With shares of Qualcomm (NASDAQ:QCOM) trading around $67, is QCOM an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework.
T = Trends for a Stock�� MovementQualcomm is engaged in the design and manufacturing of digital communications products and services. The company operates in four segments: Qualcomm CDMA technologies, Qualcomm technology licensing, Qualcomm wireless and Internet, and Qualcomm strategic initiatives. It develops and supplies integrated circuits and system software based on CDMA, OFDMA, and other technologies for uses in voice and data communications, networking, application processing, multimedia, and global positioning system products.
The mobile industry has been hot in recent years and looks to continue as countries worldwide keep developing and demanding these products. As an increasing number of consumers and companies engage at rising rates with their mobile devices, look for Qualcomm to be a leading provider of these essential products.
Top Internet Stocks To Own Right Now: Amazon.com Inc.(AMZN)
Amazon.com, Inc. operates as an online retailer in North America and internationally. It operates retail Web sites, including amazon.com and amazon.ca. The company serves consumers through its retail Web sites and focuses on selection, price, and convenience. It also offers programs that enable sellers to sell their products on its Web sites, and their own branded Web sites. In addition, the company serves developer customers through Amazon Web Services, which provides access to technology infrastructure that developers can use to enable virtually various type of business. Further, it manufactures and sells the Kindle e-reader. Additionally, the company provides fulfillment; miscellaneous marketing and promotional agreements, such as online advertising; and co-branded credit cards. Amazon.com, Inc. was founded in 1994 and is headquartered in Seattle, Washington.
Advisors' Opinion:- [By Rick Munarriz]
Briefly in the news
Amazon.com� (NASDAQ: AMZN ) surprised investors with a quarterly loss. Analysts were calling for a small profit. But should the market really be surprised? Amazon has come up short on the bottom line in three of the past four quarters. Clearly, CEO Jeff Bezos is willing to sacrifice near-term margins for the sake of growing the e-tailer's business for the long haul. A company that did break from its recent trend of coming up short was�Baidu� (NASDAQ: BIDU ) . China's leading search engine came through with better-than-expected results. It had missed on the bottom line in its two previous quarters. Baidu's guidance calls for accelerating revenue growth, silencing doubters who have argued that it was all downhill for the former dot-com darling. 8x8� (NASDAQ: EGHT ) hit a fresh 52-week high this week after posting well-received quarterly results. The provider of telecommunications services for companies now has more than 33,000 business customers. If your name is 8x8, it's nice to know that you can multiply.
And now let's take a quick look at some of the other stories that shaped our week. - [By Associated Press]
The meeting comes as the row escalates over the amount of tax paid by high-tech multinational corporations such as Apple (NASDAQ: AAPL ) , Amazon (NASDAQ: AMZN ) , and Google (NASDAQ: GOOG ) .
- [By Rick Aristotle Munarriz]
Alamy From a surprisingly strong retailer report to a coffee giant paying a big price for breaking a contract, here are the best and worst of the business world this week. Snapchat -- Loser If Facebook (FB) offers you a $3 billion check, do you really turn it down? Sources this week reported that Facebook offered the makers of Snapchat -- the popular app that allows users to send photos and short videos that disappear after a brief amount of time -- a whopping $3 billion buyout. Snapchat passed on the deal. Now, it's easy to reflect back several years ago when Facebook rebuffed a buyout offer for a little more than $1 billion. Some ridiculed Facebook's decision at the time, but it's a $120 billion company now. However, at least Facebook had a clear path to monetization. Snapchat may be soaring in popularity with teens sending risque snapshots, taunts, and jokes to one another, but the moment you begin slapping display ads on the product, it's will find it much harder to sustain that arc. Macy's (M) -- Winner You always want to have healthy momentum going into the telltale holiday quarter, and that's exactly what Macy's did by offering up blowout quarterly results on Wednesday. Sales at department stores open at least a year climbed 3.5 percent, and while heavy promotions were needed to woo shoppers, earnings still managed to soar 22 percent to $0.47 a share. Analysts were settling for a profit of $0.39 a share. It's unlikely that the many retailers reporting next week will be as upbeat, but for one chain at least this really was a miracle on 34th Street. Starbucks (SBUX) -- Loser Starbucks chose to break free of its retail distribution contract with Kraft Foods (KRFT) two years ago, and now the java giant's been slapped with a $2.8 billion judgment. Yes, Starbucks is good for the money, but it's still a pretty stiff price to pay for backing out of a deal. The $2.8 billion is just a little less than what Starbucks has earned over the past two years combi
- [By Evan Niu, CFA]
Amazon.com (NASDAQ: AMZN ) was the first to show the market the way, with its 7-inch Kindle Fire being the first mover in the smaller-sized segment. Google (NASDAQ: GOOG ) followed suit nearly a year later with the Nexus 7. Even Apple (NASDAQ: AAPL ) has come around, launching its iPad Mini late last year, which is quickly eating into full-sized iPad sales.
