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Latest
Valuentum Commentary
Jun 21, 2012
Adobe Posts Strong Second-Quarter Results, But Its Third-Quarter Outlook Is Weaker than Expected
Software giant Adobe's second-quarter results were satisfactory, but its outlook disappointed investors. We dig into the firm's results. Jun 19, 2012
Microsoft's 'Surface’ is No Apple Killer, But It Will Hurt Computer OEMs
Tech-giant Microsoft announced its Windows 8 tablet, "The Surface." We don't expect it to kill the iPad, but we think it's positive for Microsoft and a negative for Google and computer OEMs. Jun 15, 2012
Apple’s Consumer Dominance Is Obscuring the Value of Dell
Dell, once a retail computer giant, is moving to software and enterprise solutions. We think shares of Dell are undervalued. Jun 15, 2012
Video Game Sales Continue to Plummet, GameStop Down Big
Shares of video game retailer GameStop have been hit big while sales slump. We think game sales will eventually return, but long-term shifts in video game consumption might permanently impair the company. Jun 12, 2012
Apple's Worldwide Developers Conference
iOS 6 and the new Mac Book Pro show that Apple is ready to compete with entrenched foes. Jun 11, 2012
Red Box, YouTube, Netflix, Apple and the Future of Content Dissemination
We take a look at how recent changes in content distribution will affect some of the industry's largest players. We think Apple will be among the biggest winners. Jun 8, 2012
Windows 8 is the Next Battleground for Apple and Microsoft
Though we like both companies, we doubt Windows 8 will be able to steal momentum from Apple. We think the two giants can coexist, but Apple might ultimately win more personal computing dollars in the decades ahead. Jun 5, 2012
Addressing Intel’s Bear Case
After increasing more than 30% since September of last year, Best Idea Portfolio holding Intel has fallen 10% during the past month. Despite the pullback, we think the firm's stock price rise is far from over, with the company registering a 9 on our Valuentum Buying Index. May 24, 2012
Hewlett Packard’s Second-Quarter Results Exceed Expectations; Major Changes on the Way
Hewlett-Packard posted strong second-quarter results that came in better than consensus expectations. We're optimistic on HP's restructuring plans as well as the company's dirt cheap valuation. However, peers like Intel and Microsoft look like much more attractive investments with better growth potential and near-term catalysts. Both companies also provide investors with better, safer yields, as we think both are best-in-class in chips and enterprise software, respectively. Apr 20, 2012
Microsoft's Third-Quarter Results Point to Resilience in the Economy
We provide our take on Microsoft's third-quarter performance. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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