $10.54, with 557,488 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2013. The consensus EPS forecast is $0.41. As reported by Zacks, the current mean recommendation for F is in the "buy range".
VALE S.A. ( VALE ) is -0.0398 at $17.26, with 505,300 shares traded. VALE's current last sale is 82.19% of the target price of $21.
Pitney Bowes Inc ( PBI ) is unchanged at $10.99, with 489,119 shares traded. As reported in the last short interest update the days to cover for PBI is 16.710618; this calculation is based on the average trading volume of the stock.
Gerdau S.A. ( GGB ) is -0.0649 at $8.41, with 365,866 shares traded. GGB's current last sale is 80.05% of the target price of $10.5.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
RTT News Reports: Dell Q3 Profit Down, Misses View; Backs Full-Year Outlook Sirius XM Radio Inc. ( SIRI ) is -0.01 at $2.64, with 1,099,762 shares traded. Dell Inc. ( DELL ) is -0.19 at $9.37, with 1,416,301 shares traded. Over the last four weeks they have had 15 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2013.
|
Dell Inc. ( DELL ) is -0.19 at $9.37, with 1,416,301 shares traded. RTT News Reports: Dell Q3 Profit Down, Misses View; Backs Full-Year Outlook Sirius XM Radio Inc. ( SIRI ) is -0.01 at $2.64, with 1,099,762 shares traded. Over the last four weeks they have had 10 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012.
|
RTT News Reports: Dell Q3 Profit Down, Misses View; Backs Full-Year Outlook Sirius XM Radio Inc. ( SIRI ) is -0.01 at $2.64, with 1,099,762 shares traded. Dell Inc. ( DELL ) is -0.19 at $9.37, with 1,416,301 shares traded. Over the last four weeks they have had 10 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012.
|
Dell Inc. ( DELL ) is -0.19 at $9.37, with 1,416,301 shares traded. RTT News Reports: Dell Q3 Profit Down, Misses View; Backs Full-Year Outlook Sirius XM Radio Inc. ( SIRI ) is -0.01 at $2.64, with 1,099,762 shares traded. Over the last four weeks they have had 10 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012.
|
105b2b7b-0beb-4e84-9577-381e5029aaee
|
726632.0
|
2012-11-15 00:00:00 UTC
|
After-Hours Earnings Report for November 15, 2012 : INTU, DELL, GPS, AMAT, ADSK, MRVL, SINA, ATW, ARUN, WGL, DOLE, MATW
|
DELL
|
https://www.nasdaq.com/articles/after-hours-earnings-report-november-15-2012-intu-dell-gps-amat-adsk-mrvl-sina-atw-arun
|
nan
|
nan
|
The following companies are expected to report earnings after hours on 11/15/2012. Visit our Earnings Calendar for a full list of expected earnings releases.
Intuit Inc. ( INTU ) is reporting for the quarter ending October 31, 2012. The computer software company's consensus earnings per share forecast from the 6 analysts that follow the stock is $-0.17. This value represents a -5.56% decrease compared to the same quarter last year. INTU missed the consensus earnings per share in the 3rd calendar quarter by -100%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for INTU is 19.82 vs. an industry ratio of 5.20, implying that they will have a higher earnings growth than their competitors in the same industry.
Dell Inc. ( DELL ) is reporting for the quarter ending October 31, 2012. The computer company's consensus earnings per share forecast from the 24 analysts that follow the stock is $0.39. This value represents a -27.78% decrease compared to the same quarter last year. DELL missed the consensus earnings per share in the 2nd calendar quarter by -6.52%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for DELL is 5.54 vs. an industry ratio of 8.20.
Gap, Inc. ( GPS ) is reporting for the quarter ending October 31, 2012. The retail (shoe) company's consensus earnings per share forecast from the 21 analysts that follow the stock is $0.63. This value represents a 65.79% increase compared to the same quarter last year. In the past year GPS has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 2.08%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for GPS is 14.95 vs. an industry ratio of 12.30, implying that they will have a higher earnings growth than their competitors in the same industry.
Applied Materials, Inc. ( AMAT ) is reporting for the quarter ending October 31, 2012. The capital goods company's consensus earnings per share forecast from the 15 analysts that follow the stock is $0.03. This value represents a -85.71% decrease compared to the same quarter last year. In the past year AMAT has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 9.09%. Zacks Investment Research reports that the 2012 Price to Earnings ratio for AMAT is 14.39 vs. an industry ratio of 16.60.
Autodesk, Inc. ( ADSK ) is reporting for the quarter ending October 31, 2012. The computer software company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.31. This value represents a -13.89% decrease compared to the same quarter last year. The last two quarters ADSK had negative earnings surprises; the latest report they missed by -12.5%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for ADSK is 20.71 vs. an industry ratio of 5.20, implying that they will have a higher earnings growth than their competitors in the same industry.
Marvell Technology Group Ltd. ( MRVL ) is reporting for the quarter ending October 31, 2012. The telecommunications equipment company's consensus earnings per share forecast from the 13 analysts that follow the stock is $0.15. This value represents a -57.14% decrease compared to the same quarter last year. MRVL missed the consensus earnings per share in the 3rd calendar quarter by -13.64%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for MRVL is 10.99 vs. an industry ratio of 8.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Sina Corporation ( SINA ) is reporting for the quarter ending September 30, 2012. The internet content company's consensus earnings per share forecast from the 7 analysts that follow the stock is $0.05. This value represents a -70.59% decrease compared to the same quarter last year. SINA missed the consensus earnings per share in the 4th calendar quarter by -18.75%. Zacks Investment Research reports that the 2012 Price to Earnings ratio for SINA is -436.92 vs. an industry ratio of 4.00.
Atwood Oceanics, Inc. ( ATW ) is reporting for the quarter ending September 30, 2012. The oil & gas drilling company's consensus earnings per share forecast from the 13 analysts that follow the stock is $1.22. This value represents a 8.93% increase compared to the same quarter last year. ATW missed the consensus earnings per share in the 4th calendar quarter by -2.91%. Zacks Investment Research reports that the 2012 Price to Earnings ratio for ATW is 11.96 vs. an industry ratio of 6.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Aruba Networks, Inc. ( ARUN ) is reporting for the quarter ending October 31, 2012. The wireless equipment company's consensus earnings per share forecast from the 8 analysts that follow the stock is $0.04. This value represents a no change for the same quarter last year. The last two quarters ARUN had negative earnings surprises; the latest report they missed by -100%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for ARUN is 69.69 vs. an industry ratio of 12.60, implying that they will have a higher earnings growth than their competitors in the same industry.
WGL Holdings Inc ( WGL ) is reporting for the quarter ending September 30, 2012. The gas distribution company's consensus earnings per share forecast from the 7 analysts that follow the stock is $-0.24. This value represents a -7.69% decrease compared to the same quarter last year. WGL missed the consensus earnings per share in the 1st calendar quarter by -4.24%. The "days to cover" for this stock exceeds 11 days. Zacks Investment Research reports that the 2012 Price to Earnings ratio for WGL is 14.88 vs. an industry ratio of 14.50, implying that they will have a higher earnings growth than their competitors in the same industry.
Dole Food Company, Inc ( DOLE ) is reporting for the quarter ending September 30, 2012. The food company's consensus earnings per share forecast from the 3 analysts that follow the stock is $0.15. This value represents a -188.24% decrease compared to the same quarter last year. The "days to cover" for this stock exceeds 10 days. Zacks Investment Research reports that the 2012 Price to Earnings ratio for DOLE is 9.89 vs. an industry ratio of 46.70.
Matthews International Corporation ( MATW ) is reporting for the quarter ending September 30, 2012. The funeral services company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.61. This value represents a -14.08% decrease compared to the same quarter last year. The "days to cover" for this stock exceeds 29 days. Zacks Investment Research reports that the 2012 Price to Earnings ratio for MATW is 12.07 vs. an industry ratio of -231.40, implying that they will have a higher earnings growth than their competitors in the same industry.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is reporting for the quarter ending October 31, 2012. DELL missed the consensus earnings per share in the 2nd calendar quarter by -6.52%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for DELL is 5.54 vs. an industry ratio of 8.20.
|
Dell Inc. ( DELL ) is reporting for the quarter ending October 31, 2012. DELL missed the consensus earnings per share in the 2nd calendar quarter by -6.52%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for DELL is 5.54 vs. an industry ratio of 8.20.
|
Dell Inc. ( DELL ) is reporting for the quarter ending October 31, 2012. DELL missed the consensus earnings per share in the 2nd calendar quarter by -6.52%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for DELL is 5.54 vs. an industry ratio of 8.20.
|
Dell Inc. ( DELL ) is reporting for the quarter ending October 31, 2012. DELL missed the consensus earnings per share in the 2nd calendar quarter by -6.52%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for DELL is 5.54 vs. an industry ratio of 8.20.
|
17bb04ba-6706-4f20-8280-d4aebcaf2089
|
726633.0
|
2012-11-14 00:00:00 UTC
|
Hewlett-Packard Wants to Sell 40 Million Notebooks in 2013
|
DELL
|
https://www.nasdaq.com/articles/hewlett-packard-wants-sell-40-million-notebooks-2013-2012-11-14
|
nan
|
nan
|
Hewlett-Packard (NYSE: HPQ ) has high hopes for the year ahead. According to DigiTimes , the company wants to ship 40 million notebooks in 2013 -- a 25 percent increase from 2012. Lenovo, Hewlett-Packard's chief competitor, wishes to do the same.
This is an ambitious goal for both companies. Hewlett-Packard, which currently produces the ENVY line of portable computers, failed to meet expectations this year. During the third quarter, Hewlett-Packard PC sales (including notebooks, netbooks and desktops) experienced a worldwide decline of 16.4 percent .
Hewlett-Packard was not the only company to suffer the consequences of the declining PC market. Dell (NASDAQ: DELL ) endured a decline of 13.7 percent. Asus and Lenovo were the only two companies that experienced growth. (Asus and Lenovo rose by 11.8 percent and 9.8 percent, respectively.)
In the United States, PC sales fell for every company except Lenovo. Even Apple (NASDAQ: AAPL ), which updated its MacBook line of computers and released the all-new MacBook Pro with Retina Display, faced a sales decline of 6.1 percent.
This might explain why Apple lowered the price of the 13-inch MacBook Air by $100. The Mac maker might have anticipated the sales slump.
It is wholly possible that things will turn around in 2013. Windows 8, Microsoft's (NASDAQ: MSFT ) new operating system, could have a positive impact on the industry. Few consumers and businesses were willing to buy a computer in the third quarter because they knew that Windows 8 would not arrive until October 26. While any recently purchased computer can be upgraded quickly (and in many cases for free), they may lack the new features -- including a touch screen -- that accompany PCs built specifically for Windows 8. Now that the new OS has been released, consumers are less likely to put off their purchases.
Windows 8 could also reignite consumer interest. Before its arrival, there weren't many reasons to upgrade unless A) a consumer's existing machine broke or B) it was more than four years old. Windows 8 changes that.
Even so, Hewlett-Packard is taking a huge gamble if it expects to sell 40 million notebooks next year. It could end up with a surplus of machines that sit in warehouses and store shelves, waiting to be picked up by consumers who are buying Lenovo machines instead.
In addition to Hewlett-Packard's lofty expectations, DigiTimes reports that Samsung plans to ship 17 million notebooks (a 21.4 percent increase from 2012) and 40 million tablets (a 300 percent increase) next year. Samsung may be able to accomplish that latter goal if sales of the Nexus 10 prove to be as high as the Nexus 7.
Follow me @LouisBedigianBZ
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell (NASDAQ: DELL ) endured a decline of 13.7 percent. Hewlett-Packard, which currently produces the ENVY line of portable computers, failed to meet expectations this year. During the third quarter, Hewlett-Packard PC sales (including notebooks, netbooks and desktops) experienced a worldwide decline of 16.4 percent .
|
Dell (NASDAQ: DELL ) endured a decline of 13.7 percent. According to DigiTimes , the company wants to ship 40 million notebooks in 2013 -- a 25 percent increase from 2012. During the third quarter, Hewlett-Packard PC sales (including notebooks, netbooks and desktops) experienced a worldwide decline of 16.4 percent .
|
Dell (NASDAQ: DELL ) endured a decline of 13.7 percent. During the third quarter, Hewlett-Packard PC sales (including notebooks, netbooks and desktops) experienced a worldwide decline of 16.4 percent . Even Apple (NASDAQ: AAPL ), which updated its MacBook line of computers and released the all-new MacBook Pro with Retina Display, faced a sales decline of 6.1 percent.
|
Dell (NASDAQ: DELL ) endured a decline of 13.7 percent. During the third quarter, Hewlett-Packard PC sales (including notebooks, netbooks and desktops) experienced a worldwide decline of 16.4 percent . Few consumers and businesses were willing to buy a computer in the third quarter because they knew that Windows 8 would not arrive until October 26.
|
5279f605-17b9-4ccf-b162-428a89461dc9
|
726634.0
|
2012-11-13 00:00:00 UTC
|
Dell (DELL) Could Beat Meager Q3 Expectations
|
DELL
|
https://www.nasdaq.com/articles/dell-dell-could-beat-meager-q3-expectations-2012-11-13
|
nan
|
nan
|
DELL (Nasdaq: DELL) will release its quarterly earnings report this Thursday, November 15, after the close. Commenting on expectations, analyst Shaw Wu, of Sterne Agee, said "Our supply chain checks unsurprisingly indicate that its core PC business remains under pressure from a tough macro and cannibalization from iOS and Android."
However, given low expectations, he thinks results will be in-line or better than anticipated.
"For its outlook, it is a similar story with low expectations. Because of this, we would not be surprised to see a near-term rally in DELL shares though our longer-term concerns remain," said Wu.
Dell Q3 estimates call for revenue of $13.9 billion and $0.40 in EPS.
Sterne Agee has a Neutral rating on Dell.
For an analyst ratings summary and ratings history on Dell click here . For more ratings news on Dell click here .
Shares of Dell closed at $9.35 yesterday, with a 52 week range of $9.11-$18.36.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Because of this, we would not be surprised to see a near-term rally in DELL shares though our longer-term concerns remain," said Wu. Shares of Dell closed at $9.35 yesterday, with a 52 week range of $9.11-$18.36. DELL (Nasdaq: DELL) will release its quarterly earnings report this Thursday, November 15, after the close.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. DELL (Nasdaq: DELL) will release its quarterly earnings report this Thursday, November 15, after the close. Because of this, we would not be surprised to see a near-term rally in DELL shares though our longer-term concerns remain," said Wu.
|
DELL (Nasdaq: DELL) will release its quarterly earnings report this Thursday, November 15, after the close. For an analyst ratings summary and ratings history on Dell click here . Because of this, we would not be surprised to see a near-term rally in DELL shares though our longer-term concerns remain," said Wu.
|
Sterne Agee has a Neutral rating on Dell. Shares of Dell closed at $9.35 yesterday, with a 52 week range of $9.11-$18.36. DELL (Nasdaq: DELL) will release its quarterly earnings report this Thursday, November 15, after the close.
|
d49eae38-4fb2-4eca-8b17-b46e7fbf89b0
|
726635.0
|
2012-11-12 00:00:00 UTC
|
Dell attracts more bargain hunters
|
DELL
|
https://www.nasdaq.com/articles/dell-attracts-more-bargain-hunters-2012-11-12
|
nan
|
nan
|
Dell is back to prices last seen in early 2009, and buyers have been stepping in.
optionMONSTER's Heat Seeker monitoring program detected the purchase of about 7,500 December 10 calls for $0.21 to $0.22. Volume is more than triple open interest at the strike.
Those contracts lock in the price investors must pay to buy shares in the beaten-down computer maker. They could generate some nice leverage in the event of a rally but will expire worthless if the stock doesn't move in the next six weeks. (See our Education section)
DELL is lower by 1.81 percent to $9.24 in afternoon trading. The stock has lost 40 percent of its value in the last six months as the PC market contracts after years of growth. While the broader backdrop has been negative, option activity has been turning bullish in recent sessions with the shares back to multi-year lows.
The company is also scheduled to report quarterly results this Thursday after the market close.
Total option volume is more than twice the daily average in the name so far today, with calls outnumbering puts by more than 5 to 1.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Copyright © 2010 OptionMonster® Holdings, Inc. All Rights Reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell is back to prices last seen in early 2009, and buyers have been stepping in. (See our Education section) DELL is lower by 1.81 percent to $9.24 in afternoon trading. Those contracts lock in the price investors must pay to buy shares in the beaten-down computer maker.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Dell is back to prices last seen in early 2009, and buyers have been stepping in. (See our Education section) DELL is lower by 1.81 percent to $9.24 in afternoon trading.
|
Dell is back to prices last seen in early 2009, and buyers have been stepping in. (See our Education section) DELL is lower by 1.81 percent to $9.24 in afternoon trading. The stock has lost 40 percent of its value in the last six months as the PC market contracts after years of growth.
|
Dell is back to prices last seen in early 2009, and buyers have been stepping in. (See our Education section) DELL is lower by 1.81 percent to $9.24 in afternoon trading. optionMONSTER's Heat Seeker monitoring program detected the purchase of about 7,500 December 10 calls for $0.21 to $0.22.
|
46277877-16af-4f87-88d3-2689dc5a2219
|
726636.0
|
2012-11-09 00:00:00 UTC
|
Call buyers go bottom-fishing in Dell
|
DELL
|
https://www.nasdaq.com/articles/call-buyers-go-bottom-fishing-dell-2012-11-09
|
nan
|
nan
|
Investors are trying to call a bottom in Dell.
For the second time in a week, optionMONSTER's Heat Seeker system detected unusual call volume in the beaten-down computer maker. Yesterday activity focused on the January 2015 12 calls, with a block of 6,500 contracts purchased for $1.02.
The investor has now locked in an entry price on DELL for the next 14 months. The long calls stand to generate big profits if the stock rallies, but the options will also become worthless if it doesn't move.
DELL rose after the calls hit in yesterday's session, ending the day up 2.94 percent to $9.45. It's now attempting to bounce at its lowest level since March 2009.
On Nov. 2 , traders bought the February 10s for $0.36. Those contracts have now inflated to $0.44, which shows the kind of leverage that can be generated with options.
More than 35,000 contracts traded in the name yesterday, triple its daily average. Calls outnumbered puts by more than 2 to 1, and the puts that traded were mostly sold. That reflects a willingness to own shares not far below their current levels, another bullish sign.
(A version of this post appeared on InsideOptions Pro yesterday.)
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Copyright © 2010 OptionMonster® Holdings, Inc. All Rights Reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
DELL rose after the calls hit in yesterday's session, ending the day up 2.94 percent to $9.45. Investors are trying to call a bottom in Dell. The investor has now locked in an entry price on DELL for the next 14 months.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Investors are trying to call a bottom in Dell. The investor has now locked in an entry price on DELL for the next 14 months.
|
DELL rose after the calls hit in yesterday's session, ending the day up 2.94 percent to $9.45. Investors are trying to call a bottom in Dell. The investor has now locked in an entry price on DELL for the next 14 months.
|
Investors are trying to call a bottom in Dell. The investor has now locked in an entry price on DELL for the next 14 months. DELL rose after the calls hit in yesterday's session, ending the day up 2.94 percent to $9.45.
|
62de0d3f-6104-4ebc-a3ba-8a8973db9b1d
|
726637.0
|
2012-11-06 00:00:00 UTC
|
The 100 Most Bought Stocks By Investment Gurus – An Overview
|
DELL
|
https://www.nasdaq.com/articles/100-most-bought-stocks-investment-gurus-overview-2012-11-06
|
nan
|
nan
|
Submitted by Dividend Yield as part of our contributors program .
Stocks With Recent Engagements By Investment Professionals Researched By Dividend Yield - Stock, Capital, Investment . Investment gurus are asset or fund managers with big amounts of cash under management. They became popular by big returns and spectacular investment strategies. I talk about investors like George Soros and Warren Buffett. They all have one thing in common: The average return beats the market and if they invest, the market follows.
I made a screen of the biggest stock buys from 49 super investors over the recent six month and ranked them in my 100 best guru buy list. They all bought 502 stocks within the past half year. The top stocks are Oracle ( ORCL ) and Google ( GOOG ). Google was bought by fourteen investment professionals and Oracle by eleven. ORCL stocks are one of the hot plays for investors because they are in average long in the stock with 0.52 percent of their full portfolio.
The most wanted sector was the technology and financial sector. Sixty percent of the ten biggest buys were made within the technology sector and twenty within the financial sector. Below is a detailed overview of the best yielding dividend stocks that were bought by at least two stock market gurus.
Here are the top 5 stocks:
Dell ( DELL ) has a market capitalization of $15.87 billion. The company employs 106,700 people, generates revenue of $62.07 billion and has a net income of $3.49 billion. The firm's earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $5.37 billion. The EBITDA margin is 8.65 percent (the operating margin is 7.14 percent and the net profit margin 5.63 percent).
Financial Analysis: The total debt represents 20.78 percent of the company's assets and the total debt in relation to the equity amounts to 103.78 percent. Due to the financial situation, a return on equity of 41.86 percent was realized. Twelve trailing months earnings per share reached a value of $1.69. Last fiscal year, the company paid no dividends to shareholders. Dell was bought by 10 stock market professionals.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 5.42, the P/S ratio is 0.26 and the P/B ratio is finally 1.81. The current dividend yield amounts to 3.50 percent and the beta ratio has a value of 1.36.
Cisco Systems ( CSCO ) has a market capitalization of $92.00 billion. The company employs 66,639 people, generates revenue of $46.06 billion and has a net income of $8.04 billion. The firm's earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $12.67 billion. The EBITDA margin is 27.50 percent (the operating margin is 21.85 percent and the net profit margin 17.46 percent).
Financial Analysis: The total debt represents 17.79 percent of the company's assets and the total debt in relation to the equity amounts to 31.84 percent. Due to the financial situation, a return on equity of 16.32 percent was realized. Twelve trailing months earnings per share reached a value of $1.49. Last fiscal year, the company paid $0.28 in the form of dividends to shareholders. CSCO was bought by 9 investment professionals.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 11.66, the P/S ratio is 2.00 and the P/B ratio is finally 1.79. The dividend yield amounts to 3.23 percent and the beta ratio has a value of 1.24.
Oracle ( ORCL ) has a market capitalization of $150.40 billion. The company employs 115,899 people, generates revenue of $37.12 billion and has a net income of $9.98 billion. The firm's earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $16.62 billion. The EBITDA margin is 44.78 percent (the operating margin is 36.92 percent and the net profit margin 26.89 percent).
Financial Analysis: The total debt represents 21.03 percent of the company's assets and the total debt in relation to the equity amounts to 37.71 percent. Due to the financial situation, a return on equity of 23.92 percent was realized. Twelve trailing months earnings per share reached a value of $2.02. Last fiscal year, the company paid $0.24 in the form of dividends to shareholders. ORCL was bought by 11 market professionals.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 15.47, the P/S ratio is 4.05 and the P/B ratio is finally 3.50. The dividend yield amounts to 0.77 percent and the beta ratio has a value of 1.09.
Google ( GOOG ) has a market capitalization of $226.05 billion. The company employs 53,546 people, generates revenue of $37.91 billion and has a net income of $9.74 billion. The firm's earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $13.47 billion. The EBITDA margin is 35.53 percent (the operating margin is 30.69 percent and the net profit margin 25.69 percent).
Financial Analysis: The total debt represents 5.79 percent of the company's assets and the total debt in relation to the equity amounts to 7.23 percent. Due to the financial situation, a return on equity of 18.66 percent was realized. Twelve trailing months earnings per share reached a value of $31.92. Last fiscal year, the company paid no dividends to shareholders. GOOG was bouhgt by 14 market professionals and is the best company with the most guru buys.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 21.55, the P/S ratio is 5.96 and the P/B ratio is finally 3.84. The beta ratio has a value of 1.08.
Berkshire Hathaway (BRK.A) has a market capitalization of $216.21 billion. The company employs 271,000 people, generates revenue of $143.69 billion and has a net income of $10.75 billion. The firm's earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $23.47 billion. The EBITDA margin is 16.33 percent (the operating margin is 10.66 percent and the net profit margin 7.48 percent).
Financial Analysis: The total debt represents 15.38 percent of the company's assets and the total debt in relation to the equity amounts to 36.63 percent. Due to the financial situation, a return on equity of 6.37 percent was realized. Twelve trailing months earnings per share reached a value of $8,066.44. Last fiscal year, the company paid no dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 16.18, the P/S ratio is 1.50 and the P/B ratio is finally 1.31. The beta ratio has a value of 0.51.
Take a closer look at the full table of stocks with biggest guru buys over the past six months. The average P/E ratio amounts to 20.64. Exactly 73 companies pay dividends of which two have a high yield. The average dividend yield amounts to 2.32 percent. P/S ratio is 1.88 and P/B ratio 2.73.
Monthly Yield Fact Book | Yields Dow Jones | Yields NASDAQ 100 | Yields S&P 500 | Yields Dividend Champions | Yields Dividend Contenders | Yields Dividend Challengers
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Here are the top 5 stocks: Dell ( DELL ) has a market capitalization of $15.87 billion. Dell was bought by 10 stock market professionals. The firm's earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $5.37 billion.
|
Here are the top 5 stocks: Dell ( DELL ) has a market capitalization of $15.87 billion. Dell was bought by 10 stock market professionals. Financial Analysis: The total debt represents 20.78 percent of the company's assets and the total debt in relation to the equity amounts to 103.78 percent.
|
Here are the top 5 stocks: Dell ( DELL ) has a market capitalization of $15.87 billion. Dell was bought by 10 stock market professionals. Market Valuation: Here are the price ratios of the company: The P/E ratio is 5.42, the P/S ratio is 0.26 and the P/B ratio is finally 1.81.
|
Here are the top 5 stocks: Dell ( DELL ) has a market capitalization of $15.87 billion. Dell was bought by 10 stock market professionals. The dividend yield amounts to 3.23 percent and the beta ratio has a value of 1.24.
|
59295565-745f-4e6f-b760-bce8251e0084
|
726638.0
|
2012-11-01 00:00:00 UTC
|
After Hours Most Active for Nov 1, 2012 : C, BAC, AEO, QQQ, NEE, SBUX, AMAT, MET, DELL, F, CTRP, MSFT
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-nov-1-2012-c-bac-aeo-qqq-nee-sbux-amat-met-dell-f-ctrp-msft-2012
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is up 4.66 to 2,692.18. The total After hours volume is currently 24,646,894 shares traded.
The following are the most active stocks for the after hours session :
Citigroup Inc. ( C ) is unchanged at $37.95, with 9,090,315 shares traded. Over the last four weeks they have had 14 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $1.05. As reported by Zacks, the current mean recommendation for C is in the "buy range".
Bank of America Corporation ( BAC ) is +0.06 at $9.80, with 3,100,387 shares traded. Over the last four weeks they have had 9 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.2. BAC's current last sale is 98% of the target price of $10.
American Eagle Outfitters, Inc. ( AEO ) is unchanged at $21.29, with 2,566,471 shares traded. Over the last four weeks they have had 6 up revisions for the earnings forecast, for the fiscal quarter ending Oct 2012. The consensus EPS forecast is $0.39. As reported by Zacks, the current mean recommendation for AEO is in the "buy range".
PowerShares QQQ Trust, Series 1 ( QQQ ) is +0.1871 at $66.06, with 2,512,874 shares traded. This represents a 24.95% increase from its 52 Week Low.
NextEra Energy, Inc. ( NEE ) is unchanged at $69.87, with 1,530,921 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.94. As reported by Zacks, the current mean recommendation for NEE is in the "buy range".
Starbucks Corporation ( SBUX ) is +2.9103 at $49.53, with 1,120,827 shares traded. RTT News Reports: Starbucks Q4 Profit Tops Estimate; Lifts FY13 EPS Outlook - Quick Facts
Applied Materials, Inc. ( AMAT ) is -0.03 at $10.92, with 930,424 shares traded. AMAT's current last sale is 89.14% of the target price of $12.25.
MetLife, Inc. ( MET ) is -0.3202 at $35.16, with 865,510 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $1.29. As reported by Zacks, the current mean recommendation for MET is in the "buy range".
Dell Inc. ( DELL ) is +0.005 at $9.33, with 812,065 shares traded. DELL's current last sale is 66.64% of the target price of $14.
Ford Motor Company ( F ) is +0.03 at $11.28, with 800,784 shares traded. As reported by Zacks, the current mean recommendation for F is in the "buy range".
Ctrip.com International, Ltd. ( CTRP ) is +0.0182 at $20.31, with 789,200 shares traded.CTRP is scheduled to provide an earnings report on 11/5/2012, for the fiscal quarter ending Sep2012. The consensus earnings per share forecast is 0.18 per share, which represents a 33 percent increase over the EPS one Year Ago
Microsoft Corporation ( MSFT ) is +0.035 at $29.55, with 679,246 shares traded. Over the last four weeks they have had 16 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2013. The consensus EPS forecast is $0.79. As reported by Zacks, the current mean recommendation for MSFT is in the "buy range".
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is +0.005 at $9.33, with 812,065 shares traded. DELL's current last sale is 66.64% of the target price of $14. The following are the most active stocks for the after hours session : Citigroup Inc. ( C ) is unchanged at $37.95, with 9,090,315 shares traded.
|
Dell Inc. ( DELL ) is +0.005 at $9.33, with 812,065 shares traded. DELL's current last sale is 66.64% of the target price of $14. Over the last four weeks they have had 14 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012.
|
Dell Inc. ( DELL ) is +0.005 at $9.33, with 812,065 shares traded. DELL's current last sale is 66.64% of the target price of $14. Over the last four weeks they have had 14 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012.
|
DELL's current last sale is 66.64% of the target price of $14. Dell Inc. ( DELL ) is +0.005 at $9.33, with 812,065 shares traded. The NASDAQ 100 After Hours Indicator is up 4.66 to 2,692.18.
|
e486dc07-cd40-4ee1-ab86-151a2d56a882
|
726639.0
|
2012-10-24 00:00:00 UTC
|
EMC Misses 3Q Estimates - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/emc-misses-3q-estimates-analyst-blog-2012-10-24
|
nan
|
nan
|
EMC Corp. (EMC) reported sluggish third quarter 2012 results, with earnings (including stock-based compensation expense of 7 cents but excluding net one-time items of 4 cents), of 32 cents per share, which missed the Zacks Consensus Estimate by a couple of cents.
Quarter Details
Revenue increased 6.0% year over year to $5.28 billion in the reported quarter, but missed the Zacks Consensus Estimate of $5.47 billion. The year-over-year upside was primarily attributed to strong services revenue (up 15.1% year over year to $2.19 billion). Product sales were flat on a year-over-year basis in the quarter.
Segment wise, EMC's Information Storage business revenues increased 2.7% year over year to $3.76 billion, thanks to strong demand for networked storage platforms portfolio, which grew 2.0% year over year in the quarter. High-end Symmetrix storage product portfolio was up 5.0% annually.
The company's mid-tier storage product portfolio witnessed flattish year-over-year growth in the quarter. Strong customer demand for Isilon scale-out NAS, VNX unified storage family, Backup Recovery Systems portfolio (BRS) and Greenplum products drove significant revenue growth in the quarter.
RSA information security business climbed 5.6% year over year to $227.0 million in the reported quarter. EMC information infrastructure revenue increased 2.7% year over year to $4.15 billion in the quarter. The significant growth from these segments fully compensated for a 2.2% year-over-year decline in Information Intelligence segment, which reported revenues of $158.0 million in the quarter.
EMC's majority owned VMware Inc. (VMW) continued to impress with revenue growth of 20.2% on a year-over-year basis to reach $1.13 billion in the reported quarter.
On a geographical basis, domestic revenues climbed 8.0% year over year to $2.9 billion and contributed 55.0% to the quarter's revenue. Revenue from international operations increased 4.0% year over year to $2.4 billion and accounted for the remaining 45.0% of revenues.
Gross profit (including stock-based compensation but excluding one time items) increased 7.9% year over year to $3.35 billion. Gross margin expanded 110 basis points (bps) to 63.5%, primarily on the back of strong revenue growth.
Research & development expense were up 19.1% year over year to $653.0 million in the third quarter. Selling, general & administrative expense increased 5.9% year over year to $1.71 billion in the reported quarter.
Operating profit (including stock-based compensation but excluding one-time items) increased 3.7% year over year to $1.03 billion. Operating margin contracted 40 bps year over year to 19.6% due to higher operating expenses.
Net income (including stock-based compensation but excluding one time items) increased 5.4% year over year to $717.3 million in the third quarter.
As of September 30, 2012, cash and cash equivalents including short-term investments were $5.45 billion compared with $5.65 billion at the end of June 30, 2012. EMC generated $1.44 billion in cash flow from operations in the third quarter compared with $1.24 billion in the prior quarter. Free cash flow jumped to $1.14 billion in the reported quarter from $957.6 million in the prior-year quarter.
2012 Guidance
EMC reiterated its full year revenue guidance. The company forecasts revenues to be in the range of $21.60 billion to $21.75 billion for fiscal 2012. Non-GAAP operating income is expected to grow to 24.5% for fiscal 2012. Non-GAAP net income is expected to be approximately $3.70-$3.75 billion for the full year. EMC expects earnings to be in the range of $1.68 to $1.70 per share for fiscal 2012.
Cash flow from operating activities is expected to be $6.1 billion for fiscal 2012. Free cash flow is expected to be $4.9 billion for the full year. EMC also expects to repurchase shares worth $700.0 million in fiscal 2012.
Our Recommendation
We believe that EMC is well positioned to benefit from incremental data center hardware spending going forward. Higher spending on high-end products (average selling price $250,000 and above) will also boost EMC's market share going forward. We believe that EMC's vast product portfolio, which has products suitable for any kind of budget, will boost its market share going forward.
We also believe that the increasing adoption of cloud computing technology will significantly drive the demand for EMC's virtual infrastructure products, which in turn will drive top-line growth going forward. Further, EMC's leading position in the emerging economies of the Asia-Pacific and Africa will boost its profitability, as higher revenues from these markets will offset a sluggish growth in the Americas and Western Europe going forward.
However, increasing competition from the likes of International Business Machines Corp. (IBM) , Hewlett Packard Co. (HPQ) , NetApp Inc. ( NTAP) , Hitachi Data Systems, Dell Inc. ( DELL) and a sluggish IT spending outlook for the next two years will keep the stock range bound, in our view.
Thus, we remain Neutral on the stock over the long term (6-12 months). Currently, EMC has a Zacks #2 Rank, which implies a Buy rating in the near term.
DELL INC (DELL): Free Stock Analysis Report
EMC CORP -MASS (EMC): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
NETAPP INC (NTAP): Free Stock Analysis Report
VMWARE INC-A (VMW): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
However, increasing competition from the likes of International Business Machines Corp. (IBM) , Hewlett Packard Co. (HPQ) , NetApp Inc. ( NTAP) , Hitachi Data Systems, Dell Inc. ( DELL) and a sluggish IT spending outlook for the next two years will keep the stock range bound, in our view. DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. Strong customer demand for Isilon scale-out NAS, VNX unified storage family, Backup Recovery Systems portfolio (BRS) and Greenplum products drove significant revenue growth in the quarter.
|
However, increasing competition from the likes of International Business Machines Corp. (IBM) , Hewlett Packard Co. (HPQ) , NetApp Inc. ( NTAP) , Hitachi Data Systems, Dell Inc. ( DELL) and a sluggish IT spending outlook for the next two years will keep the stock range bound, in our view. DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. EMC Corp. (EMC) reported sluggish third quarter 2012 results, with earnings (including stock-based compensation expense of 7 cents but excluding net one-time items of 4 cents), of 32 cents per share, which missed the Zacks Consensus Estimate by a couple of cents.
|
DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. However, increasing competition from the likes of International Business Machines Corp. (IBM) , Hewlett Packard Co. (HPQ) , NetApp Inc. ( NTAP) , Hitachi Data Systems, Dell Inc. ( DELL) and a sluggish IT spending outlook for the next two years will keep the stock range bound, in our view. Quarter Details Revenue increased 6.0% year over year to $5.28 billion in the reported quarter, but missed the Zacks Consensus Estimate of $5.47 billion.
|
However, increasing competition from the likes of International Business Machines Corp. (IBM) , Hewlett Packard Co. (HPQ) , NetApp Inc. ( NTAP) , Hitachi Data Systems, Dell Inc. ( DELL) and a sluggish IT spending outlook for the next two years will keep the stock range bound, in our view. DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report NETAPP INC (NTAP): Free Stock Analysis Report VMWARE INC-A (VMW): Free Stock Analysis Report To read this article on Zacks.com click here. Segment wise, EMC's Information Storage business revenues increased 2.7% year over year to $3.76 billion, thanks to strong demand for networked storage platforms portfolio, which grew 2.0% year over year in the quarter.
|
eacf11b9-33f6-4397-814f-8fcbc8fa3796
|
726640.0
|
2012-10-22 00:00:00 UTC
|
Is There Still Value In Big Computing?
|
DELL
|
https://www.nasdaq.com/articles/there-still-value-big-computing-2012-10-22
|
nan
|
nan
|
Submitted by Morgan Smith as part of our contributors program .
With the wide variety of computing devices that are available today, some of the early industry giants tend to sometimes get lost in the commotion. Yet, for investors who are seeking good solid dividend yield, as well as the potential for growth, some of these shares are worth taking a second look at. In this article, I will discuss why I feel that Hewlett-Packard ( HPQ ) and IBM ( IBM ) could hold real value for their shareholders.
Hewlett-Packard actually began underperforming the S&P back in early 2010, and it has continued to show fairly disappointing news since that time. Yet, for bargain hunters, this may be a real diamond in the rough.
Even with a few recent setbacks, Hewlett-Packard shares continue to move forward. Recently, Sam Greenblatt , the former CTO of HP's webOS business unit who left his job there in March 2012, has joined Dell as the company's "chief technical evangelist" in its Enterprise Solutions Group.
After announcing its second quarter 2012 earnings, HP shares dropped again, making the company an even better value for those who are seeking a high dividend yield along with the potential to ride the share price back up - and those investors may have that chance soon.
HP shares are currently rewarding investors with a dividend yield of 3.60%. Although Hewlett-Packard's earnings per share are in negative territory - leading to the shares recently being downgraded by Argus - the company's share price is expected to increase by more than 30% over the next twelve months, providing a substantial amount of potential growth and income.
IBM has been moving along nicely as well. The company's earnings were recently in line with analysts' expectations for third quarter 2012, even though sales came in a bit low and affecting revenue. As compared to the year prior, Big Blue's revenue fell slightly, yet earnings per share were up.
Other positive factors in IBM's favor include the company's sale of its retail point-of-sales systems to Toshiba in mid-2012. Although this division was profitable for IBM, it did lag behind the firm's overall operating margins of approximately 20%. So in essence, Big Blue swapped an $850 million pre-tax sale price for its point-of-sale systems in return for better margins in the hardware area.
There are several potential drivers of growth for IBM going forward. First, the currency-adjusted sales to the BRIC block rose by 11% in the third quarter 2012 versus one year prior. The company's Smarter Planet project is also beginning to see some profits. The products from this project contain embedded intelligent systems that allow interconnectedness between new "smarter" products with IT systems that are able to deliver differentiated business services and create new opportunities for connecting people and things worldwide.
Big Blue's third quarter 2012 numbers reported revenue of $24.75 billion, with gross margin standing at just over 47% - which is 90 basis points better the prior year's quarter. And, although IBMs third quarter 2012 operating margin was lower than analysts' expectations, net margin was higher. Analysts estimate fourth quarter 2012 revenue at just under $30 billion, and the revenue estimate for 2013 is slightly above $105 billion, with an estimated 2013 earnings per share of $15.15.
IBMs shares have continued to reward investors with a dividend yield of 1.60%. With earnings per share of nearly 14 and a P/E of just over 14, the prospects for IBM remain positive. Share price is estimated to increase by over 13% over the next twelve months.
The Growing Demand for Data, Its Components, and Its Proper Disposal
While keeping up with technology can be a full-time endeavor, disposing of its necessary components can also be an arduous task. Many forms of computer related equipment are classified as hazardous waste, and must be either recycled or disposed of in both the proper, and legal manner. This includes not only computer hard drives and memory sticks, but also CDs, tapes, and videos. One company that is taking this "wasteful" concept into profitable territory is Secure It Recycling , based in London, England. This company specializes in the collection and disposal of computer equipment throughout the United Kingdom. Secure It Recycling is also making inroads by offering their services both on and off-site for its clients, making it convenient for large and small businesses to stay focused on their everyday operations, while at the same time ensuring that they are complying with the rules and regulations as they relate to destruction of their data components. Secure It Recycling offers services in computer recycling, data destruction, laptop recycling, server recycling, montior recycling and much more. As more companies get into the spirit of "going green," companies like Secure It will continue to find success, along with offering rewards for shareholders as well.
The Bottom Line
With all of the hype that seems to come along with newer and bigger and better technology, it is easy to see how some of the old pioneers like IBM and Hewlett-Packard can get technically lost in the shuffle.
Yet, I believe that there are numerous reasons why the shares of both IBM and Hewlett-Packard can provide investors with growth and income in their portfolios. Both companies - especially HP - appear to be sitting in a great position for investors to pick up some highly undervalued shares that have double digit 12-month growth estimates.