Top Internet Stocks To Own Right Now: Internap Network Services Corporation(INAP)
Internap Network Services Corporation provides information technology (IT) infrastructure services. The company operates through two segments, Data Center Services and IP Services. The Data Center Services segment provides colocation services, which include physical space for hosting customers? IT infrastructure network and other equipment, as well as offers associated services, such as redundant power and network connectivity, environmental controls, and security. This segment also offers managed hosting services that enable its customers to own and manage the software applications and content, as well as provides and maintains the hardware, operating system, collocation, and bandwidth. The IP services segment provides patented performance Internet protocol (IP) service; XIP acceleration-as-a-service solution; and flow control platform, a premise-based intelligent routing hardware product for customers, who run their own multiple network architectures, known as multi-homi ng. In addition, this segment offers content delivery network services that enable its customers to stream and distribute media and content, such as video, audio software, and applications to audiences through points of presence, as well as offers capacity-on-demand services to handle events and unanticipated traffic spikes. Internap Network Services Corporation provides its services and products through 76 IP service points, which include 20 CDN POPs and 1 standalone CDN POP, as well as through 37 data centers across North America, Europe, and the Asia-Pacific region. It serves the entertainment and media, financial services, business services, software, hosting and information technology infrastructure, and telecommunications industries. The company was founded in 1996 and is based in Atlanta, Georgia.
Top 5 Healthcare Technology Companies To Buy Right Now: Yahoo! Inc.(YHOO)
Yahoo! Inc., together with its subsidiaries, operates as a digital media company that delivers personalized digital content and experiences through various devices worldwide. It offers online properties and services to users; and a range of marketing services to businesses. The company?s communications and communities offerings include Yahoo! Mail, Yahoo! Messenger, Yahoo! Groups, Yahoo! Answers, Flickr, and Connected TV, which provide a range of communication and social services to users and small businesses enabling users to organize into groups and share knowledge, common interests, and photos. Its search products comprise Yahoo! Search and Yahoo! Local, available free to users to navigate the Internet and discover content. The company?s marketplaces offerings and services include Yahoo! Shopping, Yahoo! Travel, Yahoo! Real Estate, Yahoo! Autos, and Yahoo! Small Business, which allow users to research specific topics, products, services, or areas of interest by review ing and exchanging information, obtaining contact details, or considering offers from providers of goods, services, or parties with similar interests. Its media offerings comprise Yahoo! Homepage, Yahoo! News, Yahoo! Sports, Yahoo! Finance, My Yahoo!, Yahoo! Toolbar, Yahoo! Entertainment & Lifestyles, Yahoo! Contributor Network, and Yahoo! Pulse, which are designed to engage users with online content and services on the Web. The company also offers marketing services, such as display and search advertising, listing-based services, and commerce-based transactions to advertisers. In addition, it provides software and platform offerings for third-party developers, advertisers, and publishers, such as Yahoo! Developer Network, Yahoo! Open Strategy, Yahoo! Application Platform, Yahoo! Updates, Yahoo! Query Language, and Yahoo! Search BOSS. The company has strategic alliances with Nokia and ABC News, Inc. Yahoo! Inc. was founded in 1994 and is headquartered in Sunnyvale, Californi a.
