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Valuentum Commentary
Oct 19, 2012
Microsoft’s First Quarter Was Mixed But We See Strength Ahead
Microsoft's quarter wasn't as bad as the headlines suggest, but guidance for the Surface and Windows 8 left something to be desired. Oct 17, 2012
Intel Maintains Margins While PC Business Stalls
Intel maintained third-quarter margins, though the fourth quarter looks to be weak. We're still fans of the chip maker. Oct 15, 2012
Xbox Music Is a Nice Addition to the Surface Product Suite
Microsoft will launch a music service for its new Surface tablet. We examine the impact. Oct 11, 2012
Why We Continue to Like Apple and Microsoft
The PC decline remains in full force, and we think Apple and Microsoft will benefit. Oct 4, 2012
The Future Looks Even More Dire at Hewlett Packard
HP provided weak guidance amid its plans to restructure. Shares are cheap, but we have no reason to believe they won't get cheaper. Sep 27, 2012
BlackBerry 10 and 2 Million New Subscribers
During the past several months, Blackberry 10 has been delayed several times, and it may eventually fail. But let's dig into the beleaguered company. Sep 19, 2012
Microsoft Hikes Dividend, Signs Deal with RIM and More
Microsoft was in the headlines quite a bit Monday and Tuesday. Let's take a look at the recent newsflow of the dividend growth gem. Sep 7, 2012
Intel’s Guidance Cut Comes As No Surprise
Slowing PC demand continues to weigh on Intel. We still believe shares are a bargain. Sep 6, 2012
The New Kindle Fire Won’t Change Our View of Amazon
Amazon announced the new generation of Kindle Fires, which look like excellent devices. However, we question the firm's commitment to profit. Sep 5, 2012
Will Windows 8 Be Tragic for Microsoft?
Windows 8 hasn't hit the shelves yet, but skeptics are already declaring it a collossal failure.
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