In addition, I feel that IBM seems to be on a positive path for several other reasons as well. Although the company's numbers didn't all match or exceed analyst's estimates for mid-2012, the prospects for late 2012, as well as for the whole of 2013, look extremely promising. With its solid dividend yield as well as share growth estimates of 13% over the next year, shares of Big Blue could prove to be quite rewarding.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Recently, Sam Greenblatt , the former CTO of HP's webOS business unit who left his job there in March 2012, has joined Dell as the company's "chief technical evangelist" in its Enterprise Solutions Group. So in essence, Big Blue swapped an $850 million pre-tax sale price for its point-of-sale systems in return for better margins in the hardware area. Both companies - especially HP - appear to be sitting in a great position for investors to pick up some highly undervalued shares that have double digit 12-month growth estimates.
|
Recently, Sam Greenblatt , the former CTO of HP's webOS business unit who left his job there in March 2012, has joined Dell as the company's "chief technical evangelist" in its Enterprise Solutions Group. As compared to the year prior, Big Blue's revenue fell slightly, yet earnings per share were up. Analysts estimate fourth quarter 2012 revenue at just under $30 billion, and the revenue estimate for 2013 is slightly above $105 billion, with an estimated 2013 earnings per share of $15.15.
|
Recently, Sam Greenblatt , the former CTO of HP's webOS business unit who left his job there in March 2012, has joined Dell as the company's "chief technical evangelist" in its Enterprise Solutions Group. After announcing its second quarter 2012 earnings, HP shares dropped again, making the company an even better value for those who are seeking a high dividend yield along with the potential to ride the share price back up - and those investors may have that chance soon. Although Hewlett-Packard's earnings per share are in negative territory - leading to the shares recently being downgraded by Argus - the company's share price is expected to increase by more than 30% over the next twelve months, providing a substantial amount of potential growth and income.
|
Recently, Sam Greenblatt , the former CTO of HP's webOS business unit who left his job there in March 2012, has joined Dell as the company's "chief technical evangelist" in its Enterprise Solutions Group. Even with a few recent setbacks, Hewlett-Packard shares continue to move forward. IBMs shares have continued to reward investors with a dividend yield of 1.60%.
|
6c0b94af-20bd-41ad-9b6c-893229efa4fc
|
726641.0
|
2012-10-19 00:00:00 UTC
|
More Contracts for Accenture - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/more-contracts-for-accenture-analyst-blog-2012-10-19
|
nan
|
nan
|
Accenture Plc. ( ACN ) recently won a three-year deal from Italian Medicines Agency (AIFA) for the development, building and maintenance of an integrated Medicine Evaluation System.
According to the contract, AIFA will be using Accenture's consulting and IT services, which is going to support AIFA's administration and medical technology processes.
Accenture's implementation of certain technical solutions will also help in strengthening AIFA's relationship with end users.
Separately, Accenture is helping the insurance company AXA in streamlining the financial processes in AXA's European operations.
This is basically under a multiyear deal, which was initiated in 2009. According to the deal, Accenture is helping AXA develop a SAP-based technology platform. This will primarily take care of the centralized finance and accounting (F&A) processes, which includes payables management, accounts receivable, month-end close and balance sheet reconciliations. The regions covered under this program include France, Italy, Ireland, Portugal, Spain and the U.K.
This should have a positive impact on Accenture in the near to mid term and also generate new business opportunities for the company. Other technology companies, such as Hewlett Packard Company ( HPQ ) and Dell Inc. ( DELL ) have also realized the increasing potential of the consulting segment and are coming out with their own solutions to tap the opportunity.
This apart, Accenture is also witnessing incremental growth from technological changes such as SaaS/cloud, mobility, analytics and digitization. Particularly, SaaS and cloud computing are other areas for the company's growth.
Accenture's comprehensive service offerings have made it a key IT service provider. A large product and service base has also led the company to the top spot in the market. Moreover, government orders continue to flow for the company.
We are encouraged by the steady flow of new businesses and believe that the trend will continue. However, increasing competition from IBM Corp. ( IBM ) and a cautious spending environment may temper its growth prospects.
The company has a Zacks #2 Rank, implying a short-term Buy rating.
ACCENTURE PLC (ACN): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Other technology companies, such as Hewlett Packard Company ( HPQ ) and Dell Inc. ( DELL ) have also realized the increasing potential of the consulting segment and are coming out with their own solutions to tap the opportunity. ACCENTURE PLC (ACN): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report To read this article on Zacks.com click here. Accenture's implementation of certain technical solutions will also help in strengthening AIFA's relationship with end users.
|
Other technology companies, such as Hewlett Packard Company ( HPQ ) and Dell Inc. ( DELL ) have also realized the increasing potential of the consulting segment and are coming out with their own solutions to tap the opportunity. ACCENTURE PLC (ACN): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report To read this article on Zacks.com click here. According to the deal, Accenture is helping AXA develop a SAP-based technology platform.
|
Other technology companies, such as Hewlett Packard Company ( HPQ ) and Dell Inc. ( DELL ) have also realized the increasing potential of the consulting segment and are coming out with their own solutions to tap the opportunity. ACCENTURE PLC (ACN): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report To read this article on Zacks.com click here. Separately, Accenture is helping the insurance company AXA in streamlining the financial processes in AXA's European operations.
|
Other technology companies, such as Hewlett Packard Company ( HPQ ) and Dell Inc. ( DELL ) have also realized the increasing potential of the consulting segment and are coming out with their own solutions to tap the opportunity. ACCENTURE PLC (ACN): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report To read this article on Zacks.com click here. According to the contract, AIFA will be using Accenture's consulting and IT services, which is going to support AIFA's administration and medical technology processes.
|
0462c812-0aef-454a-943f-9738e391331b
|
726642.0
|
2012-10-19 00:00:00 UTC
|
Things Look Bleak For AMD Post 3Q - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/things-look-bleak-amd-post-3q-analyst-blog-2012-10-19
|
nan
|
nan
|
Advanced Micro Devices ( AMD ) reported third quarter loss of 20 cents a share, missing the Zacks Consensus Estimate by 4 cents.Shares slid 5.4% during the day and another 3.3% in extended trading hours.
Revenue
AMD's revenues in the last quarter came in at $1.27 billion, down 10.2% sequentially and 24.9% year over year, more or less in line with its revised guidance of a 10% sequential decline (at the mid-point). Revenues were also in line with consensus expectations of $1.28 billion.
Revenue by Segment
Computing Solutions was 73% of AMD's sales in the last quarter, down 11.4% sequentially and 27.9% from the year-ago quarter. The third quarter was a continuation of softening trends noticed in the second, both as a result of macro conditions that impacted consumer spending and on account of inventory rebalancing at OEMs ahead of Microsoft's Windows 8 launch. The consumer client side of the business appears to be the worst hit and AMD is taking a beating since it is more dependent on this area. The only positive was the Trinity APU, which management stated increased 17% sequentially and made up a third of the company's notebook-related sales.
AMD's Graphics business generated the remaining 27% of its sales, down 6.8% sequentially and 15.1% from the year-ago quarter. The graphics business is currently under some pressure due to the PC market slowdown. AMD stated that the discrete business for desktops and consoles grew in the last quarter.
Margins
AMD reported a pro forma gross margin of 30.9%, down 1,462 basis points (bps) from the previous quarter and 1,384 bps from the year-ago quarter. Lower volumes impacted the margin in the last quarter. AMD also wrote down $100 million of Llano inventory that it was unable to sell due to weak market conditions. This impacted the mix of business, pulling down overall prices and thus affecting the margin. Utilization of backend facilities also declined, another negative for the quarter.
Operating expenses of $516 million were down 7.4% sequentially and 15.4% year over year. However, the operating margin shrunk 1,586 bps sequentially and 1,841 bps year over year to -9.8% mainly on account of high cost of sales (as discussed above) and helped by higher R&D expenses (as a percentage of sales).
The two segments-Computing Solutions and Graphics-generated operating margins of -12.3% and 5.3%, respectively. Computing Solutions declined 2,014 bps sequentially and 2,388 bps year over year. Graphics declined 318 bps sequentially while increasing 229 bps from last year.
Net Profit
On a pro forma basis, AMD generated a net loss of $150 million, or a -11.8% net margin, compared to a profit of $46 million, or 3.3% in the previous quarter and $95 million, or 5.6% in the year-ago quarter.
Including a legal settlement and intangibles amortization charges, the fully diluted GAAP net loss was $157 million, or 21 cents per share compared to profit of $37 million, or 5 cents a share in the previous quarter and income of $87 million, or 12 cents a share in the year-ago quarter.
Balance Sheet
The long term debt was $2.04 billion, up around $500 million during the quarter, which was used to retire its 5-3/4% convertibles. The net debt at quarter-end was $1.19 billion compared to $442 million at the end of the June quarter. Including long-term liabilities, AMD's debt to total capitalization ratio was 67.7% at quarter-end. The cash and short term investments balance at quarter-end was $1.3 billion, down $279 million during the quarter.
Inventories were down 10.7% sequentially to $744 million (AMD wrote down $100 million), with inventory turns rising from 3.7X to 4.7X. Days sales outstanding (DSOs) went from 48 to 59.
During the quarter, AMD used $240 million of cash in operations, spending $32 million on capex.
Guidance
AMD provided limited guidance, which seems to highlight management caution. The company guided to a fourth quarter sequential revenue decline of 9% (+/- 4%), or $1.16 billion at the mid-point, lower than the Consensus of $1.33 billion. Operating expenses are expected to be flat sequentially.
Our Take
AMD had a very poor third quarter, with a significant net loss that was the combined effect of weak demand, an inventory write-down and productivity issues. A more conducive market, adoption of new products, position in graphics and good execution are the only things that can pull the company out of the current situation.
For this purpose, AMD has announced a massive restructuring to align the cost structure with current demand trends. Management currently expects the initiative to reduce the cost base by 25% and generate total annualized cost savings of around $190 million. The new structure will enable the company to break even in the third quarter of 2013 at a quarterly revenue level of $1.3 billion. Management expects to regain some market share in 2013.
Management optimism notwithstanding, we encourage investors to avoid AMD shares for now, as represented in the Zacks Rank of #5, implying a Strong Sell recommendation in the near term (1-3 months).
This is because of the significant challenges that we expect the company to see in a market that is being increasingly cannibalized by tablets from well-established players, such as Apple ( AAPL ), Samsung, Microsoft ( MSFT ), Hewlett Packard ( HPQ ) and Dell ( DELL ) among others. Intel's ( INTC ) Ultrabook concept is going to further fragment the market, making things that much more difficult for AMD. Intel has so far been more focused at the high end, which helped AMD pick up share at the low end. However, considering Intel's deep pockets and innovative prowess, the company looks set to take share from AMD.
APPLE INC (AAPL): Free Stock Analysis Report
ADV MICRO DEV (AMD): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
This is because of the significant challenges that we expect the company to see in a market that is being increasingly cannibalized by tablets from well-established players, such as Apple ( AAPL ), Samsung, Microsoft ( MSFT ), Hewlett Packard ( HPQ ) and Dell ( DELL ) among others. APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Advanced Micro Devices ( AMD ) reported third quarter loss of 20 cents a share, missing the Zacks Consensus Estimate by 4 cents.Shares slid 5.4% during the day and another 3.3% in extended trading hours.
|
APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. This is because of the significant challenges that we expect the company to see in a market that is being increasingly cannibalized by tablets from well-established players, such as Apple ( AAPL ), Samsung, Microsoft ( MSFT ), Hewlett Packard ( HPQ ) and Dell ( DELL ) among others. Net Profit On a pro forma basis, AMD generated a net loss of $150 million, or a -11.8% net margin, compared to a profit of $46 million, or 3.3% in the previous quarter and $95 million, or 5.6% in the year-ago quarter.
|
APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. This is because of the significant challenges that we expect the company to see in a market that is being increasingly cannibalized by tablets from well-established players, such as Apple ( AAPL ), Samsung, Microsoft ( MSFT ), Hewlett Packard ( HPQ ) and Dell ( DELL ) among others. Net Profit On a pro forma basis, AMD generated a net loss of $150 million, or a -11.8% net margin, compared to a profit of $46 million, or 3.3% in the previous quarter and $95 million, or 5.6% in the year-ago quarter.
|
This is because of the significant challenges that we expect the company to see in a market that is being increasingly cannibalized by tablets from well-established players, such as Apple ( AAPL ), Samsung, Microsoft ( MSFT ), Hewlett Packard ( HPQ ) and Dell ( DELL ) among others. APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. However, the operating margin shrunk 1,586 bps sequentially and 1,841 bps year over year to -9.8% mainly on account of high cost of sales (as discussed above) and helped by higher R&D expenses (as a percentage of sales).
|
9148a70b-d944-4d18-b7e7-3ab026df3070
|
726643.0
|
2012-10-18 00:00:00 UTC
|
Microsoft Earnings Preview: Looking Through Windows 8
|
DELL
|
https://www.nasdaq.com/articles/microsoft-earnings-preview-looking-through-windows-8-2012-10-18
|
nan
|
nan
|
Tech giant Microsoft (NASDAQ: MSFT ) will report third quarter earnings after market close on Thursday. The consensus analyst estimate is for an earnings per share figure of $0.56 on revenues of $16.42 billion.
The majority of analysts have a Buy or similar rating on the stock, and price targets as high as $40 per share. Shares of Microsoft closed at $29.59 on Wednesday, up 0.3 percent.
Microsoft continues to be an interesting name for investors, but perhaps not because of the upcoming report.
Last quarter saw an unusual development for Microsoft -- the company reported a loss. The loss was primarily due to the ill-fated acquisition of aQuantive, an online advertising company that ultimately failed to work out for the Windows-maker.
This earnings report ought to be interesting as investors would look for a return to solid profitability. Investors might expect disappointing sales given the recent performance of some of Microsoft's key business partners.
Notably, Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) have disappointed investors tremendously in recent weeks. Hewlett-Packard has been struggling for quite some time, and with CEO Meg Whitman attempting a turnaround, investors might not be able to fully tie its stock results to Microsoft.
Intel (NASDAQ: INTC ) has also been beaten down, tumbling on Wednesday after reporting earnings on Tuesday.
So given the poor showing of some of the personal computer hardware makers, will investors be pre-disposed to fade Microsoft's earnings this afternoon? With the imminent release of Windows 8 on October 26, probably not.
With Windows 8, Microsoft is cutting its tether to the desktop PC. According to reviews by CNET and The Wall Street Journal , Windows 8 is designed to be a single operating system for all platforms, whether desktop, tablet, or notebook. "Windows 8 introduces the lapdesktabbooktop," writes Seth Rosenblatt, senior editor at CNET. "Whatever you want to call it, Windows 8 makes desktop computing portable by unifying the operating system across devices."
Windows 8 is designed specifically to work with touch screens. Critics say that it may be confusing for consumers who are used to using a mouse to navigate around a computer screen. But, given the rapid diffusion of smartphones, which use touch screens exclusively, this argument doesn't seem to hold water.
In fact, news reports state that there are now one billion smartphones in use around the world. If that is the case, touch screens can't be that hard to figure out.
The woes of PC makers Dell, Hewlett-Packard and chip maker Intel do not necessarily foretell the outlook for Microsoft. Even if the third quarter numbers are disappointing, if investors are willing to look ahead, Windows 8 could firmly establish Microsoft's position as the leading operating system across all devices.
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Notably, Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) have disappointed investors tremendously in recent weeks. The woes of PC makers Dell, Hewlett-Packard and chip maker Intel do not necessarily foretell the outlook for Microsoft. Hewlett-Packard has been struggling for quite some time, and with CEO Meg Whitman attempting a turnaround, investors might not be able to fully tie its stock results to Microsoft.
|
The woes of PC makers Dell, Hewlett-Packard and chip maker Intel do not necessarily foretell the outlook for Microsoft. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Notably, Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) have disappointed investors tremendously in recent weeks.
|
Notably, Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) have disappointed investors tremendously in recent weeks. The woes of PC makers Dell, Hewlett-Packard and chip maker Intel do not necessarily foretell the outlook for Microsoft. Tech giant Microsoft (NASDAQ: MSFT ) will report third quarter earnings after market close on Thursday.
|
The woes of PC makers Dell, Hewlett-Packard and chip maker Intel do not necessarily foretell the outlook for Microsoft. Notably, Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) have disappointed investors tremendously in recent weeks. The consensus analyst estimate is for an earnings per share figure of $0.56 on revenues of $16.42 billion.
|
1750188e-5823-4502-aa62-3929f20ef78f
|
726644.0
|
2012-10-17 00:00:00 UTC
|
Slow PC Market Catches Up with Intel - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/slow-pc-market-catches-intel-analyst-blog-2012-10-17
|
nan
|
nan
|
Intel Corp ( INTC ) reported third quarter earnings of 60 cents per share that beat the Zacks Consensus Estimate by 10 cents. The Zacks Consensus dropped a penny since Intel lowered its revenue and gross margin expectations for the quarter.
The 16.7% surprise was far better than the 5.3% it averaged in the four preceding quarters. The resultant 2.9% increase in share prices in after-hours trading nearly made up for the 3.3% decline during the day.
Revenue
Intel's reported revenue was $13.5 billion, at the high end of the revised guidance range of $$13.2 billion (+/-$300 million). This was down 0.3% sequentially and 5.5% year over year.
Weaker-than-expected PC demand stemming from tablet cannibalization, restrained consumer buying both due to tighter budgets (in developed markets) and in anticipation of the Windows 8 Launch from Microsoft ( MSFT ) and softening enterprise demand combined to generate these results. Pricing pressure also played a part.
Revenue by Segment
The PC Client segment generated 64% of revenue in the last quarter. The flattish sequential comparison was due to a slight increase in demand in September, compared with softer demand in the first two months of the quarter. The average selling price (ASP) was a negative, as traditional computing devices that are currently powered with Intel's chips were hurt by increasing cannibalization from tablets.
Units and prices were down 4% each from the year-ago quarter, impacted by an 8% decline in ASPs for the notebook platform and a 6% decline in volumes for the desktop platform. Low penetration and a growing per capita income are increasing the popularity of computing devices in emerging markets, especially the BRIC countries, which is a longer term driver for Intel.
Data Center was the second largest group with a 20% revenue share. Segment revenue was down 5.3% sequentially and up 5.7% year over year. The corporate segment was the dampener in the last quarter, with cloud-related purchases growing 50% from last year and storage growing 27%.
The secular growth drivers here are increasing Internet usage by consumers all over the world, and the ongoing move towards virtualization and cloud computing. The high performance computing (HPC) segment is the fastest-growing segment within Intel's data center business.
The Other Intel Architecture segment generated around 9% of Intel's revenue in the last quarter, growing 6.2% sequentially and declining 14.0% from last year.
The Software and Services segment contributed a little more than 4% of total revenue (similar to the last quarter). Segment revenue was flat sequentially and up 8.7% year over year. In addition to discrete sales, Intel is taking an integrated approach to McAfee's storage solutions, with the intention of further differentiating its products.
The Other segment generated 3% of revenue, up 27.0% sequentially and 2.5% from the year-ago quarter.
Revenue by Geography
The Asia/Pacific region remained the largest in the last quarter, with a 57% contribution, with revenues declining 1.0% sequentially and 4.4% from a year ago. The Americas was the second largest region, with a 21% contribution, down 1.1% sequentially and 5.5% year over year.
Europe came in third with a 13% revenue share, representing a sequential increase of 7.4% and decline of 2.1% from the third quarter of 2011. Japan stayed at number four, with an 8% contribution, representing sequential and year-over-year declines of 4.9% and 16.1%, respectively.
Margins
The pro forma gross margin for the quarter was 64.3%, down 9 basis points (bps) sequentially and 2 bps year over year, better than the revised guidance of 62% at the mid-point. The sequential decline, although small, is not a good sign, as it is the result of lower capacity utilization and weaker pricing.
Operating expenses of $4.6 billion were flat sequentially. The operating margin was 30.1%, up 13 bps sequentially and down 496 bps year over year. The sequential increase in R&D as a percentage of sales was small. However, it was up very significantly from last year. SG&A actually declined sequentially as a percentage of sales, while increasing slightly from last year.
The operating margins by segment were as follows-PC Client 38.7% (down 68 bps sequentially), Data Center 45.7% (down 387 bps), Other Intel Architecture -20.0% (up 1,027 bps) and Software and Services 0.7% (down 171 bps). Operating margins declined significantly on a year-over-year basis across all segments.
The pro forma net income was $3.1 billion, or 23.1% of sales, compared to $3.0 billion, or 22.0% in the previous quarter and $3.6 billion or 25.5% in the comparable prior-year quarter. One-time items included intangibles amortization expenses on a tax-adjusted basis. Accordingly, the fully diluted GAAP net income was $3.0 billion, or 58 cents a share compared to $2.8 billion, or 54 cents per share in the previous quarter and $3.5 billion, or 65 cents in the year-ago quarter.
Balance Sheet
Inventories increased 8.5% sequentially and annualized inventory turns went down from 3.9X to 3.6X. Days sales outstanding (DSOs) went from 24 to around 27. The cash, marketable securities and fixed income trading asset balance at quarter-end was $10.5 billion, down $3.2 billion during the quarter due to its equity investment in ASML Holding ( ASML ).
Intel has $7.1 billion in long-term debt and 56 million in short-term debt, resulting in a net cash balance of $6.5 billion. Cash flow from operations was around $3.3 billion. Important usages of cash in the last quarter included $2.89 billion on capex, $1.12 billion on dividends, $3.22 billion on acquisitions and $1.17 billion on share repurchases.
Fourth Quarter Guidance
Intel guided to revenue of around $13.6 billion (+/-$500 million), up 1.1% sequentially and down 2.1% from the December quarter of 2011 (better than consensus estimates of $13.2 billion). Gross margin on a GAAP basis is expected to be around 57% (+/-2 percentage points), while on a non-GAAP basis, it is expected to be 58% (+/- 2 percentage points).
Total operating expenses are expected to come in at around $4.5 billion. Management also expects to provide for depreciation of around $1.6 billion and intangibles amortization of around $75 million. Other income/expense and equity investments are expected to be $75 million. Applying the guided annual tax rate of 27%, net income comes to around $2.5 billion or 18.6% of revenue, which would be down from both the previous and year-ago quarters.
Intel expects to spend $11.3 billion (+/- $300 million) on capex in 2012.
Our Take
Intel's top line numbers for the quarter were below-seasonal, but not too bad considering market conditions. For now, the company remains the leading producer of microprocessors for the PC market. Its innovative prowess has ensured that Intel is well ahead of its closest rival Advanced Micro Devices ( AMD ).
Therefore, what affects it mainly is the market itself. Intel's strategy has been correct here and the company has positioned itself strongly in emerging markets, from where most of the growth is expected to originate in the next few quarters. Whether Intel's success in these regions is able to offset share losses to tablets remains in question.
Tablets, particularly from Apple ( AAPL ) are no longer limited to netbook cannibalization, but have progressed to notebooks, which have for long been taking share from desktops. Therefore, Intel's core computing business is now under real pressure. The new Ultrabooks from Hewlett Packard Company ( HPQ ), Dell ( DELL ), Lenovo and others may help and Wintel devices on mobile platforms may help, but both these are untested, so there will be an initial amount of uncertainty regarding adoption.
The enterprise segment has for long been a savior for Intel, but growth rates have slowed down in this segment as well. Intel should continue to gain from the ongoing move to cloud computing, but in the immediate future, we see soft demand from the corporate sector.
On the cost front, we see lower utilization rates and pricing pressure impacting gross margins. We also believe that R&D investments will remain significant, as Intel strives to maintain its technology lead.
Therefore, despite its market position, technology lead and solid execution, we expect the shares to remain under pressure in the next couple of quarters. Intel shares therefore carry a Zacks Rank of #5, implying a short-term Strong Sell rating. Our long term (3-6 month) rating is also Underperform.
APPLE INC (AAPL): Free Stock Analysis Report
ADV MICRO DEV (AMD): Free Stock Analysis Report
ASML HOLDING NV (ASML): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The new Ultrabooks from Hewlett Packard Company ( HPQ ), Dell ( DELL ), Lenovo and others may help and Wintel devices on mobile platforms may help, but both these are untested, so there will be an initial amount of uncertainty regarding adoption. APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report ASML HOLDING NV (ASML): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. The average selling price (ASP) was a negative, as traditional computing devices that are currently powered with Intel's chips were hurt by increasing cannibalization from tablets.
|
APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report ASML HOLDING NV (ASML): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. The new Ultrabooks from Hewlett Packard Company ( HPQ ), Dell ( DELL ), Lenovo and others may help and Wintel devices on mobile platforms may help, but both these are untested, so there will be an initial amount of uncertainty regarding adoption. Margins The pro forma gross margin for the quarter was 64.3%, down 9 basis points (bps) sequentially and 2 bps year over year, better than the revised guidance of 62% at the mid-point.
|
The new Ultrabooks from Hewlett Packard Company ( HPQ ), Dell ( DELL ), Lenovo and others may help and Wintel devices on mobile platforms may help, but both these are untested, so there will be an initial amount of uncertainty regarding adoption. APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report ASML HOLDING NV (ASML): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. The Other Intel Architecture segment generated around 9% of Intel's revenue in the last quarter, growing 6.2% sequentially and declining 14.0% from last year.
|
The new Ultrabooks from Hewlett Packard Company ( HPQ ), Dell ( DELL ), Lenovo and others may help and Wintel devices on mobile platforms may help, but both these are untested, so there will be an initial amount of uncertainty regarding adoption. APPLE INC (AAPL): Free Stock Analysis Report ADV MICRO DEV (AMD): Free Stock Analysis Report ASML HOLDING NV (ASML): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Revenue Intel's reported revenue was $13.5 billion, at the high end of the revised guidance range of $$13.2 billion (+/-$300 million).
|
82b576a0-3a87-4c85-9704-78a6803bd05e
|
726645.0
|
2012-10-17 00:00:00 UTC
|
OnSemi's New Devices for PCIe - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/onsemis-new-devices-for-pcie-analyst-blog-2012-10-17
|
nan
|
nan
|
On Semiconductor ( ONNN ) has recently launched an array of products such as differential clock and data, switches and protection devices that will support Peripheral Component Interconnect Express (PCIe) applications in communications gear including routers, servers, networking equipment and ATE.
PCIe is a computer expansion card standard used in consumer, server and industrial applications. It was developed through a collaboration between Intel Corporation ( INTC ), Dell Inc. ( DELL ), Hewlett-Packard Company ( HPQ ) and IBM Corp. ( IBM ) in 2004.
The supporting devices being introduced by On Semi include low-noise clocks that operate at low power; thus also minimizing heat dissipation. Supported by new transient voltage suppressors, devices would also be protected from electrostatic discharge (ESD), thus preventing loss of data.
PCIe is gaining importance due to its scalability and flexibility features and it is being rapidly adopted by communications systems. OnSemi may be successful in attracting new customers in this segment going forward.
ON Semi reported revenues of $744.8 million in the second quarter of fiscal 2012, flat sequentially, but down 17.8% year over year. Reported revenues were in the middle of management's guidance range of $720.0-760.0 million, or down 1-6% sequentially.
On a pro forma basis, the company reported a net income of $51.1 million, or a 6.9% net income margin compared with $52.4 million, or 6.8% in the previous quarter and $113.2 million or 13.0% in the first quarter of 2012.
Currently, On Semiconductor has a Zacks #3 Rank, implying a Hold rating in the short-term (1-3 months).
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
ON SEMICON CORP (ONNN): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
It was developed through a collaboration between Intel Corporation ( INTC ), Dell Inc. ( DELL ), Hewlett-Packard Company ( HPQ ) and IBM Corp. ( IBM ) in 2004. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report ON SEMICON CORP (ONNN): Free Stock Analysis Report To read this article on Zacks.com click here. On Semiconductor ( ONNN ) has recently launched an array of products such as differential clock and data, switches and protection devices that will support Peripheral Component Interconnect Express (PCIe) applications in communications gear including routers, servers, networking equipment and ATE.
|
It was developed through a collaboration between Intel Corporation ( INTC ), Dell Inc. ( DELL ), Hewlett-Packard Company ( HPQ ) and IBM Corp. ( IBM ) in 2004. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report ON SEMICON CORP (ONNN): Free Stock Analysis Report To read this article on Zacks.com click here. On Semiconductor ( ONNN ) has recently launched an array of products such as differential clock and data, switches and protection devices that will support Peripheral Component Interconnect Express (PCIe) applications in communications gear including routers, servers, networking equipment and ATE.
|
DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report ON SEMICON CORP (ONNN): Free Stock Analysis Report To read this article on Zacks.com click here. It was developed through a collaboration between Intel Corporation ( INTC ), Dell Inc. ( DELL ), Hewlett-Packard Company ( HPQ ) and IBM Corp. ( IBM ) in 2004. On Semiconductor ( ONNN ) has recently launched an array of products such as differential clock and data, switches and protection devices that will support Peripheral Component Interconnect Express (PCIe) applications in communications gear including routers, servers, networking equipment and ATE.
|
It was developed through a collaboration between Intel Corporation ( INTC ), Dell Inc. ( DELL ), Hewlett-Packard Company ( HPQ ) and IBM Corp. ( IBM ) in 2004. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report ON SEMICON CORP (ONNN): Free Stock Analysis Report To read this article on Zacks.com click here. On Semiconductor ( ONNN ) has recently launched an array of products such as differential clock and data, switches and protection devices that will support Peripheral Component Interconnect Express (PCIe) applications in communications gear including routers, servers, networking equipment and ATE.
|
4b743343-318f-46cc-9279-cc2d704910ab
|
726646.0
|
2012-10-16 00:00:00 UTC
|
Can Microsoft's $499 Surface Defeat Apple's iPad?
|
DELL
|
https://www.nasdaq.com/articles/can-microsofts-499-surface-defeat-apples-ipad-2012-10-16
|
nan
|
nan
|
Days before Apple (NASDAQ: AAPL ) is expected to unveil a cheaper and smaller version of its popular tablet, Microsoft (NASDAQ: MSFT ) has announced that Surface will go head-to-head against the third-generation iPad with a starting price of $499. Surface partially undercuts the iPad by offering are a minimum of 32GB of memory versus Apple's (NASDAQ: AAPL ) 16GB iPad. Microsoft is also selling its 32GB Surface with a keyboard cover for $599 -- the same price as the 32GB iPad, which does not come with a cover. Apple charges an additional $39 for its keyboard-less polyurethane cover and $69 for its leather cover.
While consumers can purchase the Surface covers separately for $119.99 (for the Touch Cover) and $129.99 (for the Type Cover, which features actual buttons), Microsoft will also offer a $699 package that includes a Touch Cover and a 64GB Surface. This is the same price Apple charges for the 64GB iPad, which does not include the additional accessory.
These differences are small enough for the average consumer to overlook, but could prove to be critical motivators among techies and business users who demand more from their tablets.
Hype and Rumors
Up until Tuesday morning, some prospective customers were still hoping that Microsoft could achieve its rumored $199 price point . In August, Crowell, Weedon & Co. analyst James D. Ragan warned Benzinga readers that a sub-$200 MSRP may not be feasible. "[It] seems like a low price for the technology in there," he said. "I'd be a little surprised if that's the price.
"They have to buy all the components -- the SSD, the processor, NVIDIA (NASDAQ: NVDA ) processor, a touch screen. I just think it'd be hard to make money at $199 on that."
The $499 price tag may be hard to swallow for those who believed Microsoft would sell the tablet at $199. But in doing so, the Windows maker would have likely required that users sign a two-year contract for one of its services, such as Office 365. In the long run, consumers may have not saved any money.
By meeting Apple's pricing structure, Microsoft might have actually made a very smart decision. The price is high enough that it will prevent consumers from assuming that Surface is just another Kindle Fire, but low enough to steer some sales away from the competition.
Unlike the PlayBook from Research In Motion (NASDAQ: RIMM ) and the TouchPad from Hewlett-Packard (NYSE: HPQ ) -- two failed tablets that started at $499 -- Surface comes to the market with one significant advantage: Windows RT.
It may not be the same operating system as Windows 8, but it is a close variation that will give Surface the power to run full-fledged Microsoft programs, including Office. Other tablets are limited to "apps," which tend to be watered down versions of their PC counterparts. This provides Microsoft with an advantage over every other tablet currently in production.
Some of the biggest competitors to Surface will come from Dell (NASDAQ: DELL ), Hewlett-Packard and other PC partners that currently work with Microsoft. But in providing consumers with the most bang for their buck, Microsoft appears to be the clear winner.
Big Challenges
In promoting Surface, Microsoft can spend as much as it wants on advertising. But until consumers and business professionals are able to try the device themselves, the ads might not have much effect.
Microsoft is trying to change this by opening new stores across the country. Until then, it might need to enlist in the help of Best Buy (NYSE: BBY ), Wal-Mart (NYSE: WMT ), Target (NYSE: TGT ) and other retailers to set up demo kiosks and big displays that attract consumers. The Windows maker may also need to embark on a mall tour to bring Surface to the masses this holiday season.
In 2013, Microsoft might have to go even bigger. The company once sponsored Lollapalooza (back when it was still a touring event) to promote the original Xbox. This helped Microsoft expose its game console to an entirely new audience and could be a critical part of its long-term strategy for Surface.
Microsoft may also want to consider building temporary mall kiosks (similar to the ones Dell opened across the United States) to serve as a placeholder until more of the company's retail stores have opened.
Follow me @LouisBedigianBZ
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Some of the biggest competitors to Surface will come from Dell (NASDAQ: DELL ), Hewlett-Packard and other PC partners that currently work with Microsoft. Microsoft may also want to consider building temporary mall kiosks (similar to the ones Dell opened across the United States) to serve as a placeholder until more of the company's retail stores have opened. These differences are small enough for the average consumer to overlook, but could prove to be critical motivators among techies and business users who demand more from their tablets.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Some of the biggest competitors to Surface will come from Dell (NASDAQ: DELL ), Hewlett-Packard and other PC partners that currently work with Microsoft. Microsoft may also want to consider building temporary mall kiosks (similar to the ones Dell opened across the United States) to serve as a placeholder until more of the company's retail stores have opened.
|
Some of the biggest competitors to Surface will come from Dell (NASDAQ: DELL ), Hewlett-Packard and other PC partners that currently work with Microsoft. Microsoft may also want to consider building temporary mall kiosks (similar to the ones Dell opened across the United States) to serve as a placeholder until more of the company's retail stores have opened. Days before Apple (NASDAQ: AAPL ) is expected to unveil a cheaper and smaller version of its popular tablet, Microsoft (NASDAQ: MSFT ) has announced that Surface will go head-to-head against the third-generation iPad with a starting price of $499.
|
Some of the biggest competitors to Surface will come from Dell (NASDAQ: DELL ), Hewlett-Packard and other PC partners that currently work with Microsoft. Microsoft may also want to consider building temporary mall kiosks (similar to the ones Dell opened across the United States) to serve as a placeholder until more of the company's retail stores have opened. Microsoft is also selling its 32GB Surface with a keyboard cover for $599 -- the same price as the 32GB iPad, which does not come with a cover.
|
bdea347b-a52e-4269-8757-065a371dd95c
|
726647.0
|
2012-10-11 00:00:00 UTC
|
PC Sales Expected to Decline for First Time Since 2001
|
DELL
|
https://www.nasdaq.com/articles/pc-sales-expected-decline-first-time-2001-2012-10-11
|
nan
|
nan
|
After 11 years of growth, sales of PCs -- including notebooks, netbooks and desktops -- are expected to decline. This revelation comes from three different researchers. In a report by IHS (NYSE: IHS ) iSuppli, the researcher showed that worldwide PC shipments will contract this year by 1.2 percent to 348.7 million units. In 2011, 352.8 million units were shipped.
In another report , IDC found that worldwide PC sales declined by 8.6 percent in the third quarter. In the United States alone, shipments declined by 12.4 percent. Gartner (NYSE: IT ) published similar results .
"There was great hope through the first half that 2012 would prove to be a rebound year for the PC market," Craig Stice, senior principal analyst for computer systems at IHS, said in a company release . "Now three quarters through the year, the usual boost from the back-to-school season appears to be a bust, and both AMD and Intel's third-quarter outlooks appear to be flat to down. Optimism has vanished and turned to doubt, and the industry is now training its sights on 2013 to deliver the hoped-for rebound. All this is setting the PC market up for its first annual decline since the dot-com bust year of 2001."
Gartner concurred with this assessment.
"Retailers were conservative in placing orders as they responded to weak back-to-school sales," said Mikako Kitagawa, principal analyst at Gartner, who also quoted in a company release . "By the end of September, retailers were focused on clearing out inventory in advance of the Windows 8 launch later this month. On the professional side, there was minimum impact from Windows 8 in the quarter because the professional market will not adopt Windows 8 PCs immediately after the release."
"PCs are going through a severe slump," added Jay Chou, a senior research analyst with IDC's Worldwide PC Tracker. "The industry had already weathered a rough second quarter, and now the third quarter was even worse. A weak global economy as well as questions about PC market saturation and delayed replacement cycles are certainly a factor, but the hard question of what is the 'it' product for PCs remain unanswered. While Ultrabook prices have come down a little, there are still some significant challenges that will greet Windows 8 in the coming quarter."
Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) are among the biggest companies enduring declines. In the third quarter, Gartner said that Hewlett-Packard declined by 16.4 percent worldwide while Dell dropped 13.7 percent. In the United States, the declines were even greater.
Domestically, Apple (NASDAQ: AAPL ) suffered as well. While the company released a brand-new version of the MacBook Pro and knocked $100 off the 13-inch MacBook Air, Apple still experienced a decline of 6.1 percent.
IDC's numbers are nearly on par with Gartner's, but there is one exception: IDC's research shows that Apple declined by seven percent.
IHS iSuppli did not provide any specific details regarding how individual corporations are performing.
Follow me @LouisBedigianBZ
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) are among the biggest companies enduring declines. In the third quarter, Gartner said that Hewlett-Packard declined by 16.4 percent worldwide while Dell dropped 13.7 percent. "There was great hope through the first half that 2012 would prove to be a rebound year for the PC market," Craig Stice, senior principal analyst for computer systems at IHS, said in a company release .
|
In the third quarter, Gartner said that Hewlett-Packard declined by 16.4 percent worldwide while Dell dropped 13.7 percent. Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) are among the biggest companies enduring declines. In a report by IHS (NYSE: IHS ) iSuppli, the researcher showed that worldwide PC shipments will contract this year by 1.2 percent to 348.7 million units.
|
In the third quarter, Gartner said that Hewlett-Packard declined by 16.4 percent worldwide while Dell dropped 13.7 percent. Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) are among the biggest companies enduring declines. In a report by IHS (NYSE: IHS ) iSuppli, the researcher showed that worldwide PC shipments will contract this year by 1.2 percent to 348.7 million units.
|
In the third quarter, Gartner said that Hewlett-Packard declined by 16.4 percent worldwide while Dell dropped 13.7 percent. Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ) are among the biggest companies enduring declines. In a report by IHS (NYSE: IHS ) iSuppli, the researcher showed that worldwide PC shipments will contract this year by 1.2 percent to 348.7 million units.
|
9dd7b95e-3189-489f-a5ce-cdf3aa6577cd
|
726648.0
|
2012-10-10 00:00:00 UTC
|
After Hours Most Active for Oct 10, 2012 : BAC, SIRI, NWSA, KR, ORCL, DELL, NLY, KRFT, CBS, SAN, MSFT, LXP
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-oct-10-2012-bac-siri-nwsa-kr-orcl-dell-nly-krft-cbs-san-msft-lxp
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is up .42 to 2,728.96. The total After hours volume is currently 19,653,991 shares traded.
The following are the most active stocks for the after hours session :
Bank of America Corporation ( BAC ) is +0.01 at $9.22, with 1,600,932 shares traded. Over the last four weeks they have had 5 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.19. BAC is scheduled to provide an earnings report on 10/17/2012, for the fiscal quarter ending Sep2012. The consensus earnings per share forecast is 0.01 per share, which represents a 28 percent increase over the EPS one Year Ago
Sirius XM Radio Inc. ( SIRI ) is -0.01 at $2.75, with 1,483,564 shares traded. SIRI's current last sale is 100% of the target price of $2.75.
News Corporation ( NWSA ) is unchanged at $24.34, with 1,245,517 shares traded. As reported by Zacks, the current mean recommendation for NWSA is in the "buy range".
Kroger Company (The) ( KR ) is +0.055 at $23.36, with 1,059,113 shares traded. Over the last four weeks they have had 6 up revisions for the earnings forecast, for the fiscal quarter ending Oct 2012. The consensus EPS forecast is $0.43. KR's current last sale is 86.5% of the target price of $27.
Oracle Corporation ( ORCL ) is -0.01 at $30.58, with 929,994 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Nov 2012. The consensus EPS forecast is $0.58. ORCL has a $0.24000000cash dividend with an Ex/Eff Date of10/10/2012
Dell Inc. ( DELL ) is unchanged at $9.43, with 894,379 shares traded. DELL's current last sale is 67.36% of the target price of $14.
Annaly Capital Management Inc ( NLY ) is -0.02 at $16.15, with 892,765 shares traded. NLY's current last sale is 95% of the target price of $17.
Kraft Foods Group, Inc. ( KRFT ) is +0.03 at $46.35, with 753,342 shares traded. As reported by Zacks, the current mean recommendation for KRFT is in the "buy range".
CBS Corporation ( CBS ) is -0.0979 at $34.51, with 685,666 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.75. As reported by Zacks, the current mean recommendation for CBS is in the "buy range".
Banco Santander, S.A. ( SAN ) is unchanged at $7.38, with 666,600 shares traded. SAN's current last sale is 50.43% of the target price of $14.635.
Microsoft Corporation ( MSFT ) is -0.03 at $28.96, with 658,655 shares traded. Over the last four weeks they have had 5 up revisions for the earnings forecast, for the fiscal quarter ending Jun 2013. The consensus EPS forecast is $0.76. As reported by Zacks, the current mean recommendation for MSFT is in the "buy range".
