RIM Beats Estimates
RIM slows its cash burn and essentially breaks even on a cash flow basis. The results are certainly a positive, but we aren’t fans of the company.
GOOG
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.
Google: The Latest Example of the Power of the Valuentum Buying Index
We discuss the power of a rare 10 on our Valuentum Buying Index.
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.
M&A Activity Across Several Sectors
We take a look at some recent M&A deals.
iPhone 5 Initial Results Suggest Significant Traction
The iPhone 5 is already showing signs of success. We’re not surprised, and examine the losers.
iPhone 5 Will Be a Monster Success
We’re huge fans of Apple and think the iPhone 5 will be a huge success.
Courts Dish Out a Victory to Apple
Apple wins a landmark case and could begin to block sales of Samsung devices.
Is Sears the Ultimate Value Stock?
We don’t think so, but we assess the retailer after its weak second quarter results and bullish commentary from Bruce Berkowitz.
The Shift Toward Mobile Computing Can’t Stop Google
Search giant Google (click ticker for report: GOOG) reported another fantastic quarter Thursday afternoon. The firm exceeded expectations, earning $10.12 per share for its second quarter (up 16% year-over-year and $0.08 greater than the consensus estimate). Comparable revenue grew 21% for the second quarter to $10.9 billion, in-line with estimates. When Motorola Mobility is thrown into the mix, revenues grew 35% to $12.2 billion. Given the firm’s robust cash generating ability, we think shares are undervalued at current levels. Though many boil Google down to the Android operating system, the firm remains the heavily-entrenched global leader in search and online advertising. In fact, paid clicks increased 42% year-over-year due to the impact of mobile advertising, but average cost-per-click fell 16% … Read more