"We live in a networked world. And much of the backbone of that wired and increasingly wireless data/voice/video network is built on equipment produced by Cisco Systems (CSCO)," says Stephen Leeb.

The editor of Leeb's Income Performance Letter explains, "A colossus of the technology sector, it's the market leader in each of its business segments, including area networks, routing, switching, wireless LANs, web conferencing and digital video.

Continue reading Cisco Systems (CSCO): A 'Colossus' in Technology

Cisco Systems (CSCO): A 'Colossus' in Technology originally appeared on BloggingStocks on Thu, 17 Mar 2011 10:00:00 EST. Please see our terms for use of feeds.

"We recommend broad portfolio diversification is a core tenet of our investment approach; however, we think the tech sector in particular presents some attractive opportunities, especially in the large-cap arena," says value investor John Buckingham.

The money manager and editor of The Prudent Speculator explains, "One stock we particularly like for the coming year is Cisco Systems (CSCO).

Continue reading Cisco (CSCO): Value Investor Votes for Tech

Cisco (CSCO): Value Investor Votes for Tech originally appeared on BloggingStocks on Tue, 11 Jan 2011 10:00:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"IAC/InterActiveCorp (IACI) -- my top stock pick for the coming year -- is the company behind Match.com and Ask.com," says David Fried.

The editor of The Buyback Letter explains, "The company also operates more than 50 other website properties that make up the 8th largest network of websites in the world, with 246.3 million unique visitors.

Continue reading Top Picks 2011: IAC/InterActiveCorp (IACI)

Top Picks 2011: IAC/InterActiveCorp (IACI) originally appeared on BloggingStocks on Wed, 05 Jan 2011 15:00:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"We recommend broad portfolio diversification is a core tenet of our investment approach," says value investor John Buckingham.

The editor of The Prudent Speculator explains, "However, we think the tech sector presents some attractive opportunities, especially in the large-cap arena. Oone stock we particularly like for the coming year is Cisco (CSCO).

Continue reading Top Picks 2011: Cisco Systems (CSCO)

Top Picks 2011: Cisco Systems (CSCO) originally appeared on BloggingStocks on Mon, 03 Jan 2011 10:00:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"As publisher of the Cabot advisories, I see the inner workings of a variety of successful investing systems, from pure momentum-driven systems to pure value-driven systems," notes Timothly Lutts.

In his Cabot Stock of the Month, the advisor says, "And it's interesting when they overlap! For example, Google (GOOG) is currently recommended by both Cabot Market Letter and Cabot Benjamin Graham Value Letter.

Continue reading Top Picks 2011: Google (GOOG)

Top Picks 2011: Google (GOOG) originally appeared on BloggingStocks on Sat, 01 Jan 2011 17:00:00 EST. Please see our terms for use of feeds.

"Nowadays, internet marketing is adjustable, very profitable and works in real time; technology innovations now allow marketers to identify unique (or individual) users to a site," notes Karim Rahemtulla.

The contributing editor to White Cap Research Group explains, "One stock poised to benefit from these developments is ValueClick (VCLK). The company's sole purpose is to turn each click on a website into profits.

"The advancements in online market technology let marketers gauge how long someone spent on each page, whether they clicked on a link or made a purchase.

Continue reading ValueClick (VCLK): Insiders Eye Internet Firm

ValueClick (VCLK): Insiders Eye Internet Firm originally appeared on BloggingStocks on Wed, 29 Sep 2010 10:00:00 EST. Please see our terms for use of feeds.

"Salesforce.com (CRM) remains one of the top institutional-quality plays on the cloud computing movement," says Mike Cintolo.

The editor of Cabot Top Ten Weekly explains, "Cloud computing is a movement that really only gained momentum within the past year, but promises to transform how businesses access their various applications.

Continue reading The 'Chatter' on Salesforce.com (CRM)

The 'Chatter' on Salesforce.com (CRM) originally appeared on BloggingStocks on Fri, 24 Sep 2010 12:00:00 EST. Please see our terms for use of feeds.

Continue reading Baidu (BIDU): A Breakout Buy?

Baidu (BIDU): A Breakout Buy? originally appeared on BloggingStocks on Wed, 04 Aug 2010 14:20:00 EST. Please see our terms for use of feeds.

Continue reading Yahoo (YHOO): A 'Work in Progress'

Yahoo (YHOO): A 'Work in Progress' originally appeared on BloggingStocks on Fri, 23 Jul 2010 10:50:00 EST. Please see our terms for use of feeds.

"Under the direction of the swashbuckling CEO Larry Ellison, Oracle (ORCL) has grown into the biggest player in the $19 billion database market," says Richard Moroney.

The editor of Dow Theory Forecasts -- a newsletter that has been published for over 50 years -- he explains, "Ellison enjoys baiting his competition. In March, he mocked SAP. for its recent turnover at CEO; and last fall he issued a direct challenge to IBM in a full-page ad in The Wall Street Journal.