Lexington Realty Trust ( LXP ) is +0.01 at $9.56, with 590,960 shares traded. As reported in the last short interest update the days to cover for LXP is 12.599085; this calculation is based on the average trading volume of the stock.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
ORCL has a $0.24000000cash dividend with an Ex/Eff Date of10/10/2012 Dell Inc. ( DELL ) is unchanged at $9.43, with 894,379 shares traded. DELL's current last sale is 67.36% of the target price of $14. The following are the most active stocks for the after hours session : Bank of America Corporation ( BAC ) is +0.01 at $9.22, with 1,600,932 shares traded.
|
ORCL has a $0.24000000cash dividend with an Ex/Eff Date of10/10/2012 Dell Inc. ( DELL ) is unchanged at $9.43, with 894,379 shares traded. DELL's current last sale is 67.36% of the target price of $14. The total After hours volume is currently 19,653,991 shares traded.
|
ORCL has a $0.24000000cash dividend with an Ex/Eff Date of10/10/2012 Dell Inc. ( DELL ) is unchanged at $9.43, with 894,379 shares traded. DELL's current last sale is 67.36% of the target price of $14. Over the last four weeks they have had 5 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012.
|
ORCL has a $0.24000000cash dividend with an Ex/Eff Date of10/10/2012 Dell Inc. ( DELL ) is unchanged at $9.43, with 894,379 shares traded. DELL's current last sale is 67.36% of the target price of $14. The following are the most active stocks for the after hours session : Bank of America Corporation ( BAC ) is +0.01 at $9.22, with 1,600,932 shares traded.
|
0b80bf05-550e-4f4a-8295-37d12be5d9f4
|
726649.0
|
2012-10-09 00:00:00 UTC
|
Citigroup Starts Dell as a “Sell”; Secular Trends Not Looking Good (DELL)
|
DELL
|
https://www.nasdaq.com/articles/citigroup-starts-dell-sell-secular-trends-not-looking-good-dell-2012-10-09
|
nan
|
nan
|
PC maker Dell Inc. ( DELL ) on Tuesday caught some bullish commentary from analysts at Citigroup.
The firm assumed coverage on DELL with a "Sell" rating and $8.50 price target, suggesting a 13% downside to the stock's Monday closing price of $9.80.
Citigroup noted that recent BYOD (bring your own device) trends could continue to exert negative pressure on Dell. Bring your own device refers to a business practice where companies are requiring employees to use their own existing computers for work purposes, rather than buying new devices for workers.
Dell shares were mostly flat in premarket trading Tuesday.
The Bottom Line
Shares of Dell Inc. ( DELL ) have a 3.27% dividend yield, based on last night's closing stock price of $9.80. The stock has technical support in the $8.50-$9.00 price area. If the shares can firm up, we see overhead resistance around the $11-$12 price levels.
Dell Inc. ( DELL ) is not recommended at this time, holding a Dividend.com DARS™ Rating of 3.2 out of 5 stars.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Citigroup noted that recent BYOD (bring your own device) trends could continue to exert negative pressure on Dell. PC maker Dell Inc. ( DELL ) on Tuesday caught some bullish commentary from analysts at Citigroup. The firm assumed coverage on DELL with a "Sell" rating and $8.50 price target, suggesting a 13% downside to the stock's Monday closing price of $9.80.
|
The Bottom Line Shares of Dell Inc. ( DELL ) have a 3.27% dividend yield, based on last night's closing stock price of $9.80. PC maker Dell Inc. ( DELL ) on Tuesday caught some bullish commentary from analysts at Citigroup. The firm assumed coverage on DELL with a "Sell" rating and $8.50 price target, suggesting a 13% downside to the stock's Monday closing price of $9.80.
|
The firm assumed coverage on DELL with a "Sell" rating and $8.50 price target, suggesting a 13% downside to the stock's Monday closing price of $9.80. The Bottom Line Shares of Dell Inc. ( DELL ) have a 3.27% dividend yield, based on last night's closing stock price of $9.80. Dell Inc. ( DELL ) is not recommended at this time, holding a Dividend.com DARS™ Rating of 3.2 out of 5 stars.
|
The firm assumed coverage on DELL with a "Sell" rating and $8.50 price target, suggesting a 13% downside to the stock's Monday closing price of $9.80. Dell shares were mostly flat in premarket trading Tuesday. The Bottom Line Shares of Dell Inc. ( DELL ) have a 3.27% dividend yield, based on last night's closing stock price of $9.80.
|
9245e12b-92d3-4993-bf3b-ed7018d80af4
|
726650.0
|
2012-10-08 00:00:00 UTC
|
6 Signs Of Unsustainable Dividend Yields
|
DELL
|
https://www.nasdaq.com/articles/6-signs-unsustainable-dividend-yields-2012-10-08
|
nan
|
nan
|
Dividend yields are often calculated using historical data, but when considering investing in a security for income purposes, it's much more important to consider what the future might look like.
In other words, it is important to be more concerned about the ability of a stock to keep on paying its dividend going forward. Below are six potential warning signs that a current dividend payout rate might prove unsustainable.
1. High Payout Ratio
Generally, a stock that sports a dividend yield higher than the market or its peer group represents an appealing opportunity for income-minded investors. However, be wary of a payout that differs significantly from the crowd because it might not be sustainable. Such a high yield could indicate that investors expect a drastic cut or that the fundamentals don't support such a high payout going forward.
Take grocery store chain Supervalu ( SVU ), for example. Back in early July 2012, the stock seemingly offered an eye-popping dividend yield of over 15%, based on an annualized payout of $0.35 per share divided by its then-current stock price of about $2.40 per share. However, on July 11, the company announced that it was suspending its quarterly dividend entirely. This move was due to continued struggles in growing sales and profits at its existing stores, as well as high debt levels due to an ill-timed acquisition right before the financial crisis. That the yield was well above the industry average of 2.4% represented a clear warning sign.
2. Big Debt Burdens
Upcoming debt repayment obligations can make it tough to keep up with dividend payout obligations.
In the case of natural gas provider Chesapeake Energy ( CHK ), its 1.7% dividend yield doesn't really makes sense given its debt levels and historical track record of allocating more funds on capital spending than its operations generate in terms of operating cash flow. Last year, the company paid dividends of nearly $200 million, but generated negative free cash flow of $3.5 billion. Debt as of the end of its most recent quarter at the end of June 2012 also stood at $14 billion. Chesapeake only had $1 billion in cash on the balance sheet at the time and still had billions in capex commitments for the year. There is little capacity for the firm to be paying a dividend. Low gas prices have hit its cash flow generating capabilities and the survival of the firm could really be called into question in a rising interest rate environments.
3. Layoffs
A company cutting its workforce significantly is a sign of trouble, and could eventually translate into cash conservation through reduced dividends. Embattled technology giant Hewlett-Packard ( HPQ ) has been struggling with turnover in upper management as well as computer and printing businesses that are seeing sales and profits decline. The company recently increased its estimates of employee layoffs by a couple of thousand of workers to 29,000 individuals in total. One news source recently estimated that HP has now laid off around 120,000 workers over the past decade. The stated dividend yield currently stands around 3.6%, but could likely be cut if growth fails to return, or if the PC and printer operations continue to experience cutthroat competition from tablet computers and smart phones.
4. Earnings Misses
Lower-than-expected earnings or reported cash flow can diminish a company's ability to pay a dividend going over time. Avon Products ( AVP ), which sells cosmetics, related beauty products and other consumer goods directly to individuals, has steadily seen its cash flow decline in recent years. Back in 2005, the firm generated $1.45 in free cash flow per share and easily covered its annual dividend payout of $0.66 per share. Last year, free cash flow was $0.88 per share but the firm paid out $0.92 in per-share dividends. The stated dividend yield of 5.3% certainly looks tempting, but is unsustainable based on current cash flow production and the worrying direction its fundamentals are heading.
5. Reduced Guidance/Estimates
If analysts become increasingly pessimistic on a company's outlook, it could be a sign of struggles ahead. Pro wrestling promoter and movie producer World Wrestling Entertainment ( WWE ) slashed its dividend by 50% in 2011 to $0.72 per share. The warning signs for the stock were apparent, as the dividend payout exceeded reported earnings for the five previous years (and free cash flow levels in three out of five of those years). Analysts were likely fully aware of the slowing profit growth and tried to ramp down their profit expectations. Over the past three months, they have reduced both their quarterly and annual earnings projections. As it stands right now, the annual profit outlook of $0.39 will fall below the current annual dividend obligation of $0.48 per share. There is a chance that free cash flow will cover the dividend payout, but the current trend suggests the stated dividend yield of 5.4% is still too generous.
6. General Industry Softness
Weakness among competitors, discouraging market data statistics, and other general industry weakness could serve as warning signs that dividend payouts are unsustainable. In the technology industry, personal computer weakness has been prevalent and could be a warning sign that H-P's profit levels continue to dip and that its dividend will at best stay flat. Ironically, archrival Dell ( DELL ) just announced the payment of its first quarterly dividend, but its current cash flow trends are far from encouraging. Struggles in the natural gas industry and rapid drop in gas prices are worrying for industry participants. Indeed, any firm with an above average dividend payout in this space could be forced to cut the annual payout.
The Bottom Line
Companies with deteriorating fundamentals will hold out as long as they can to support their dividend payouts. But eventually, if reported earnings and cash flow levels fail to cover the dividend, cutbacks are inevitable. Declines in profits or forward projections are some red flags to track, as are more challenging industry conditions.
At the time of writing, Ryan C. Fuhrmann was long shares of HPQ but did not own shares in any other company mentioned in this article.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Ironically, archrival Dell ( DELL ) just announced the payment of its first quarterly dividend, but its current cash flow trends are far from encouraging. High Payout Ratio Generally, a stock that sports a dividend yield higher than the market or its peer group represents an appealing opportunity for income-minded investors. The stated dividend yield currently stands around 3.6%, but could likely be cut if growth fails to return, or if the PC and printer operations continue to experience cutthroat competition from tablet computers and smart phones.
|
Ironically, archrival Dell ( DELL ) just announced the payment of its first quarterly dividend, but its current cash flow trends are far from encouraging. Back in 2005, the firm generated $1.45 in free cash flow per share and easily covered its annual dividend payout of $0.66 per share. There is a chance that free cash flow will cover the dividend payout, but the current trend suggests the stated dividend yield of 5.4% is still too generous.
|
Ironically, archrival Dell ( DELL ) just announced the payment of its first quarterly dividend, but its current cash flow trends are far from encouraging. Back in 2005, the firm generated $1.45 in free cash flow per share and easily covered its annual dividend payout of $0.66 per share. The warning signs for the stock were apparent, as the dividend payout exceeded reported earnings for the five previous years (and free cash flow levels in three out of five of those years).
|
Ironically, archrival Dell ( DELL ) just announced the payment of its first quarterly dividend, but its current cash flow trends are far from encouraging. Last year, free cash flow was $0.88 per share but the firm paid out $0.92 in per-share dividends. The warning signs for the stock were apparent, as the dividend payout exceeded reported earnings for the five previous years (and free cash flow levels in three out of five of those years).
|
3afa9089-4b85-495a-a834-2bc00a8d4ebd
|
726651.0
|
2012-10-05 00:00:00 UTC
|
H-P Vertica Selected by Yota - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/h-p-vertica-selected-by-yota-analyst-blog-2012-10-05
|
nan
|
nan
|
Hewlett-Packard Co. ( HPQ ) recently announced its success story with Russia's federal mobile broadband services provider, Yota, which has reportedly improved business performance with the tech giant's software services. Financial details of the deal, signed some time back, were not divulged.
In 2006, Yota started providing broadband services through WiMax, which is an IP-based technology suitable for providing data rates of 30-40 megabit per second. Now, the broadband provider has shifted to a much faster 4G LTE (fourth generation Long Term Evolution) technology, which is capable of transferring data at a speed of 100 megabyte per second. This technology calls for real time processing and analysis of sizable data, which has been taken good care of by H-P's Vertica database analytical tool.
Leveraging H-P's Vertica, Yota found it easy to launch its latest 4G LTE connection across 10 Russian cities. Yota also intends to spread its network connection across other major regions.
In the current competitive environment, customers need more dynamic architectures that can easily manage bulk data and information streams. Vertica's platform helps customers to analyze massive amounts of data simply, quickly and reliably, resulting in "just-in-time" business intelligence. H-P acquired database technology maker Vertica Systems in March 2011.
In October 2011, H-P acquired Autonomy Corporation at a staggering price, with a focus on its unstructured data analytics engine. The acquisitions increased H-P's exposure in the data analytics market, leading to enhanced business volumes.
The data analytics business forms part of H-P's Software segment. This was the only segment that recorded a year-over-year growth (18.4%) during the last quarter. This shows that H-P's focus on the high-margin software market has started paying off.
However, slowing overall profitability, lackluster PC demand, uncertainty over new product ramps, competitive pressure from Dell Inc. ( DELL ) and overall macro uncertainty keep us on the sidelines.
Currently, H-P has a Zacks #3 Rank, implying a short-term Hold rating.
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
However, slowing overall profitability, lackluster PC demand, uncertainty over new product ramps, competitive pressure from Dell Inc. ( DELL ) and overall macro uncertainty keep us on the sidelines. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Now, the broadband provider has shifted to a much faster 4G LTE (fourth generation Long Term Evolution) technology, which is capable of transferring data at a speed of 100 megabyte per second.
|
DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. However, slowing overall profitability, lackluster PC demand, uncertainty over new product ramps, competitive pressure from Dell Inc. ( DELL ) and overall macro uncertainty keep us on the sidelines. In 2006, Yota started providing broadband services through WiMax, which is an IP-based technology suitable for providing data rates of 30-40 megabit per second.
|
However, slowing overall profitability, lackluster PC demand, uncertainty over new product ramps, competitive pressure from Dell Inc. ( DELL ) and overall macro uncertainty keep us on the sidelines. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. In 2006, Yota started providing broadband services through WiMax, which is an IP-based technology suitable for providing data rates of 30-40 megabit per second.
|
However, slowing overall profitability, lackluster PC demand, uncertainty over new product ramps, competitive pressure from Dell Inc. ( DELL ) and overall macro uncertainty keep us on the sidelines. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. In 2006, Yota started providing broadband services through WiMax, which is an IP-based technology suitable for providing data rates of 30-40 megabit per second.
|
c0938932-5e7b-471f-b278-e1746649097a
|
726652.0
|
2012-10-05 00:00:00 UTC
|
After Hours Most Active for Oct 5, 2012 : ORCL, ARP, ETP, MNKD, DELL, QQQ, BAC, BPOP, TOT, NCT, WPI, CTRP
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-oct-5-2012-orcl-arp-etp-mnkd-dell-qqq-bac-bpop-tot-nct-wpi-ctrp
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is down -.06 to 2,811.88. The total After hours volume is currently 18,593,855 shares traded.
The following are the most active stocks for the after hours session :
Oracle Corporation ( ORCL ) is unchanged at $31.39, with 1,569,311 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Nov 2012. The consensus EPS forecast is $0.58. As reported by Zacks, the current mean recommendation for ORCL is in the "buy range".
Atlas Resource Partners, L.P. ( ARP ) is unchanged at $25.79, with 1,078,215 shares traded. As reported in the last short interest update the days to cover for ARP is 18.993216; this calculation is based on the average trading volume of the stock.
ENERGY TRANSFER PARTNERS ( ETP ) is unchanged at $43.59, with 910,558 shares traded. ETP's current last sale is 88.06% of the target price of $49.5.
MannKind Corporation ( MNKD ) is unchanged at $2.73, with 882,054 shares traded. As reported in the last short interest update the days to cover for MNKD is 16.285932; this calculation is based on the average trading volume of the stock.
Dell Inc. ( DELL ) is unchanged at $9.66, with 816,231 shares traded. DELL's current last sale is 69% of the target price of $14.
PowerShares QQQ Trust, Series 1 ( QQQ ) is -0.07 at $68.91, with 717,566 shares traded. This represents a 33.39% increase from its 52 Week Low.
Bank of America Corporation ( BAC ) is -0.03 at $9.29, with 570,341 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.19. BAC's current last sale is 97.79% of the target price of $9.5.
Popular, Inc. ( BPOP ) is +0.14 at $18.74, with 535,158 shares traded. As reported by Zacks, the current mean recommendation for BPOP is in the "buy range".
TotalFinaElf, S.A. ( TOT ) is +0.0205 at $50.29, with 520,358 shares traded. TOT's current last sale is 87.81% of the target price of $57.27.
Newcastle Investment Corporation ( NCT ) is unchanged at $8.15, with 489,100 shares traded. As reported by Zacks, the current mean recommendation for NCT is in the "buy range".
Watson Pharmaceuticals, Inc. ( WPI ) is -0.1634 at $87.70, with 418,878 shares traded., following a 52-week high recorded in today's regular session.
Ctrip.com International, Ltd. ( CTRP ) is +0.0036 at $18.24, with 385,983 shares traded. CTRP's current last sale is 110.57% of the target price of $16.5.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is unchanged at $9.66, with 816,231 shares traded. DELL's current last sale is 69% of the target price of $14. The following are the most active stocks for the after hours session : Oracle Corporation ( ORCL ) is unchanged at $31.39, with 1,569,311 shares traded.
|
Dell Inc. ( DELL ) is unchanged at $9.66, with 816,231 shares traded. DELL's current last sale is 69% of the target price of $14. The following are the most active stocks for the after hours session : Oracle Corporation ( ORCL ) is unchanged at $31.39, with 1,569,311 shares traded.
|
Dell Inc. ( DELL ) is unchanged at $9.66, with 816,231 shares traded. DELL's current last sale is 69% of the target price of $14. The following are the most active stocks for the after hours session : Oracle Corporation ( ORCL ) is unchanged at $31.39, with 1,569,311 shares traded.
|
Dell Inc. ( DELL ) is unchanged at $9.66, with 816,231 shares traded. DELL's current last sale is 69% of the target price of $14. The following are the most active stocks for the after hours session : Oracle Corporation ( ORCL ) is unchanged at $31.39, with 1,569,311 shares traded.
|
16b02068-ece8-482f-a0dc-8426c2f0d9b4
|
726653.0
|
2012-10-04 00:00:00 UTC
|
Dell's Solution for Western Express - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dells-solution-for-western-express-analyst-blog-2012-10-04
|
nan
|
nan
|
Dell Inc. ( DELL ) has been selected by Western Express to provide a cloud-based CRM solution, collaborating applications of salesforce.com ( CRM ) and Dell Boomi. The combined technology from Dell and Salesforce will improve the visibility into its customer needs and better align its sales and operations.
Western Express operates in a highly competitive business environment, so profitability is dependent on the efficient delivery of services to minimize costs without sacrificing the reliability of services. Companies also need to use customer information wisely, which is where the CRM solution from Salesforce and Dell is expected to come in handy.
The ongoing uncertainty in the PC market has led Hewlett-Packard Company ( HPQ ) and Dell to shift their focus to the high-margin enterprise solutions and cloud computing markets.
According to industry experts, customers have withheld PC purchases ahead of the Win 8 launch and hence believe that new launches could charge up the gloomy PC market. However, it will be hard to predict any clear winner as all the key players appear to be playing their cards right.
All this notwithstanding, it is a fact that notebooks are being cannibalized by tablets and while Dell will soon be launching a few Ultrabooks, it does not have a tablet business to speak of. With consumers remaining cautious, sales are likely to remain below typical seasonal levels despite drivers like Win 8 and Ultrabooks.
We therefore have a Zacks #5 Rank on Dell shares, implying Strong Sell rating for the next 1-3 months.
SALESFORCE.COM (CRM): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The combined technology from Dell and Salesforce will improve the visibility into its customer needs and better align its sales and operations. Companies also need to use customer information wisely, which is where the CRM solution from Salesforce and Dell is expected to come in handy. We therefore have a Zacks #5 Rank on Dell shares, implying Strong Sell rating for the next 1-3 months.
|
SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Dell Inc. ( DELL ) has been selected by Western Express to provide a cloud-based CRM solution, collaborating applications of salesforce.com ( CRM ) and Dell Boomi. The combined technology from Dell and Salesforce will improve the visibility into its customer needs and better align its sales and operations.
|
Dell Inc. ( DELL ) has been selected by Western Express to provide a cloud-based CRM solution, collaborating applications of salesforce.com ( CRM ) and Dell Boomi. SALESFORCE.COM (CRM): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. The combined technology from Dell and Salesforce will improve the visibility into its customer needs and better align its sales and operations.
|
Companies also need to use customer information wisely, which is where the CRM solution from Salesforce and Dell is expected to come in handy. Dell Inc. ( DELL ) has been selected by Western Express to provide a cloud-based CRM solution, collaborating applications of salesforce.com ( CRM ) and Dell Boomi. The combined technology from Dell and Salesforce will improve the visibility into its customer needs and better align its sales and operations.
|
d8551e49-f2fc-43e7-83ba-2ef481a30e69
|
726654.0
|
2012-10-01 00:00:00 UTC
|
Dell Closes Quest Acquisition - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-closes-quest-acquisition-analyst-blog-2012-10-01
|
nan
|
nan
|
Dell Inc . ( DELL ) recently closed the acquisition of Quest Software for $2.4 billion or $28 a share. The process of buying this company was initiated in July 2012, when Dell edged out its competitors and other bidders to acquire the information technology (IT) management software provider.
The purpose of the purchase was to increase Dell's product offerings, which may go beyond personal computers. Increasing usage of smartphones and tablets has dented the PC business. Thus, new offerings may act as a growth catalyst.
This is the second biggest acquisition since the company acquired Perot in 2009. This new acquisition might help Dell to strengthen its position in the server, networking and storage service segments.
Moreover, The Quest One Identity and Access Management solution family will also strengthen Dell's strong set of security assets such as SonicWALL and Secureworks, thereby helping it to serve different customer requirements.
The acquisition marks Dell's fourth deal this year and also furthers the company's objective of moving to the higher-margin markets, such as software, storage and services. The initiative would help the company to shift its focus from the traditional PC business, which is putting pressure on its fundamentals.
The shift is critical for Dell's success in the dynamic and evolving technology sector, where most of the growth in the next few years is likely to be in the storage, software and virtualization segments. Since Dell's business has been focused on PCs, the company has had to refocus the business and even go in for some cost reduction over the next three years.
The ongoing uncertainty in the PC market has led Hewlett-Packard Company ( HPQ ) and Dell to shift their focus toward the high-margin enterprise solutions market.
However, it is not ignoring the PC segment either. The company recently announced a range of PCs built on the Ultrabook model. Concurrent with the three new PCs, Dell introduced the PowerEdge C8000 series of servers to support high-performance computing and big data applications. The servers will facilitate space saving, reduce costs by saving energy and improve data center performance at a high temperature.
Despite Dell's upcoming product momentum, we recommend avoiding the shares because of overall PC market health, declining fundamentals and a high debt burden.
Currently, Dell has a Zacks #5 Rank, implying a short-term Strong Sell rating.
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The process of buying this company was initiated in July 2012, when Dell edged out its competitors and other bidders to acquire the information technology (IT) management software provider. Moreover, The Quest One Identity and Access Management solution family will also strengthen Dell's strong set of security assets such as SonicWALL and Secureworks, thereby helping it to serve different customer requirements. Despite Dell's upcoming product momentum, we recommend avoiding the shares because of overall PC market health, declining fundamentals and a high debt burden.
|
The purpose of the purchase was to increase Dell's product offerings, which may go beyond personal computers. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Dell Inc .
|
Since Dell's business has been focused on PCs, the company has had to refocus the business and even go in for some cost reduction over the next three years. The ongoing uncertainty in the PC market has led Hewlett-Packard Company ( HPQ ) and Dell to shift their focus toward the high-margin enterprise solutions market. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here.
|
The acquisition marks Dell's fourth deal this year and also furthers the company's objective of moving to the higher-margin markets, such as software, storage and services. The shift is critical for Dell's success in the dynamic and evolving technology sector, where most of the growth in the next few years is likely to be in the storage, software and virtualization segments. Dell Inc .
|
1c2d335a-762a-4a9c-b537-f0bbc3c435e8
|
726655.0
|
2012-09-28 00:00:00 UTC
|
Quality Tech Stocks Are Poised For A Nice Run
|
DELL
|
https://www.nasdaq.com/articles/quality-tech-stocks-are-poised-nice-run-2012-09-28
|
nan
|
nan
|
Submitted by Covestor Ltd. as part of our contributors program .
Author: Libardo Lambrano
Historically, technology has outperformed other sectors on the stock market, but that has not been the case lately. All time winners have been lagging behind the rest of the market and flagship stocks such as Microsoft ( MSFT ) or Dell ( DELL ) have going sideways or declining over the past ten years.
As I'm sure you've noticed, technology stocks such as Hewlett Packard (HPX), Research in Motion (RIM), and Nokia ( NOK ) have been crushed lately. PE ratios of technology stocks are generally fairly low as compared with historical standards.
The PE ratio of MSFT is 15.43 as of August 31 as compared with its 10-year PE average of 19.95. A similar issue is happening with Dell, whose current PE ratio is 6.29 as of the end of last month as compared with its PE over ten years of of 8.48. This phenomenon seems to be a pattern in the industry, and sadly only a few technology stocks-like Apple ( AAPL )-have escaped the trend.
Many investors today still seem to be scarred by the carnage that occurred during the bursting of the internet bubble in the early 2000s. However, the technology sector today appears to be a much different environment than that of the bubble era. The sector is now dominated by companies that actually produce products and services rather than simply relying on "growing numbers."
Google ( GOOG ) topped the $700 mark for the first time since 2007 when shares hit a new 52-week high of $712.25 on Friday September 7th. That's less than 5% below its all-time high of a little more than $747. The stock may have lagged in the broader tech market during the past five years, but it seems to be hitting a growth spurt. In the past month alone, shares have spiked 11%. Google is one of the companies I have my eye on and am considering investing in later this year.
Despite the underperformance of the sector over the past few years, I believe we are nearing the point where the sector will rise again as it did in the late nineties. To be clear, I'm not talking about Facebook (FB), whose IPO I recommended not to buy, Zynga (ZNGA), Pandora (P), Groupon (GRPN), or any of the other trendy social networking based companies that are just that: fashionable stocks which are easily replaced as soon as a new idea comes around.
These types of companies have no barriers for entry. Just look at Pandora, as soon as it went public several competitors started to pop up with even better services - e.g. Rdio, Spotify and even Apple who recently announced a similar competitive service. When the Wall Street Journal reported that Apple was seeking to launch a Pandora-like serve, stock of the Internet radio service fell 17%.
When I say technology will shine again, I'm talking about serious companies with a strong infrastructure, solid products and an above average market share. These include Microsoft, Dell, Oracle (ORCL), Hewlett Packard, Intel (INTC), Qualcomm (QCOM), and IBM.
While most of these companies have struggled over the past several years after being affected by the recession that hit both consumers and corporate segments hard, I believe this scenario will change very soon with the introduction and massive adoption of new technologies and platforms.
In the mobile arena, Near Field Communication (NFC) will become a major player, so far only Google has pushed this initiative, but as soon as Apple and other mobile providers follow suit, the adoption of this technology will move to a different level. I expect the new iPhone 5 launch (coming later this fall) to include this technology.
Companies will be forced to upgrade their hardware and software in the near future with the introduction of Windows 8, which will make most of the corporate suites obsolete and incompatible with other systems. Windows 8 will introduce a new paradigm, and there is no way companies will be able to continue to use old products such as Windows XP and remain competitive. As companies around the world begin to upgrade their systems and solutions, technology stocks will flourish as they did years ago.
I have been waiting for months to get a position in Microsoft at a $24/$25 level, but it seems that the new floor for the share price is $30, so I may have to give up on my hope for a lower share price and get a position in the next quarter.
I am also planning to increase my holdings in Dell, which has a very attractive current price, despite the fact that they will begin paying dividends and that they have made more than 10 large acquisitions over the past few years to strengthen the company's position with corporations and IT services.
Other stocks that I plan to hold for the long run and likely increase my position in Q4 2012 are Qualcomm, Intel and IBM.
"Any investments discussed in this presentation are for illustrative purposes only and there is no assurance that the adviser will make any investments with the same or similar characteristics as any investments presented. The investments are presented for discussion purposes only and are not a reliable indicator of the performance or investment profile of any composite or client account. Further, the reader should not assume that any investments identified were or will be profitable or that any investment recommendations or that investment decisions we make in the future will be profitable."
Certain of the information contained in this presentation is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Covestor believes that such statements, information, and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information and opinions.
Covestor model: Dividend Paying Large Caps
Covestor Ltd. is a registered investment advisor. Covestor licenses investment strategies from its Model Managers to establish investment models. The commentary here is provided as general and impersonal information and should not be construed as recommendations or advice. Information from Model Managers and third-party sources deemed to be reliable but not guaranteed. Past performance is no guarantee of future results. Transaction histories for Covestor models available upon request. Additional important disclosures available at http://site.covestor.com/help/disclosures. For information about Covestor and its services, go to http://covestor.com or contact Covestor Client Services at (866) 825-3005, x703.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
I am also planning to increase my holdings in Dell, which has a very attractive current price, despite the fact that they will begin paying dividends and that they have made more than 10 large acquisitions over the past few years to strengthen the company's position with corporations and IT services. All time winners have been lagging behind the rest of the market and flagship stocks such as Microsoft ( MSFT ) or Dell ( DELL ) have going sideways or declining over the past ten years. A similar issue is happening with Dell, whose current PE ratio is 6.29 as of the end of last month as compared with its PE over ten years of of 8.48.
|
These include Microsoft, Dell, Oracle (ORCL), Hewlett Packard, Intel (INTC), Qualcomm (QCOM), and IBM. All time winners have been lagging behind the rest of the market and flagship stocks such as Microsoft ( MSFT ) or Dell ( DELL ) have going sideways or declining over the past ten years. A similar issue is happening with Dell, whose current PE ratio is 6.29 as of the end of last month as compared with its PE over ten years of of 8.48.
|
I am also planning to increase my holdings in Dell, which has a very attractive current price, despite the fact that they will begin paying dividends and that they have made more than 10 large acquisitions over the past few years to strengthen the company's position with corporations and IT services. All time winners have been lagging behind the rest of the market and flagship stocks such as Microsoft ( MSFT ) or Dell ( DELL ) have going sideways or declining over the past ten years. A similar issue is happening with Dell, whose current PE ratio is 6.29 as of the end of last month as compared with its PE over ten years of of 8.48.
|
I am also planning to increase my holdings in Dell, which has a very attractive current price, despite the fact that they will begin paying dividends and that they have made more than 10 large acquisitions over the past few years to strengthen the company's position with corporations and IT services. All time winners have been lagging behind the rest of the market and flagship stocks such as Microsoft ( MSFT ) or Dell ( DELL ) have going sideways or declining over the past ten years. A similar issue is happening with Dell, whose current PE ratio is 6.29 as of the end of last month as compared with its PE over ten years of of 8.48.
|
899b5e80-1d47-4c4a-ad56-203726e23aae
|
726656.0
|
2012-09-28 00:00:00 UTC
|
Notebook Demand Declines Ahead of Windows 8 Release
|
DELL
|
https://www.nasdaq.com/articles/notebook-demand-declines-ahead-windows-8-release-2012-09-28
|
nan
|
nan
|
Notebook PC manufacturers, such as Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ), have hoped that Microsoft's (NASDAQ: MSFT ) upcoming operating system would reinvigorate corporate and consumer interest in their products. A new report suggests that may not be the case. According to DigiTimes , notebook vendors and ODMs continue to be "quite optimistic" about the growth that is expected to occur internationally. Taiwan-based component makers are less enthused, staying conservative about their notebook sales estimates in the coming months. If component shipments do not experience a significant increase by late October, the component makers believe that there will not be any growth in the demand for notebooks in the fourth quarter.
Consequently, "first-tier PC brand vendors" have reduced their shipment forecasts for 2012, with one exception. According to DigiTimes, Apple (NASDAQ: AAPL ) will raise MacBook shipments by as much as 30 percent in the fourth quarter, selling as many as 16 million units.
While Apple's success has been speculated before, it is worth noting that the company recently cut the price of the 13-inch MacBook Air by $100. Companies do not usually reduce their prices unless they are experiencing a decline in sales, they anticipate a decline, or plan to release an updated product. Since the price cut was announced alongside the updated MacBook Air, it seems unlikely that Apple would release another model this year. More than likely, Apple will save its Retina Display upgrade for 2013.
The decline in notebook demand could also be blamed on the growth of tablets. This is something that Microsoft has been preparing for, which is why it designed Windows 8 with tablets in mind.
Regardless, component makers might not have anything to worry about. In a previous report, studies showed that all computers -- notebooks, netbooks, and desktop machines -- were on schedule for another growth spurt . In 2010, 350.9 million computers were shipped worldwide. Last year, that number jumped to 352 million. In 2012, global PC shipments are expected to reach 367.2 million.
Follow me @LouisBedigianBZ
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Notebook PC manufacturers, such as Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ), have hoped that Microsoft's (NASDAQ: MSFT ) upcoming operating system would reinvigorate corporate and consumer interest in their products. Taiwan-based component makers are less enthused, staying conservative about their notebook sales estimates in the coming months. According to DigiTimes, Apple (NASDAQ: AAPL ) will raise MacBook shipments by as much as 30 percent in the fourth quarter, selling as many as 16 million units.
|
Notebook PC manufacturers, such as Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ), have hoped that Microsoft's (NASDAQ: MSFT ) upcoming operating system would reinvigorate corporate and consumer interest in their products. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Notebook PC manufacturers, such as Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ), have hoped that Microsoft's (NASDAQ: MSFT ) upcoming operating system would reinvigorate corporate and consumer interest in their products. If component shipments do not experience a significant increase by late October, the component makers believe that there will not be any growth in the demand for notebooks in the fourth quarter. According to DigiTimes, Apple (NASDAQ: AAPL ) will raise MacBook shipments by as much as 30 percent in the fourth quarter, selling as many as 16 million units.
|
Notebook PC manufacturers, such as Dell (NASDAQ: DELL ) and Hewlett-Packard (NYSE: HPQ ), have hoped that Microsoft's (NASDAQ: MSFT ) upcoming operating system would reinvigorate corporate and consumer interest in their products. If component shipments do not experience a significant increase by late October, the component makers believe that there will not be any growth in the demand for notebooks in the fourth quarter. The decline in notebook demand could also be blamed on the growth of tablets.
|
26d66cb1-6f77-4dcb-89b8-a892b6716cae
|
726657.0
|
2012-09-27 00:00:00 UTC
|
Stocks That Have Dropped the Most Since Ray Dalio Bought Them
|
DELL
|
https://www.nasdaq.com/articles/stocks-have-dropped-most-ray-dalio-bought-them-2012-09-27
|
nan
|
nan
|
For a value investor, a stock's price dropping usually merits further investigation. Most Gurus buy stocks when they consider them cheap. Therefore, when one of their stocks drops, it may mean it is an even better deal than when they bought it, or it did not appreciate the way they anticipated. Ray Dalio runs what was considered the most successful hedge fund, Bridgewater Associates, for the last two years running. His investment picks are also informed by his position on the macro environment. These are the stocks that have dropped the most in price since he bought them: Dell Inc. ( DELL ), Cliffs Natural Resources ( CLF ), Lam Research Corp. ( LRCX ) and Coach Inc. ( COH ).
Dell Inc. ( DELL )
Dalio established a position in Dell in the first quarter of 2009, buying 419,750 shares when the price dropped to an average of $9.50 per share. He then traded it intermittently over the years and most recently made his largest purchase on record of 1,095,550 shares at an average price of $14 in the second quarter of 2012. Dell has dropped 30% since he bought it, the biggest loss of all of his holdings. It trades for about $10 on Thursday.
In the second quarter, when Dalio made his big purchase, the stock lost almost 25%, including a 17% single-day drop in May. That day, the company announced its first quarter results and second quarter guidance below analysts' expectations.
In its fiscal first quarter 2013, Dell announced that its revenue declined 4% year over year, and net income declined 33%. It said it expects second quarter revenue to be up 2% to 4% sequentially, below analysts' estimates.
Dell is working toward transforming into an enterprise services and solutions provider. Enterprise solutions and services businesses reached 50% of its gross margin in the second quarter. The company continued to generate free cash flow, which totaled $4.9 billion in the previous four quarters.
The stock declined further when the company announced further declines in its second quarter announced August 21. The company's revenue declined 8% and net income declined 13% year over year, on slowed PC sales and a challenging macroeconomic and competitive environment.
"Our performance in the second quarter provided another proof-point that our long-term strategy is right," said Brian Gladden, Dell chief financial officer. "We continued our progress in shifting the mix of our business to higher-margin enterprise solutions, led by solid growth in our server, networking, services, and Dell IP storage businesses.
Cliffs Natural Resources ( CLF )
Dalio bought 248,138 shares of Cliffs Natural Resources at an average price of $56 in the second quarter. The stock has declined about 30% since then to trade for $40 per share on Thursday.
Cliffs Natural Resources Inc., formerly Cleveland-Cliffs Inc., is an international mining company, a producer of iron ore pellets in North America and a supplier of metallurgical coal to the global steelmaking industry.
Cliffs Natural Resources Inc. has a market cap of $5.83 billion; its shares were traded at around $39.83 with a P/E ratio of 4.8 and P/S ratio of 0.9. The dividend yield of Cliffs Natural Resources Inc. stocks is 6.1%. Cliffs Natural Resources Inc. had an annual average earnings growth of 25.2% over the past five years.
Cliffs Natural Resources has reported some disappointing results in 2012. Revenue declined 10% year over year, driven by lower year-over-year pricing for the company's commodity products. Its sales margin also declined 39% due to higher labor, mining and maintenance costs.
Lam Research Corp. ( LRCX )
Dalio established a position in Lam Research in the first quarter of 2010, buying 36,400 shares at an average price of $35.50, and traded numerous times since then. Most recently, he bought 147,839 shares at an average price of $39.50 in the second quarter of 2012. The stock has dropped approximately 21% since then.
Lam Research Corporation designs, manufactures, markets and services semiconductor processing equipment used in the fabrication of integrated circuits. Lam Research Corporation has a market cap of $6 billion; its shares were traded at around $31.78 with a P/E ratio of 15.9 and P/S ratio of 2.2.
Lam Research merged with Novellus Systems, a leading provider of advanced process equipment for the global semiconductor industry, on June 4, 2012, which the company believes will deliver "the potential for accelerated growth." Its second-quarter results reflected 20 days of combined financial results. The company's revenue that quarter was $741.8 million and net income was $18.1 million, compared to $659 million and $45.6 million the previous year.
Coach Inc. ( COH )
Dalio bought 7,169 shares of Coach at an average price of $68.50 in the second quarter of 2012. The stock has declined approximately 21% since then, to trade for $54 on Thursday. This represents a mere 0.0062% of Dalio's massive $6.7 billion portfolio.
Coach Inc. is a designer, producer and marketer of high-quality, modern, American classic accessories that complement the diverse lifestyles of discerning women and men. Coach Inc. has a market cap of $16.15 billion; its shares were traded at around $54.32 with a P/E ratio of 16 and P/S ratio of 3.4. The dividend yield of Coach Inc. stocks is 2.1%. Coach Inc. had an annual average earnings growth of 26.2% over the past 10 years. GuruFocus rated Coach Inc. the business predictability rank of 3.5-star .
Coach shares have declined 11% year to date. In their fourth quarter results reported July 31, Coach had sales of $1.16 billion, up 12% from $1.03 billion in the prior year. Net income was $251 million, or $0.86 earnings per share, up 24% and 27%, respectively, from $202 million and $0.68 per share the prior year.
The company benefited from efforts to grow its international business, become a market leader in men's accessories and digital sales. The company also accelerated its acquisition of Asian distributors and increased its distribution in emerging markets such as China.
To see Ray Dalio 's portfolio, go here . To see more stocks that are trading for less than Gurus' paid for them, try GuruFocus' Guru Bargain Screener.About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
These are the stocks that have dropped the most in price since he bought them: Dell Inc. ( DELL ), Cliffs Natural Resources ( CLF ), Lam Research Corp. ( LRCX ) and Coach Inc. ( COH ). Dell Inc. ( DELL ) Dalio established a position in Dell in the first quarter of 2009, buying 419,750 shares when the price dropped to an average of $9.50 per share. Dell has dropped 30% since he bought it, the biggest loss of all of his holdings.
|
These are the stocks that have dropped the most in price since he bought them: Dell Inc. ( DELL ), Cliffs Natural Resources ( CLF ), Lam Research Corp. ( LRCX ) and Coach Inc. ( COH ). Dell Inc. ( DELL ) Dalio established a position in Dell in the first quarter of 2009, buying 419,750 shares when the price dropped to an average of $9.50 per share. Dell has dropped 30% since he bought it, the biggest loss of all of his holdings.
|
These are the stocks that have dropped the most in price since he bought them: Dell Inc. ( DELL ), Cliffs Natural Resources ( CLF ), Lam Research Corp. ( LRCX ) and Coach Inc. ( COH ). Dell Inc. ( DELL ) Dalio established a position in Dell in the first quarter of 2009, buying 419,750 shares when the price dropped to an average of $9.50 per share. Dell has dropped 30% since he bought it, the biggest loss of all of his holdings.
|
These are the stocks that have dropped the most in price since he bought them: Dell Inc. ( DELL ), Cliffs Natural Resources ( CLF ), Lam Research Corp. ( LRCX ) and Coach Inc. ( COH ). Dell Inc. ( DELL ) Dalio established a position in Dell in the first quarter of 2009, buying 419,750 shares when the price dropped to an average of $9.50 per share. Dell has dropped 30% since he bought it, the biggest loss of all of his holdings.
|
69482687-115c-40eb-af6c-0dac664afce7
|
726658.0
|
2012-09-27 00:00:00 UTC
|
IBM's Butterfly Buy Boosts Storage - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/ibms-butterfly-buy-boosts-storage-analyst-blog-2012-09-27
|
nan
|
nan
|
In a bid to diversify its storage solutions portfolio, International Business Machines Corp. ( IBM ) has acquired Butterfly Software Ltd, a provider of storage planning software and storage migration tools. Butterfly Software will be integrated into IBM's Software division. The financial details of the deal were not available.
Headquartered in the U.K., Butterfly Software provides software applications facilitating data storage, including the conversion of data backup from one format to another in a cost-effective manner. Butterfly provides its storage solutions through its network of vendors and resellers.
Of late, IBM has been acquiring companies in the storage space. Last month, IBM acquired Texas Memory Systems, a privately-held flash memory solutions provider. Texas Memory Systems provides its storage solutions to a number of industries that range from financial, high performance computing, telecom and e-commerce to health care.
IBM has been delivering cost effective, power-efficient enterprise storage technologies and solutions to various organizations. The integration of Butterfly Software and Texas Memory Systems' offerings will strengthen IBM's position in the storage market.