Advisors' Opinion:- [By Vincent Ho]
It is worth mentioning that Baidu has lost its dominating 80% market share that many people in previous SA articles refer to. Baidu had a 63% market share in August of 2013. There is also the possibility that Google Hong Kong (GOOG) and Yahoo (YHOO) can gain more market share at Baidu's expense. Qihoo is certainly growing in popularity. Warren Buffett has mentioned that it is hard to predict the future winners and losers with certainty in the technology sector. The recent rise of Qihoo, in a relatively short period of time, is a great example of the unpredictability of technology. It is essential that Baidu maintains its market share if they expect future earnings growth.
Top Internet Stocks To Own Right Now: eBay Inc.(EBAY)
eBay Inc. provides online platforms, services, and tools to help individuals and merchants in online and mobile commerce and payments in the United States and internationally. Its Marketplaces segment operates ecommerce platform eBay.com; vertical shopping sites, such as StubHub, Fashion, Motors, and Half.com; and classifieds Websites, including Den Bl�Avis, BilBasen, Gumtree, Kijiji, LoQUo, Marktplaats.nl, mobile.de, Alamaula, Rent.com, eBay Anuncios, eBay Kleinanzeigen, and eBay Annunci, as well as provides advertising services. The company?s Payments segment offers payment and settlement services for consumers and merchants on and off eBay Websites and other merchant Websites. This segment operates PayPal, which enables individuals and businesses to send and receive payments online and through mobile devices; Bill Me Later that enables the United States merchants to offer, the United States consumers to obtain, credit at the point of sale for ecommerce and mobile tra nsactions; Zong, which allows users with mobile phones to purchase digital goods and have the transactions charged to their phone bill; and BillSAFE that enables customers pay for purchases upon receipt of an invoice. Its GSI segment offers an ecommerce services suite for enterprise clients that operate in general merchandise categories, including apparel, sporting goods, toys and baby, health and beauty, and home; and marketing services comprising full-service digital agency, enterprise email marketing, mobile advertising, affiliate marketing, advertisement retargeting, and in-depth analytics services. The company also offers X.commerce platform that provides software developers access to the company?s applications programming interfaces to develop functionality for various merchants; and Magento Connect, which allows developers to market and sell add-on functionality and solutions to merchants that use a Magento storefront. eBay Inc. was founded in 1995 and is headquarter ed in San Jose, California.
Advisors' Opinion:- [By Tom Taulli]
There�� no doubt that Elon Musk will go down in history as one of the greatest entrepreneurs. He may even eventually reach the status of someone like Apple�� (AAPL) Steve Jobs. Consider that Elon Musk not only built SCTY and TSLA but also PayPal, which is a huge driver for eBay (EBAY). Oh, and he also is the mastermind of SpaceX.
- [By Jim Jubak]
eBay (EBAY) is in play—if the 5.09% jump in the shares in afterhours yesterday, January 22, is to be believed. After the close of trading in New York yesterday, the stock climbed $2.77 a share to $57.18, from a session close of $54.41. (eBay is a member of my Jubak's Picks 12-18 month portfolio.)
Top Internet Stocks To Own Right Now: IAC/InterActiveCorp (IACI)
IAC/InterActiveCorp engages in the Internet business in the United States and internationally. The company�s Search segment develops, markets, and distributes various downloadable toolbars; provides search, reference, and content services through its destination search and other Websites, including Ask.com and Dictionary.com; and aggregates and integrates local advertising and content for distribution to publishers on Web and mobile platforms, as well as markets and distributes mobile applications through which it provides search and additional services. Its Match segment offers subscription-based and advertiser-supported online personals services through its Websites comprising Match.com, Chemistry.com, OurTime.com, BlackPeopleMeet.com, and OkCupid.com, as well as through mobile applications and Meetic-branded Websites. The company�s ServiceMagic segment offers Market Match service that matches consumers with service professionals; Exact Match service, which enables con sumers to review service professional profiles and select the service professional that meets their specific needs; and 1800Contractor.com, an online directory of service professionals. This segment also offers Website design and hosting services. Its Media and Other segment operates CollegeHumor.com, an online entertainment Website that targets young males; Vimeo, a Website on which users can upload, share, and view video; and Pronto.com, a comparison search engine. This segment also engages in the creation of video content for various distribution platforms; and operates as an Internet retailer of footwear and related apparel and accessories, as well as focuses on multimedia business. The company was formerly known as InterActiveCorp and changed its name to IAC/InterActiveCorp in July 2004. IAC/InterActiveCorp was founded in 1986 and is headquartered in New York, New York.