According to market researcher Gartner, IBM had a 13.8% market share in the external controller-based ("ECB") disk storage market in the second quarter of 2012, which shrunk from 15.1% in the comparable quarter of the previous year. Moreover, its revenue from the storage segment dropped 2.4% year over year in a scenario where total revenue from the ECB disk storage market increased 6.7% over the same period of time. IBM's traditional storage business suffered due to continuing shift to cloud based storage solutions.
We believe that IBM's acquisition strategy coupled with its strong product pipeline and expansion into emerging markets will help it to achieve its long-term growth targets. Moreover, IBM intends to spend $20 billion through 2015 on acquisitions. We expect IBM to continue to acquire companies that are strategically important to achieve its 2015 goals.
However, we remain cautious on the overall IT spending environment and believe that macroeconomic concerns are the primary headwinds. Increasing competition from EMC Corp. ( EMC ), Oracle Corp ( ORCL ) and Dell Inc. ( DELL ) is an added concern.
Thus, we remain Neutral over the long term. Currently, IBM has a Zacks #3 Rank, which implies a Hold rating in the short term.
DELL INC (DELL): Free Stock Analysis Report
EMC CORP -MASS (EMC): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
ORACLE CORP (ORCL): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Increasing competition from EMC Corp. ( EMC ), Oracle Corp ( ORCL ) and Dell Inc. ( DELL ) is an added concern. DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report To read this article on Zacks.com click here. Texas Memory Systems provides its storage solutions to a number of industries that range from financial, high performance computing, telecom and e-commerce to health care.
|
DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report To read this article on Zacks.com click here. Increasing competition from EMC Corp. ( EMC ), Oracle Corp ( ORCL ) and Dell Inc. ( DELL ) is an added concern. In a bid to diversify its storage solutions portfolio, International Business Machines Corp. ( IBM ) has acquired Butterfly Software Ltd, a provider of storage planning software and storage migration tools.
|
DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report To read this article on Zacks.com click here. Increasing competition from EMC Corp. ( EMC ), Oracle Corp ( ORCL ) and Dell Inc. ( DELL ) is an added concern. In a bid to diversify its storage solutions portfolio, International Business Machines Corp. ( IBM ) has acquired Butterfly Software Ltd, a provider of storage planning software and storage migration tools.
|
Increasing competition from EMC Corp. ( EMC ), Oracle Corp ( ORCL ) and Dell Inc. ( DELL ) is an added concern. DELL INC (DELL): Free Stock Analysis Report EMC CORP -MASS (EMC): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report To read this article on Zacks.com click here. In a bid to diversify its storage solutions portfolio, International Business Machines Corp. ( IBM ) has acquired Butterfly Software Ltd, a provider of storage planning software and storage migration tools.
|
e01f9e30-4f2e-44bb-b39d-75a68317adaa
|
726659.0
|
2012-09-24 00:00:00 UTC
|
Guru Stocks at 52-Week Lows: EXC, DELL, CAH, ENI, VIV
|
DELL
|
https://www.nasdaq.com/articles/guru-stocks-52-week-lows-exc-dell-cah-eni-viv-2012-09-24
|
nan
|
nan
|
According to GuruFocus' list of 52-week lows , these Guru stocks have reached their 52-week lows.
Exelon Corporation ( EXC ) Reached the 52-Week Low of $35.38
The prices of Exelon Corporation ( EXC ) shares have declined to close to the 52-week low of $35.38, which is 22.2% off the 52-week high of $45.34. Exelon Corporation is owned by 16 Gurus we are tracking. Among them, seven have added to their positions during the past quarter. Twelve reduced their positions.
Exelon Corporation is a utility holding company. Its subsidiaries are engaged principally in the production, purchase, transmission, distribution and sale of electricity to residential, commercial, industrial and wholesale customers and the distribution and sale of natural gas to residential, commercial and industrial customers. Exelon Corporation has a market cap of $30.86 billion; its shares were traded at around $35.38 with a P/E ratio of 10.6 and P/S ratio of 1.6. The dividend yield of Exelon Corporation stocks is 5.8%. Exelon Corporation had an annual average earnings growth of 8.5% over the past 10 years.
EXC recently reported its second quarter 2012 financial results. The company announced that net income was $522 million for the second quarter of 2012, compared to $697 million in the second quarter of 2011. Diluted EPS was 61 cents per share during the second quarter of 2012.
HOTCHKIS & WILEY owns 10,005,559 shares as of 06/30/2012, which accounts for 2.4% of the $15.8 billion portfolio of Hotchkis & Wiley Capital Management LLC. Brian Rogers owns 6,006,400 shares as of 06/30/2012, which accounts for 1% of the $21.98 billion portfolio of T Rowe Price Equity Income Fund. PRIMECAP Management owns 377,000 shares as of 06/30/2012, which accounts for 0.024% of the $59.94 billion portfolio of PRIMECAP Management.
President and CEO, BGE Kenneth William Defontes Jr. sold 7,500 shares of EXC stock on 08/03/2012 at the average price of $38.33. Kenneth William Defontes Jr. owns at least 29,416 shares after this. The price of the stock has decreased by 7.7% since.
Dell Inc. ( DELL ) Reached the 52-Week Low of $10.37
The prices of Dell Inc. ( DELL ) shares have declined to close to the 52-week low of $10.37, which is 43.7% off the 52-week high of $18.32. Dell Inc. is owned by 24 Gurus we are tracking. Among them, 13 have added to their positions during the past quarter. Twelve reduced their positions.
Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures. Dell Inc. has a market cap of $18.69 billion; its shares were traded at around $10.37 with a P/E ratio of 5.4 and P/S ratio of 0.3. Dell Inc. had an annual average earnings growth of 8.1% over the past 10 years. GuruFocus rated Dell Inc. the business predictability rank of 3.5-star.
Dell recently reported its fiscal year 2013 second quarter financial results. The company announced revenues of $14.5 billion. GAAP earnings were 42 cents per share, and non-GAAP earnings of 50 cents per share.
Dodge & Cox bought 24,043,200 shares in the quarter that ended on 06/30/2012, which is 0.41% of the $73.36 billion portfolio of Dodge & Cox. Brian Rogers bought 7,000,000 shares in the quarter that ended on 06/30/2012, which is 0.4% of the $21.98 billion portfolio of T Rowe Price Equity Income Fund. Michael Price bought 110,000 shares in the quarter that ended on 06/30/2012, which is 0.2% of the $692 million portfolio of MFP Investors LLC. Tom Gayner bought 225,000 shares in the quarter that ended on 06/30/2012, which is 0.13% of the $2.19 billion portfolio of Markel Gayner Asset Management Corp.
Senior Vice President Brian T Gladden sold 25,000 shares of DELL stock on 09/04/2012 at the average price of $10.56. Brian T Gladden owns at least 378,916 shares after this. The price of the stock has decreased by 1.8% since. Other insiders have also decreased their positions in the company.
Cardinal Health Inc. ( CAH ) Reached the 52-Week Low of $38.61
The prices of Cardinal Health Inc. ( CAH ) shares have declined to close to the 52-week low of $38.61, which is 17.6% off the 52-week high of $45.49. Cardinal Health Inc. is owned by 13 Gurus we are tracking. Among them, eight have added to their positions during the past quarter. Five reduced their positions.
Cardinal Health Inc. is one of the providers of products and services to healthcare providers and manufacturers to help them improve the efficiency and quality of healthcare. Cardinal Health Inc. has a market cap of $13.07 billion; its shares were traded at around $38.61 with a P/E ratio of 11.9 and P/S ratio of 0.1. The dividend yield of Cardinal Health Inc. stocks is 2.5%. Cardinal Health Inc. had an annual average earnings growth of 0.2% over the past 10 years.
Cardinal Health recently reported fourth-quarter fiscal year 2012 revenues of $26.8 billion and non-GAAP diluted earnings per share from continuing operations of $0.73, up 22 percent. The company reported fiscal year 2012 revenues increased 5 percent to $108 billion, and non-GAAP diluted EPS from continuing operations increased 15 percent to $3.21.
David Dreman bought 75,621 shares in the quarter that ended on 06/30/2012, which is 0.074% of the $4.28 billion portfolio of Dreman Value Management. Edward Owens owns 6,236,708 shares as of 06/30/2012, which accounts for 1.2% of the $21.29 billion portfolio of Vanguard Health Care Fund. John Keeley owns 89,900 shares as of 06/30/2012, which accounts for 0.085% of the $4.44 billion portfolio of Keeley Fund Management.
CFO Jeffrey William Henderson sold 79,410 shares of CAH stock on 09/10/2012 at the average price of $38.32. Jeffrey William Henderson owns at least 110,279 shares after this. The price of the stock has increased by 0.76% since.
Enersis SA ( ENI ) Reached the 52-Week Low of $16.42
The prices of Enersis SA ( ENI ) shares have declined to close to the 52-week low of $16.42, which is 22.3% off the 52-week high of $20.78. Enersis SA is owned by five Gurus we are tracking. Among them, three have added to their positions during the past quarter. One reduced their position.
Enersis SA, through its subsidiaries, generates and distributes electricity in Chile, Argentina and Peru. Enersis SA has a market cap of $10.88 billion; its shares were traded at around $16.42 with a P/E ratio of 12.3 and P/S ratio of 0.8. The dividend yield of Enersis SA stocks is 2.4%. Enersis SA had an annual average earnings growth of 5.2% over the past 10 years.
John Hussman owns 8,000 shares as of 06/30/2012, which accounts for 0.0028% of the $5.32 billion portfolio of Hussman Economtrics Advisors.
Telefonica Brasil SA ( VIV ) Reached the 52-Week Low of $21.86
The prices of Telefonica Brasil SA ( VIV ) shares have declined to close to the 52-week low of $21.86, which is 31.6% off the 52-week high of $31.22. Telefonica Brasil SA is owned by five Gurus we are tracking.
Telefonica Brasil SA is engaged in providing communication, information and entertainment solutions in the telecommunication sector, in the State of Sao Paulo. Telefonica Brasil SA has a market cap of $8.71 billion; its shares were traded at around $21.86 with a P/E ratio of 11 and P/S ratio of 0.5. The dividend yield of Telefonica Brasil SA stocks is 3.2%. Telefonica Brasil SA had an annual average earnings growth of 10.4% over the past 10 years. GuruFocus rated Telefonica Brasil SA the business predictability rank of 2-star.
Charles Brandes bought 2,798,776 shares in the quarter that ended on 06/30/2012, which is 0.85% of the $9.71 billion portfolio of Brandes Investment. John Hussman bought 23,000 shares in the quarter that ended on 06/30/2012, which is 0.011% of the $5.32 billion portfolio of Hussman Economtrics Advisors.About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) Reached the 52-Week Low of $10.37 The prices of Dell Inc. ( DELL ) shares have declined to close to the 52-week low of $10.37, which is 43.7% off the 52-week high of $18.32. Dell Inc. is owned by 24 Gurus we are tracking. Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures.
|
Dell Inc. ( DELL ) Reached the 52-Week Low of $10.37 The prices of Dell Inc. ( DELL ) shares have declined to close to the 52-week low of $10.37, which is 43.7% off the 52-week high of $18.32. Dell Inc. is owned by 24 Gurus we are tracking. Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures.
|
Tom Gayner bought 225,000 shares in the quarter that ended on 06/30/2012, which is 0.13% of the $2.19 billion portfolio of Markel Gayner Asset Management Corp. Senior Vice President Brian T Gladden sold 25,000 shares of DELL stock on 09/04/2012 at the average price of $10.56. Dell Inc. ( DELL ) Reached the 52-Week Low of $10.37 The prices of Dell Inc. ( DELL ) shares have declined to close to the 52-week low of $10.37, which is 43.7% off the 52-week high of $18.32. Dell Inc. is owned by 24 Gurus we are tracking.
|
Dell Inc. is owned by 24 Gurus we are tracking. Tom Gayner bought 225,000 shares in the quarter that ended on 06/30/2012, which is 0.13% of the $2.19 billion portfolio of Markel Gayner Asset Management Corp. Senior Vice President Brian T Gladden sold 25,000 shares of DELL stock on 09/04/2012 at the average price of $10.56. Dell Inc. ( DELL ) Reached the 52-Week Low of $10.37 The prices of Dell Inc. ( DELL ) shares have declined to close to the 52-week low of $10.37, which is 43.7% off the 52-week high of $18.32.
|
6ff99116-0cdf-4fa7-9e4b-23ddc3052c6b
|
726660.0
|
2012-09-24 00:00:00 UTC
|
Nasdaq Stocks Hit Hard on Bad Day for Index
|
DELL
|
https://www.nasdaq.com/articles/nasdaq-stocks-hit-hard-bad-day-index-2012-09-24
|
nan
|
nan
|
Nasdaq stocks fell harder than they have in two weeks today, with some of the biggest names on the market dragging the index down.
The Nasdaq was down 0.6% on Monday, the exchange's second-largest one-day decline this month. The S&P 500 and Dow Jones Industrial Average posted more modest declines of 0.2% and 0.15%, respectively.
Apple's ( AAPL ) nine-point tumble hit the Nasdaq the hardest. The iPhone 5 hit shelves on Friday, and its weekend sales were lower than expected.
But Apple wasn't the only blue chipper dragging Nasdaq stocks down. Here are four others that had a rough day:
Facebook ( FB ): Shares of the social network fell 9% after Barron's published a not-so-flattering article on the stock, saying it's worth about $15 a share. It didn't quite fall that far, but it did close below $21 for the first time since September 12.
Netflix ( NFLX ): The streaming and mail-order video king's shares fell 2.4% after the A&E network and the History channel terminated their agreements with the company.
Dell ( DELL ): The PC business is struggling, and today's 2% decline in Dell shares was the latest drop in what has been a tough year for the stock. Dell shares have now fallen 32% in 2012.
Intel ( INTC ): The slumping PC market affected Intel's stock too. Shares of the chipmaker tumbled 1.43% to continue what has been a miserable month. The stock is down 8.5% since August 24.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell ( DELL ): The PC business is struggling, and today's 2% decline in Dell shares was the latest drop in what has been a tough year for the stock. Dell shares have now fallen 32% in 2012. Nasdaq stocks fell harder than they have in two weeks today, with some of the biggest names on the market dragging the index down.
|
Dell ( DELL ): The PC business is struggling, and today's 2% decline in Dell shares was the latest drop in what has been a tough year for the stock. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Dell shares have now fallen 32% in 2012.
|
Dell ( DELL ): The PC business is struggling, and today's 2% decline in Dell shares was the latest drop in what has been a tough year for the stock. Dell shares have now fallen 32% in 2012. Here are four others that had a rough day: Facebook ( FB ): Shares of the social network fell 9% after Barron's published a not-so-flattering article on the stock, saying it's worth about $15 a share.
|
Dell ( DELL ): The PC business is struggling, and today's 2% decline in Dell shares was the latest drop in what has been a tough year for the stock. Dell shares have now fallen 32% in 2012. Apple's ( AAPL ) nine-point tumble hit the Nasdaq the hardest.
|
2014d8aa-4ec9-40a9-b0b3-32ff39c03ef0
|
726661.0
|
2012-09-21 00:00:00 UTC
|
HP Unveils More Windows 8-Enabled PCs - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/hp-unveils-more-windows-8-enabled-pcs-analyst-blog-2012-09-21
|
nan
|
nan
|
Hewlett-Packard Company ( HPQ ) unveiled new Windows 8-enabled offerings including consumer PCs, business desktops and notebooks, and accessories. HP has been winning deals recently, but that has not stopped the tech bellwether from wooing additional customers.
The company is constantly rolling out new products to grab additional market share. The consumer and business PCs contain Intel Core and AMD processors, respectively, and assure improved performance and visuals.
The new products offered include HP Pavilion Sleekbook 14, Pavilion Sleekbook 15 PCs, and the HP ENVY m4 notebook PC. These new product launches follow a slew of new PCs that the world's largest PC-maker unveiled this very month.
Earlier this month, HP unveiled three new PCs (one hybrid and two Ultrabooks). Soon after that, HP announced that it would launch four multi-touch PCs -- all-in-one (central processing unit and speaker embedded into the monitor) PC models namely ENVY 23, ENVY 20 TouchSmart, SpectreONE and Pavilion 20. These new entrants will run on Microsoft Corp. 's ( MSFT ) Windows 8 operating system.
Thus, we note that this is yet another attempt made by the company to renew the interest of the end users in the PC segment and to win new orders. Also, industry experts believe that the PC market would benefit from the Windows 8 OS.
They also believe that customers have withheld purchases ahead of the Win 8 launch. Microsoft plans to launch Windows 8 some time in October. We believe that the timing for HP's new releases is perfect.
Moreover, HP's new products are not limited to PCs alone, as it very recently launched a web-enabled viewer aimed at publishing houses to help them add zest to their publications. The page can only be viewed through HP MagCloud, which is a web-service dedicated to publishers that can upload and distribute content over the web on their own. The publishers can also choose to make their content free or paid.
Apart from this, HP also extended the scope of its customer communications management (CCM) solution, HP Exstreme. In order to deliver ultimate customer streaming experience, the company has added features like SmartVideo and digital mailbox. With SmartVideo, users will be able to share video-content through emails.
On the other hand, the digital mailbox will help firms offer their customers personalized email accounts, with facilities such as printing files, and receiving alerts and reminders.
We believe that these new offerings could act as catalysts and lend some support to the dwindling PC business. The company has high hopes for its new PC offerings, featuring the yet-to-be released Microsoft ( MSFT ) Windows 8. But similar offerings from the likes of Dell Inc. ( DELL ) and ASUS, an upcoming tablet from Microsoft and soft demand from the consumer vertical could put a lid on H-P's product momentum.
Currently, HP has a Zacks #3 Rank, implying a short-term Hold rating.
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
But similar offerings from the likes of Dell Inc. ( DELL ) and ASUS, an upcoming tablet from Microsoft and soft demand from the consumer vertical could put a lid on H-P's product momentum. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett-Packard Company ( HPQ ) unveiled new Windows 8-enabled offerings including consumer PCs, business desktops and notebooks, and accessories.
|
DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. But similar offerings from the likes of Dell Inc. ( DELL ) and ASUS, an upcoming tablet from Microsoft and soft demand from the consumer vertical could put a lid on H-P's product momentum. Hewlett-Packard Company ( HPQ ) unveiled new Windows 8-enabled offerings including consumer PCs, business desktops and notebooks, and accessories.
|
DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. But similar offerings from the likes of Dell Inc. ( DELL ) and ASUS, an upcoming tablet from Microsoft and soft demand from the consumer vertical could put a lid on H-P's product momentum. The new products offered include HP Pavilion Sleekbook 14, Pavilion Sleekbook 15 PCs, and the HP ENVY m4 notebook PC.
|
But similar offerings from the likes of Dell Inc. ( DELL ) and ASUS, an upcoming tablet from Microsoft and soft demand from the consumer vertical could put a lid on H-P's product momentum. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Hewlett-Packard Company ( HPQ ) unveiled new Windows 8-enabled offerings including consumer PCs, business desktops and notebooks, and accessories.
|
12e07b5c-d1eb-4c65-b905-69dedb7047a6
|
726662.0
|
2012-09-21 00:00:00 UTC
|
T-Mobile Appoints New CEO - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/t-mobile-appoints-new-ceo-analyst-blog-2012-09-21
|
nan
|
nan
|
T-Mobile USA - the fourth largest telecom carrier in the U.S. - recently appointed John Legere as Chief Executive Officer (CEO), effective this month.
John Legere will succeed the interim CEO Jim Alling, who will return back to his existing role of Chief Operating Officer (COO).
T-Mobile's quest for CEO began from June onwards when the former CEO Philipp Humm resigned and became the CEO of Vodafone Group PLC '.s ( VOD ) Northern and Central European division.
John Legere is a former CEO of Global Crossing - a worldwide Internet services provider and has worked for 32 years in the telecommunications and technology sectors. 54-year old Legere had an excellent track record of converting Global Crossing into world's first integrated global IP-based network service provider. Prior to this, Mr. Legere held important positions at AT&T ( T ) and Dell Inc. ( DELL ).
At present, T-Mobile is facing huge pressure from its top three rivals, Verizon Communication Inc. ( VZ ), AT&T and Sprint NextelCorp. ( S ) as the company lacks sufficient spectrum depth to fully deploy 4G LTE technology across its footprints. Moreover, lack of cash coupled with no iPhones in its smartphone portfolio has severely affected its subscriber growth.
Following T-Mobile's failure to be acquired by AT&T, the company was forced to invest nearly $4 billion in a bid to upgrade its network (nearly 37,000 cell sites), which will aid T-Mobile USA to combat the prevailing stiff competition in the telecom sector.
Change in management, coupled with huge investment in its LTE technology will act as tailwinds for T-Mobile going forward. Moreover, swapping of spectrum with Verizon and spectrum sharing arrangement with Leap Wireless International Inc. ( LEAP ) will continue to expand the network capability of T-Mobile USA going forward.
We maintain our long-term Neutral recommendation for AT&T Inc., Verizon Communication Inc. and Sprint Nextel. Currently, these stocks have a Zacks #3 Rank, which holds a short-term Hold rating .
DELL INC (DELL): Free Stock Analysis Report
LEAP WIRELESS (LEAP): Free Stock Analysis Report
SPRINT NEXTEL (S): Free Stock Analysis Report
AT&T INC (T): Free Stock Analysis Report
VODAFONE GP PLC (VOD): Free Stock Analysis Report
VERIZON COMM (VZ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Prior to this, Mr. Legere held important positions at AT&T ( T ) and Dell Inc. ( DELL ). DELL INC (DELL): Free Stock Analysis Report LEAP WIRELESS (LEAP): Free Stock Analysis Report SPRINT NEXTEL (S): Free Stock Analysis Report AT&T INC (T): Free Stock Analysis Report VODAFONE GP PLC (VOD): Free Stock Analysis Report VERIZON COMM (VZ): Free Stock Analysis Report To read this article on Zacks.com click here. T-Mobile USA - the fourth largest telecom carrier in the U.S. - recently appointed John Legere as Chief Executive Officer (CEO), effective this month.
|
DELL INC (DELL): Free Stock Analysis Report LEAP WIRELESS (LEAP): Free Stock Analysis Report SPRINT NEXTEL (S): Free Stock Analysis Report AT&T INC (T): Free Stock Analysis Report VODAFONE GP PLC (VOD): Free Stock Analysis Report VERIZON COMM (VZ): Free Stock Analysis Report To read this article on Zacks.com click here. Prior to this, Mr. Legere held important positions at AT&T ( T ) and Dell Inc. ( DELL ). Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
DELL INC (DELL): Free Stock Analysis Report LEAP WIRELESS (LEAP): Free Stock Analysis Report SPRINT NEXTEL (S): Free Stock Analysis Report AT&T INC (T): Free Stock Analysis Report VODAFONE GP PLC (VOD): Free Stock Analysis Report VERIZON COMM (VZ): Free Stock Analysis Report To read this article on Zacks.com click here. Prior to this, Mr. Legere held important positions at AT&T ( T ) and Dell Inc. ( DELL ). Following T-Mobile's failure to be acquired by AT&T, the company was forced to invest nearly $4 billion in a bid to upgrade its network (nearly 37,000 cell sites), which will aid T-Mobile USA to combat the prevailing stiff competition in the telecom sector.
|
Prior to this, Mr. Legere held important positions at AT&T ( T ) and Dell Inc. ( DELL ). DELL INC (DELL): Free Stock Analysis Report LEAP WIRELESS (LEAP): Free Stock Analysis Report SPRINT NEXTEL (S): Free Stock Analysis Report AT&T INC (T): Free Stock Analysis Report VODAFONE GP PLC (VOD): Free Stock Analysis Report VERIZON COMM (VZ): Free Stock Analysis Report To read this article on Zacks.com click here. T-Mobile USA - the fourth largest telecom carrier in the U.S. - recently appointed John Legere as Chief Executive Officer (CEO), effective this month.
|
e5af5e5c-22dc-40cf-bdd4-a79380387616
|
726663.0
|
2012-09-20 00:00:00 UTC
|
Dell Joins the League of Win-8 PCs - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-joins-the-league-of-win-8-pcs-analyst-blog-2012-09-20
|
nan
|
nan
|
The announcement of Dell Inc. 's ( DELL ) new range of PCs came as no surprise since archrival Hewlett-Packard Co. ( HPQ ) unveiled a series of PC models earlier this month. The world's third largest PC-maker followed H-P's footprints and is all set to enhance consumer experience with three new PCs (an enterprise-class Ultrabook, a touch-optimized tablet and an All-in-One PC) in the coming month. However, pricing details have not yet been disclosed.
All the three models, targeting different user segments, will run on the yet-to-be-released Windows 8 operating system from Microsoft Corp. ( MSFT ).
Dell's 14-inch Ultrabook, Latitude 6430u is much lighter and thinner than the XPS series of Ultrabooks. The laptop mainly targets the defense sector with its extreme resilience. It is perfectly suitable for use in harsh environments such as war. As promised by Intel Corp. ( INTC ), battery life of this Ultrabook too allows the user remain productive throughout the day on a single charge.
Dell asserts that its Latitude 10 tablet is fit to serve the needs of enterprises across all industrial sectors. The model is loaded with added security features which allow utmost data protection and encryption. The tablet also flaunts features such as fingerprint reader and smart card reader to foster user authentication.
Last, but not the least, Dell's OptiPlex 9010 All-in-One comes with a flexible stand, multi-touch screen and an adjustable camera.
As offerings from H-P have already been announced and are expected to release by the coming month, the technology sector is going to see another round of competition to regain market share. According to industry experts, customers have withheld purchases ahead of the Win 8 launch and hence believe that the launch could charge up the gloomy PC market. However, it will be hard to predict any clear winner as all the key players appear to be playing their cards right.
The ongoing uncertainty in the PC market has led H-P and Dell to shift their focus toward the high-margin enterprise solutions market. Concurrent with the three new PCs, Dell introduced the PowerEdge C8000 series of servers to support high-performance computing and big data applications. The servers will facilitate space saving, reduce costs by saving energy and improve data center performance at a high temperature.
Despite its upcoming product momentum, we prefer to be on the sidelines on overall PC market health, declining fundamentals and a high debt burden.
Currently, Dell has a Zacks #4 Rank, implying a short-term Sell rating, while H-P has a Zacks #3 Rank, implying a short-term Hold rating.
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Concurrent with the three new PCs, Dell introduced the PowerEdge C8000 series of servers to support high-performance computing and big data applications. The announcement of Dell Inc. 's ( DELL ) new range of PCs came as no surprise since archrival Hewlett-Packard Co. ( HPQ ) unveiled a series of PC models earlier this month. Dell's 14-inch Ultrabook, Latitude 6430u is much lighter and thinner than the XPS series of Ultrabooks.
|
Currently, Dell has a Zacks #4 Rank, implying a short-term Sell rating, while H-P has a Zacks #3 Rank, implying a short-term Hold rating. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. The announcement of Dell Inc. 's ( DELL ) new range of PCs came as no surprise since archrival Hewlett-Packard Co. ( HPQ ) unveiled a series of PC models earlier this month.
|
The announcement of Dell Inc. 's ( DELL ) new range of PCs came as no surprise since archrival Hewlett-Packard Co. ( HPQ ) unveiled a series of PC models earlier this month. The ongoing uncertainty in the PC market has led H-P and Dell to shift their focus toward the high-margin enterprise solutions market. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here.
|
The announcement of Dell Inc. 's ( DELL ) new range of PCs came as no surprise since archrival Hewlett-Packard Co. ( HPQ ) unveiled a series of PC models earlier this month. Dell's 14-inch Ultrabook, Latitude 6430u is much lighter and thinner than the XPS series of Ultrabooks. The ongoing uncertainty in the PC market has led H-P and Dell to shift their focus toward the high-margin enterprise solutions market.
|
2a2d3fde-ce01-4508-937d-3bb254cf19ba
|
726664.0
|
2012-09-18 00:00:00 UTC
|
Back-to-Back Offerings from H-P - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/back-to-back-offerings-from-h-p-analyst-blog-2012-09-18
|
nan
|
nan
|
Hewlett-Packard Co. 's ( HPQ ) new products are not limited to PCs alone. Yesterday, H-P launched a web-enabled viewer aimed at publishing houses to help them add zest to their publications. The page can only be viewed through HP MagCloud, which is a web-service dedicated to publishers that can upload and distribute content over the web on their own. The publishers can also choose to make their content free or paid.
The web viewer will allow readers to select content, read, share and buy a printed publication or a PDF copy. Apart from this, readers can use the web-viewer for all types of MagCloud publications, irrespective of their format via Internet on their tablet, PC or smartphone. Also, with the hyperlink option, publishers and readers can navigate to related web-pages and draft e-mails as per requirements.
In a way, we can say that HP MagCloud users will experience the benefits of eBook readers such as the ones from key players like Amazon.com Inc. ( AMZN ) and Barnes & Nobel ( BKS ). We think that the introduction of the web-viewer could boost the deployment of MagCloud.
Apart from this, H-P also extended the scope of its customer communications management (CCM) solution, HP Exstreme. In order to deliver ultimate customer streaming experience, the company has added features like SmartVideo and digital mailbox. With SmartVideo, users will be able to share video-content through emails. On the other hand, the digital mailbox will help firms offer their customers personalized email accounts, with facilities such as printing files, and receiving alerts and reminders.
We believe that these new offerings could act as catalysts and lend some support to the dwindling PC business. The company has high hopes for its new PC offerings, featuring the yet-to-be released Microsoft Corp. 's ( MSFT ) Windows 8. But similar offerings from the likes of Dell Inc. ( DELL ) and ASUS, an upcoming tablet from Microsoft and soft demand from the consumer vertical could put a lid on H-P's product momentum.
Currently, H-P has a Zacks #3 Rank, implying a short-term Hold rating.
AMAZON.COM INC (AMZN): Free Stock Analysis Report
BARNES & NOBLE (BKS): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
But similar offerings from the likes of Dell Inc. ( DELL ) and ASUS, an upcoming tablet from Microsoft and soft demand from the consumer vertical could put a lid on H-P's product momentum. AMAZON.COM INC (AMZN): Free Stock Analysis Report BARNES & NOBLE (BKS): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. In a way, we can say that HP MagCloud users will experience the benefits of eBook readers such as the ones from key players like Amazon.com Inc. ( AMZN ) and Barnes & Nobel ( BKS ).
|
AMAZON.COM INC (AMZN): Free Stock Analysis Report BARNES & NOBLE (BKS): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. But similar offerings from the likes of Dell Inc. ( DELL ) and ASUS, an upcoming tablet from Microsoft and soft demand from the consumer vertical could put a lid on H-P's product momentum. The web viewer will allow readers to select content, read, share and buy a printed publication or a PDF copy.
|
But similar offerings from the likes of Dell Inc. ( DELL ) and ASUS, an upcoming tablet from Microsoft and soft demand from the consumer vertical could put a lid on H-P's product momentum. AMAZON.COM INC (AMZN): Free Stock Analysis Report BARNES & NOBLE (BKS): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
But similar offerings from the likes of Dell Inc. ( DELL ) and ASUS, an upcoming tablet from Microsoft and soft demand from the consumer vertical could put a lid on H-P's product momentum. AMAZON.COM INC (AMZN): Free Stock Analysis Report BARNES & NOBLE (BKS): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. The page can only be viewed through HP MagCloud, which is a web-service dedicated to publishers that can upload and distribute content over the web on their own.
|
b92cc644-79f9-4d36-ada3-04d4c0663789
|
726665.0
|
2012-09-18 00:00:00 UTC
|
Guru Stocks at 52-Week Lows: EXC, DELL, CAH, ENI, MRVL
|
DELL
|
https://www.nasdaq.com/articles/guru-stocks-52-week-lows-exc-dell-cah-eni-mrvl-2012-09-18
|
nan
|
nan
|
According to GuruFocus list of 52-week lows , these Guru stocks have reached their 52-week lows.
Exelon Corporation ( EXC ) Reached the 52-Week Low of $35.93
The prices of Exelon Corporation ( EXC ) shares have declined to close to the 52-week low of $35.93, which is 23.6% off the 52-week high of $45.34. Exelon Corporation is owned by 16 Gurus we are tracking. Among them, seven have added to their positions during the past quarter. Twelve reduced their positions.
Exelon Corporation is a utility holding company. Its subsidiaries are engaged principally in the production, purchase, transmission, distribution and sale of electricity to residential, commercial, industrial and wholesale customers and the distribution and sale of natural gas to residential, commercial and industrial customers. Exelon Corporation has a market cap of $31.09 billion; its shares were traded at around $35.93 with a P/E ratio of 10.7 and P/S ratio of 1.6. The dividend yield of Exelon Corporation stocks is 5.8%. Exelon Corporation had an annual average earnings growth of 8.5% over the past 10 years.
EXC recently reported its second quarter 2012 financial results. The company announced that net income was $522 million for the second quarter of 2012, compared to $697 million in the second quarter of 2011. Diluted EPS was 61 cents per share during the second quarter of 2012.
Donald Smith owns 1,568,830 shares as of 06/30/2012, a decrease of 36.63% of from the previous quarter. This position accounts for 1.8% of the $3.35 billion portfolio of Donald Smith & Co.. Mario Gabelli owns 23,275 shares as of 06/30/2012, a decrease of 77.96% of from the previous quarter. This position accounts for 0.0066% of the $13.31 billion portfolio of GAMCO Investors. Three gurus sold out their positions in the company.
President and CEO, BGE Kenneth William Defontes Jr. sold 7,500 shares of EXC stock on 08/03/2012 at the average price of $38.33. Kenneth William Defontes Jr. owns at least 29,416 shares after this. The price of the stock has decreased by 6.26% since.
Dell Inc. ( DELL ) Reached the 52-Week Low of $10.84
The prices of Dell Inc. ( DELL ) shares have declined to close to the 52-week low of $10.84, which is 42.5% off the 52-week high of $18.32. Dell Inc. is owned by 24 Gurus we are tracking. Among them, 13 have added to their positions during the past quarter. Twelve reduced their positions.
Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures. Dell Inc. has a market cap of $18.6 billion; its shares were traded at around $10.84 with a P/E ratio of 5.4 and P/S ratio of 0.3. Dell Inc. had an annual average earnings growth of 8.1% over the past 10 years. GuruFocus rated Dell Inc. the business predictability rank of 3.5-star.
Dell recently reported its fiscal year 2013 second quarter financial results. The company announced revenues of $14.5 billion. GAAP earnings were 42 cents per share, and non-GAAP earnings of 50 cents per share.
Dodge & Cox bought 24,043,200 shares in the quarter that ended on 06/30/2012, which is 0.41% of the $73.36 billion portfolio of Dodge & Cox. Brian Rogers bought 7,000,000 shares in the quarter that ended on 06/30/2012, which is 0.4% of the $21.98 billion portfolio of T Rowe Price Equity Income Fund. Michael Price bought 110,000 shares in the quarter that ended on 06/30/2012, which is 0.2% of the $692 million portfolio of MFP Investors LLC. Tom Gayner bought 225,000 shares in the quarter that ended on 06/30/2012, which is 0.13% of the $2.19 billion portfolio of Markel Gayner Asset Management Corp. George Soros sold out his holdings in the quarter that ended on 06/30/2012.
Senior Vice President Brian T. Gladden sold 25,000 shares of DELL stock on 09/04/2012 at the average price of 10.56. Brian T. Gladden owns at least 378,916 shares after this. The price of the stock has increased by 2.65% since.
Cardinal Health Inc. ( CAH ) Reached the 52-Week Low of $38.37
The prices of Cardinal Health Inc. ( CAH ) shares have declined to close to the 52-week low of $38.37, which is 17.0% off the 52-week high of $45.49. Cardinal Health Inc. is owned by 13 Gurus we are tracking. Among them, eight have added to their positions during the past quarter. Five reduced their positions.
Cardinal Health Inc. is one of the providers of products and services to healthcare providers and manufacturers to help them improve the efficiency and quality of healthcare. Cardinal Health Inc. has a market cap of $13.69 billion; its shares were traded at around $38.37 with a P/E ratio of 12.3 and P/S ratio of 0.1. The dividend yield of Cardinal Health Inc. stocks is 2.4%. Cardinal Health Inc. had an annual average earnings growth of 0.2% over the past 10 years.
Cardinal Health recently reported fourth-quarter fiscal year 2012 revenues of $26.8 billion and non-GAAP diluted earnings per share from continuing operations of $0.73, up 22 percent. The company reported fiscal year 2012 revenues increased 5 percent to $108 billion, and non-GAAP diluted EPS from continuing operations increased 15 percent to $3.21.
David Dreman bought 75,621 shares in the quarter that ended on 06/30/2012, which is 0.074% of the $4.28 billion portfolio of Dreman Value Management. Edward Owens owns 6,236,708 shares as of 06/30/2012, which accounts for 1.2% of the $21.29 billion portfolio of Vanguard Health Care Fund. John Keeley owns 89,900 shares as of 06/30/2012, which accounts for 0.085% of the $4.44 billion portfolio of Keeley Fund Management.
CFO Jeffrey William Henderson sold 79,410 shares of CAH stock on 09/10/2012 at the average price of $38.32. Jeffrey William Henderson owns at least 110,279 shares after this. The price of the stock has increased by 0.13% since.
Enersis S.A. ( ENI ) Reached the 52-Week Low of $16.64
The prices of Enersis S.A. ( ENI ) shares have declined to close to the 52-week low of $16.64, which is 22.3% off the 52-week high of $20.78. Enersis S.A. is owned by five Gurus we are tracking. Among them, three have added to their positions during the past quarter. One reduced his position.
Enersis S.A., through its subsidiaries, generates and distributes electricity in Chile, Argentina and Peru. Enersis S.A. has a market cap of $10.75 billion; its shares were traded at around $16.64 with a P/E ratio of 12.1 and P/S ratio of 0.8. The dividend yield of Enersis S.A. stocks is 2.4%. Enersis S.A. had an annual average earnings growth of 5.2% over the past 10 years.
John Hussman owns 8,000 shares as of 06/30/2012, which accounts for 0.0028% of the $5.32 billion portfolio of Hussman Economtrics Advisors.
Marvell Technology Group Ltd. ( MRVL ) Reached the 52-Week Low of $10.33
The prices of Marvell Technology Group Ltd. ( MRVL ) shares have declined to close to the 52-week low of $10.33, which is 40.0% off the 52-week high of $16.73. Marvell Technology Group Ltd. is owned by seven Gurus we are tracking. Among them, five have added to their positions during the past quarter. Three reduced their positions.
Marvell Technology is a designer, developer and supplier of mixed-signal and digital signal processing integrated circuit for high-speed, high-density, digital data storage and broadband digital data networking markets. Marvell Technology Group Ltd. has a market cap of $5.73 billion; its shares were traded at around $10.33 with a P/E ratio of 11.6 and P/S ratio of 1.7. The dividend yield of Marvell Technology Group Ltd. stocks is 2.4%. Marvell Technology Group Ltd. had an annual average earnings growth of 32.3% over the past 10 years. GuruFocus rated Marvell Technology Group Ltd. the business predictability rank of 2.5-star.
Marvell recently reported its second quarter 2013 financial results. Revenue for the second quarter of fiscal 2013 was $816 million, a 2 percent sequential increase from $796 million in the first quarter of fiscal 2013, ended April 28, 2012, and a decrease of 9 percent from $898 million in the second quarter of fiscal 2012, ended July 30, 2011.
David Dreman owns 552,396 shares as of 06/30/2012, an increase of 165.58% from the previous quarter. This position accounts for 0.15% of the $4.28 billion portfolio of Dreman Value Management. David Einhorn owns 25,602,479 shares as of 06/30/2012, an increase of 39.35% from the previous quarter. This position accounts for 4.5% of the $6.37 billion portfolio of Greenlight Capital. David Tepper owns 2,376,524 shares as of 06/30/2012, which accounts for 0.83% of the $3.23 billion portfolio of Appaloosa Management LP.
Vice President and Chief Technology Officer Pantas Sutardja, sold 41,668 shares of MRVL stock on 06/01/2012 at the average price of $12.05. Pantas Sutardja, owns at least 37,615,435 shares after this. The price of the stock has decreased by 14.27% since.About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) Reached the 52-Week Low of $10.84 The prices of Dell Inc. ( DELL ) shares have declined to close to the 52-week low of $10.84, which is 42.5% off the 52-week high of $18.32. Dell Inc. is owned by 24 Gurus we are tracking. Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures.
|
Dell Inc. ( DELL ) Reached the 52-Week Low of $10.84 The prices of Dell Inc. ( DELL ) shares have declined to close to the 52-week low of $10.84, which is 42.5% off the 52-week high of $18.32. Dell Inc. is owned by 24 Gurus we are tracking. Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures.
|
Dell Inc. ( DELL ) Reached the 52-Week Low of $10.84 The prices of Dell Inc. ( DELL ) shares have declined to close to the 52-week low of $10.84, which is 42.5% off the 52-week high of $18.32. Dell Inc. is owned by 24 Gurus we are tracking. Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures.
|
Dell Inc. ( DELL ) Reached the 52-Week Low of $10.84 The prices of Dell Inc. ( DELL ) shares have declined to close to the 52-week low of $10.84, which is 42.5% off the 52-week high of $18.32. Dell Inc. is owned by 24 Gurus we are tracking. Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures.
|
b5ae37ad-01de-42d0-a97a-8221796189ae
|
726666.0
|
2012-09-12 00:00:00 UTC
|
HP's Layoff Projection Rises by 2K - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/hps-layoff-projection-rises-by-2k-analyst-blog-2012-09-12
|
nan
|
nan
|
Hewlett-Packard Company ( HPQ ) is moving inline with the global downsizing trend and announced its plans to retrench an additional 2000 employees to save costs. CEO Meg Whitman has been restructuring operations to boost company's profits and this layoff is a part of that strategy adopted by her and the senior management team.
With the addition of the 2, 000 planned layoffs; HP is now projecting 29,000 job cuts by 2014, up from 27,000 projected by the company in May. This is almost 8.3% of the total staff employed by the company.
The company did not explain the reasons for the additional job cuts, but it is evident that it is trying to save cost and increase its operational efficiency.
HP has been suffering a tough run and the reduction in personal computer sales badly affected the company among the other headwinds. Introduction of tablets and other mobile computing devices have taken a toll on HP's PC sales. Particularly because HP had a thriving notebook business that was the worst affected by the new-age tablets. While Microsoft's ( MSFT ) Windows 8 and Intel ( INTC )-inspired Ultrabooks will help this year, the weaker consumer demand overall will dampen the impact. To offset this impact, the company is trying to explore more profitable lines of business, which includes segments such as business software and consulting. However, this might take some time to have a meaningful impact on its results.
Also, HP continues to see many challenges, stemming mainly from macroeconomic concerns and secular changes in the printing market. While Lexmark's (LXK) exit from the printing business could improve chances of share gains, this is not likely to be meaningful in the long term, as the inkjet market continues to shrink due to the easy availability of mobile media devices such as tablets and smartphones, which are reducing the need for taking printouts. Margins in the services business are also likely to remain weak this year.
The company is in a dire need to rebound as it is constantly losing profit and market share. The company could have chosen either of two turnaround strategies. The first would be by cutting costs related to labor, PP&E and Marketing. The second would be the acquisition for growth strategy. The company opted for the first one as it was easier to implement.
A similar strategy has been adopted by the second largest computer maker Dell Inc. ( DELL ), who is planning to cut its UK workforce. This is a strategy to trim the company's expenses by more than $2 billion over the next three years. Dell is also taking necessary steps to diversify into high-margin business that will offer better growth opportunities for the company. Thus, the two major technology companies seem to be moving in the same direction.
HP is implementing various strategies to generate growth. As discussed, the company is implementing some major restructuring actions to manage costs, drive growth and improve the health of its balance sheet.
Currently, the company holds a Zacks #3 Rank (Hold).
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
A similar strategy has been adopted by the second largest computer maker Dell Inc. ( DELL ), who is planning to cut its UK workforce. Dell is also taking necessary steps to diversify into high-margin business that will offer better growth opportunities for the company. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here.
|
DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. A similar strategy has been adopted by the second largest computer maker Dell Inc. ( DELL ), who is planning to cut its UK workforce. Dell is also taking necessary steps to diversify into high-margin business that will offer better growth opportunities for the company.
|
DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. A similar strategy has been adopted by the second largest computer maker Dell Inc. ( DELL ), who is planning to cut its UK workforce. Dell is also taking necessary steps to diversify into high-margin business that will offer better growth opportunities for the company.
|
A similar strategy has been adopted by the second largest computer maker Dell Inc. ( DELL ), who is planning to cut its UK workforce. Dell is also taking necessary steps to diversify into high-margin business that will offer better growth opportunities for the company. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here.
|
a5f92da7-1cb8-4d6a-8efa-50365983354a
|
726667.0
|
2012-09-12 00:00:00 UTC
|
After Hours Most Active for Sep 12, 2012 : CX, NOK, BBY, QQQ, MSFT, DELL, INTC, NWSA, BSX, GEN, S, NVDA
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-sep-12-2012-cx-nok-bby-qqq-msft-dell-intc-nwsa-bsx-gen-s-nvda-2012
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is up 3.8 to 2,795.48. The total After hours volume is currently 24,137,275 shares traded.
The following are the most active stocks for the after hours session :
Cemex S.A.B. de C.V. ( CX ) is -0.0478 at $8.25, with 2,015,500 shares traded. As reported in the last short interest update the days to cover for CX is 8.564595; this calculation is based on the average trading volume of the stock.
Nokia Corporation ( NOK ) is +0.0415 at $2.79, with 1,979,130 shares traded. NOK's current last sale is 116.31% of the target price of $2.4.
Best Buy Co., Inc. ( BBY ) is +0.0147 at $18.59, with 1,349,300 shares traded. BBY's current last sale is 97.87% of the target price of $19.
PowerShares QQQ Trust, Series 1 ( QQQ ) is +0.098 at $68.73, with 1,313,064 shares traded. This represents a 37.2% increase from its 52 Week Low.
Microsoft Corporation ( MSFT ) is +0.05 at $30.83, with 1,239,439 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2013. The consensus EPS forecast is $0.76. As reported by Zacks, the current mean recommendation for MSFT is in the "buy range".
Dell Inc. ( DELL ) is unchanged at $10.64, with 1,041,705 shares traded. DELL's current last sale is 76% of the target price of $14.
Intel Corporation ( INTC ) is unchanged at $23.19, with 1,028,684 shares traded. INTC's current last sale is 89.19% of the target price of $26.
News Corporation ( NWSA ) is +0.0002 at $24.15, with 945,084 shares traded. As reported by Zacks, the current mean recommendation for NWSA is in the "buy range".
Boston Scientific Corporation ( BSX ) is -0.0002 at $5.64, with 926,853 shares traded. BSX's current last sale is 94% of the target price of $6.
GenOn Energy, Inc. ( GEN ) is unchanged at $2.68, with 902,951 shares traded. GEN's current last sale is 89.33% of the target price of $3.
Sprint Nextel Corporation ( S ) is +0.01 at $5.11, with 893,698 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $-0.53. S's current last sale is 113.56% of the target price of $4.5.
NVIDIA Corporation ( NVDA ) is unchanged at $13.59, with 690,960 shares traded. NVDA's current last sale is 81.74% of the target price of $16.625.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is unchanged at $10.64, with 1,041,705 shares traded. DELL's current last sale is 76% of the target price of $14. As reported in the last short interest update the days to cover for CX is 8.564595; this calculation is based on the average trading volume of the stock.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Dell Inc. ( DELL ) is unchanged at $10.64, with 1,041,705 shares traded. DELL's current last sale is 76% of the target price of $14.
|
Dell Inc. ( DELL ) is unchanged at $10.64, with 1,041,705 shares traded. DELL's current last sale is 76% of the target price of $14. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2013.
|
Dell Inc. ( DELL ) is unchanged at $10.64, with 1,041,705 shares traded. DELL's current last sale is 76% of the target price of $14. The NASDAQ 100 After Hours Indicator is up 3.8 to 2,795.48.
|
638b6983-f1d0-438e-8eae-482e2863ffe1
|
726668.0
|
2012-09-10 00:00:00 UTC
|
Company News for September 10, 2012 - Corporate Summary
|
DELL
|
https://www.nasdaq.com/articles/company-news-for-september-10-2012-corporate-summary-2012-09-10
|
nan
|
nan
|
• Apple Inc. (NASDAQ: AAPL ), the biggest customer for noise-filtering chips of Audience Inc (NASDAQ: ADNC ) said it will stop using the latter's technology. Subsequently, Audience's shares crashed 63.4%
• Dell Inc. (NASDAQ: DELL ) announced its first cash dividend and will be paying $0.08 a share next month
• Weak demand on the back of soft macroeconomic conditions led tech-heavyweight Intel Corporation (NASDAQ: INTC ) to slash its revenue forecasts to $13.2 billion, down from a previous projection of $13.8 billion to $14.8 million
• Shares of VeriFone Systems Inc (NYSE: PAY ) jumped 6.3% after reporting net income per share of $0.64 (excluding one-time charges but including stock-based compensation expense), outpacing the Zacks Consensus Estimate of $0.61
APPLE INC (AAPL): Free Stock Analysis Report
AUDIENCE INC (ADNC): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
VERIFONE HLDGS (PAY): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Subsequently, Audience's shares crashed 63.4% • Dell Inc. (NASDAQ: DELL ) announced its first cash dividend and will be paying $0.08 a share next month • Weak demand on the back of soft macroeconomic conditions led tech-heavyweight Intel Corporation (NASDAQ: INTC ) to slash its revenue forecasts to $13.2 billion, down from a previous projection of $13.8 billion to $14.8 million • Shares of VeriFone Systems Inc (NYSE: PAY ) jumped 6.3% after reporting net income per share of $0.64 (excluding one-time charges but including stock-based compensation expense), outpacing the Zacks Consensus Estimate of $0.61 APPLE INC (AAPL): Free Stock Analysis Report AUDIENCE INC (ADNC): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report VERIFONE HLDGS (PAY): Free Stock Analysis Report To read this article on Zacks.com click here. • Apple Inc. (NASDAQ: AAPL ), the biggest customer for noise-filtering chips of Audience Inc (NASDAQ: ADNC ) said it will stop using the latter's technology. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Subsequently, Audience's shares crashed 63.4% • Dell Inc. (NASDAQ: DELL ) announced its first cash dividend and will be paying $0.08 a share next month • Weak demand on the back of soft macroeconomic conditions led tech-heavyweight Intel Corporation (NASDAQ: INTC ) to slash its revenue forecasts to $13.2 billion, down from a previous projection of $13.8 billion to $14.8 million • Shares of VeriFone Systems Inc (NYSE: PAY ) jumped 6.3% after reporting net income per share of $0.64 (excluding one-time charges but including stock-based compensation expense), outpacing the Zacks Consensus Estimate of $0.61 APPLE INC (AAPL): Free Stock Analysis Report AUDIENCE INC (ADNC): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report VERIFONE HLDGS (PAY): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Subsequently, Audience's shares crashed 63.4% • Dell Inc. (NASDAQ: DELL ) announced its first cash dividend and will be paying $0.08 a share next month • Weak demand on the back of soft macroeconomic conditions led tech-heavyweight Intel Corporation (NASDAQ: INTC ) to slash its revenue forecasts to $13.2 billion, down from a previous projection of $13.8 billion to $14.8 million • Shares of VeriFone Systems Inc (NYSE: PAY ) jumped 6.3% after reporting net income per share of $0.64 (excluding one-time charges but including stock-based compensation expense), outpacing the Zacks Consensus Estimate of $0.61 APPLE INC (AAPL): Free Stock Analysis Report AUDIENCE INC (ADNC): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report VERIFONE HLDGS (PAY): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Subsequently, Audience's shares crashed 63.4% • Dell Inc. (NASDAQ: DELL ) announced its first cash dividend and will be paying $0.08 a share next month • Weak demand on the back of soft macroeconomic conditions led tech-heavyweight Intel Corporation (NASDAQ: INTC ) to slash its revenue forecasts to $13.2 billion, down from a previous projection of $13.8 billion to $14.8 million • Shares of VeriFone Systems Inc (NYSE: PAY ) jumped 6.3% after reporting net income per share of $0.64 (excluding one-time charges but including stock-based compensation expense), outpacing the Zacks Consensus Estimate of $0.61 APPLE INC (AAPL): Free Stock Analysis Report AUDIENCE INC (ADNC): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report VERIFONE HLDGS (PAY): Free Stock Analysis Report To read this article on Zacks.com click here. • Apple Inc. (NASDAQ: AAPL ), the biggest customer for noise-filtering chips of Audience Inc (NASDAQ: ADNC ) said it will stop using the latter's technology. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
f3782190-ff07-43f4-a3ea-06c063819518
|
726669.0
|
2012-09-10 00:00:00 UTC
|
H-P Introduces 4 Multi-Touch PCs - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/h-p-introduces-4-multi-touch-pcs-analyst-blog-2012-09-10
|
nan
|
nan
|
After announcing three new PCs just a week back, the world's largest PC-maker Hewlett-Packard Co. ( HPQ ) is planning to heat up the market with four multi-touch PCs. The new all-in-one (central processing unit and speaker embedded into the monitor) PC models are ENVY 23, ENVY 20 TouchSmart, SpectreONE and Pavilion 20. The new entrants will run on Microsoft Corp. 's ( MSFT ) Windows 8 operating system, which is expected to hit the market in October.
With H-P's ENVY 23 and ENVY 20 TouchSmart, users will be able to perform all kinds of operations (typing, gaming, etc.) placing 10 fingers on the screen at a time. Also, the models will flaunt Intel Corp. 's ( INTC ) IVY Bridge processors, solid state drives for efficient storage, high-definition (HD) displays and H-P's innovative applications. ENVY 23 and ENVY 20 will be available from October at an initial price of $999.0 and $799, respectively.
H-P SpectreONE features flush-glass full HD display, Intel's IVY Bridge, NVIDIA Corp. 's ( NVDA ) graphics card, certain H-P invented applications and optional solid state drive. The slimmest among the Spectre family, the model comes with a two-year subscription to Symantec Corp. 's ( SYMC ) Norton Internet Security.
Also, with Near Field Communication technology ('NFC'), users will be able to share contents easily with other NFC-led mobile devices with a single touch. The model will be available from November starting at $1,299.0.
H-P's Pavilion 20, which offers 2 terabyte (1000 gigabyte) storage capacity, will be available from October at a price starting from $449.0 million.
Last week, H-P unveiled one hybrid (ENVY x2) and two Ultrabooks (SpectreXT TouchSmart & ENVY TouchSmart), which are set to hit the stores in the holiday season.
Industry experts believe that the PC market would benefit from the Windows 8 OS. They also believe that customers have withheld purchases ahead of the Win 8 launch. Microsoft plans to make the software upgrade public by October. We believe that the timing of H-P's new releases is perfect.
But the scenario may get challenging with the launch of Microsoft's first-ever tablet "Surface" during this Christmas season. Also, Dell Inc. ( DELL ) and ASUS are planning to launch Win 8-enabled hybrid PCs, quite similar to H-P ENVY x2.
It may be assumed that with such similar product offerings, market share gains for each of the competitors will be negligible.
To conclude, the general health of the PC market is to be kept in mind. Recently, Intel lowered its third quarter fiscal 2012 revenue and margin guidance due to lower PC demand, especially from the enterprises. So far, weak consumer demand was being partially offset by modest corporate demand. However, the slump in demand from enterprises can take its toll on the PC market.
Currently, H-P has a Zacks #3 Rank, implying a short-term Hold rating.
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
NVIDIA CORP (NVDA): Free Stock Analysis Report
SYMANTEC CORP (SYMC): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Also, Dell Inc. ( DELL ) and ASUS are planning to launch Win 8-enabled hybrid PCs, quite similar to H-P ENVY x2. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report SYMANTEC CORP (SYMC): Free Stock Analysis Report To read this article on Zacks.com click here. The new entrants will run on Microsoft Corp. 's ( MSFT ) Windows 8 operating system, which is expected to hit the market in October.
|
DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report SYMANTEC CORP (SYMC): Free Stock Analysis Report To read this article on Zacks.com click here. Also, Dell Inc. ( DELL ) and ASUS are planning to launch Win 8-enabled hybrid PCs, quite similar to H-P ENVY x2. Also, the models will flaunt Intel Corp. 's ( INTC ) IVY Bridge processors, solid state drives for efficient storage, high-definition (HD) displays and H-P's innovative applications.
|
Also, Dell Inc. ( DELL ) and ASUS are planning to launch Win 8-enabled hybrid PCs, quite similar to H-P ENVY x2. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report SYMANTEC CORP (SYMC): Free Stock Analysis Report To read this article on Zacks.com click here. Last week, H-P unveiled one hybrid (ENVY x2) and two Ultrabooks (SpectreXT TouchSmart & ENVY TouchSmart), which are set to hit the stores in the holiday season.
|
Also, Dell Inc. ( DELL ) and ASUS are planning to launch Win 8-enabled hybrid PCs, quite similar to H-P ENVY x2. DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report SYMANTEC CORP (SYMC): Free Stock Analysis Report To read this article on Zacks.com click here. ENVY 23 and ENVY 20 will be available from October at an initial price of $999.0 and $799, respectively.
|
b69e46a1-5dc4-4052-a657-e5fb04066f5e
|
726670.0
|
2012-09-10 00:00:00 UTC
|
After Hours Most Active for Sep 10, 2012 : NIHD, AA, PAY, DELL, BAC, QQQ, STT, INTC, AIG, DRYS, HBAN, CVH
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-sep-10-2012-nihd-aa-pay-dell-bac-qqq-stt-intc-aig-drys-hban-cvh
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is down -1.3 to 2,787.05. The total After hours volume is currently 23,698,554 shares traded.
The following are the most active stocks for the after hours session :
NII Holdings, Inc. ( NIHD ) is +0.0829 at $6.40, with 3,015,946 shares traded. NIHD's current last sale is 53.36% of the target price of $12.
Alcoa Inc. ( AA ) is +0.0081 at $9.06, with 1,896,299 shares traded. AA's current last sale is 90.58% of the target price of $10.
Verifone Systems, Inc. ( PAY ) is unchanged at $32.17, with 1,005,092 shares traded. PAY's current last sale is 76.6% of the target price of $42.
Dell Inc. ( DELL ) is -0.004 at $10.61, with 843,790 shares traded. DELL's current last sale is 75.79% of the target price of $14.
Bank of America Corporation ( BAC ) is -0.03 at $8.55, with 834,260 shares traded. BAC's current last sale is 95% of the target price of $9.
PowerShares QQQ Trust, Series 1 ( QQQ ) is +0.01 at $68.55, with 724,037 shares traded. This represents a 36.84% increase from its 52 Week Low.
State Street Corporation ( STT ) is +0.2086 at $43.11, with 696,602 shares traded. STT's current last sale is 89.81% of the target price of $48.
Intel Corporation ( INTC ) is +0.2684 at $23.53, with 676,723 shares traded. INTC's current last sale is 84.03% of the target price of $28.
American International Group, Inc. ( AIG ) is -0.01 at $33.29, with 533,518 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus EPS forecast is $0.69. AIG's current last sale is 86.47% of the target price of $38.5.
DryShips Inc. ( DRYS ) is +0.01 at $2.37, with 527,700 shares traded. DRYS's current last sale is 67.71% of the target price of $3.5.
Huntington Bancshares Incorporated ( HBAN ) is -0.015 at $6.67, with 479,963 shares traded. HBAN's current last sale is 95.29% of the target price of $7.
Coventry Health Care, Inc. ( CVH ) is unchanged at $41.41, with 452,174 shares traded. CVH's current last sale is 98.6% of the target price of $42.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is -0.004 at $10.61, with 843,790 shares traded. DELL's current last sale is 75.79% of the target price of $14. The following are the most active stocks for the after hours session : NII Holdings, Inc. ( NIHD ) is +0.0829 at $6.40, with 3,015,946 shares traded.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Dell Inc. ( DELL ) is -0.004 at $10.61, with 843,790 shares traded. DELL's current last sale is 75.79% of the target price of $14.
|
Dell Inc. ( DELL ) is -0.004 at $10.61, with 843,790 shares traded. DELL's current last sale is 75.79% of the target price of $14. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012.
|
Dell Inc. ( DELL ) is -0.004 at $10.61, with 843,790 shares traded. DELL's current last sale is 75.79% of the target price of $14. The NASDAQ 100 After Hours Indicator is down -1.3 to 2,787.05.
|
188ecfe7-b737-4994-a069-0a8092ca63fb
|
726671.0
|
2012-09-06 00:00:00 UTC
|
After Hours Most Active for Sep 6, 2012 : DELL, GE, NWSA, BSX, BAC, MRO, PCS, QQQ, SYMC, MSFT, NTAP, ALLY^B
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-sep-6-2012-dell-ge-nwsa-bsx-bac-mro-pcs-qqq-symc-msft-ntap-allyb
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is down -1.28 to 2,828.43. The total After hours volume is currently 31,517,742 shares traded.
The following are the most active stocks for the after hours session :
Dell Inc. ( DELL ) is +0.07 at $10.59, with 1,730,155 shares traded. DELL's current last sale is 75.64% of the target price of $14.
General Electric Company ( GE ) is +0.01 at $21.32, with 1,369,425 shares traded., following a 52-week high recorded in today's regular session.
News Corporation ( NWSA ) is +0.005 at $24.50, with 1,339,821 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.45. , following a 52-week high recorded in today's regular session.
Boston Scientific Corporation ( BSX ) is unchanged at $5.55, with 1,177,581 shares traded. BSX's current last sale is 92.5% of the target price of $6.
Bank of America Corporation ( BAC ) is unchanged at $8.35, with 1,129,785 shares traded. BAC's current last sale is 92.78% of the target price of $9.
Marathon Oil Corporation ( MRO ) is unchanged at $28.28, with 1,091,502 shares traded. MRO's current last sale is 85.7% of the target price of $33.
MetroPCS Communications, Inc. ( PCS ) is unchanged at $10.06, with 1,041,436 shares traded. PCS's current last sale is 111.78% of the target price of $9.
PowerShares QQQ Trust, Series 1 ( QQQ ) is -0.02 at $69.51, with 924,690 shares traded., following a 52-week high recorded in today's regular session.
Symantec Corporation ( SYMC ) is +0.01 at $18.96, with 816,925 shares traded., following a 52-week high recorded in today's regular session.
Microsoft Corporation ( MSFT ) is -0.035 at $31.31, with 816,856 shares traded. As reported by Zacks, the current mean recommendation for MSFT is in the "buy range".
NetApp, Inc. ( NTAP ) is +0.04 at $35.59, with 792,575 shares traded. Over the last four weeks they have had 6 up revisions for the earnings forecast, for the fiscal quarter ending Oct 2012. The consensus EPS forecast is $0.34. NTAP's current last sale is 94.91% of the target price of $37.5.
GMAC Capital Trust I (ALLY^B) is -0.04 at $24.56, with 677,667 shares traded.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The following are the most active stocks for the after hours session : Dell Inc. ( DELL ) is +0.07 at $10.59, with 1,730,155 shares traded. DELL's current last sale is 75.64% of the target price of $14. General Electric Company ( GE ) is +0.01 at $21.32, with 1,369,425 shares traded., following a 52-week high recorded in today's regular session.
|
The following are the most active stocks for the after hours session : Dell Inc. ( DELL ) is +0.07 at $10.59, with 1,730,155 shares traded. DELL's current last sale is 75.64% of the target price of $14. , following a 52-week high recorded in today's regular session.
|
The following are the most active stocks for the after hours session : Dell Inc. ( DELL ) is +0.07 at $10.59, with 1,730,155 shares traded. DELL's current last sale is 75.64% of the target price of $14. Boston Scientific Corporation ( BSX ) is unchanged at $5.55, with 1,177,581 shares traded.
|
The following are the most active stocks for the after hours session : Dell Inc. ( DELL ) is +0.07 at $10.59, with 1,730,155 shares traded. DELL's current last sale is 75.64% of the target price of $14. The NASDAQ 100 After Hours Indicator is down -1.28 to 2,828.43.
|
2fd1091a-4950-4d8e-b890-65a05a102251
|
726672.0
|
2012-09-05 00:00:00 UTC
|
Stock Market News for September 5, 2012 - Market News
|
DELL
|
https://www.nasdaq.com/articles/stock-market-news-for-september-5-2012-market-news-2012-09-05
|
nan
|
nan
|
A report suggesting contraction in US manufacturing activity took a toll on investor sentiment and benchmarks ended mostly lower on Tuesday. While markets looked en route for a bigger fall, tech-bellwether Apple's shares rallied strongly to cut some of the losses by the end of the day.
The Dow Jones Industrial Average (DJI) dropped 0.4% and ended at 13,035.94. The Standard & Poor 500 (S&P 500) slipped a mere 0.1% to finish Tuesday's trading session at 1,404.94. The tech-laden Nasdaq Composite Index edged up 0.3% and closed at 3,075.06. The fear-gauge CBOE Volatility Index (VIX) added 2.9% and settled at 17.98. Consolidated volumes on the New York Stock Exchange, the American Stock Exchange and Nasdaq were roughly 5.53 billion shares, lower than last year's daily average of 7.84 billion. Advancing stocks outpaced the decliners on the NYSE; as for 57% stocks that advanced, 39% stock closed lower.
Much of the day's action was dominated by discouraging economic readings before a surge in Apple Inc.'s (NASDAQ: AAPL ) shares helped to somewhat offset the negative sentiment. As for the economic readings, investors were dealt a rude shock when they learnt manufacturing activity was at its lowest level since July 2009. The Institute for Supply Management reported that the Purchasing Managers' Index (PMI) dropped 0.2% to 49.6% in August. This marked not only the lowest level for the PMI, but was also the third straight month that the index contracted. The ISM Manufacturing Index is based on surveys of 300 purchasing managers nationwide, representing 20 industries regarding manufacturing activity. Thus, this is definitely a key index and the contraction is being viewed is as a grim headwind.
Also, the U.S. Census Bureau of the Department of Commerce reported that construction spending declined 0.9% from the June estimate to a seasonally adjusted annual rate of $834.4 billion in July. The 0.9% decline was in contrast to consensus estimates of a 0.4% gain. Further, spending on private construction dropped 1.2% from June and public construction spending slipped 0.4%.
Markets traded in the red following these reports. However, an invitation by Apple for an event next week lifted the mood. The event is believed to shed a definite light on the long-anticipated iPhone 5. This will be the latest version of iPhone after Apple unveiled iPhone 4S late last year. Following the launch of iPhone 4S, markets had been expecting iPhone 5. News about the invitation sparked off cheers and Apple's shares ended 1.5% higher at $674.97 a share.
Apple is the Nasdaq's biggest component and is also the most valuable company in the world currently. Movement in Apple's shares has the potential to drive the broader markets at times, and such was the case yesterday. The Nasdaq rebounded from a loss and the S&P 500 managed to negate most of its day's losses.
However, other major tech shares did not enjoy a winning rally and stocks such as Oracle Corporation (NASDAQ: ORCL ), Microsoft Corporation (NASDAQ: MSFT ), Intel Corporation (NASDAQ: INTC ), Dell Inc. (NASDAQ: DELL ), SanDisk Corporation (NASDAQ: SNDK ) and Cisco Systems, Inc. (NASDAQ: CSCO ) dropped 0.3%, 1.4%, 1.7%, 0.3%, 0.8% and 0.5%, respectively.
On the other hand, investors also waited to see what European Central Bank (ECB) President Mario Draghi has to announce after the ECB meeting on Thursday. Last week, US Federal Reserve Chairman Ben Bernanke had announced that the central bank "will provide additional policy accommodation as needed to promote a stronger economic recovery and sustained improvement in labor market conditions in a context of price stability". However, he stopped short of announcing any economic measures at the moment.
APPLE INC (AAPL): Free Stock Analysis Report
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
ORACLE CORP (ORCL): Free Stock Analysis Report
SANDISK CORP (SNDK): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
However, other major tech shares did not enjoy a winning rally and stocks such as Oracle Corporation (NASDAQ: ORCL ), Microsoft Corporation (NASDAQ: MSFT ), Intel Corporation (NASDAQ: INTC ), Dell Inc. (NASDAQ: DELL ), SanDisk Corporation (NASDAQ: SNDK ) and Cisco Systems, Inc. (NASDAQ: CSCO ) dropped 0.3%, 1.4%, 1.7%, 0.3%, 0.8% and 0.5%, respectively. APPLE INC (AAPL): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report SANDISK CORP (SNDK): Free Stock Analysis Report To read this article on Zacks.com click here. Much of the day's action was dominated by discouraging economic readings before a surge in Apple Inc.'s (NASDAQ: AAPL ) shares helped to somewhat offset the negative sentiment.
|
However, other major tech shares did not enjoy a winning rally and stocks such as Oracle Corporation (NASDAQ: ORCL ), Microsoft Corporation (NASDAQ: MSFT ), Intel Corporation (NASDAQ: INTC ), Dell Inc. (NASDAQ: DELL ), SanDisk Corporation (NASDAQ: SNDK ) and Cisco Systems, Inc. (NASDAQ: CSCO ) dropped 0.3%, 1.4%, 1.7%, 0.3%, 0.8% and 0.5%, respectively. APPLE INC (AAPL): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report SANDISK CORP (SNDK): Free Stock Analysis Report To read this article on Zacks.com click here. Consolidated volumes on the New York Stock Exchange, the American Stock Exchange and Nasdaq were roughly 5.53 billion shares, lower than last year's daily average of 7.84 billion.
|
However, other major tech shares did not enjoy a winning rally and stocks such as Oracle Corporation (NASDAQ: ORCL ), Microsoft Corporation (NASDAQ: MSFT ), Intel Corporation (NASDAQ: INTC ), Dell Inc. (NASDAQ: DELL ), SanDisk Corporation (NASDAQ: SNDK ) and Cisco Systems, Inc. (NASDAQ: CSCO ) dropped 0.3%, 1.4%, 1.7%, 0.3%, 0.8% and 0.5%, respectively. APPLE INC (AAPL): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report SANDISK CORP (SNDK): Free Stock Analysis Report To read this article on Zacks.com click here. Consolidated volumes on the New York Stock Exchange, the American Stock Exchange and Nasdaq were roughly 5.53 billion shares, lower than last year's daily average of 7.84 billion.
|
APPLE INC (AAPL): Free Stock Analysis Report CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report ORACLE CORP (ORCL): Free Stock Analysis Report SANDISK CORP (SNDK): Free Stock Analysis Report To read this article on Zacks.com click here. However, other major tech shares did not enjoy a winning rally and stocks such as Oracle Corporation (NASDAQ: ORCL ), Microsoft Corporation (NASDAQ: MSFT ), Intel Corporation (NASDAQ: INTC ), Dell Inc. (NASDAQ: DELL ), SanDisk Corporation (NASDAQ: SNDK ) and Cisco Systems, Inc. (NASDAQ: CSCO ) dropped 0.3%, 1.4%, 1.7%, 0.3%, 0.8% and 0.5%, respectively. As for the economic readings, investors were dealt a rude shock when they learnt manufacturing activity was at its lowest level since July 2009.
|
0027f8dc-af5f-49fa-82b3-ee6eca02989c
|
726673.0
|
2012-09-05 00:00:00 UTC
|
Data Management Demand Gives CommVault Systems A Lift
|
DELL
|
https://www.nasdaq.com/articles/data-management-demand-gives-commvault-systems-lift-2012-09-05
|
nan
|
nan
|
Computer systems are not meant to be storage attics.
You can't just keep hoarding old data the way your aunt hoards old magazines and figurines. Eventually, all those data start to slow things down.
To prevent this from happening, businesses call on data management and storage firms likeCommVault Systems ( CVLT ).
CommVault's Simpana software suite provides backup, restoration, and archive solutions to customers in the enterprise, server message block ( SMB ) and federal government sectors.
The company is considered a pioneer in data deduplication technology, which lets users store less data and save money. It's an important service considering how much more data companies can store amid the rise in mobile computing.
Demand has been particularly heavy the last couple of years, helping CommVault string together eight straight quarters of double-digit sales and earnings growth.
"The key is what you hear all the time from companies: Their current data management and infrastructure models are broken from just too much data," CommVault Chief Executive Robert Hammer told IBD in an interview last month.
Old Ways Too Expensive
"They can't move the data from the front end fast enough," Hammer added. "Companies need to meet their compliance or regulatory requirements, and the old ways of doing that are getting too expensive."
CommVault competes with companies both large and small for its business. A couple of the bigger players areDell ( DELL ) andEMC ( EMC ). Competition is expected to heat up as Dell, a long-time partner of CommVault, moves into a few of CommVault's specialty areas.
In July, Dell announced a $2.4 billion buyout ofQuest Software ( QSFT ), which makes products that manage databases and provide backup services. That deal followed Dell's February buyout of AppAssure, which makes backup software.
Those transactions figure to put Dell into competition with CommVault in the market for small and midsize customers, watchers say. But Hammer downplayed the threat during his conversation with IBD.
"We think (Dell's) products fit a lower segment of the market," he said. "Most of our focus in working with Dell is in the enterprise. It's not in the lower end of the (small and medium-size business) group."
Still, the prospect of increased competition has been a cause for concern among some CommVault followers in recent months. Those concerns eased somewhat thanks to CommVault's strong performance during its first fiscal quarter, which ended in March.
"A strong Q1 bolsters our view that the competitive landscape for data management, archive and backup remains fairly limited, providing CommVault continued room for license growth outperformance," Sterne Agee analyst Alex Kurtz noted in a report following CommVault's first-quarter earnings release.
Ironically, CommVault still depends on Dell for a large chunk of its business. The company's relationship with Dell accounted for about one-fifth of CommVault's first-quarter revenue.
Total revenue for the quarter climbed 22% from the prior year to $111.3 million, above consensus estimates for $108.9 million. The gain was driven in part by an increase in seven-figure deals, CEO Hammer said.
The government sector was the biggest contributor to Q1 revenue, though the financial services and service-provider segments are becoming a bigger part of the business. Large enterprise deals accounted for more than half of CommVault's first-quarter revenue.
"CommVault delivered strong large enterprise deals, directly addressing market concerns about the company's exposure to IT head winds for large software deals," Kurtz noted.
Fiscal first-quarter earnings increased 43% to 30 cents a share, topping views by 7 cents.
"The EPS upside was aided by strong operating margins of 20.3% in the quarter," noted Brian Freed, analyst at Wunderlich Securities.
One area of concern was CommVault's deferred revenue, which is not recorded on the income statement until services are actually rendered. Although deferred revenue grew 21.9% year-over-year during Q1, it was the lowest quarterly gain in three years.
Deferred Revenue
"A further look reveals a $5.6 million sequential decline in short-term deferred revenue," Freed said. "We note this marks the company's first sequential decline in short-term deferred revenue since at least fiscal 2007."
Freed called it a "clean quarter from a headline perspective." But, he added, "we believe a further look into deferred revenue and bookings metrics reveals a much less favorable demand environment than otherwise implied."
There have been worries that IT spending will decline during the second half of the year. Even if it does, CommVault might not be as vulnerable as other companies in the data storage and management sector.
"Even when things are getting cut back, higher-priority projects like ours are still being funded," Hammer told IBD. "We remain a very high priority for spending because you've got to manage your data. You have to be in compliance. You have got to protect it and you have to meet regulatory issues."
Although CommVault doesn't issue formal guidance, the company indicated that it is comfortable with Wall Street's fiscal 2013 outlook for double-digit revenue and operating income growth.
Analysts polled by Thomson Reuters expect full-year earnings to rise 21% this fiscal year and 13% in fiscal 2014. CommVault's stock price, which trades near 52, has risen more than 30% since July 11.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
In July, Dell announced a $2.4 billion buyout ofQuest Software ( QSFT ), which makes products that manage databases and provide backup services. A couple of the bigger players areDell ( DELL ) andEMC ( EMC ). Competition is expected to heat up as Dell, a long-time partner of CommVault, moves into a few of CommVault's specialty areas.
|
In July, Dell announced a $2.4 billion buyout ofQuest Software ( QSFT ), which makes products that manage databases and provide backup services. A couple of the bigger players areDell ( DELL ) andEMC ( EMC ). Competition is expected to heat up as Dell, a long-time partner of CommVault, moves into a few of CommVault's specialty areas.
|
A couple of the bigger players areDell ( DELL ) andEMC ( EMC ). Competition is expected to heat up as Dell, a long-time partner of CommVault, moves into a few of CommVault's specialty areas. In July, Dell announced a $2.4 billion buyout ofQuest Software ( QSFT ), which makes products that manage databases and provide backup services.
|
A couple of the bigger players areDell ( DELL ) andEMC ( EMC ). Competition is expected to heat up as Dell, a long-time partner of CommVault, moves into a few of CommVault's specialty areas. In July, Dell announced a $2.4 billion buyout ofQuest Software ( QSFT ), which makes products that manage databases and provide backup services.
|
bcd593af-7980-4d4c-9ae5-ff920f065fee
|
726674.0
|
2012-09-04 00:00:00 UTC
|
H-P Unveils PCs with Windows 8 - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/h-p-unveils-pcs-with-windows-8-analyst-blog-2012-09-04
|
nan
|
nan
|
The world's largest PC-maker Hewlett-Packard Co. ( HPQ ) is planning to arouse consumer interest with three new PCs (one hybrid and two Ultrabooks) this holiday season. Apart from some stunning features, the new offering will be available with the latest, yet-to-be-released Windows 8 operating system from Microsoft Corp. ( MSFT ).
Industry experts believe that the PC market would benefit from the Windows 8 OS. They also believe that customers have withheld purchases ahead of the Win 8 launch. Microsoft plans to make the software upgrade public by October. We believe that the timing for H-P's new releases is perfect.
New Kids on the Block
Now, let's have a look at the features of the three new family members. H-P is launching ENVY x2 hybrid PC, SpectreXT TouchSmart Ultrabook and ENVY TouchSmart Ultrabook 4.
HP ENVY x2 will allow users to get the feel of both notebook and tablet. The upper lid of this notebook is detachable and can be used as a tablet. Also, with Near Field Communication technology ('NFC'), users will be able to share contents easily with other NFC-led mobile devices with a single touch.
HP SpectreXT TouchSmart Ultrabook and ENVY TouchSmart Ultrabook 4 have more or less similar features. The common features include multi-touch high definition display, Intel Corp. 's ( INTC ) core processor, metal body, certain HP invented applications and solid state drive. SpectreXT's special feature is Intel's Thunderbolt technology (copper-based interface for connecting peripheral devices to a computer via an expansion bus). On the other hand, TouchSmart is powered by Advanced Micro Devices Inc. 's ( AMD ) graphics card.
Pricing of ENVY x2 and ENVY TouchSmart Ultrabook 4 have not been disclosed, while SpectreXT prices could start from $1,399.
What We Think
We have already mentioned the possibility of Windows 8 driving PC demand in the holiday season. H-P has a lineup of Win 8-feautured desktops, laptops and tablets to be introduced later this year. We look forward to the reception of these products, which could boost HP's PC business.
But the scenario may get challenging with the launch of Microsoft's first-ever tablet "Surface" during this Christmas season. Also, Dell Inc. ( DELL ) and ASUS are planning to launch Win 8-enabled hybrid PCs, quite similar to HP ENVY x2.
We think the similarity of the products basically means that consumer dollars will be more or less divided between the players, with no clear winners.
Currently, H-P has a Zacks #3 Rank, implying a short-term Hold rating, while Dell has a Zacks #4 Rank, implying a short-term Sell rating.
ADV MICRO DEV (AMD): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Also, Dell Inc. ( DELL ) and ASUS are planning to launch Win 8-enabled hybrid PCs, quite similar to HP ENVY x2. Currently, H-P has a Zacks #3 Rank, implying a short-term Hold rating, while Dell has a Zacks #4 Rank, implying a short-term Sell rating. ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here.
|
Currently, H-P has a Zacks #3 Rank, implying a short-term Hold rating, while Dell has a Zacks #4 Rank, implying a short-term Sell rating. ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Also, Dell Inc. ( DELL ) and ASUS are planning to launch Win 8-enabled hybrid PCs, quite similar to HP ENVY x2.
|
ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Also, Dell Inc. ( DELL ) and ASUS are planning to launch Win 8-enabled hybrid PCs, quite similar to HP ENVY x2. Currently, H-P has a Zacks #3 Rank, implying a short-term Hold rating, while Dell has a Zacks #4 Rank, implying a short-term Sell rating.
|
Also, Dell Inc. ( DELL ) and ASUS are planning to launch Win 8-enabled hybrid PCs, quite similar to HP ENVY x2. Currently, H-P has a Zacks #3 Rank, implying a short-term Hold rating, while Dell has a Zacks #4 Rank, implying a short-term Sell rating. ADV MICRO DEV (AMD): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here.
|
acefde82-35ed-444f-86e8-27c43eb5f7a8
|
726675.0
|
2012-08-31 00:00:00 UTC
|
Computer Firms Struggle With Economic, Product Shifts
|
DELL
|
https://www.nasdaq.com/articles/computer-firms-struggle-economic-product-shifts-2012-08-31
|
nan
|
nan
|
A panel of tech CEOs was asked last week to identify the biggest surprise of the past year.
"The macroeconomic instability," Michael Dell said.
Dell 's ( DELL ) founder and CEO said he didn't expect the global economy would stay in a funk for this long. He made his comment atVMware 's ( VMW ) annual gathering of tech professionals in San Francisco.
The tech industry has often weathered previous times of economic weakness in a much better position than other industry sectors. That's because companies would maintain spending on innovative products that promised to boost revenue or save money. This time it's different.
In second-quarter conference calls over the last few weeks, tech CEOs frequently have mentioned the tough economy as a reason to remain cautious on their outlooks. This time their customers have been more hesitant about tech spending -- delaying product upgrades or big projects.
Among those hit are computer hardware and peripheral makers, which supply PCs, printers, copiers and related equipment to businesses and consumers.
On Aug. 21, Dell posted Q2 sales that missed expectations, and its projections for Q3 also fell short. Dell shares slid 5% the next day.
A day after that, research firm IDC cut its forecast for PC unit shipments this year to less than 1% growth from last year. It cited global economic weakness and a cautious upgrade cycle.
But amid all these troubles, at least one company in the computer sector has been flying like a rocket. That company isApple ( AAPL ).
Apple's heavy influence on the industry group is the main reason for its high ranking among IBD's 197 groups. Computer-Hardware/Peripherals ranked No. 32 as of Friday's IBD, after standing at No. 18 about six weeks ago.
While Apple fell 4% on July 25 after posting lower-than-expected quarterly earnings, since then it's gained about 15%.
"When Apple is included, everything looks good," said Andrew Bartels, an analyst at Forrester Research. "Without Apple, things are not so good."
The Apple Effect
It's not completely gloom and doom for the rest, though. Tech bellwetherCisco ( CSCO ), part of IBD's networking equipment industry group, recently signaled that while growth is stalling, things are not falling apart.
When Cisco reported quarterly results last month, CEO John Chambers referred to "stabilization in our business" and "confidence going forward." That was a marked shift from the previous quarter, when he said tech spending was "hesitant."
Whatever the case, Apple is the locomotive that shows no sign of stalling. To follow up on the iPhone, which provided 46% of its revenue last quarter, Apple once again changed an industry with the iPad, unveiled in 2010.
Global tablet sales rose 34% in 2012's second quarter from the first quarter, reaching 25 million units. That's according to IDC. Apple accounted for 68% of unit shipments.
As is often the case, though, what's good for Apple isn't good for its competitors. When tablet computers first came on the scene, it wasn't quite clear what the impact would be. Would they be a novelty platform for consumers to play games, watch video and send messages?
The answer was yes, and then some. The iPad has become a popular business tool -- a snappy portable that enterprises use in creative ways.
Restaurants have used them as interactive menus. Bartenders have used them to control a variety of TV sets in a sports bar.GM 's ( GM ) Cadillac brand is giving an iPad to buyers of its new XTS sports sedan. As tablets are used in different ways, the result is less need for PCs.