Advisors' Opinion:- [By Jayson Derrick]
InterActiveCorp (NASDAQ: IACI) announced that its CEO is stepping down from his current position to become chairman of a new operating unit. Investors cheered the management shakeup which is potentially hinting at a spinoff. Shares hit new 52 week highs of $70.44 before closing at $68.49, up 13.98 percent.
- [By Mani]
IAC InterActive Corp. (NASDAQ:IACI) should see improved margins and revenue from its Match business as subscriber growth could be boosted by favorable secular trends and new monetizing opportunities.
- [By John Kell]
IAC/InterActiveCorp(IACI). said its fourth-quarter earnings jumped 89% as the Internet firm managed to offset a decline in search and media revenue with cost cutting. Revenue missed estimates, sending shares down 5.6% to $65 in light premarket trading.
Top Internet Stocks To Own Right Now: Symantec Corporation(SYMC)
Symantec Corporation provides security, storage, and systems management solutions internationally. The company?s Consumer segment delivers Internet security, PC tune-up, and online backup solutions and services to individual users and home offices. Its Security and Compliance segment provides solutions for endpoint security and management, compliance, messaging management, data loss prevention, encryption, and authentication services to large, medium, and small-sized businesses, as well as offers solutions through its software-as-a-service (SaaS) security offerings. This segment?s products enable customers to secure, provision, and remotely manage their laptops, PCs, mobile devices, and servers. The company?s Storage and Server Management segment provides storage and server management, backup, archiving, and data protection solutions across heterogeneous storage and server platforms, as well as solutions delivered through its SaaS offerings to large, medium, and small-s ized businesses. Symantec?s Services segment offers implementation services and solutions, including consulting, business critical services, education, and managed security services. The company also provides various enterprise support offerings, such as annual maintenance support contracts, including content, upgrades, and technical support. It sells its products through its eCommerce platform, as well as through distributors, direct marketers, Internet-based resellers, system builders, ISPs, and retail locations worldwide. Symantec markets and sells its products through distributors, retailers, direct marketers, Internet-based resellers, original equipment manufacturers, system builders, and Internet service providers; and its e-commerce channels, as well as direct sales force, value-added and large account resellers, and system integrators. The company was founded in 1982 and is headquartered in Mountain View, California.
Advisors' Opinion:- [By Tim Melvin]
The first "insider" stock to buy is Symantec Corp. (Nasdaq: SYMC), one of the leading internet security providers in the world.
Symantec makes a wide range of products that help individuals and businesses keep their computers and mobile devices safe from viruses and malware. The stock recently dropped sharply after the company fell short of analysts' quarterly earnings expectations, but CEO Stephen Bennett clearly disagrees with the market's opinion of the company's prospects. He got out his checkbook and added 1,000,000 shares of stock for a total cost of more than $2.2 million. He now owns 488,000 shares of Symantec stock and clearly has high expectations for the future of Symantec's stock price.
- [By Paul Ausick]
Symantec Inc. (NASDAQ: SYMC) reported second fiscal quarter 2014 results after markets closed on Wednesday. For the quarter, the network security software maker posted adjusted diluted earnings per share (EPS) of $0.50 on revenues of $1.64 billion. In the same period a year ago, the company reported EPS of $0.45 on revenues of $1.7 billion. Second-quarter results compare to the Thomson Reuters consensus estimates for EPS of $0.44 and $1.69 billion in revenues.
- [By Michael Flannelly]
Nomura Securities analysts initiated coverage on Symantec Corporation (SYMC) early on Wednesday, giving the stock a “Neutral” rating because its upside is already priced into its current valuation.
The analysts see shares of SYMC reaching $29, which suggests a 14.6% upside to the stock’s Tuesday closing price of $25.30.