"The transition from desktops to laptops to tablets and smartphones is cannibalizing older markets," Bartels said. "Companies and consumers are asking if they need a computer when a tablet will do fine."
Straining To Transition
The problem for Dell,Hewlett-Packard (HPQ) and others is they don't have a successful tablet offering.
"It's been a challenge for many companies," Bartels said. "They need to transition."
HP is among those trying to change older ways. CEO Meg Whitman has initiated a number of major restructuring programs. And printer manufacturerLexmark International (LXK) on Aug. 28 announced it will cut 1,700 jobs as part of a restructuring plan, sending its shares up 14% that day.
For the providers of computers and peripherals, the ground is shifting and it's time to react, if they haven't already.
"There is this whole move to mobile devices in the post-PC area and it's accelerating," said Brian White, an analyst at Topeka Capital Markets.
"If you have a big exposure to the PC market and you'd don't have a portfolio of products for the emerging mobile market, that's a challenge."
More Delays, Slow Gains
The guidance for the third quarter given by the S&P 500's tech firms isn't encouraging.
It "is emblematic of the uncertainty seen throughout the economy as a whole," Thomson Reuters said in a recent analysis. "Companies in various sectors have been citing the European sovereign debt crisis, the fiscal cliff in the U.S., and unknown future growth in China as reasons to delay investment and hiring decisions."
The analysis also said that, with the technology sector in the middle of a transition and a weak economy, "it remains to be seen if the projections for improving growth in the fourth quarter and into 2013 will come to fruition or whether delayed resolution of these issues will extend the uncertainty and continue to cause companies and consumers to delay spending."
There are some bright lights on the horizon.
The transition to mobile has ignited a frenzy of new applications that could spur additional sales. This includes the tablet revolution and the recent emergence of slim, ultra-light and power-packed portable computers known as ultrabooks, whichIntel (INTC) is aggressively promoting. This month,Microsoft (MSFT) is expected to launch its latest operating system, Windows 8, which might spur a new round of PC buying.
In addition, there's the continual shift toward cloud computing, which represents a cost-effective way for businesses to expand their computing usage.
The challenge in all this, though, is these new technologies are in a transition phase -- meaning businesses have not yet given them a full and hearty embrace.
"We still think cloud computing will drive a new cycle of growth," Forrester's Bartels said, "but the most recent data is not supporting that thesis."
For now, though, Bartels is projecting the computer-equipment category will ramp up to 8.4% sales growth in 2013, after showing growth of 4.5% this year.
Bill Whyman, tech industry analyst at International Strategy & Investment, said U.S. tech production and manufacturing capacity use moved up in July, and revised June data show significant improvement.
Still, he wrote that ISI expects "slow gains." Microsoft, Intel, HP and Dell are struggling with the tech transition under way. But he also thinks the second half of this year will be better than the first half.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
"The macroeconomic instability," Michael Dell said. Dell 's ( DELL ) founder and CEO said he didn't expect the global economy would stay in a funk for this long. On Aug. 21, Dell posted Q2 sales that missed expectations, and its projections for Q3 also fell short.
|
"The macroeconomic instability," Michael Dell said. Dell 's ( DELL ) founder and CEO said he didn't expect the global economy would stay in a funk for this long. On Aug. 21, Dell posted Q2 sales that missed expectations, and its projections for Q3 also fell short.
|
Dell 's ( DELL ) founder and CEO said he didn't expect the global economy would stay in a funk for this long. "The macroeconomic instability," Michael Dell said. On Aug. 21, Dell posted Q2 sales that missed expectations, and its projections for Q3 also fell short.
|
"The macroeconomic instability," Michael Dell said. Dell 's ( DELL ) founder and CEO said he didn't expect the global economy would stay in a funk for this long. On Aug. 21, Dell posted Q2 sales that missed expectations, and its projections for Q3 also fell short.
|
47af2082-4371-41e3-abe9-bdb461396626
|
726676.0
|
2012-08-28 00:00:00 UTC
|
Dell Inks OEM Deal with SoloHealth - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-inks-oem-deal-with-solohealth-analyst-blog-2012-08-28
|
nan
|
nan
|
Dell Inc. ( DELL ) recently clinched an original equipment manufacturer (OEM) deal with healthcare kiosks provider SoloHealth Inc. The financial details of the deal have not been disclosed.
Atlanta-based SoloHealth specializes in providing interactive healthcare kiosks that help people to know their general health condition, free of cost. The kiosks record an individual's health, gathering information such as blood pressure level, eyesight, weight, body mass index and so on. The database can then be used to consult a physician, enabling fast detection and prevention of disease. Being a start-up, the company has already attracted strategic investments from Coinstar Inc. ( CSTR ) and WellPoint Inc. ( WLP ) to roll out a number of kiosks nationwide.
Under the terms of the agreement, Dell will manufacture high performance kiosks for SoloHealth. Those kiosks will be deployed at various important retail locations. Notably, SoloHealth has already clinched a deal with Wal-Mart Stores Inc. ( WMT ).
Dell has been an experienced provider of OEM solutions to more than 2,100 customers, 40 different industry verticals including 30% of Fortune 100 companies. For the healthcare market, Dell's solutions help to avoid overinvestment; save time and money in product development, reduce downtime and achieve longer product life-cycles. Dell's technological expertise will help SoloHealth grow its market share through efficient kiosk performance.
We are encouraged by Dell's deal winning momentum from various industry verticals. But the lackluster PC market, which is continually affecting the fundamentals, keeps us concerned. In its recently concluded second quarter results, Dell posted year-over-year decline in revenue and earnings per share.
A gloomy third quarter outlook, uncertainty regarding the acquisition of software vendor Quest Software and concerns regarding the PC market share loss to Hewlett-Packard Company ( HPQ ), Apple Inc. ( AAPL ) and other Asian manufacturers have led to our bearish view for the short term.
Currently, Dell has a Zacks #4 Rank, which implies a short-term Sell rating.
APPLE INC (AAPL): Free Stock Analysis Report
COINSTAR INC (CSTR): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
WELLPOINT INC (WLP): Free Stock Analysis Report
WAL-MART STORES (WMT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) recently clinched an original equipment manufacturer (OEM) deal with healthcare kiosks provider SoloHealth Inc. Under the terms of the agreement, Dell will manufacture high performance kiosks for SoloHealth. Dell has been an experienced provider of OEM solutions to more than 2,100 customers, 40 different industry verticals including 30% of Fortune 100 companies.
|
Dell Inc. ( DELL ) recently clinched an original equipment manufacturer (OEM) deal with healthcare kiosks provider SoloHealth Inc. APPLE INC (AAPL): Free Stock Analysis Report COINSTAR INC (CSTR): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report WELLPOINT INC (WLP): Free Stock Analysis Report WAL-MART STORES (WMT): Free Stock Analysis Report To read this article on Zacks.com click here. Under the terms of the agreement, Dell will manufacture high performance kiosks for SoloHealth.
|
Dell Inc. ( DELL ) recently clinched an original equipment manufacturer (OEM) deal with healthcare kiosks provider SoloHealth Inc. APPLE INC (AAPL): Free Stock Analysis Report COINSTAR INC (CSTR): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report WELLPOINT INC (WLP): Free Stock Analysis Report WAL-MART STORES (WMT): Free Stock Analysis Report To read this article on Zacks.com click here. Under the terms of the agreement, Dell will manufacture high performance kiosks for SoloHealth.
|
Dell Inc. ( DELL ) recently clinched an original equipment manufacturer (OEM) deal with healthcare kiosks provider SoloHealth Inc. Under the terms of the agreement, Dell will manufacture high performance kiosks for SoloHealth. Dell has been an experienced provider of OEM solutions to more than 2,100 customers, 40 different industry verticals including 30% of Fortune 100 companies.
|
3cb2c49b-ba59-4c06-b285-701828cf2c50
|
726677.0
|
2012-08-28 00:00:00 UTC
|
Stock Market News for August 28, 2012 - Market News
|
DELL
|
https://www.nasdaq.com/articles/stock-market-news-for-august-28-2012-market-news-2012-08-28
|
nan
|
nan
|
Markets struggled to find a definite course in the absence of news yesterday and investors struggled to decide on their course of action. Eventually, volumes remained at the lowest level for the year. However, while the blue-chip index and S&P 500 slipped marginally, Nasdaq managed to finish in the green riding on Apple's gains. A key legal advantage for the iPhone maker led the share to a new high yesterday. Investors also continued to maintain a cautious stance, as they await Federal Reserve Chairman Ben Bernanke's speech on Friday.
The Dow Jones Industrial Average (DJI) dropped 0.3% to close the day at 13,124.67. The Standard & Poor 500 (S&P 500) slipped a meager 0.69 point or 0.05% to finish yesterday's trading session at 1,410.44. The tech-laden Nasdaq Composite Index was the only gainer, edging up 0.1% to end at 3,073.19. The fear-gauge CBOE Volatility Index (VIX) jumped 7.7% to settle at 16.35. Consolidated volumes on the New York Stock Exchange, American Stock Exchange and Nasdaq were roughly 4.46 billion shares, significantly lower than the year-to-date average of 6.6 billion shares. A Bloomberg report noted that volumes were at their lowest since 2008 after leaving out the days around holidays. Declining stocks edged past the advancers on the NYSE; as for 50% stocks that declined, 46% stocks closed higher.
The lack of major developments kept investors away from the Street. Moreover, they are also waiting for concrete action from the central banks of key economies including the U.S. Europe and even China. Over the last couple of weeks, possibilities of fresh economic stimulus have see-sawed in Europe as well as in the U.S. Meanwhile there were indications that the European Central Bank (ECB) will buy back Italian and Spanish bonds. Recent reports have also suggested that the ECB is considering a 'yield band target' for the bond purchase plan. However, the plan has hit some roadblocks with the German central bank, Bundesbank, opposing ECB's idea to go ahead with bond purchases.
Even developments regarding the economic stimulus plan in U.S. have sent out mixed signals over the past few days. While the minutes from the Federal Open Market Committee's (FOMC) meet suggested that "many members" were in favor of additional measures, St. Louis Fed President James Bullard created uncertainty about additional economic stimulus arriving anytime soon saying the present economic situation does not warrant the need for QE3.
Thus, investors have gone into a shell and are waiting for the outcome of the Federal Reserve's annual meeting scheduled for the end of this week at Jackson Hole. The central bank chairman's speech at the annual convention is a key one. Investors' eyes are now fixed on this meet. Thus, they have currently refrained from betting big bucks.
The only headline of any importance came from tech-bellwether Apple Inc. (NASDAQ: AAPL ). A nine member jury of the U.S. District Court in San Jose, California, ruled in favor of Apple in a patent-related case against its rival Samsung. The court ruled that Samsung had infringed upon six of Apple's patents and ordered Samsung to pay $1.05 billion to Apple. Additionally, all the counter claims by Samsung were rejected. This marks a major advantage for Apple and it will help the iPhone maker limit the growth of its rival as well as Google Inc.'s (NASDAQ: GOOG ) Android operating systems. While Apple's shares jumped 1.9% and had also touched an all time high of $680.87, shares of Google dropped 1.4%.
Apple is the biggest component of the Nasdaq and any movement in the stock has a significant impact on Nasdaq's direction. Thus, gains made by Apple lifted Nasdaq higher. Even the technology sector finished in the green and the Technology Select Sector SPDR (XLK) was up 0.1%. However, key technology stocks including Hewlett-Packard Company (NYSE: HPQ ), Dell Inc. (NASDAQ: DELL ), International Business Machines Corp. (NYSE: IBM ), Intel Corporation (NASDAQ: INTC ), NVIDIA Corporation (NASDAQ: NVDA ) dropped 2.1%, 1.2%, 1.1%, 0.3% and 1.7%, respectively.
APPLE INC (AAPL): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
GOOGLE INC-CL A (GOOG): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
INTEL CORP (INTC): Free Stock Analysis Report
NVIDIA CORP (NVDA): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
However, key technology stocks including Hewlett-Packard Company (NYSE: HPQ ), Dell Inc. (NASDAQ: DELL ), International Business Machines Corp. (NYSE: IBM ), Intel Corporation (NASDAQ: INTC ), NVIDIA Corporation (NASDAQ: NVDA ) dropped 2.1%, 1.2%, 1.1%, 0.3% and 1.7%, respectively. APPLE INC (AAPL): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report To read this article on Zacks.com click here. Investors also continued to maintain a cautious stance, as they await Federal Reserve Chairman Ben Bernanke's speech on Friday.
|
However, key technology stocks including Hewlett-Packard Company (NYSE: HPQ ), Dell Inc. (NASDAQ: DELL ), International Business Machines Corp. (NYSE: IBM ), Intel Corporation (NASDAQ: INTC ), NVIDIA Corporation (NASDAQ: NVDA ) dropped 2.1%, 1.2%, 1.1%, 0.3% and 1.7%, respectively. APPLE INC (AAPL): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report To read this article on Zacks.com click here. Consolidated volumes on the New York Stock Exchange, American Stock Exchange and Nasdaq were roughly 4.46 billion shares, significantly lower than the year-to-date average of 6.6 billion shares.
|
However, key technology stocks including Hewlett-Packard Company (NYSE: HPQ ), Dell Inc. (NASDAQ: DELL ), International Business Machines Corp. (NYSE: IBM ), Intel Corporation (NASDAQ: INTC ), NVIDIA Corporation (NASDAQ: NVDA ) dropped 2.1%, 1.2%, 1.1%, 0.3% and 1.7%, respectively. APPLE INC (AAPL): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report To read this article on Zacks.com click here. Consolidated volumes on the New York Stock Exchange, American Stock Exchange and Nasdaq were roughly 4.46 billion shares, significantly lower than the year-to-date average of 6.6 billion shares.
|
However, key technology stocks including Hewlett-Packard Company (NYSE: HPQ ), Dell Inc. (NASDAQ: DELL ), International Business Machines Corp. (NYSE: IBM ), Intel Corporation (NASDAQ: INTC ), NVIDIA Corporation (NASDAQ: NVDA ) dropped 2.1%, 1.2%, 1.1%, 0.3% and 1.7%, respectively. APPLE INC (AAPL): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report GOOGLE INC-CL A (GOOG): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report INTEL CORP (INTC): Free Stock Analysis Report NVIDIA CORP (NVDA): Free Stock Analysis Report To read this article on Zacks.com click here. However, while the blue-chip index and S&P 500 slipped marginally, Nasdaq managed to finish in the green riding on Apple's gains.
|
075fc778-fd75-4ea9-af9b-1e9692580e9f
|
726678.0
|
2012-08-27 00:00:00 UTC
|
After Hours Most Active for Aug 27, 2012 : BAC, T, BSX, PBR/A, GFA, PSSI, SCS, QQQ, CSGS, VRSN, ENDP, DELL
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-aug-27-2012-bac-t-bsx-pbra-gfa-pssi-scs-qqq-csgs-vrsn-endp-dell
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is down -.06 to 2,782.49. The total After hours volume is currently 9,378,052 shares traded.
The following are the most active stocks for the after hours session :
Bank of America Corporation ( BAC ) is unchanged at $8.07, with 2,700,939 shares traded. BAC's current last sale is 89.67% of the target price of $9.
AT&T Inc. ( T ) is +0.03 at $36.90, with 1,988,053 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus EPS forecast is $0.66. T's current last sale is 102.5% of the target price of $36.
Boston Scientific Corporation ( BSX ) is +0.0004 at $5.43, with 830,410 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus EPS forecast is $0.11. BSX's current last sale is 90.51% of the target price of $6.
Petroleo Brasileiro S.A.- Petrobras (PBR/A) is unchanged at $21.05, with 730,300 shares traded. PBR/A's current last sale is 63.79% of the target price of $33.
Gafisa SA ( GFA ) is unchanged at $3.89, with 491,800 shares traded. As reported by Zacks, the current mean recommendation for GFA is in the "buy range".
PSS World Medical Inc. ( PSSI ) is unchanged at $21.88, with 454,837 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus EPS forecast is $0.29. As reported in the last short interest update the days to cover for PSSI is 7.910582; this calculation is based on the average trading volume of the stock.
Steelcase Inc. ( SCS ) is unchanged at $9.61, with 454,554 shares traded. As reported by Zacks, the current mean recommendation for SCS is in the "buy range".
PowerShares QQQ Trust, Series 1 ( QQQ ) is unchanged at $68.40, with 407,672 shares traded. This represents a 36.54% increase from its 52 Week Low.
CSG Systems International, Inc. ( CSGS ) is unchanged at $21.14, with 309,694 shares traded., following a 52-week high recorded in today's regular session.
VeriSign, Inc. ( VRSN ) is +0.01 at $47.22, with 301,939 shares traded. VRSN's current last sale is 102.65% of the target price of $46.
Endo Health Solutions Inc. ( ENDP ) is -0.0972 at $32.33, with 206,264 shares traded. Over the last four weeks they have had 7 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus EPS forecast is $1.36. As reported by Zacks, the current mean recommendation for ENDP is in the "buy range".
Dell Inc. ( DELL ) is unchanged at $11.12, with 203,840 shares traded., following a 52-week high recorded in today's regular session.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is unchanged at $11.12, with 203,840 shares traded., following a 52-week high recorded in today's regular session. The following are the most active stocks for the after hours session : Bank of America Corporation ( BAC ) is unchanged at $8.07, with 2,700,939 shares traded. As reported in the last short interest update the days to cover for PSSI is 7.910582; this calculation is based on the average trading volume of the stock.
|
Dell Inc. ( DELL ) is unchanged at $11.12, with 203,840 shares traded., following a 52-week high recorded in today's regular session. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012.
|
Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. Dell Inc. ( DELL ) is unchanged at $11.12, with 203,840 shares traded., following a 52-week high recorded in today's regular session. The following are the most active stocks for the after hours session : Bank of America Corporation ( BAC ) is unchanged at $8.07, with 2,700,939 shares traded.
|
Dell Inc. ( DELL ) is unchanged at $11.12, with 203,840 shares traded., following a 52-week high recorded in today's regular session. The following are the most active stocks for the after hours session : Bank of America Corporation ( BAC ) is unchanged at $8.07, with 2,700,939 shares traded. AT&T Inc. ( T ) is +0.03 at $36.90, with 1,988,053 shares traded.
|
0777c2c3-ed4b-46b3-ae99-8dd5ceb9e81a
|
726679.0
|
2012-08-25 00:00:00 UTC
|
Weekly Guru Bargains Highlights: MFRM, SID, DELL, ACI, IGT
|
DELL
|
https://www.nasdaq.com/articles/weekly-guru-bargains-highlights-mfrm-sid-dell-aci-igt-2012-08-25
|
nan
|
nan
|
According to GuruFocus updates , these stocks have declined the most since Gurus have bought.
Mattress Firm Holding Corp ( MFRM ): Down 21% Since Pioneer Investments Bought In the Quarter Ended on 2012-06-30
Pioneer Investments added to his holdings in Specialty Retailers company Mattress Firm Holding Corp by 114.22% during the quarter ended 06/30/2012. His purchase prices were between $26.08 and $46.38, with an estimated average price of $35.8. Since then the prices of Mattress Firm Holding Corp shares have declined by -21% from the estimated average. Pioneer Investments owned 138,053 shares of as of 06/30/2012.
Mattress Firm Holding Corp. operates as a mattress retailer in the United States. Mattress Firm Holding Corp has a market cap of $1.04 billion; its shares were traded at around $28.36 with and P/S ratio of 1.5.
Mattress Firm Holding Corp. recently announced its financial results for the fiscal first quarter (13 weeks) ended May 1, 2012. Net sales for the first quarter increased 38.1% to $209.8 million, compared to $151.9 million in the first quarter of 2011, driven by comparable-store sales growth of 16.1% and an increase in store units from new store openings and acquisitions.
Ron Baron owns 1,316,290 shares as of 06/30/2012, an increase of 119.38% from the previous quarter. This position accounts for 0.25% of the $15.83 billion portfolio of Baron Funds.
Companhia Siderurgica Nacional ( SID ): Down 43% Since Jim Simons Bought In the Quarter Ended on 2012-03-31
Jim Simons added to his holdings in Steel company Companhia Siderurgica Nacional by 139.96% during the quarter ended 03/31/2012. His purchase prices were between $8.53 and $10.88, with an estimated average price of $9.47. Since then the prices of Companhia Siderurgica Nacional shares have declined by -43% from the estimated average. Jim Simons owned 2,145,200 shares of as of 03/31/2012.
CIA SIDERUR-ADR, through the combining of its own mines, steel mill, railroads, ports and service and distribution centers within the scope of its operations, makes them the largest integrated steel-making complex in Latin America. Companhia Siderurgica Nacional has a market cap of $7.71 billion; its shares were traded at around $5.39 with a P/E ratio of 5.4 and P/S ratio of 0.8. The dividend yield of Companhia Siderurgica Nacional stocks is 8.2%. Companhia Siderurgica Nacional had an annual average earnings growth of 29.4% over the past 10 years. GuruFocus rated Companhia Siderurgica Nacional the business predictability rank of 3-star.
Dell Inc. ( DELL ): Down 22% Since Zeke Ashton Bought In the Quarter Ended on 2012-06-30
Zeke Ashton added to his holdings in Computer Hardware company Dell Inc. by 12.5% during the quarter ended 06/30/2012. His purchase prices were between $11.79 and $16.69, with an estimated average price of $14.39. Since then the prices of Dell Inc. shares have declined by -22% from the estimated average. Zeke Ashton owned 450,000 shares of as of 06/30/2012.
Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures. Dell Inc. has a market cap of $21.49 billion; its shares were traded at around $11.26 with a P/E ratio of 6.1 and P/S ratio of 0.4. Dell Inc. had an annual average earnings growth of 8.1% over the past 10 years. GuruFocus rated Dell Inc. the business predictability rank of 3.5-star.
DELL recently reported its second quarter 2012 financial results. Revenue in the quarter was $14.5 billion, an 8 percent decrease from the previous year as desktop and mobility revenue contracted. GAAP operating income for the quarter was $901 million, or 6.2 percent of revenue. Non-GAAP operating income was $1.1 billion, or 7.8 percent of revenue.
Dodge & Cox bought 24,043,200 shares in the quarter that ended on 06/30/2012, which is 0.41% of the $73.36 billion portfolio of Dodge & Cox. Brian Rogers bought 7,000,000 shares in the quarter that ended on 06/30/2012, which is 0.4% of the $21.98 billion portfolio of T Rowe Price Equity Income Fund. Michael Price bought 110,000 shares in the quarter that ended on 06/30/2012, which is 0.2% of the $692 million portfolio of MFP Investors LLC. Tom Gayner bought 225,000 shares in the quarter that ended on 06/30/2012, which is 0.13% of the $2.19 billion portfolio of Markel Gayner Asset Management Corp.
Senior Vice President Brian T Gladden sold 68,750 shares of DELL stock on 08/03/2012 at the average price of 11.63. Brian T Gladden owns at least 403,916 shares after this. The price of the stock has decreased by 3.18% since. Other insiders have also decreased their positions in the company.
Arch Coal Inc ( ACI ): Down 48% Since Steven Cohen Bought In the Quarter Ended on 2012-03-31
Steven Cohen added to his holdings in Coal company Arch Coal Inc by 885.95% during the quarter ended 03/31/2012. His purchase prices were between $10.67 and $15.71, with an estimated average price of $12.59. Since then the prices of Arch Coal Inc shares have declined by -48% from the estimated average. Steven Cohen owned 821,092 shares of as of 03/31/2012.
ASHLAND COAL, INC. is engaged in the mining, processing and marketing of low-sulfur bituminous coal. Arch Coal Inc has a market cap of $1.49 billion; its shares were traded at around $6.58 with a P/E ratio of 30.5 and P/S ratio of 0.4. The dividend yield of Arch Coal Inc stocks is 1.7%. Arch Coal Inc had an annual average earnings growth of 1.8% over the past 5 years.
Arch Coal recently reported a net loss of $436 million, or $2.05 per diluted share, in the second quarter of 2012. "Arch is successfully managing through unprecedented soft coal market conditions domestically and abroad," said John W. Eaves, Arch's president and chief executive officer.
Arnold Schneider owns 7,115,178 shares as of 06/30/2012, an increase of 29.79% from the previous quarter. This position accounts for 4.7% of the $1.05 billion portfolio of Schneider Capital Management. David Dreman owns 200,361 shares as of 06/30/2012, which accounts for 0.032% of the $4.28 billion portfolio of Dreman Value Management. NWQ Managers sold out his holdings in the quarter that ended on 06/30/2012.
Vice Pres, Bus Dev & Strategy Jeffrey W. Strobel bought 1,000 shares of ACI stock on 06/04/2012 at the average price of 6.15. Jeffrey W. Strobel owns at least 11,400 shares after this. The price of the stock has increased by 6.99% since. Other insiders have also increased their positions in the company.
International Game Technology ( IGT ): Down 21% Since Paul Tudor Jones Bought In the Quarter Ended on 2012-06-30
Paul Tudor Jones initiated holdings in Gambling company International Game Technology during the quarter ended 06/30/2012. His purchase prices were between $13.42 and $17.08, with an estimated average price of $15.16. Since then the prices of International Game Technology shares have declined by -21% from the estimated average. Paul Tudor Jones owned 29,300 shares of as of 06/30/2012.
International Game Technology is one of the largest manufacturers of computerized casino gaming products and operators of proprietary gaming systems in the world and was the first to develop computerized video gaming machines. International Game Technology has a market cap of $3.47 billion; its shares were traded at around $12.03 with a P/E ratio of 12.9 and P/S ratio of 1.8. The dividend yield of International Game Technology stocks is 2%. International Game Technology had an annual average earnings growth of 2.7% over the past 10 years.
Ray Dalio bought 372,944 shares in the quarter that ended on 06/30/2012, which is 0.087% of the $6.73 billion portfolio of Bridgewater Associates. Meridian Funds owns 1,767,835 shares as of 06/30/2012, an increase of 80.83% from the previous quarter. This position accounts for 0.93% of the $3 billion portfolio of Meridian Fund. Joel Greenblatt owns 65,694 shares as of 06/30/2012, an increase of 10.83% from the previous quarter. This position accounts for 0.076% of the $1.36 billion portfolio of Gotham Capital. John Rogers owns 7,992,815 shares as of 06/30/2012, an increase of 10.41% from the previous quarter. This position accounts for 2.8% of the $4.5 billion portfolio of Ariel Capital Management.About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ): Down 22% Since Zeke Ashton Bought In the Quarter Ended on 2012-06-30 Zeke Ashton added to his holdings in Computer Hardware company Dell Inc. by 12.5% during the quarter ended 06/30/2012. Since then the prices of Dell Inc. shares have declined by -22% from the estimated average. Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures.
|
Dell Inc. ( DELL ): Down 22% Since Zeke Ashton Bought In the Quarter Ended on 2012-06-30 Zeke Ashton added to his holdings in Computer Hardware company Dell Inc. by 12.5% during the quarter ended 06/30/2012. Since then the prices of Dell Inc. shares have declined by -22% from the estimated average. Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures.
|
Tom Gayner bought 225,000 shares in the quarter that ended on 06/30/2012, which is 0.13% of the $2.19 billion portfolio of Markel Gayner Asset Management Corp. Senior Vice President Brian T Gladden sold 68,750 shares of DELL stock on 08/03/2012 at the average price of 11.63. Dell Inc. ( DELL ): Down 22% Since Zeke Ashton Bought In the Quarter Ended on 2012-06-30 Zeke Ashton added to his holdings in Computer Hardware company Dell Inc. by 12.5% during the quarter ended 06/30/2012. Since then the prices of Dell Inc. shares have declined by -22% from the estimated average.
|
Dell Inc. ( DELL ): Down 22% Since Zeke Ashton Bought In the Quarter Ended on 2012-06-30 Zeke Ashton added to his holdings in Computer Hardware company Dell Inc. by 12.5% during the quarter ended 06/30/2012. Since then the prices of Dell Inc. shares have declined by -22% from the estimated average. Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures.
|
b47fc5dd-c918-4ad1-8e66-05828b2085de
|
726680.0
|
2012-08-23 00:00:00 UTC
|
Company News for August 23, 2012 - Corporate Summary
|
DELL
|
https://www.nasdaq.com/articles/company-news-for-august-23-2012-corporate-summary-2012-08-23
|
nan
|
nan
|
• Dell Inc. (NASDAQ: DELL ) reported second quarter earnings per share of $0.50, beating the Zacks Consensus Estimate of $0.45
• Intuit Inc. (NASDAQ: INTU ) posted a fourth quarter loss per share of $0.08, higher than the Zacks Consensus Estimate of a loss of $0.04
• Toll Brothers Inc. (NYSE: TOL ) posted third quarter earnings per share of $0.26, surpassing the Zacks Consensus Estimate of $0.18
• Express, Inc. (NYSE: EXPR ) reported second quarter earnings per share of $0.18, beating the Zacks Consensus Estimate of $0.17 by a penny
DELL INC (DELL): Free Stock Analysis Report
EXPRESS INC (EXPR): Free Stock Analysis Report
INTUIT INC (INTU): Free Stock Analysis Report
TOLL BROTHERS (TOL): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
• Dell Inc. (NASDAQ: DELL ) reported second quarter earnings per share of $0.50, beating the Zacks Consensus Estimate of $0.45 • Intuit Inc. (NASDAQ: INTU ) posted a fourth quarter loss per share of $0.08, higher than the Zacks Consensus Estimate of a loss of $0.04 • Toll Brothers Inc. (NYSE: TOL ) posted third quarter earnings per share of $0.26, surpassing the Zacks Consensus Estimate of $0.18 • Express, Inc. (NYSE: EXPR ) reported second quarter earnings per share of $0.18, beating the Zacks Consensus Estimate of $0.17 by a penny DELL INC (DELL): Free Stock Analysis Report EXPRESS INC (EXPR): Free Stock Analysis Report INTUIT INC (INTU): Free Stock Analysis Report TOLL BROTHERS (TOL): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
• Dell Inc. (NASDAQ: DELL ) reported second quarter earnings per share of $0.50, beating the Zacks Consensus Estimate of $0.45 • Intuit Inc. (NASDAQ: INTU ) posted a fourth quarter loss per share of $0.08, higher than the Zacks Consensus Estimate of a loss of $0.04 • Toll Brothers Inc. (NYSE: TOL ) posted third quarter earnings per share of $0.26, surpassing the Zacks Consensus Estimate of $0.18 • Express, Inc. (NYSE: EXPR ) reported second quarter earnings per share of $0.18, beating the Zacks Consensus Estimate of $0.17 by a penny DELL INC (DELL): Free Stock Analysis Report EXPRESS INC (EXPR): Free Stock Analysis Report INTUIT INC (INTU): Free Stock Analysis Report TOLL BROTHERS (TOL): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
• Dell Inc. (NASDAQ: DELL ) reported second quarter earnings per share of $0.50, beating the Zacks Consensus Estimate of $0.45 • Intuit Inc. (NASDAQ: INTU ) posted a fourth quarter loss per share of $0.08, higher than the Zacks Consensus Estimate of a loss of $0.04 • Toll Brothers Inc. (NYSE: TOL ) posted third quarter earnings per share of $0.26, surpassing the Zacks Consensus Estimate of $0.18 • Express, Inc. (NYSE: EXPR ) reported second quarter earnings per share of $0.18, beating the Zacks Consensus Estimate of $0.17 by a penny DELL INC (DELL): Free Stock Analysis Report EXPRESS INC (EXPR): Free Stock Analysis Report INTUIT INC (INTU): Free Stock Analysis Report TOLL BROTHERS (TOL): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
• Dell Inc. (NASDAQ: DELL ) reported second quarter earnings per share of $0.50, beating the Zacks Consensus Estimate of $0.45 • Intuit Inc. (NASDAQ: INTU ) posted a fourth quarter loss per share of $0.08, higher than the Zacks Consensus Estimate of a loss of $0.04 • Toll Brothers Inc. (NYSE: TOL ) posted third quarter earnings per share of $0.26, surpassing the Zacks Consensus Estimate of $0.18 • Express, Inc. (NYSE: EXPR ) reported second quarter earnings per share of $0.18, beating the Zacks Consensus Estimate of $0.17 by a penny DELL INC (DELL): Free Stock Analysis Report EXPRESS INC (EXPR): Free Stock Analysis Report INTUIT INC (INTU): Free Stock Analysis Report TOLL BROTHERS (TOL): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
d4aa9b78-c749-4e6b-b338-96e224a019e7
|
726681.0
|
2012-08-22 00:00:00 UTC
|
Ahead of Wall Street - August 22, 2012 - Ahead of Wall Street
|
DELL
|
https://www.nasdaq.com/articles/ahead-wall-street-august-22-2012-ahead-wall-street-2012-08-22
|
nan
|
nan
|
Wednesday, August 22, 2012
Stocks have struggled this week to cross the year's high set in April, though they did briefly move past that level intraday on Wednesday. Minutes of the last Fed meeting coming out this afternoon may not be enough to do the trick either as the central bank's thinking has likely evolved since then. The bigger than expected Japanese trade deficit numbers may also give investors a pause as it brings the global growth worries front and center.
The Fed had a clear easing bias at the time of the July 31/August 1 FOMC meeting, but decided against taking any concrete action to get validation from economic data. The minutes of that meeting coming out this afternoon will give us more clarity on the extent of support within the FOMC for more quantitative easing at the time. But that support has likely softened since then given the relatively more robust economic data in the following days, particularly on the Retail Sales and Industrial Production fronts. As such, we will have to wait for Bernanke's Jackson Hole speech later this month to get more clarity on the Fed's latest thinking. But things will definitely be a lot clearer by the time the Fed meets again in mid-September as by then we will have the August non-farm payroll report in addition to a host of other key economic readings.
On the earnings front, we got a sup-par report from Dell ( DELL ) after the close on Tuesday, with competitive pressures and economic woes prompting the once-mighty PC maker to guide lower for the current quarter and rest of the year. Results from Hewlett-Packard ( HPQ ) coming out after the close today may not be much different as it too has been struggling for a while now. In other reports, Abercrombie & Fitch ( ANF">ANF ) came short of expectations again as the once-edgy retailer continues to lose ground to rivals.
Sheraz Mian
Director of Research
DELL INC (DELL): Free Stock Analysis Report
HEWLETT PACKARD (HPQ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
On the earnings front, we got a sup-par report from Dell ( DELL ) after the close on Tuesday, with competitive pressures and economic woes prompting the once-mighty PC maker to guide lower for the current quarter and rest of the year. Sheraz Mian Director of Research DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. The bigger than expected Japanese trade deficit numbers may also give investors a pause as it brings the global growth worries front and center.
|
Sheraz Mian Director of Research DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. On the earnings front, we got a sup-par report from Dell ( DELL ) after the close on Tuesday, with competitive pressures and economic woes prompting the once-mighty PC maker to guide lower for the current quarter and rest of the year. Zacks Investment Research Want the latest recommendations from Zacks Investment Research?
|
On the earnings front, we got a sup-par report from Dell ( DELL ) after the close on Tuesday, with competitive pressures and economic woes prompting the once-mighty PC maker to guide lower for the current quarter and rest of the year. Sheraz Mian Director of Research DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Sheraz Mian Director of Research DELL INC (DELL): Free Stock Analysis Report HEWLETT PACKARD (HPQ): Free Stock Analysis Report To read this article on Zacks.com click here. On the earnings front, we got a sup-par report from Dell ( DELL ) after the close on Tuesday, with competitive pressures and economic woes prompting the once-mighty PC maker to guide lower for the current quarter and rest of the year. Minutes of the last Fed meeting coming out this afternoon may not be enough to do the trick either as the central bank's thinking has likely evolved since then.
|
eabfb7e8-f586-4fe5-ba74-58f7496a2308
|
726682.0
|
2012-08-22 00:00:00 UTC
|
Dell Reports Mediocre Q2 - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-reports-mediocre-q2-analyst-blog-2012-08-22
|
nan
|
nan
|
Dell Inc. ( DELL ) delivered earnings of 50 cents per share in the second quarter of 2013, exceeding the Zacks Consensus Estimate of 45 cents. Following the earnings release, the company's share price dropped in extended U.S. trading and has lost 16.0% this year, as the company witnessed declines in revenue across all of its business segments and most of its geographical regions.
Revenues
Dell reported total revenue of $14.5 billion in the reported quarter, down 7.5% from the year-ago quarter. The lower revenue resulted from revenue declines across all business segments.
Revenue by Segments
Large Enterprise posted revenue of $4.54 billion, down 3.0% year over year. The decline in revenue was driven by lower business activity in the developed markets, resulting in the overall revenue decline. The pipeline of new orders is decent, but the customers are delaying their spending on new IT products. Moreover, the company's PC business growth is facing challenges, as it witnessed a tough macroeconomic and competitive environment, and continues to focus on higher-value solutions in this business
Public Revenue was $4.07 billion, down 6.0% year over year. The company did not witness the typical seasonal benefits in the state and local government businesses in the U.S. The softness was driven by continued budgetary challenges.
Small and Medium Business revenue was down 1.0% to $3.26 billion. Within the SMB segment the company witnessed strong Enterprise Storage & Servers (ES&S) growth of 15%, which includes a 27% growth in services, but was offset to a considerable extent by a contraction in the European business.
Consumer Business revenue crashed 22.0% to $2.62 billion, with notebook revenue down 26%. Although, the company held market shares in key mature markets like the U.S., but the emerging markets offered stiff competition and primarily the low-end products registered growth.
Operating Results
Gross margin in the reported quarter declined to 21.6% from 22.5% in the year-ago quarter. Gross margin for the quarter was negatively impacted by the higher drop in revenue as compared to the decline in total operating expense.
Operating income for the quarter was $901.0 million or 6.2% of revenues in the reported quarter, down 21.0% year over year. The company was not able to control its expenses properly. Also, lower revenues resulted in the decline in operating income.
GAAP earnings in the quarter were 42 cents per share compared with 48 cents a share in the year-ago quarter. Excluding special items like amortization of intangibles, severance and facility consolidation cost, acquisition-related costs, as well as income tax adjustments, earnings per share in the quarter were 50 cents versus 54 cents in the year-ago quarter.
Balance Sheet & Cash Flow
Dell's cash conversion cycle deteriorated by 2 days compared with the previous quarter to negative 30 days, primarily driven by an increase in DSO of 3 days. This increase in DSO can be attributed to the shift in mix to more complex ES&S opportunities, where customer terms are typically longer.
Guidance
The company expects third quarter revenue to be down 2.0% to 5.0% sequentially. Apart from this, considering the uncertain environment and competitive dynamics, management lowered fiscal 2013 EPS outlook to $1.70 per share. This includes a 2-3 cents dilutive impact from the pending acquisition of Quest Software.
Recommendation
Dell reported mediocre second quarter results. EPS exceeded the Zacks Consensus Estimate, but both revenue and earnings per share declined on a year-over-year basis. Also, the quarterly revenue failed to counter the effect of contraction in personal computer sales.
The company witnessed a decline in revenue from every business segment, as the company experienced low business activity in developed markets. Opportunities in the Electronic Medical Record sector, increased focus on cloud computing are positives for the company, but pickup in demand would take some time, as the IT spending pattern of companies doesn't look that promising.
Thus, we have a Zacks #4 Rank, implying a short-term Sell rating.
DELL INC (DELL): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) delivered earnings of 50 cents per share in the second quarter of 2013, exceeding the Zacks Consensus Estimate of 45 cents. Revenues Dell reported total revenue of $14.5 billion in the reported quarter, down 7.5% from the year-ago quarter. Balance Sheet & Cash Flow Dell's cash conversion cycle deteriorated by 2 days compared with the previous quarter to negative 30 days, primarily driven by an increase in DSO of 3 days.
|
Revenues Dell reported total revenue of $14.5 billion in the reported quarter, down 7.5% from the year-ago quarter. Dell Inc. ( DELL ) delivered earnings of 50 cents per share in the second quarter of 2013, exceeding the Zacks Consensus Estimate of 45 cents. Balance Sheet & Cash Flow Dell's cash conversion cycle deteriorated by 2 days compared with the previous quarter to negative 30 days, primarily driven by an increase in DSO of 3 days.
|
Revenues Dell reported total revenue of $14.5 billion in the reported quarter, down 7.5% from the year-ago quarter. Dell Inc. ( DELL ) delivered earnings of 50 cents per share in the second quarter of 2013, exceeding the Zacks Consensus Estimate of 45 cents. Balance Sheet & Cash Flow Dell's cash conversion cycle deteriorated by 2 days compared with the previous quarter to negative 30 days, primarily driven by an increase in DSO of 3 days.
|
Revenues Dell reported total revenue of $14.5 billion in the reported quarter, down 7.5% from the year-ago quarter. Dell Inc. ( DELL ) delivered earnings of 50 cents per share in the second quarter of 2013, exceeding the Zacks Consensus Estimate of 45 cents. Balance Sheet & Cash Flow Dell's cash conversion cycle deteriorated by 2 days compared with the previous quarter to negative 30 days, primarily driven by an increase in DSO of 3 days.
|
d8ac93c1-90e4-4f59-a13c-e673bdb665b6
|
726683.0
|
2012-08-22 00:00:00 UTC
|
Q3 Preview: H-P (HPQ) EPS Should be Strong, But Enterprise Sales Remain in Focus
|
DELL
|
https://www.nasdaq.com/articles/q3-preview-h-p-hpq-eps-should-be-strong-enterprise-sales-remain-focus-2012-08-22
|
nan
|
nan
|
Hewlett-Packard ( HPQ ) shares are slumping Wednesday afternoon heading into the company's third-quarter earnings release, which is expected out after the market closes.
Currently, the Street is looking for earnings to slump 11 percent to 98 cents per share, from $1.10 reported in the same period last year, on sales of $30.15 billion. Estimize consensus numbers call for EPS of 99 cents and revs of $30.28 billion.
Traders will likely take a glance at peer Dell's (Nasdaq: DELL) quarterly report, which was issued nearly 24 hours ago. Dell reported mixed results with EPS of 50 cents and sales of $14.5 billion. CFO Brian Gladden noted the challenging PC environment and its business mix was shifting to higher-margin enterprise solutions.
Analyst View
Data from Streetinsider'c Ratings Insider has seven analysts at Buy on Dell, 17 with a Neutral rating, and eight at Sell.
The Street price target average is $26, ranging from $16 up to $33.
Analyst Comments
Notably, H-P announced EPS expectations for the quarter earlier in August. The Company is looking for non-GAAP EPS of about $1.
Goldman Sachs expects in-line EPS results. The firm noted that the raise was encouraging, but lack of transparency behind the move (where the boost is coming from) adds a layer of uncertainty. Goldman commented, "Beyond the near term, our incremental concerns on the services segment, coupled with our caution on the deteriorating conditions in PCs, servers and printing, suggests our prior FY2013/FY2014 estimates were too aggressive."
Wells Fargo also sees risk to their revenue model amid the recently updated outlook. The boosted earnings outlook is likely a reflection of accelerated restructuring efforts and should show up in the services segment.
Into the numbers, Wells also noted: "We see potential downside to our PC estimates as we model 60bps yr/yr share loss vs. the 200bps suggested by IDC and Gartner (all else equal, this would impact revenue by roughly $0.7B). For servers, we model 1% yr/yr decline, which may be too bullish given our recent checks & results from peers as well as ongoing pressure in business critical servers. All else equal, we estimate this would impact revenue by $0.2B."
Stay tuned to StreetInsider.com's EPS Insider section to see our analysis of the highly-anticipated quarterly results within seconds of their release. You can also check out Hewlett-Packard's past performance at Streetinsider's Hewlett-Packard's Income Statement .
Hewlett-Packard will host a conference call at 2:00pm PT (5:00pm EDT). Go access the webcast, click here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Traders will likely take a glance at peer Dell's (Nasdaq: DELL) quarterly report, which was issued nearly 24 hours ago. Dell reported mixed results with EPS of 50 cents and sales of $14.5 billion. Analyst View Data from Streetinsider'c Ratings Insider has seven analysts at Buy on Dell, 17 with a Neutral rating, and eight at Sell.
|
Traders will likely take a glance at peer Dell's (Nasdaq: DELL) quarterly report, which was issued nearly 24 hours ago. Dell reported mixed results with EPS of 50 cents and sales of $14.5 billion. Analyst View Data from Streetinsider'c Ratings Insider has seven analysts at Buy on Dell, 17 with a Neutral rating, and eight at Sell.
|
Dell reported mixed results with EPS of 50 cents and sales of $14.5 billion. Traders will likely take a glance at peer Dell's (Nasdaq: DELL) quarterly report, which was issued nearly 24 hours ago. Analyst View Data from Streetinsider'c Ratings Insider has seven analysts at Buy on Dell, 17 with a Neutral rating, and eight at Sell.
|
Dell reported mixed results with EPS of 50 cents and sales of $14.5 billion. Traders will likely take a glance at peer Dell's (Nasdaq: DELL) quarterly report, which was issued nearly 24 hours ago. Analyst View Data from Streetinsider'c Ratings Insider has seven analysts at Buy on Dell, 17 with a Neutral rating, and eight at Sell.
|
c29644f8-625d-4368-bded-b297aafd0118
|
726684.0
|
2012-08-22 00:00:00 UTC
|
Market Wrap-Up for Aug.22 (DELL, WSM, ADI, AEO, CAT, more)
|
DELL
|
https://www.nasdaq.com/articles/market-wrap-aug22-dell-wsm-adi-aeo-cat-more-2012-08-22
|
nan
|
nan
|
Yesterday's market reversal was carrying the same cautious tone into today's early session, but we did see some investor interest following the release of recent Federal Reserve minutes, which hinted at the possibility of further monetary easing. This certainly helps fuel a resurgence in the price of gold and other commodities. The net result is likely more continued bad news for savers who are not putting money to work.
Earnings results did push the averages, with results from Dell ( DELL ), Analog Devices ( ADI ), and Eaton Vance ( EV ) pushing the needle lower, while solid numbers boosted companies like William Sonoma ( WSM ) and American Eagle Outfitters ( AEO ). Aside from those story names, the selling we saw in the tape moved across various sectors. Some of the well-known names moving lower included Vornado Realty Trust ( VNO ), Caterpillar ( CAT ), and Northrop Grumman ( NOC ).
Unemployment Rises in 44 States - and the Real Estate/Stock Market Reality Check
Government data released this past Friday showed jobless rates rose in 44 states during the month of July, as opposed to 27 states for the month of June. When I read definitive data like this, it certainly gives me pause to join the chorus of rebounding real estate sales and improving job hiring sentiment.
So why do we see so many calls for a real estate recovery that seems non-existent? Well, we all know the real estate industry has been a big source of economic spending (advertising) as well as a real battleground for political lobbyists. Just a few days ago, news the Republican Party was willing to add the mortgage interest deduction back on their platform showed just how influential builders and realtors are in getting voters aware of potential tax implications headed their way. It also shows how much weight they still pull in Washington.
Unfortunately for stock investors, Wall Street doesn't have the same standing these days when it comes to influencing politicians to lower taxes. If either party shows an inclination to side with Wall Street, let's say keeping capital gains rates at current levels, they could be asking for a tough campaign. Politicians tend to buckle quickly if they know their campaign stance is not of the popular vote. Of course, we all know politicians aren't exactly honest in their campaign promises, so any proposed tax hikes or cuts could fall quickly by the wayside once the elections end.
I'm certainly no shill for Wall Street, but when you look deeper at how poorly assets have performed for many (real estate vs. stocks), stocks have at least rebounded to 4-year highs. Those who managed to avoid speculative equities and value traps, and stick to quality dividend-paying stocks, have seen tremendous portfolios gains. Outside of few elite markets, the same can not be said for real estate.
In fact, demographic trends facing the U.S. would caution against a huge snap-back in real estate values, especially with the unemployment picture we have today. We have two decades plus of growing retirees who will likely be looking to downsize from their current living situation (and they mostly should as part of an overall smart financial retirement strategy of having less fixed costs), and will be adding to the supply of homes for sale. Whether or not we have a bulging shadow inventory of bank-owned homes that many claim, the supply/demand ratio remains tilted to one of continuing supply.
Again, I am not speaking out against home ownership more than I am asking individuals to look at the facts when it comes to your investment dollars. There are solid real estate investments out there if you can locate positive cash-flow situations or have experience in the foreclosure side of renovating homes and re-selling or renting them out. But when it comes to residential real estate, there are still very few markets where price appreciation can be counted on.
Unfortunately all the media hype in the world can not willfully move the real value of what we own (homes, stocks, etc.) - not that the business media doesn't attempt it. So you can not overlook the facts provided by influencing data points. With more and more citizens relying on government assistance and slowly dropping out of the employment picture, do you think these folks are worrying about buying homes? These people are just trying to survive from day-to-day and week-to-week. For actual real estate appreciation to take place in a majority of markets, we need a major positive trend shift in the job markets. We don't currently see it yet and that's the fact.
Do we think stocks are immune to danger with the points I am making above? Certainly not, but there are some industries and companies that should be able to shoulder a sustained search for an economic bottom better than others. Our job is to find those names and continue to monitor them when it comes to investors deciding where their hard-earned capital should be aimed at. This year's Presidential election will no doubt have market-watchers (including us of course) trying to come up with all sorts of scenarios to how investors should be positioned going forward. Stay tuned as we'll be sure to pass on our views.
An Important Note Regarding the Best Dividend Stocks List
We want to make sure everyone understands that the stocks on our Best Dividend Stocks List are the names we currently like for new investor capital, regardless of what date the stock was first recommended on. If and when a stock is removed from the list, we will clearly state whether the stock should be sold (which is rare but occasionally will happen), or simply held in one's account until we see a better entry point or catalyst.
And here's one last thing to remember about what we do here at Dividend.com: it's not just the names that we recommend that can help you build wealth, but also the things we try to steer you away from that are just as important. Forget about speculative or penny stocks, chasing unprofitable IPOs, and listening to the manic talking heads in the business media!
Our Beat The Markets with Dividend Stocks eBook Has Arrived!
We just debuted our brand new 275-page eBook, exclusively on Dividend.com! In this digital-only book, we look ahead to 2012 and the main factors that could affect dividend investors. A $39.95 value, the eBook is a free download for paid Dividend.com Premium subscribers.
Beat The Markets with Dividend Stocks contains a full economic forecast for 2012, including in-depth analysis on 65 of the biggest dividend stocks out there. It's a great way to get prepared for your investing next year! So head over to the Dividend.com Premium homepage now to download your copy.
A Dividend Capture Strategy for Active Investors
We now offer complete U.S. dividend data for all Dividend.com Premium members, so anyone that focuses on "Dividend Capture" trading strategies should have plenty of good stuff to research each day. Just check our enhanced Ex-Dividend Calendar , which is the best in the business, to search for upcoming payouts.
Speaking of dividend capture, Dividend.com Premium members can also access a 9-page report we published on the essential elements to any successful dividend capture strategy. Be sure to check it out here on the Premium homepage .
Thanks for reading everybody. I'll see you tomorrow!
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Earnings results did push the averages, with results from Dell ( DELL ), Analog Devices ( ADI ), and Eaton Vance ( EV ) pushing the needle lower, while solid numbers boosted companies like William Sonoma ( WSM ) and American Eagle Outfitters ( AEO ). Yesterday's market reversal was carrying the same cautious tone into today's early session, but we did see some investor interest following the release of recent Federal Reserve minutes, which hinted at the possibility of further monetary easing. Just a few days ago, news the Republican Party was willing to add the mortgage interest deduction back on their platform showed just how influential builders and realtors are in getting voters aware of potential tax implications headed their way.
|
Earnings results did push the averages, with results from Dell ( DELL ), Analog Devices ( ADI ), and Eaton Vance ( EV ) pushing the needle lower, while solid numbers boosted companies like William Sonoma ( WSM ) and American Eagle Outfitters ( AEO ). Unemployment Rises in 44 States - and the Real Estate/Stock Market Reality Check Government data released this past Friday showed jobless rates rose in 44 states during the month of July, as opposed to 27 states for the month of June. If either party shows an inclination to side with Wall Street, let's say keeping capital gains rates at current levels, they could be asking for a tough campaign.
|
Earnings results did push the averages, with results from Dell ( DELL ), Analog Devices ( ADI ), and Eaton Vance ( EV ) pushing the needle lower, while solid numbers boosted companies like William Sonoma ( WSM ) and American Eagle Outfitters ( AEO ). An Important Note Regarding the Best Dividend Stocks List We want to make sure everyone understands that the stocks on our Best Dividend Stocks List are the names we currently like for new investor capital, regardless of what date the stock was first recommended on. Beat The Markets with Dividend Stocks contains a full economic forecast for 2012, including in-depth analysis on 65 of the biggest dividend stocks out there.
|
Earnings results did push the averages, with results from Dell ( DELL ), Analog Devices ( ADI ), and Eaton Vance ( EV ) pushing the needle lower, while solid numbers boosted companies like William Sonoma ( WSM ) and American Eagle Outfitters ( AEO ). Unfortunately for stock investors, Wall Street doesn't have the same standing these days when it comes to influencing politicians to lower taxes. Outside of few elite markets, the same can not be said for real estate.
|
c1def1e3-c204-48fb-990d-a6f707fcc738
|
726685.0
|
2012-08-21 00:00:00 UTC
|
After-Hours Earnings Report for August 21, 2012 : DELL, INTU, ADI, WSM, AZPN, QIHU, LZB, WTSLA, KTCC
|
DELL
|
https://www.nasdaq.com/articles/after-hours-earnings-report-august-21-2012-dell-intu-adi-wsm-azpn-qihu-lzb-wtsla-ktcc-2012
|
nan
|
nan
|
The following companies are expected to report earnings after hours on 08/21/2012. Visit our Earnings Calendar for a full list of expected earnings releases.
Dell Inc. ( DELL ) is reporting for the quarter ending July 31, 2012. The computer company's consensus earnings per share forecast from the 23 analysts that follow the stock is $0.45. This value represents a -16.67% decrease compared to the same quarter last year. DELL missed the consensus earnings per share in the 2nd calendar quarter by -6.52%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for DELL is 6.61 vs. an industry ratio of 10.90.
Intuit Inc. ( INTU ) is reporting for the quarter ending July 31, 2012. The computer software company's consensus earnings per share forecast from the 10 analysts that follow the stock is $-0.04. This value represents a -63.64% decrease compared to the same quarter last year. INTU missed the consensus earnings per share in the 3rd calendar quarter by -10%. Zacks Investment Research reports that the 2012 Price to Earnings ratio for INTU is 22.65 vs. an industry ratio of 383.70.
Analog Devices, Inc. ( ADI ) is reporting for the quarter ending July 31, 2012. The semiconductor company's consensus earnings per share forecast from the 18 analysts that follow the stock is $0.56. This value represents a -21.13% decrease compared to the same quarter last year. The last two quarters ADI had negative earnings surprises; Zacks Investment Research reports that the 2012 Price to Earnings ratio for ADI is 18.86 vs. an industry ratio of 7.30, implying that they will have a higher earnings growth than their competitors in the same industry.
Williams-Sonoma, Inc. ( WSM ) is reporting for the quarter ending July 31, 2012. The home furnishings company's consensus earnings per share forecast from the 22 analysts that follow the stock is $0.41. This value represents a 10.81% increase compared to the same quarter last year. In the past year WSM has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 6.25%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for WSM is 14.93 vs. an industry ratio of 17.50.
Aspen Technology, Inc. ( AZPN ) is reporting for the quarter ending June 30, 2012. The computer software company's consensus earnings per share forecast from the 6 analysts that follow the stock is $-0.07. This value represents a -66.67% decrease compared to the same quarter last year. AZPN missed the consensus earnings per share in the 3rd calendar quarter by -18.18%. The "days to cover" for this stock exceeds 12 days. Zacks Investment Research reports that the 2012 Price to Earnings ratio for AZPN is -139.06 vs. an industry ratio of 383.70.
Qihoo 360 Technology Co. Ltd. ( QIHU ) is reporting for the quarter ending June 30, 2012. The internet software company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.07. This value represents a -22.22% decrease compared to the same quarter last year. In the past year QIHU has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 20%. The "days to cover" for this stock exceeds 16 days. Zacks Investment Research reports that the 2012 Price to Earnings ratio for QIHU is 47.00 vs. an industry ratio of 6.20, implying that they will have a higher earnings growth than their competitors in the same industry.
La-Z-Boy Incorporated ( LZB ) is reporting for the quarter ending July 31, 2012. The furniture company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.08. This value represents a 100.00% increase compared to the same quarter last year. LZB missed the consensus earnings per share in the 3rd calendar quarter by -33.33%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for LZB is 16.59 vs. an industry ratio of 29.60.
The Wet Seal, Inc. ( WTSLA ) is reporting for the quarter ending July 31, 2012. The retail (shoe) company's consensus earnings per share forecast from the 5 analysts that follow the stock is $-0.07. This value represents a -333.33% decrease compared to the same quarter last year. In the past year WTSLA has met analyst expectations twice and beat the expectations the other two quarters. Zacks Investment Research reports that the 2013 Price to Earnings ratio for WTSLA is -102.67 vs. an industry ratio of 14.20.
Key Tronic Corporation ( KTCC ) is reporting for the quarter ending June 30, 2012. The computer paraphernalia company's consensus earnings per share forecast from the 1 analyst that follows the stock is $0.34. This value represents a 126.67% increase compared to the same quarter last year. KTCC missed the consensus earnings per share in the 1st calendar quarter by -3.03%. The "days to cover" for this stock exceeds 10 days. Zacks Investment Research reports that the 2012 Price to Earnings ratio for KTCC is 8.38 vs. an industry ratio of 11.10.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is reporting for the quarter ending July 31, 2012. DELL missed the consensus earnings per share in the 2nd calendar quarter by -6.52%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for DELL is 6.61 vs. an industry ratio of 10.90.
|
Dell Inc. ( DELL ) is reporting for the quarter ending July 31, 2012. DELL missed the consensus earnings per share in the 2nd calendar quarter by -6.52%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for DELL is 6.61 vs. an industry ratio of 10.90.
|
Zacks Investment Research reports that the 2013 Price to Earnings ratio for DELL is 6.61 vs. an industry ratio of 10.90. Dell Inc. ( DELL ) is reporting for the quarter ending July 31, 2012. DELL missed the consensus earnings per share in the 2nd calendar quarter by -6.52%.
|
Dell Inc. ( DELL ) is reporting for the quarter ending July 31, 2012. DELL missed the consensus earnings per share in the 2nd calendar quarter by -6.52%. Zacks Investment Research reports that the 2013 Price to Earnings ratio for DELL is 6.61 vs. an industry ratio of 10.90.
|
92b2a84d-eae6-4a2a-84d2-5d7f2d7b0ae3
|
726686.0
|
2012-08-21 00:00:00 UTC
|
Dell’s Adjusted Q2 Profit Beats, but Revenue and Forecast Miss (DELL)
|
DELL
|
https://www.nasdaq.com/articles/dells-adjusted-q2-profit-beats-revenue-and-forecast-miss-dell-2012-08-21
|
nan
|
nan
|
PC maker Dell Inc. ( DELL ) late Tuesday posted second quarter earnings that beat Wall Street's view, but its revenue totals and adjusted full-year outlook badly missed expectations.
The Round Rock, TX-based company reported second quarter net income of $732 million, or 42 cents per share, compared with $890 million, or 48 cents per share, in the year-ago period. Excluding special items, adjusted profit was 50 cents per share.
Revenue fell 7.6% from last year to $14.5 billion.
On average, Wall Street analysts expected a smaller profit of 45 cents per share, albeit on higher revenue of $14.7 billion.
Looking ahead, Dell predicted a 2% to 5% decline in revenue for the current third quarter. It also said it now expects full-year earnings of "at least" $1.70 per share, which would badly miss analysts' outlook for $1.90 per share.
Dell shares fell more than 3% in after hours trading Tuesday.
The Bottom Line
Shares of Dell ( DELL ) have a 2.59% dividend yield, based on today's closing stock price of $12.34. The stock has technical support in the $10-$11 price area. If the shares can firm up, we see overhead resistance around the $14 price level.
Dell Inc. ( DELL ) is not currently rated by Dividend.com.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
PC maker Dell Inc. ( DELL ) late Tuesday posted second quarter earnings that beat Wall Street's view, but its revenue totals and adjusted full-year outlook badly missed expectations. Looking ahead, Dell predicted a 2% to 5% decline in revenue for the current third quarter. Dell shares fell more than 3% in after hours trading Tuesday.
|
PC maker Dell Inc. ( DELL ) late Tuesday posted second quarter earnings that beat Wall Street's view, but its revenue totals and adjusted full-year outlook badly missed expectations. Looking ahead, Dell predicted a 2% to 5% decline in revenue for the current third quarter. Dell shares fell more than 3% in after hours trading Tuesday.
|
PC maker Dell Inc. ( DELL ) late Tuesday posted second quarter earnings that beat Wall Street's view, but its revenue totals and adjusted full-year outlook badly missed expectations. The Bottom Line Shares of Dell ( DELL ) have a 2.59% dividend yield, based on today's closing stock price of $12.34. Looking ahead, Dell predicted a 2% to 5% decline in revenue for the current third quarter.
|
PC maker Dell Inc. ( DELL ) late Tuesday posted second quarter earnings that beat Wall Street's view, but its revenue totals and adjusted full-year outlook badly missed expectations. Dell Inc. ( DELL ) is not currently rated by Dividend.com. Looking ahead, Dell predicted a 2% to 5% decline in revenue for the current third quarter.
|
a19d0f07-81d6-4c7c-8707-374d63b60109
|
726687.0
|
2012-08-21 00:00:00 UTC
|
After Hours Most Active for Aug 21, 2012 : QQQ, DELL, TSM, SPLS, WIN, AMD, INTC, BAC, SIRI, TSN, WSM, ING
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-aug-21-2012-qqq-dell-tsm-spls-win-amd-intc-bac-siri-tsn-wsm-ing
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is down -1.12 to 2,771.08. The total After hours volume is currently 23,721,130 shares traded.
The following are the most active stocks for the after hours session :
PowerShares QQQ Trust, Series 1 ( QQQ ) is +0.04 at $68.18, with 3,792,385 shares traded. This represents a 36.2% increase from its 52 Week Low.
Dell Inc. ( DELL ) is -0.44 at $11.90, with 2,923,206 shares traded. RTT News Reports: Stocks Shrug Off Early Strength To Close Moderately Lower - U.S. Commentary
Taiwan Semiconductor Manufacturing Company Limited ( TSM ) is -0.0425 at $14.61, with 2,223,318 shares traded. TSM's current last sale is 99.03% of the target price of $14.75.
Staples, Inc. ( SPLS ) is unchanged at $11.21, with 1,087,538 shares traded. SPLS's current last sale is 86.23% of the target price of $13.
Windstream Corporation ( WIN ) is -0.02 at $9.54, with 699,193 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus EPS forecast is $0.13. As reported in the last short interest update the days to cover for WIN is 7.77096; this calculation is based on the average trading volume of the stock.
Advanced Micro Devices, Inc. ( AMD ) is unchanged at $4.07, with 697,155 shares traded. AMD's current last sale is 81.4% of the target price of $5.
Intel Corporation ( INTC ) is -0.14 at $25.97, with 690,605 shares traded. INTC's current last sale is 91.12% of the target price of $28.5.
Bank of America Corporation ( BAC ) is -0.02 at $8.17, with 675,458 shares traded. BAC's current last sale is 90.78% of the target price of $9.
Sirius XM Radio Inc. ( SIRI ) is unchanged at $2.57, with 659,836 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus EPS forecast is $0.02. As reported in the last short interest update the days to cover for SIRI is 8.666547; this calculation is based on the average trading volume of the stock.
Tyson Foods, Inc. ( TSN ) is +0.1019 at $15.42, with 655,344 shares traded. TSN's current last sale is 85.68% of the target price of $18.
Williams-Sonoma, Inc. ( WSM ) is +3.49 at $41.72, with 595,904 shares traded. RTT News Reports: Williams-Sonoma Q2 12 Earnings Conference Call At 5:00 PM ET
ING Group, N.V. ( ING ) is +0.0856 at $7.41, with 545,700 shares traded. ING's current last sale is 60.31% of the target price of $12.28.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is -0.44 at $11.90, with 2,923,206 shares traded. RTT News Reports: Stocks Shrug Off Early Strength To Close Moderately Lower - U.S. Commentary Taiwan Semiconductor Manufacturing Company Limited ( TSM ) is -0.0425 at $14.61, with 2,223,318 shares traded. As reported in the last short interest update the days to cover for WIN is 7.77096; this calculation is based on the average trading volume of the stock.
|
Dell Inc. ( DELL ) is -0.44 at $11.90, with 2,923,206 shares traded. As reported in the last short interest update the days to cover for WIN is 7.77096; this calculation is based on the average trading volume of the stock. As reported in the last short interest update the days to cover for SIRI is 8.666547; this calculation is based on the average trading volume of the stock.
|
Dell Inc. ( DELL ) is -0.44 at $11.90, with 2,923,206 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012.
|
Dell Inc. ( DELL ) is -0.44 at $11.90, with 2,923,206 shares traded. The NASDAQ 100 After Hours Indicator is down -1.12 to 2,771.08. The total After hours volume is currently 23,721,130 shares traded.
|
1d44f726-5d59-4050-85bb-ca33ec9999c5
|
726688.0
|
2012-08-21 00:00:00 UTC
|
Earnings Preview: Salesforce.com - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/earnings-preview%3A-salesforce.com-analyst-blog-2012-08-21
|
nan
|
nan
|
Salesforce.com Inc. ( CRM ) is scheduled to announce its second quarter 2013 results on August 23, 2012, after the closing bell. We see limited movement in analyst estimates over the past 30 days.
First Quarter Overview
Salesforce.com reported mixed first quarter 2013 numbers, with adjusted loss per share of 2 cents missing the Zacks Consensus break-even estimate. Despite solid revenue growth, higher expenses led to the miss.
Revenue grew 37.9% from the year-ago quarter to $695.0 million. The reported revenue was above the company's guidance range of $673 million to $678 million. Currency tailwinds, solid geographical contribution and favorable business mix aided the revenue improvement. During the quarter, CRM delivered 54 billion transactions, an increase of 72% from a year ago. The company also mentioned that more than 2 million applications were built on Force.com and Heroku platforms.
Despite a 35.5% increase in gross profit, unfavorable mix, cos
|
Salesforce.com Inc. ( CRM ) is scheduled to announce its second quarter 2013 results on August 23, 2012, after the closing bell. Currency tailwinds, solid geographical contribution and favorable business mix aided the revenue improvement. During the quarter, CRM delivered 54 billion transactions, an increase of 72% from a year ago.
|
First Quarter Overview Salesforce.com reported mixed first quarter 2013 numbers, with adjusted loss per share of 2 cents missing the Zacks Consensus break-even estimate. Despite solid revenue growth, higher expenses led to the miss. The reported revenue was above the company's guidance range of $673 million to $678 million.
|
First Quarter Overview Salesforce.com reported mixed first quarter 2013 numbers, with adjusted loss per share of 2 cents missing the Zacks Consensus break-even estimate. Revenue grew 37.9% from the year-ago quarter to $695.0 million. The reported revenue was above the company's guidance range of $673 million to $678 million.
|
We see limited movement in analyst estimates over the past 30 days. The reported revenue was above the company's guidance range of $673 million to $678 million. During the quarter, CRM delivered 54 billion transactions, an increase of 72% from a year ago.
|
727eb4c3-557e-4c07-8314-ea0670e7f536
|
726689.0
|
2012-08-17 00:00:00 UTC
|
IBM to Buy Texas Memory Systems - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/ibm-to-buy-texas-memory-systems-analyst-blog-2012-08-17
|
nan
|
nan
|
To strengthen its storage capabilities and expand its product portfolio in the solid state device ("SSD") storage solutions segment, IBM Corp. ( IBM ) is set to acquire Texas Memory Systems, a privately-held flash memory solutions provider. The financial details of the deal were not disclosed.
Based in Houston, Texas Memory Systems operates globally through a number of resellers, channel partners and industry partners. The company has strategic partnerships with technology bellwethers such as Dell Inc. ( DELL ), Cisco Systems Inc. ( CSCO ), Microsoft Corp. ( MSFT ) to name a few. Texas Memory Systems provides its storage solutions into a number of industries that range from financial, high performance computing, telecom, and e-commerce to health care.
IBM has been delivering cost effective, power-efficient enterprise solid-state storage technologies and solutions. The integration of Texas Memory Systems' offerings will further strengthen IBM's position in the storage market.
Moreover, according to a research report from IDC, SSD industry's revenue in 2012 is expected to increase significantly from 2011. This increase will be primarily driven by technology innovations and enhancements and near-term shortages in the hard disk drive ("HDD") segment.
Moreover, SSD price declines in the second half of 2012 will also help drive revenues. In 2011, revenue from the SSD industry was $5 billion, soaring 105% from 2010. Additionally, IDC estimates global SSD shipments to grow at a 51.5% CAGR from 2010 to 2015.
Though the adoption rate in the SSD has been soft in the near term but is expected to pick up on a longer-term basis because it is more efficient and fast. We believe that IBM is well poised to grab the opportunity in the SSD market with its own product portfolio and through its strategic acquisitions.
IBM intends to spend $20 billion up to 2015 on acquisitions. We expect IBM to continue to acquire companies that are strategically important to achieve its 2015 goals.
We believe that IBM's strong product pipeline, expansion into emerging markets and continuous acquisitions will help it to achieve long-term growth. However, we remain cautious on the overall IT spending environment and believe macroeconomic concerns will continue to hurt IBM's growth in the near term. Increasing competition in most of IBM's markets is an added concern.
Thus, we remain Neutral over the long term. Currently, IBM has a Zacks #3 Rank, which implies a Hold rating in the near term.
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
INTL BUS MACH (IBM): Free Stock Analysis Report
MICROSOFT CORP (MSFT): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
The company has strategic partnerships with technology bellwethers such as Dell Inc. ( DELL ), Cisco Systems Inc. ( CSCO ), Microsoft Corp. ( MSFT ) to name a few. CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. Texas Memory Systems provides its storage solutions into a number of industries that range from financial, high performance computing, telecom, and e-commerce to health care.
|
The company has strategic partnerships with technology bellwethers such as Dell Inc. ( DELL ), Cisco Systems Inc. ( CSCO ), Microsoft Corp. ( MSFT ) to name a few. CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. To strengthen its storage capabilities and expand its product portfolio in the solid state device ("SSD") storage solutions segment, IBM Corp. ( IBM ) is set to acquire Texas Memory Systems, a privately-held flash memory solutions provider.
|
CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. The company has strategic partnerships with technology bellwethers such as Dell Inc. ( DELL ), Cisco Systems Inc. ( CSCO ), Microsoft Corp. ( MSFT ) to name a few. To strengthen its storage capabilities and expand its product portfolio in the solid state device ("SSD") storage solutions segment, IBM Corp. ( IBM ) is set to acquire Texas Memory Systems, a privately-held flash memory solutions provider.
|
The company has strategic partnerships with technology bellwethers such as Dell Inc. ( DELL ), Cisco Systems Inc. ( CSCO ), Microsoft Corp. ( MSFT ) to name a few. CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report INTL BUS MACH (IBM): Free Stock Analysis Report MICROSOFT CORP (MSFT): Free Stock Analysis Report To read this article on Zacks.com click here. To strengthen its storage capabilities and expand its product portfolio in the solid state device ("SSD") storage solutions segment, IBM Corp. ( IBM ) is set to acquire Texas Memory Systems, a privately-held flash memory solutions provider.
|
f545acd1-e8b8-4730-940e-a0bd1643db35
|
726690.0
|
2012-08-17 00:00:00 UTC
|
Market Wrap-Up for Aug.17 (GPS, SJM, FL, WLP, RL, NKE, more)
|
DELL
|
https://www.nasdaq.com/articles/market-wrap-aug17-gps-sjm-fl-wlp-rl-nke-more-2012-08-17
|
nan
|
nan
|
The market gained more ground quiet as we closed out another relatively subdued trading week (not that I am a fan of volatility). As we have seen in the past, dull markets have not been the type of markets short-sellers want to have any part in, hence the adage, "never short a dull market."
Moving the tape on better-than-expected earnings news were shares of J.M. Smucker ( SJM ), Gap Inc. ( GPS ), and Foot Locker ( FL ). In contrast, a Wall Street analyst downgrade pushed shares of Wellpoint, Inc. ( WLP ) in the red. Elsewhere, it was a good for Ralph Lauren ( RL ) and Nike ( NKE ) shares as both well-known consumer brands attracted investor buying.
Investors continue to look for any sort of yield in combination with decent earnings news. As solid as this strategy sounds, looking ahead to future revenue/earnings growth and lower yields should make some investors dig into individual stock stories a bit closer. We are certainly doing so and are continuing to find solid opportunities at current levels, but that list is not so large.
As always, you can consult our Best Dividend Stocks List for the areas we currently see good risk/reward at current price levels.
Avoid Being Content - If You Can
A few weeks ago the Major League Baseball Trade Deadline passed. One story of a potential trade that didn't get done struck me as odd.
Apparently, the mighty New York Yankees had a deal in place to trade for Miami Marlins first baseman Carlos Lee, who has spent most of his 14-year career on a losing team. The glitch that stopped the deal? Lee refused the trade - as is his right under his current contract terms. However, Lee has offered the chance to join the Yankees and potentially win a World Series for the first time in his career. Yet he still decided to pass.
Lee has made tends of millions of dollars playing pro baseball, so maybe winning a championship just isn't that important to him. As a sports fan myself, I can never understand that mentality.
This story got me to thinking about how exactly people fall into the trap of non-ambition. Often times, I think, it boils down to one's circle of influences. Most of us have a solid network of family and friends that offer us emotional support. However, very few people are part of a group that continually inspires them to achieve success.
We all have different goals and ambitions, but I'll bet you that all of us are seeking financial security. That's why we need to have a person or group of people we maintain contact with who can motivate us in ways we may not be getting from the regular audience we maintain. Finding those people is not easy, but with the advent of the internet, it's a lot easier to locate sources of constant inspiration. Again, the main idea here is to avoid being "content" - especially if there is plenty of room to improve professionally and financially. My hope is that this newsletter helps to inspire folks out there to achieve their dreams, both and investing and in other aspects of life.
Our Beat The Markets with Dividend Stocks eBook Has Arrived!
We just debuted our brand new 275-page eBook, exclusively on Dividend.com! In this digital-only book, we look ahead to 2012 and the main factors that could affect dividend investors. A $39.95 value, the eBook is a free download for paid Dividend.com Premium subscribers.
Beat The Markets with Dividend Stocks contains a full economic forecast for 2012, including in-depth analysis on 65 of the biggest dividend stocks out there. It's a great way to get prepared for your investing next year! So head over to the Dividend.com Premium homepage now to download your copy.
A Look to Next Week and a Weekend Preview
Looking ahead to next week, third quarter earnings will continue, as we are expecting results from Lowe's ( LOW ), Dell Inc. ( DELL ), and Hewlett-Packard ( HPQ ), just to name a few. The focus will likely be on the economic data as well as the latest Wall Street analyst calls.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
A Look to Next Week and a Weekend Preview Looking ahead to next week, third quarter earnings will continue, as we are expecting results from Lowe's ( LOW ), Dell Inc. ( DELL ), and Hewlett-Packard ( HPQ ), just to name a few. Elsewhere, it was a good for Ralph Lauren ( RL ) and Nike ( NKE ) shares as both well-known consumer brands attracted investor buying. As solid as this strategy sounds, looking ahead to future revenue/earnings growth and lower yields should make some investors dig into individual stock stories a bit closer.
|
A Look to Next Week and a Weekend Preview Looking ahead to next week, third quarter earnings will continue, as we are expecting results from Lowe's ( LOW ), Dell Inc. ( DELL ), and Hewlett-Packard ( HPQ ), just to name a few. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Created by Dividend.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
A Look to Next Week and a Weekend Preview Looking ahead to next week, third quarter earnings will continue, as we are expecting results from Lowe's ( LOW ), Dell Inc. ( DELL ), and Hewlett-Packard ( HPQ ), just to name a few. Apparently, the mighty New York Yankees had a deal in place to trade for Miami Marlins first baseman Carlos Lee, who has spent most of his 14-year career on a losing team. Beat The Markets with Dividend Stocks contains a full economic forecast for 2012, including in-depth analysis on 65 of the biggest dividend stocks out there.
|
A Look to Next Week and a Weekend Preview Looking ahead to next week, third quarter earnings will continue, as we are expecting results from Lowe's ( LOW ), Dell Inc. ( DELL ), and Hewlett-Packard ( HPQ ), just to name a few. However, Lee has offered the chance to join the Yankees and potentially win a World Series for the first time in his career. However, very few people are part of a group that continually inspires them to achieve success.
|
4c3a5b92-70be-40ef-aa0a-87bdf967ed6e
|
726691.0
|
2012-08-16 00:00:00 UTC
|
Surface's $199 Price Tag Could Kill Off PC Vendors
|
DELL
|
https://www.nasdaq.com/articles/surfaces-199-price-tag-could-kill-pc-vendors-2012-08-16
|
nan
|
nan
|
Microsoft (NASDAQ: MSFT ) may win consumer support by selling its first tablet, Surface, for less than $200 . However, a move like this could have severe consequences for other players in the computer and tablet industry. According to DigiTimes , notebook brand vendors, "will be out of the game unless Microsoft only sells the Surface in the US."
DigiTimes said that most vendors are currently building Windows 8 and Intel-based (NASDAQ: INTC ) tablet PCs that will retail for more than $699 in the United States.
"The sources pointed out that Microsoft is fully aware that its actions have greatly offended its notebook clients, and therefore is trying to achieve success and acquire at least 30 [percent] share in the tablet PC market," DigiTimes wrote. "A price of US$199 is expected to allow the company to achieve its needed goal."
At that rate, Microsoft would easily sell more than the few million units it publicly predicted it would sell in the coming year.
Apple (NASDAQ: AAPL ), the current leader in tablet manufacturing, is expected to sell more than 30 million iPads in 2012 alone. However, if Surface takes 30 percent of the market, iPad sales could be greatly reduced in 2013.
While this is good news for Microsoft, DigiTimes' sources speculate that if the Windows maker sells Surface at a low price point, Dell (NASDAQ: DELL ) and other manufacturers may halt the development of other Windows RT products.
In the beginning, this could prove to be a significant challenge for Microsoft, which has relied on its PC partners for many years. Long-term, however, it could drastically change the way the company does business as it evolves into a full-fledged hardware manufacturer.
This may also present a new sales opportunity for Google (NASDAQ: GOOG ), which has been struggling to sell its Chromebook line of laptop computers. If Microsoft makes it less desirable for PC manufacturers to develop Windows-based devices, Hewlett-Packard (NYSE: HPQ ) and other vendors are more likely to consider Chrome OS as an alternative.
Follow me @LouisBedigianBZ
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
While this is good news for Microsoft, DigiTimes' sources speculate that if the Windows maker sells Surface at a low price point, Dell (NASDAQ: DELL ) and other manufacturers may halt the development of other Windows RT products. DigiTimes said that most vendors are currently building Windows 8 and Intel-based (NASDAQ: INTC ) tablet PCs that will retail for more than $699 in the United States. "The sources pointed out that Microsoft is fully aware that its actions have greatly offended its notebook clients, and therefore is trying to achieve success and acquire at least 30 [percent] share in the tablet PC market," DigiTimes wrote.
|
While this is good news for Microsoft, DigiTimes' sources speculate that if the Windows maker sells Surface at a low price point, Dell (NASDAQ: DELL ) and other manufacturers may halt the development of other Windows RT products. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
While this is good news for Microsoft, DigiTimes' sources speculate that if the Windows maker sells Surface at a low price point, Dell (NASDAQ: DELL ) and other manufacturers may halt the development of other Windows RT products. Microsoft (NASDAQ: MSFT ) may win consumer support by selling its first tablet, Surface, for less than $200 . "The sources pointed out that Microsoft is fully aware that its actions have greatly offended its notebook clients, and therefore is trying to achieve success and acquire at least 30 [percent] share in the tablet PC market," DigiTimes wrote.
|
While this is good news for Microsoft, DigiTimes' sources speculate that if the Windows maker sells Surface at a low price point, Dell (NASDAQ: DELL ) and other manufacturers may halt the development of other Windows RT products. According to DigiTimes , notebook brand vendors, "will be out of the game unless Microsoft only sells the Surface in the US." "A price of US$199 is expected to allow the company to achieve its needed goal."
|
dcb6eee6-d981-4f6e-aaa1-1891e5d34803
|
726692.0
|
2012-08-15 00:00:00 UTC
|
HP Offers Praise for Microsoft's Surface Tablet
|
DELL
|
https://www.nasdaq.com/articles/hp-offers-praise-microsofts-surface-tablet-2012-08-15
|
nan
|
nan
|
Microsoft's (NASDAQ: MSFT ) impending Surface tablet is receiving praise from Hewlett-Packard's (NYSE: HPQ ) top American sales executive - and it's not about the alleged price tag. John Solomon is applauding the tech company for showing what is possible in the tablet space , despite the fact that Hewlett-Packard will inevitably experience increased competition once the Surface tablet hits store shelves.
Business Insider reports that Solomon's support mirrors that of Microsoft genius Bill Gates, who believes that the Surface tablet will offer consumers the, "best of both worlds. You can have a rich eco-system of manufacturers and you can have a few signature devices that show off, wow, what's the difference between a tablet and a PC?"
Solomon's comments, while not incredibly shocking, are certainly worthy of note as Hewlett-Packard has remained silent following Microsoft's tablet announcement back in June. Dell (NASDAQ: DELL ) commented on the Surface reveal right away , giving support to the company and promising to develop a slew of Windows 8 products.
Along with giving people the opportunity to explore the tablet realm through a Windows-powered device, Microsoft may have bestowed another kindness upon anxious consumers. On Tuesday, rumors began to float around the web stating that the Surface tablet would launch on October 26 for just $199.
To put this price point in perspective, Apple (NASDAQ: AAPL ) currently gets $399 for the iPad 2 , while Google (NASDAQ: ) sells the 8GB Nexus 7 tablet for $199. Comparatively, Amazon (NASDAQ: ) promotes the Kindle Fire for $199 as well.
While the $199 price tag appears less-than-compelling against some of the competition, consider this: Microsoft is launching a tablet that will introduce an entirely new operating system: Windows 8. The device's relatively inexpensive price tag may allow Apple and Google users to acquire the product to compare it to their stalemates, or (gasp!) even make the switch.
As the competition continues to back Microsoft's Surface endeavor alongside rumors of a low price point, one thing is for sure: the tablet is positioned to experience a successful launch - whenever that may be.
Microsoft closed Tuesday at $30.13, down about .20 percent for the day.
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell (NASDAQ: DELL ) commented on the Surface reveal right away , giving support to the company and promising to develop a slew of Windows 8 products. Microsoft's (NASDAQ: MSFT ) impending Surface tablet is receiving praise from Hewlett-Packard's (NYSE: HPQ ) top American sales executive - and it's not about the alleged price tag. Business Insider reports that Solomon's support mirrors that of Microsoft genius Bill Gates, who believes that the Surface tablet will offer consumers the, "best of both worlds.
|
Dell (NASDAQ: DELL ) commented on the Surface reveal right away , giving support to the company and promising to develop a slew of Windows 8 products. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell (NASDAQ: DELL ) commented on the Surface reveal right away , giving support to the company and promising to develop a slew of Windows 8 products. Microsoft's (NASDAQ: MSFT ) impending Surface tablet is receiving praise from Hewlett-Packard's (NYSE: HPQ ) top American sales executive - and it's not about the alleged price tag. John Solomon is applauding the tech company for showing what is possible in the tablet space , despite the fact that Hewlett-Packard will inevitably experience increased competition once the Surface tablet hits store shelves.
|
Dell (NASDAQ: DELL ) commented on the Surface reveal right away , giving support to the company and promising to develop a slew of Windows 8 products. On Tuesday, rumors began to float around the web stating that the Surface tablet would launch on October 26 for just $199. The device's relatively inexpensive price tag may allow Apple and Google users to acquire the product to compare it to their stalemates, or (gasp!)
|
d3623ea6-694b-4747-ac72-321e73666ae8
|
726693.0
|
2012-08-14 00:00:00 UTC
|
After Hours Most Active for Aug 14, 2012 : QQQ, KMI, JDSU, FEIC, QCOM, ARR, BAC, ETN, F, DELL, CSCO, BX
|
DELL
|
https://www.nasdaq.com/articles/after-hours-most-active-aug-14-2012-qqq-kmi-jdsu-feic-qcom-arr-bac-etn-f-dell-csco-bx-2012
|
nan
|
nan
|
The NASDAQ 100 After Hours Indicator is up .15 to 2,727.94. The total After hours volume is currently 19,582,161 shares traded.