Nomura Securities analyst Frederick Grieb commented, “In the early innings of a classic turnaround story, but upside largely priced In. We initiate coverage of Symantec (SYMC) with a Neutral rating and a 12-month target price of $29. Symantec is a leading vender in the security and storage markets, but has struggled to grow market share post its 2005 acquisition of VERITAS. The company has faced competitive pressures in its core markets, with ‘freemium’ antivirus software pressuring the consumer business, while the storage business has been challenged by enterprise migration to Windows and Linux from Solaris and UNIX. Despite these headwinds, we are launching coverage of Symantec with a Neutral rating, as we believe management will be able to improve the business by increasing margins (perhaps to +33%) and longer-term organic growth through a combination of simplifying management structures and a better strategy to incentivize the sales force. However, given the stock�� 33% increase YTD, due in part to multiple expansion (P/E up 18% YTD), we believe much of the upside from this turnaround is already baked in. FY14E EPS starts at $1.2; FY15E EPS starts at $2.18.”
Symantec Corp shares were inactive during pre-market trading on Wednesday. The stock is up 34.43% year-to-date.
- [By MONEYMORNING.COM]
A big player here is Symantec Corp. (Nasdaq: SYMC), a global provider of security, storage, and systems management solutions with an extensive focus on managing consumer data and information.
Top Internet Stocks To Own Right Now: Google Inc.(GOOG)
Google Inc. maintains an index of Web sites and other online content for users, advertisers, and Google network members and other content providers. It offers AdWords, an auction-based advertising program; AdSense program, which enables Web sites that are part of the Google Network to deliver ads from its AdWords advertisers; Google Display, a display advertising network that comprises the videos, text, images, and other interactive ads; DoubleClick Ad Exchange, a real-time auction marketplace for the trading of display ad space; and YouTube that provides video, interactive, and other ad formats for advertisers. The company also provides Google Mobile that optimizes Google?s applications for mobile devices in browser and downloadable form; and enables advertisers to run search ad campaigns on mobile devices, as well as Google Local that provides local information on the Web; and Google Boost for small businesses to participate in the ads auction. In addition, it offers And roid, an open source mobile software platform; Google Chrome OS, an open source operating system; Google Chrome, a Web browser; Google TV, a platform for the consumers to use the television and the Internet on a single screen; and Google Books platform to discover, search, and consume content from printed books online. Further, the company provides Google Apps, a cloud computing suite of message and collaboration tools, which includes Gmail, Google Docs, Google Calendar, and Google Sites; Google Search Appliance that offers real-time search of business and intranet applications, and public Web sites; Google Site Search, a custom search engine; Google Commerce Search for online retail enterprises; Google Checkout to make online shopping and payments streamlined and secure; Google Maps Application Programming Interface; and Google Earth Enterprise, a firewall software solution for imagery and data visualization. Google Inc. was founded in 1998 and is headquartered in Mountain View, California.
Advisors' Opinion:- [By Doug Ehrman]
This week promises to be a big week in the technology sector. Some of the biggest and most influential companies are reporting. Tuesday will see Yahoo! (NASDAQ: YHOO ) and Intel (NASDAQ: INTC ) report earnings results, while Thursday is the big day with Nokia, Google (NASDAQ: GOOG ) , IBM (NYSE: IBM ) , and Microsoft (NASDAQ: MSFT ) reporting. Many of these results will set the tone for the rest of the year in the sector and have far-reaching ramifications.
- [By Tim Beyers and Erin Miller]
Facebook already tops Google (NASDAQ: GOOG ) as the leading supplier of mobile display ads, followed by Pandora (NYSE: P ) . But that may not last, says Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova in the following interview with The Motley Fool's Erin Miller.
- [By Evan Niu, CFA]
Instead of using bleeding-edge hardware coupled with a licensing model, Ouya opted for modest mobile ingredients typically found in smartphones and embraced Google (NASDAQ: GOOG ) Android for its extensive library of existing games. Ouya is also betting big on the freemium model, requiring developers to offer a free version of all games with the hopes that gamers will pay up for additional content of virtual goods.
- [By Rick Munarriz]
This is not a big number compared to its more than 70 million active listeners. Most of Sirius XM's (NASDAQ: SIRI ) 24.4 million subscribers are paying subscribers. Spotify attracts a smaller total audience than Pandora but has more more than twice as many premium accounts. Google (NASDAQ: GOOG ) rolled out All Access this month exclusively as a premium platform.�
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