The following are the most active stocks for the after hours session :
PowerShares QQQ Trust, Series 1 ( QQQ ) is -0.07 at $66.96, with 3,478,464 shares traded. This represents a 33.95% increase from its 52 Week Low.
Kinder Morgan, Inc. ( KMI ) is +0.01 at $34.78, with 1,841,187 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.37. KMI's current last sale is 86.95% of the target price of $40.
JDS Uniphase Corporation ( JDSU ) is +0.58 at $11.25, with 1,371,729 shares traded. RTT News Reports: JDS Uniphase Slips To Loss In Q4, Yet Tops View - Quick Facts
FEI Company ( FEIC ) is unchanged at $55.71, with 1,190,621 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2012. The consensus EPS forecast is $0.76. As reported in the last short interest update the days to cover for FEIC is 12.02744; this calculation is based on the average trading volume of the stock.
QUALCOMM Incorporated ( QCOM ) is +0.01 at $62.40, with 1,142,059 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2013. The consensus EPS forecast is $0.98. As reported by Zacks, the current mean recommendation for QCOM is in the "buy range".
Armour Residential R ( ARR ) is -0.02 at $7.47, with 943,077 shares traded. ARR's current last sale is 93.38% of the target price of $8.
Bank of America Corporation ( BAC ) is unchanged at $7.78, with 828,354 shares traded. Over the last four weeks they have had 9 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus EPS forecast is $0.13. BAC's current last sale is 86.44% of the target price of $9.
Eaton Corporation ( ETN ) is -0.07 at $45.68, with 762,278 shares traded. As reported by Zacks, the current mean recommendation for ETN is in the "buy range".
Ford Motor Company ( F ) is +0.02 at $9.46, with 720,894 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus EPS forecast is $0.3. As reported by Zacks, the current mean recommendation for F is in the "buy range".
Dell Inc. ( DELL ) is -0.01 at $12.18, with 711,473 shares traded.DELL is scheduled to provide an earnings report on 8/21/2012, for the fiscal quarter ending Jul2012. The consensus earnings per share forecast is 0.45 per share, which represents a 54 percent increase over the EPS one Year Ago
Cisco Systems, Inc. ( CSCO ) is +0.03 at $17.20, with 706,779 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jul 2013. The consensus EPS forecast is $0.45. CSCO is scheduled to provide an earnings report on 8/15/2012, for the fiscal quarter ending Jul2012. The consensus earnings per share forecast is 0.4 per share, which represents a 35 percent increase over the EPS one Year Ago
The Blackstone Group L.P. ( BX ) is -0.04 at $13.53, with 576,750 shares traded. Over the last four weeks they have had 5 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus EPS forecast is $0.42. As reported by Zacks, the current mean recommendation for BX is in the "buy range".
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Dell Inc. ( DELL ) is -0.01 at $12.18, with 711,473 shares traded.DELL is scheduled to provide an earnings report on 8/21/2012, for the fiscal quarter ending Jul2012. RTT News Reports: JDS Uniphase Slips To Loss In Q4, Yet Tops View - Quick Facts FEI Company ( FEIC ) is unchanged at $55.71, with 1,190,621 shares traded. As reported in the last short interest update the days to cover for FEIC is 12.02744; this calculation is based on the average trading volume of the stock.
|
Dell Inc. ( DELL ) is -0.01 at $12.18, with 711,473 shares traded.DELL is scheduled to provide an earnings report on 8/21/2012, for the fiscal quarter ending Jul2012. The consensus earnings per share forecast is 0.45 per share, which represents a 54 percent increase over the EPS one Year Ago Cisco Systems, Inc. ( CSCO ) is +0.03 at $17.20, with 706,779 shares traded. The consensus earnings per share forecast is 0.4 per share, which represents a 35 percent increase over the EPS one Year Ago The Blackstone Group L.P. ( BX ) is -0.04 at $13.53, with 576,750 shares traded.
|
Dell Inc. ( DELL ) is -0.01 at $12.18, with 711,473 shares traded.DELL is scheduled to provide an earnings report on 8/21/2012, for the fiscal quarter ending Jul2012. Over the last four weeks they have had 9 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2012. The consensus earnings per share forecast is 0.45 per share, which represents a 54 percent increase over the EPS one Year Ago Cisco Systems, Inc. ( CSCO ) is +0.03 at $17.20, with 706,779 shares traded.
|
Dell Inc. ( DELL ) is -0.01 at $12.18, with 711,473 shares traded.DELL is scheduled to provide an earnings report on 8/21/2012, for the fiscal quarter ending Jul2012. RTT News Reports: JDS Uniphase Slips To Loss In Q4, Yet Tops View - Quick Facts FEI Company ( FEIC ) is unchanged at $55.71, with 1,190,621 shares traded. The consensus earnings per share forecast is 0.45 per share, which represents a 54 percent increase over the EPS one Year Ago Cisco Systems, Inc. ( CSCO ) is +0.03 at $17.20, with 706,779 shares traded.
|
ef4a4a64-7a96-45d2-8c72-00a2bdfa257e
|
726694.0
|
2012-08-12 00:00:00 UTC
|
Apple Price Target: $950 Per Share
|
DELL
|
https://www.nasdaq.com/articles/apple-price-target-950-share-2012-08-12
|
nan
|
nan
|
By Posts At Eventide :
ByRobert Paul Leitao
Today I am updating my 12-month Apple price target to $950 per share. This price target represents an expected share price appreciation of 52.8% from Apple's closing price of $621.70 on August 10th, 2012. I expect share price appreciation, on average, to trail behind the rate of earnings per share growth over the next 12 months as Apple's massive market cap influences the share price performance and as the company's price-earnings multiple continues to contract.
Over the next twelve months, I anticipate reported revenue growth of roughly 50%, corresponding earnings per share growth of about 60% and the aforementioned 52.8% rise in the share price value. I anticipate 12 months from today a price-earnings multiple of 14 times trailing 12-month earnings, suggesting a slight compression in the multiple from today's valuation of 14.61 times trailing 12-month earnings of $42.55 per share. For the four fiscal quarters ending June 29, 2013, I expect trailing 12-month earnings of about $68 per share.
Apple's P/E Multiple and Cash Per Share
The graph below illustrates Apple's rising cash per share and falling price-earnings multiple over a 10-fiscal quarter period. The dates selected for all of the graphs in today's article are the first trading day of the month following the release of the company's quarterly results. The dates were selected to provide a uniform reference and to eliminate the impact of rising earnings multiples immediately preceding the release of quarterly results.
Click to enlarge:
No matter the rising cash per share, Apple's price-earnings multiple has been on a steady and indisputable decline over this 10-quarter period. I expect this trend to continue over the next 12 months.
Apple will continue to trade at a modest multiple to earnings relative to the company's rates of revenue and earnings growth. All of the wishful thinking in the world and spirited comparisons of Apple's valuation to other large enterprises with more lofty earnings multiples will not change the outcome.
As of Friday's closing price, Apple's market cap stands at nearly $583 billion. I expect over the next twelve months for the market cap to reach $900 billion. Already Apple's market cap is greater than the combined market caps of IBM ( IBM ), Microsoft ( MSFT ), Hewlett-Packard ( HPQ ) and Dell ( DELL ) with about $40 billion in market cap to spare. Apple is among the most widely held equities on the planet and the company's massive market cap will influence the share price valuation no matter the modest price-earnings multiple relative to current rates of growth.
Cash As A Percentage Of Apple's Share Price
On August 1, 2012, Apple's cash and marketable securities total equaled just over 20% of the share price. This is in the mid-range of a 10-quarter trend. The graph below illustrates Apple's cash and marketable securities per share as a percentage of the share price since February 1, 2010.
Apple's recently reinstated quarterly dividend of $2.65 per share and $10 billion, three-year share repurchase program can be amply financed from domestic operations. Apple's cash per share will continue to rise and cash as a percentage of the share price is likely to remain within the current 10-quarter range over the next twelve months. Apple will continue to generate cash at a rate of $1 billion or more per week even with the scheduled quarterly dividend distributions.
Click to enlarge:
EPS Growth and Share Price Appreciation
Since November 1, 2010, Apple's share price appreciation on a quarterly basis has lagged the rate of growth in earnings per share. I expect this trend to continue over the next twelve months. While a lagging share price performance relative to earnings growth is not usually a welcomed outcome, it provides support for the share price as Apple's overall market cap continues to rise at an impressive rate.
Click to enlarge:
Overall EPS Growth and Share Price Appreciation
From May 3, 2010 through August 1, 2012, Apple's cumulative EPS growth has outpaced the cumulative share price appreciation. On a cumulative basis, I expect the gap to widen over the next twelve months. Apple is transforming into a more conservative investment choice with a current income component for shareholders seeking a mix of growth and income from their investment choices.
Click to enlarge:
Apple Remains In An Equity Class All Its Own
As a mega cap with attractive rates of revenue and earnings growth, Apple remains in an equity class all its own. Over the next twelve months, more than 75% of Apple's revenue will be sourced from product lines that did not exist in the market as recently as six years ago and a rising percentage of the company's reported revenue during this time will be sourced from new and established markets outside the United States.
The Apple iPad is only now emerging from its nascent phase of global market development and through the coming holiday quarter, strong competition to the iPad in the tablet-style product market does not and will not exist.
The dynamic nature of the company's revenue mix and Apple's relentless geographic expansion lead to a continuing discount in the company's valuation relative to revenue and earnings growth. The potential of the iPad's unit sales growth and corresponding revenue growth can not be reliably gauged or forecast at this time. The iPad's global potential is understated in the company's current valuation of less than 15 times trailing 12-month earnings.
There is not a single competitor on the planet that develops its own hardware, operating systems and content distribution services on Apple's worldwide scale. As a global retailer, Apple benefits from the margin generated by its own bricks and mortar retail stores as well as the margin generated through the company's expansive online sales systems.
There are now over 400 million iTunes customers with accounts backed by credit cards and Apple has delivered billions of dollars in sales revenue to developers from apps sales through the company's iTunes and iTunes-related app stores. The lack of similar and similarly-sized competitors leaves the company without a contrast or comparison for share price valuations. The market will continue to chase Apple's rising revenue and earnings outcomes for the foreseeable future.
Revenue and Earnings Growth Over The Next 12 Months
There are a number of large and virtually untapped international markets for Apple products including Brazil and much of the Americas. China has emerged as Apple's second biggest revenue country and is the only country outside the U.S. to deliver more than 10% of the company's annual revenue total. I detail my unit sales growth expectations by product line below. Please see my Apple Unit Sales page for historical Apple product unit sales numbers.
The Apple iPhone
The production ramp for the successor to the iPhone 4S will be on a scale not seen before even by iPhone standards. Consumers will wait on the purchase of Apple products in favor of acquiring the latest and most innovative products from the company. Demand for the next iPhone handset began building in the June quarter. I expect iPhone unit sales growth in the first two quarters of the coming fiscal year to surpass the 107% unit sales growth rate achieved in the first two quarters of the current fiscal year.
The Apple iPhone will be Apple's principal revenue driver over the next four quarters while the Apple iPad line will deliver the fastest rates of unit sales and revenue growth. Over the first three quarters of the current fiscal year, iPhone unit sales rose roughly 78% to nearly 100 million units. I expect the next iPhone to more than match that unit sales growth performance. The next iPhone's new form as well as the prospects for a carrier agreement with China Mobile ( CHL ) increase the likelihood of superb unit sales growth for the next iPhone handset.
The iPhone has been available on Verizon (VZ) and Sprint (S) for less than a two-year subsidized smartphone contract period and T-Mobile may be added as an iPhone carrier during this 12-month period. The iPhone 4 will perform extraordinarily well as the product line's $0/$.99 subsidized offering and will serve as an attractive handset choice for consumers as Apple moves further into the pre-paid handset market. Currently, only AT&T offers the 3GS handset at the low, post-subsidy price of $1 or less.
The Mac
I expect the Macintosh line of personal computers to deliver on average high single-digit unit sales growth over the next twelve months in contrast to negative global unit sales growth for the PC industry. The introduction of the Retina display in the MacBook Pro line, an anticipated iMac refresh and the benefit to Mac unit sales from high Apple retail store traffic will deliver at least modest unit sales growth.
The global PC industry has entered an era of economic decline and the Macintosh line of personal computers will be among the few standouts in a fast-maturing industry pressured by the emergence of the Apple iPad and the lessening need for traditional PCs in homes and enterprises.
The Apple iPad
Over the first three quarters of the current fiscal year, the iPad delivered 108% year-over-year unit sales growth. I expect iPad unit sales growth at or near 100% over the next four fiscal quarters. At this time, the iPad is just emerging from a nascent phase of global market development and the recent introduction of the new iPad in mainland China will support strong unit sales growth in the current quarter. Over the most recent four fiscal quarters, Apple has sold over 55 million iPads and I expect iPad unit sales over the next four quarters to surpass 100 million units.
iTunes and the iPod Line
In all but the holiday quarter each year, the revenue segment inclusive of iTunes will deliver more revenue than is generated from the sales of iPod digital music players. I expect the iPod touch to increase its percentage of all iPods sold and I expect the sales of specific-use digital music players to continue to decline. I expect revenue from the segment inclusive of iTunes to rise more than 30% over the next 12 months.
Revenue Growth, Gross Margin and EPS Growth
Over the first nine months of the current fiscal year, Apple's average gross margin was 45% on each recognized revenue dollar. I expect gross margin to moderate over the next twelve months due to the next iPhone's new form, a higher percentage of overall revenue generated by the Apple iPad and increased competitive pressure influencing Apple's level of pricing control. Still, Apple's gross margin over the next twelve months will remain the envy of competitors in the smartphone and tablet-style product markets.
Over the first nine months of the current fiscal year, Apple averaged revenue growth of about 51% and EPS growth of just over 72%. Over the next 12 months, I expect Apple to deliver similar rates of revenue growth, but moderating gross margin will narrow the gap between the company's rates of revenue and earnings growth. I expect 12-month trailing earnings per share to reach $68 by August 1, 2013, following the release of the company's June quarter results. Please see my AAPL Results page to view the company's quarterly results for the most recent fifteen fiscal quarters.
The Impact of a Stock Split
There's little doubt a stock split would have an immediate and positive impact on Apple's share price. But over the long-term, the impact of a share split may be negligible or only slight. By this time next year I expect Apple's market cap to have reached $900 billion. Over the long-term, Apple's pace of product innovation and overall equity market conditions will have a greater influence on the share value than a stock split that may or may not occur over the next twelve months.
Conclusions
Over the next twelve months, I expect Apple to deliver about 50% revenue growth based on the continuing success of the iPhone and iPad product lines. I also expect a moderation in average gross margin to deliver EPS growth of about 60%. I anticipate a continuation of the gradual compression of Apple's earnings multiple to deliver a nearly 53% rise in the share price to $950 from the closing price of $621.70 on August 10, 2012.
Disclosure : The author is long Apple shares
See also La-Z-Boy Incorporated Management Discusses Q1 2013 Results - Earnings Call Transcript on seekingalpha.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Already Apple's market cap is greater than the combined market caps of IBM ( IBM ), Microsoft ( MSFT ), Hewlett-Packard ( HPQ ) and Dell ( DELL ) with about $40 billion in market cap to spare. The dates were selected to provide a uniform reference and to eliminate the impact of rising earnings multiples immediately preceding the release of quarterly results. Apple is among the most widely held equities on the planet and the company's massive market cap will influence the share price valuation no matter the modest price-earnings multiple relative to current rates of growth.
|
Already Apple's market cap is greater than the combined market caps of IBM ( IBM ), Microsoft ( MSFT ), Hewlett-Packard ( HPQ ) and Dell ( DELL ) with about $40 billion in market cap to spare. I expect share price appreciation, on average, to trail behind the rate of earnings per share growth over the next 12 months as Apple's massive market cap influences the share price performance and as the company's price-earnings multiple continues to contract. Apple is among the most widely held equities on the planet and the company's massive market cap will influence the share price valuation no matter the modest price-earnings multiple relative to current rates of growth.
|
Already Apple's market cap is greater than the combined market caps of IBM ( IBM ), Microsoft ( MSFT ), Hewlett-Packard ( HPQ ) and Dell ( DELL ) with about $40 billion in market cap to spare. I expect share price appreciation, on average, to trail behind the rate of earnings per share growth over the next 12 months as Apple's massive market cap influences the share price performance and as the company's price-earnings multiple continues to contract. Click to enlarge: EPS Growth and Share Price Appreciation Since November 1, 2010, Apple's share price appreciation on a quarterly basis has lagged the rate of growth in earnings per share.
|
Already Apple's market cap is greater than the combined market caps of IBM ( IBM ), Microsoft ( MSFT ), Hewlett-Packard ( HPQ ) and Dell ( DELL ) with about $40 billion in market cap to spare. I expect share price appreciation, on average, to trail behind the rate of earnings per share growth over the next 12 months as Apple's massive market cap influences the share price performance and as the company's price-earnings multiple continues to contract. The iPhone 4 will perform extraordinarily well as the product line's $0/$.99 subsidized offering and will serve as an attractive handset choice for consumers as Apple moves further into the pre-paid handset market.
|
dbbf38cc-d8e0-461f-a712-f946fc253384
|
726695.0
|
2012-08-10 00:00:00 UTC
|
One of my Picks Gained 28% in ONE Day… And it Could Still Gain 50%
|
DELL
|
https://www.nasdaq.com/articles/one-my-picks-gained-28-one-day-and-it-could-still-gain-50-2012-08-10
|
nan
|
nan
|
When it comes to investing in high-tech stocks, you need to catch companies at the right phase of their growth spurt. Major profits were made in companies like Dell (Nasdaq: DELL ) , Cisco Systems (Nasdaq: CSCO ) and Microsoft (Nasdaq: MSFT ) while they were still being introduced to fresh new waves of investors. By the time they were widely-known, they became "dead-money" stocks, moving sideways for years to come.
Even if you can spot these high-growth stocks in the early phases of their life cycle, it can still be hard to assess whether signs of robust growth are just a short-term event or the beginning of a sustained longer phase of growth.
I've been tracking a fast-growing data storage company that has the makings of a solid profitable multi-year investment. In my view, it's the early innings.
I'm talking about Fusion-io (NYSE: FIO ) , which didn't even land its first customer until 2008. The company initially had a hard time convincing customers of its unusual approach to data storage. While many rivals were pushing data storage solutions based on hard drives, this company insisted that flash memory was the way to go. This type of memory is both more reliable and faster, but it's also more expensive than traditional hard drive-based approaches.
No matter how impressive your technology may be, you still need someone to take a chance on your unproven technology. Luckily for Fusion-io, both Apple (Nasdaq: AAPL ) and Facebook (NYSE: FB ) were quite impressed and quickly signed up as customers. That helped this company post remarkable growth.
When I first came across this company back in October, 2011, I cautioned that Fusion-IO may soon be short-circuited by rising competition. Though that call eventually proved correct as shares tumbled over the winter, I took a fresh look three months ago and came away much more impressed. My view about competition hadn't changed. Instead, I saw this market niche as sufficiently large to boost the fortunes of all the major players concerned.
That bullish view has now been validated. Shares are up more than 28% as of the time of writing on Friday, August 10. And whereas I saw 50% upside when this stock was just below $20, I still see 50% upside for this stock even after Friday's spike into the mid-$20s. In a nutshell, the long-term outlook is even brighter than I thought.
Analysts at Credit Suisse just noted in their review of June quarter results, "the company is demonstrating, through solid execution, that concerns over competition/GM fade are overblown." The GM in that comment refers to gross margins. Rising competition often leads a technology vendor to make pricing concessions. Yet the fact that Fusion-io delivered 57% gross margins in its fiscal fourth quarter (ended June) shows that revenue growth is not the result of price-cutting to win deals. And management expects gross margins to stay in that range throughout the current fiscal year that just began last month as well.
Equally important, Fusion-io has landed a range of new partners and customers in the past three months (which you can read about in the company's press release), which management believes will yield $520-540 million in sales in fiscal (June) 2013. That's higher than the current $479 million consensus forecast, and represents nearly 50% growth from the just-completed fiscal year. Looking further out, analysts at Goldman Sachs see sales exceeding $650 million in fiscal 2014 and approaching $800 million in fiscal 2015.
What price for growth?
Valuing a fast-growing tech stock is often a challenge. These companies typically invest heavily for future growth and, as a result, impede near-term net profit targets. Credit Suisse suggests that the price-to-sales ratio is a better gauge, and by that metric, see shares nearly doubling from current levels to $50.
Analysts at Benchmark Capital have a more modest $35 price target . Their bullishness stems from the fact that both IBM (NYSE: IBM ) and Hewlett-Packard (NYSE: HPQ ) are now selling Fusion-IO's storage devices on a private label basis, and also the fact that the company has 150 internal sales reps that are just now gaining traction.
Risks to Consider: Some analysts question whether shares will rally much further until the company can show signs of solid bottom-line momentum as well. Fusion-io is unlikely to earn $1 a share before fiscal 2015, which is why Goldman Sachs is sticking with a $28 price target, representing only modest upside.
Action to Take --> Most technology analysts focus on sales growth and gross margins. As technology companies mature, gross profit dollars can grow a lot more quickly than operating expenses , so as long as this company can keep showing the solid sales growth and gross marginleverage as we just saw in the June quarter, then you can anticipate further upside ahead for this stock. Credit Suisse's $50 price target is surely a bull-market valuation -- and I have my doubts about this market. So I see this stock topping out as it moves toward the $40 mark.
-- David Sterman
David Sterman does not personally hold positions in any securities mentioned in this article. StreetAuthority LLC owns shares of CSCO, MSFT in one or more if its "real money" portfolios.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
© Copyright 2001-2010 StreetAuthority, LLC. All Rights Reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Major profits were made in companies like Dell (Nasdaq: DELL ) , Cisco Systems (Nasdaq: CSCO ) and Microsoft (Nasdaq: MSFT ) while they were still being introduced to fresh new waves of investors. Analysts at Credit Suisse just noted in their review of June quarter results, "the company is demonstrating, through solid execution, that concerns over competition/GM fade are overblown." Yet the fact that Fusion-io delivered 57% gross margins in its fiscal fourth quarter (ended June) shows that revenue growth is not the result of price-cutting to win deals.
|
Major profits were made in companies like Dell (Nasdaq: DELL ) , Cisco Systems (Nasdaq: CSCO ) and Microsoft (Nasdaq: MSFT ) while they were still being introduced to fresh new waves of investors. Looking further out, analysts at Goldman Sachs see sales exceeding $650 million in fiscal 2014 and approaching $800 million in fiscal 2015. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. © Copyright 2001-2010 StreetAuthority, LLC.
|
Major profits were made in companies like Dell (Nasdaq: DELL ) , Cisco Systems (Nasdaq: CSCO ) and Microsoft (Nasdaq: MSFT ) while they were still being introduced to fresh new waves of investors. Yet the fact that Fusion-io delivered 57% gross margins in its fiscal fourth quarter (ended June) shows that revenue growth is not the result of price-cutting to win deals. Equally important, Fusion-io has landed a range of new partners and customers in the past three months (which you can read about in the company's press release), which management believes will yield $520-540 million in sales in fiscal (June) 2013.
|
Major profits were made in companies like Dell (Nasdaq: DELL ) , Cisco Systems (Nasdaq: CSCO ) and Microsoft (Nasdaq: MSFT ) while they were still being introduced to fresh new waves of investors. I've been tracking a fast-growing data storage company that has the makings of a solid profitable multi-year investment. And whereas I saw 50% upside when this stock was just below $20, I still see 50% upside for this stock even after Friday's spike into the mid-$20s.
|
f638aa4c-eb12-4668-8147-1847fe284d8c
|
726696.0
|
2012-08-10 00:00:00 UTC
|
Ahead of Wall Street - August 10, 2012 - Ahead of Wall Street
|
DELL
|
https://www.nasdaq.com/articles/ahead-wall-street-august-10-2012-ahead-wall-street-2012-08-10
|
nan
|
nan
|
Friday, August 10, 2012
The domesticeconomic calendaris on the thin side today, but China's international trade data for July out today provides further confirmation of a slowdown in that country's economy. This adds to Thursday's decelerating inflation and industrial production numbers out of that country. All of these data points improve the odds that China's monetary and fiscal authorities will remain in easing mode, but the interest rate cuts and new spending plans announced already have yet to show up in economic data.
China's trade surplus shrank by more than expected in July, with both exports and imports taking a big hit. Exports to Europe were the weakest while sales to the U.S. also decelerated sharply from the month before. Problems in Europe are no doubt a big driver of the slowdown, but there are other factors at play as well. The prices of China's mostly undifferentiated goods are also becoming less competitive as a result of rising wages and other input costs and the appreciating currency.
The challenge for the Chinese authorities is to offset the weakening international demand backdrop with a favorable domestic scene. The combination of today's soft trade data with Thursday's industrial production numbers almost guarantees that the authorities will be ramping up easing measures in the coming days.
On the earnings front, we got positive guidance from Nordstrom ( JWN ), after the retailer came out with better than expected earnings on in-line revenues after the close on Thursday. Results from J.C.Penney ( JCP ) were weaker than expected, raising doubts about the struggling retailer's turnaround plans. The second quarter reporting season is effectively over, with less than 45 of the S&P 500 companies still to report results. Most of the remaining companies are in the retail space, though we do have a number of major (old) technology firms like Cisco ( CSCO ) and Dell ( DELL ) also among the still-to-report group.
Sheraz Mian
Director of Research
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
DELL INC (DELL): Free Stock Analysis Report
PENNEY (JC) INC (JCP): Free Stock Analysis Report
NORDSTROM INC (JWN): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Most of the remaining companies are in the retail space, though we do have a number of major (old) technology firms like Cisco ( CSCO ) and Dell ( DELL ) also among the still-to-report group. Sheraz Mian Director of Research CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report PENNEY (JC) INC (JCP): Free Stock Analysis Report NORDSTROM INC (JWN): Free Stock Analysis Report To read this article on Zacks.com click here. The prices of China's mostly undifferentiated goods are also becoming less competitive as a result of rising wages and other input costs and the appreciating currency.
|
Sheraz Mian Director of Research CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report PENNEY (JC) INC (JCP): Free Stock Analysis Report NORDSTROM INC (JWN): Free Stock Analysis Report To read this article on Zacks.com click here. Most of the remaining companies are in the retail space, though we do have a number of major (old) technology firms like Cisco ( CSCO ) and Dell ( DELL ) also among the still-to-report group. The combination of today's soft trade data with Thursday's industrial production numbers almost guarantees that the authorities will be ramping up easing measures in the coming days.
|
Sheraz Mian Director of Research CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report PENNEY (JC) INC (JCP): Free Stock Analysis Report NORDSTROM INC (JWN): Free Stock Analysis Report To read this article on Zacks.com click here. Most of the remaining companies are in the retail space, though we do have a number of major (old) technology firms like Cisco ( CSCO ) and Dell ( DELL ) also among the still-to-report group. The combination of today's soft trade data with Thursday's industrial production numbers almost guarantees that the authorities will be ramping up easing measures in the coming days.
|
Sheraz Mian Director of Research CISCO SYSTEMS (CSCO): Free Stock Analysis Report DELL INC (DELL): Free Stock Analysis Report PENNEY (JC) INC (JCP): Free Stock Analysis Report NORDSTROM INC (JWN): Free Stock Analysis Report To read this article on Zacks.com click here. Most of the remaining companies are in the retail space, though we do have a number of major (old) technology firms like Cisco ( CSCO ) and Dell ( DELL ) also among the still-to-report group. The combination of today's soft trade data with Thursday's industrial production numbers almost guarantees that the authorities will be ramping up easing measures in the coming days.
|
7bb59ba2-9d39-4f0c-bbd2-1c2cf1b1adea
|
726697.0
|
2012-08-10 00:00:00 UTC
|
Market Wrap-Up for Aug. 10 (FDX, GWW, WMT, AAPL, DELL, more)
|
DELL
|
https://www.nasdaq.com/articles/market-wrap-aug-10-fdx-gww-wmt-aapl-dell-more-2012-08-10
|
nan
|
nan
|
In what has been a fairly quiet week for the markets, we came across an interesting note regarding equity outflows from Thomson Reuters' Lipper service, and continue to wonder how the accumulation/distribution picture will hold up. Money continues to pour into taxable bond funds and other yield-centric areas, which coming out of equity funds (mostly from the S&P 500). Volume levels were once again very low and we would prefer seeing rising volume on the up days.
Headlining today's lagging action, shares of W.W. Grainger ( GWW ) finished lower following the company's monthly sales update. DeVry ( DV ) was also lower following their earnings results. Shares of Transports giant FedEx ( FDX ) was lower following a Wall Street analyst downgrade. On the flipside, Broadcom ( BRCM ) shares ended in the green on positive analyst comments.
Brand Protection: Not as Big as You May Think
With large cap stocks and big-name brands attracting a big chunk of recent investment dollars, investors cannot become complacent when it comes to their own portfolios. The idea of owning the biggest and perceptibly the best is fine. Just don't ever adopt the "if they go down, then I go down with the best" mentality.
This approach has gotten investors in a lot of trouble in the past, and will continue to do so for decades to come. We can go down the line of monster stocks through the decades that inevitably lost their way and became huge losses for those who denied the best days for these companies had already passed. Just in the last decade or so, we saw the rise and fall of companies like Lucent Technologies, Nortel Networks, and many others that still trade now, like General Motors (filed bankruptcy and was resurrected to trade again), Nokia ( NOK ) (was once a highly-admired tech company, but now trades under $3/share), Sony ( SNE ) (another once-great innovation giant), as well as Dell Inc ( DELL ), Cisco Systems ( CSCO ), JDS Uniphase ( JDSU ), and so on. Many life savings have been lost or remain lost (in the stocks still trading today but way off the all-time highs).
Companies rarely, if ever, are able to dominate markets for too long periods of time. Executives get rich, lose their ambition, and eventually decide to move on, either to retire or possibly take a crack at building their own company. We see it everyday with companies like Google ( GOOG ), Facebook ( FB ), and even Apple ( AAPL ). Eventually, talent decides to leave or is lured elsewhere. The title of CEO still intrigues many a corporate player, and sometimes that means hanging your hat elsewhere.
Point being, investing involves constant change and flexibility. Those who are not aware of these trends and mistakenly believe good times last forever for companies/stocks will not be doing their investment portfolios justice. A top for any company is inevitable, and it is why we must always stay vigilant for signs a once-strong company may have lost its way.
Our Beat The Markets with Dividend Stocks eBook Has Arrived!
We just debuted our brand new 275-page eBook, exclusively on Dividend.com! In this digital-only book, we look ahead to 2012 and the main factors that could affect dividend investors. A $39.95 value, the eBook is a free download for paid Dividend.com Premium subscribers.
Beat The Markets with Dividend Stocks contains a full economic forecast for 2012, including in-depth analysis on 65 of the biggest dividend stocks out there. It's a great way to get prepared for your investing next year! So head over to the Dividend.com Premium homepage now to download your copy.
A Look to Next Week and a Weekend Preview
Looking ahead to next week, third quarter earnings will continue, as we are expecting results from Home Depot ( HD ), Wal-Mart Stores ( WMT ), Cisco Systems ( CSCO ), and J.M. Smucker Co. ( SJM ), just to name a few. The focus will likely be on the economic data as well as the latest Wall Street analyst calls.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Just in the last decade or so, we saw the rise and fall of companies like Lucent Technologies, Nortel Networks, and many others that still trade now, like General Motors (filed bankruptcy and was resurrected to trade again), Nokia ( NOK ) (was once a highly-admired tech company, but now trades under $3/share), Sony ( SNE ) (another once-great innovation giant), as well as Dell Inc ( DELL ), Cisco Systems ( CSCO ), JDS Uniphase ( JDSU ), and so on. In what has been a fairly quiet week for the markets, we came across an interesting note regarding equity outflows from Thomson Reuters' Lipper service, and continue to wonder how the accumulation/distribution picture will hold up. Headlining today's lagging action, shares of W.W. Grainger ( GWW ) finished lower following the company's monthly sales update.
|
Just in the last decade or so, we saw the rise and fall of companies like Lucent Technologies, Nortel Networks, and many others that still trade now, like General Motors (filed bankruptcy and was resurrected to trade again), Nokia ( NOK ) (was once a highly-admired tech company, but now trades under $3/share), Sony ( SNE ) (another once-great innovation giant), as well as Dell Inc ( DELL ), Cisco Systems ( CSCO ), JDS Uniphase ( JDSU ), and so on. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Created by Dividend.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Just in the last decade or so, we saw the rise and fall of companies like Lucent Technologies, Nortel Networks, and many others that still trade now, like General Motors (filed bankruptcy and was resurrected to trade again), Nokia ( NOK ) (was once a highly-admired tech company, but now trades under $3/share), Sony ( SNE ) (another once-great innovation giant), as well as Dell Inc ( DELL ), Cisco Systems ( CSCO ), JDS Uniphase ( JDSU ), and so on. Brand Protection: Not as Big as You May Think With large cap stocks and big-name brands attracting a big chunk of recent investment dollars, investors cannot become complacent when it comes to their own portfolios. Beat The Markets with Dividend Stocks contains a full economic forecast for 2012, including in-depth analysis on 65 of the biggest dividend stocks out there.
|
Just in the last decade or so, we saw the rise and fall of companies like Lucent Technologies, Nortel Networks, and many others that still trade now, like General Motors (filed bankruptcy and was resurrected to trade again), Nokia ( NOK ) (was once a highly-admired tech company, but now trades under $3/share), Sony ( SNE ) (another once-great innovation giant), as well as Dell Inc ( DELL ), Cisco Systems ( CSCO ), JDS Uniphase ( JDSU ), and so on. Shares of Transports giant FedEx ( FDX ) was lower following a Wall Street analyst downgrade. Our Beat The Markets with Dividend Stocks eBook Has Arrived!
|
0a2bbdba-62be-4c01-8298-ad1e86eff40e
|
726698.0
|
2012-08-09 00:00:00 UTC
|
Dell Helps Mars Rover's Landing - Analyst Blog
|
DELL
|
https://www.nasdaq.com/articles/dell-helps-mars-rovers-landing-analyst-blog-2012-08-09
|
nan
|
nan
|
NASA reported that the Mars rover, which set out on November 26, 2011, made a safe landing thanks to the support from Dell Inc. ( DELL ). NASA scientists hailed Dell, saying that the landing was the 'most complicated portion of the mission.'
Two NASA High Performance Computing (HPC) clusters running Dell PowerEdge servers conducted the data analysis for NASA. The Mars rover, Curiosity, is the largest rover ever sent to explore Mars. Curiosity is being managed and controlled by NASA's Jet Propulsion Laboratory (JPL) in Pasadena, California, which is using Dell HPC clusters.
NASA's Curiosity rover was aided by Galaxy and Nebula, the Dell HPC clusters to analyze the vast amounts of test data that were necessary for the rover to successfully enter the Martian atmosphere and land safely. This was a key achievement for Dell, building its experience in space research and improving its prospects with government departments.
Government aside, the company is also launching multiple solutions for the Small & Medium Business (SMB) segment. Dell's SMB segment has performed particularly well in the first quarter of 2013 and it appears that its server, software, storage and any other offerings capable of facilitating transition to the cloud will be snapped up by SMB customers. The success in this segment is because SMBs take quick decisions and there is less process involved in the approval.
Moreover, to woo customers from different segments of the society and to diversify its customer base, Dell has also introduced the Predictive Analytics-Based Decision Support System for schools and universities. This is basically a decision support system that helps to personalize the learning environment for students and enhances expertise in planning, management and reporting.
The solution helps in managing and accumulating student's data among different schools, which in turn is used by parents and educators to develop different skillsets in students. This should be a steady and dependable source of revenue as education is a recession-proof business.
However, macroeconomic factors, currency and competitive challenges remain headwinds for Dell's overall performance. Moreover, the company faces certain sales execution issues, which may delay the revenue recognition process. This apart, some modest accounting issues along with volatility in the currency market may also affect the company's business.
Currently, Dell has a Zacks #4 Rank, which implies a short-term Sell rating.
DELL INC (DELL): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Curiosity is being managed and controlled by NASA's Jet Propulsion Laboratory (JPL) in Pasadena, California, which is using Dell HPC clusters. This was a key achievement for Dell, building its experience in space research and improving its prospects with government departments. NASA reported that the Mars rover, which set out on November 26, 2011, made a safe landing thanks to the support from Dell Inc. ( DELL ).
|
Two NASA High Performance Computing (HPC) clusters running Dell PowerEdge servers conducted the data analysis for NASA. NASA reported that the Mars rover, which set out on November 26, 2011, made a safe landing thanks to the support from Dell Inc. ( DELL ). NASA scientists hailed Dell, saying that the landing was the 'most complicated portion of the mission.'
|
NASA reported that the Mars rover, which set out on November 26, 2011, made a safe landing thanks to the support from Dell Inc. ( DELL ). Two NASA High Performance Computing (HPC) clusters running Dell PowerEdge servers conducted the data analysis for NASA. NASA's Curiosity rover was aided by Galaxy and Nebula, the Dell HPC clusters to analyze the vast amounts of test data that were necessary for the rover to successfully enter the Martian atmosphere and land safely.
|
NASA reported that the Mars rover, which set out on November 26, 2011, made a safe landing thanks to the support from Dell Inc. ( DELL ). Two NASA High Performance Computing (HPC) clusters running Dell PowerEdge servers conducted the data analysis for NASA. NASA scientists hailed Dell, saying that the landing was the 'most complicated portion of the mission.'
|
560d829f-dfbb-4c58-961c-4da9034005f8
|
726699.0
|
2012-08-03 00:00:00 UTC
|
Apple's Biggest Competitor to Undercut the iPhone 5's Unveiling
|
DELL
|
https://www.nasdaq.com/articles/apples-biggest-competitor-undercut-iphone-5s-unveiling-2012-08-03
|
nan
|
nan
|
Apple (NASDAQ: AAPL ) is expected to announce the next version of the iPhone in early September, but not before Samsung unveils its next major smartphone. According to The Wall Street Journal , Samsung has sent out invitations to an event that will take place on August 29 in Berlin, Germany.
The invitation did not specify which device would be shown, but a Samsung spokesperson told The Wall Street Journal that it would unveil the next version of the Galaxy Note.
Designed to be a hybrid that combines the best of smartphones and tablets, the Galaxy Note features a 5.3-inch screen that dwarfs the size of most other smartphones.
The device was initially believed to be a niche product that would satisfy a very specific market. In March, Samsung announced that the company had shipped five million Galaxy Notes in just five months. While that pales in comparison to the millions of iPhones that are sold every quarter, Samsung's success is not to be ignored. The Galaxy Note is just one of many smartphones that Samsung produces. Collectively, the company sells more smartphones than Apple .
Details regarding the Galaxy Note II are scarce. However, rumors suggest that it will feature a larger screen (5.5 inches) and a faster processor among other notable enhancements.
Apple is expected to increase the size of its next smartphone as well. While the company has yet to release any specifics about the device, the iPhone 5 is rumored to be 10 percent thinner than the iPhone 4S and contain a four-inch Retina Display as well as a quad-core processor.
In November, Apple is also expected to release another version of the iPad. This one will not be a direct sequel to the current tablet, however. Instead, Apple is a seven-inch device to compete against the Kindle Fire from Amazon (NASDAQ: ) and the Nexus 7 from Google (NASDAQ: ), as well as Microsoft's (NASDAQ: ) first tablet, Surface.
Apple may also face competition from Dell (NASDAQ: ) and Hewlett-Packard (NASDAQ: ), both of which are expected to release in 2012.
Follow me @LouisBedigianBZ
(c) 2012 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
Apple may also face competition from Dell (NASDAQ: ) and Hewlett-Packard (NASDAQ: ), both of which are expected to release in 2012. Apple (NASDAQ: AAPL ) is expected to announce the next version of the iPhone in early September, but not before Samsung unveils its next major smartphone. The invitation did not specify which device would be shown, but a Samsung spokesperson told The Wall Street Journal that it would unveil the next version of the Galaxy Note.
|
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Apple may also face competition from Dell (NASDAQ: ) and Hewlett-Packard (NASDAQ: ), both of which are expected to release in 2012. Designed to be a hybrid that combines the best of smartphones and tablets, the Galaxy Note features a 5.3-inch screen that dwarfs the size of most other smartphones.
|
Apple may also face competition from Dell (NASDAQ: ) and Hewlett-Packard (NASDAQ: ), both of which are expected to release in 2012. Apple (NASDAQ: AAPL ) is expected to announce the next version of the iPhone in early September, but not before Samsung unveils its next major smartphone. Designed to be a hybrid that combines the best of smartphones and tablets, the Galaxy Note features a 5.3-inch screen that dwarfs the size of most other smartphones.
|
Apple may also face competition from Dell (NASDAQ: ) and Hewlett-Packard (NASDAQ: ), both of which are expected to release in 2012. Apple (NASDAQ: AAPL ) is expected to announce the next version of the iPhone in early September, but not before Samsung unveils its next major smartphone. The invitation did not specify which device would be shown, but a Samsung spokesperson told The Wall Street Journal that it would unveil the next version of the Galaxy Note.
|
a753ff74-533f-4873-906e-52c4d259736e
|
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.