Continue reading Oracle (ORCL): Harnessing the 'Sun'

Oracle (ORCL): Harnessing the 'Sun' originally appeared on BloggingStocks on Thu, 06 May 2010 10:20:00 EST. Please see our terms for use of feeds.

Continue reading MercadoLibre (MELI): The 'eBay' of Latin America

MercadoLibre (MELI): The 'eBay' of Latin America originally appeared on BloggingStocks on Wed, 05 May 2010 11:20:00 EST. Please see our terms for use of feeds.

Continue reading Technical Breakout for Priceline (PCLN)

Technical Breakout for Priceline (PCLN) originally appeared on BloggingStocks on Mon, 03 May 2010 13:00:00 EST. Please see our terms for use of feeds.

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"My pick for 2010 is Blue Coat Systems (BCSI), a company that provides web security," says Leo Fasciocco, a leading technical analyst known for his focus on stocks that are breaking out of basing patterns.

In his The Ticker Tape Digest, he explains, "We consider the stock an excellent intermediate-term play because of its strong profit outlook."

Continue reading Top Picks for 2010: Blue Coat (BCSI)

Top Picks for 2010: Blue Coat (BCSI) originally appeared on BloggingStocks on Sat, 09 Jan 2010 13:00:00 EST. Please see our terms for use of feeds.

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"AOL (AOL), formerly America Online, is one of the most storied -- and bloodied -- names in the Internet sector," says Bernie Schaeffer.

Referring to skepticism surrounding its early December spin-off from Time Warner, the editor of Schaeffer's Investment Research chooses AOL as his top pick for 2010, noting, "From a contrarian perspective, the current pessimism could have positive implications."

Continue reading Top Picks for 2010: AOL (AOL)

Top Picks for 2010: AOL (AOL) originally appeared on BloggingStocks on Wed, 06 Jan 2010 08:00:00 EST. Please see our terms for use of feeds.

Two of the newsletter industry's leading growth stock advisors remain bullish on the prospects of online retailer Amazon.com (NASDAQ: AMZN), based on growth in not only online retailing but new market areas ranging from the Kindle e-reader to cloud computing.

Mike Cintolo, editor of The Cabot Top Ten Report, explains, "Amazon.com recently blew away earnings expectations." Meanwhile, Alexander Green, investment director at The Oxford Club, says, "In our view, the best lies ahead for the company." Here are their reviews.

Mike Cintolo continues, "Amazon announced that its Kindle e-book reader is now its most popular selling item, both in units and in dollars. That led to a big acceleration in revenue growth (28%, the fastest in five quarters), while earnings leaped 67%.

Continue reading Amazon (AMZN): 'The best is still ahead'

Amazon (AMZN): 'The best is still ahead' originally appeared on BloggingStocks on Tue, 03 Nov 2009 10:40:00 EST. Please see our terms for use of feeds.

"Vacationers and professionals finally appear to be hitting the road, and many are relying on Expedia (NASDAQ: EXPE) to handle the details," says Nathan Slaughter in Half-Priced Stocks.

The value investor explains, "Expedia's travel sites processed 15.3 million transactions during the second quarter, 18% above the same period last year. Howevver, the gross dollar amount of those bookings dipped slightly to $5.6 billion/

"Whenever you have more trips bringing in less money, it's a pretty good indication that prices are way down.

Continue reading Expedia (EXPE): Travel firm books gains

Expedia (EXPE): Travel firm books gains originally appeared on BloggingStocks on Mon, 12 Oct 2009 13:30:00 EST. Please see our terms for use of feeds.

"Global Crossing (NASDAQ: GLBC) was started in 1997 to build a worldwide fiber optic cable network, with the strategy, 'if you build it, they will come'," says George Putnam, adding, "But as the telecom bubble burst around 2000, nobody came."

Now, in his always-excellent The Turnaround Letter, the advisor suggests, "We think the current stock price gives you the opportunity to buy into a very valuable communications network at a tiny fraction of its original cost."

"The new stock went as high as 36 shortly after it began trading after its bankruptcy. When it later dropped in price, several high-profile investors accumulated sizable positions.

Continue reading Turnaround expert eyes Global Crossing (GLBC)

Turnaround expert eyes Global Crossing (GLBC) originally appeared on BloggingStocks on Tue, 29 Sep 2009 10:30:00 EST. Please see our terms for use of feeds.

Sy Harding, long-known as one of the newsletter advisory world's top market timers, has launched an new service -- Street Smart Long & Short Stock Advisory. Among his first buy recommendation is VeriSign (NASDAQ: VRSN).

Says Harding, "Chances are if you make online purchases of goods or services, VeriSign is involved, providing the website with the system and safeguards that protect the privacy and security of the transactions."

"VeriSign operates in several important areas of Internet commerce and communication. Since November, 2007 the company has sold 11 non-core businesses and its share of joint ventures, taking in some $575 million, to focus its attention on its core businesses.

Continue reading Online security boosts VeriSign (VRSN)

Online security boosts VeriSign (VRSN) originally appeared on BloggingStocks on Mon, 21 Sep 2009 13:00:00 EST. Please see our terms for use of feeds.

"According to terms of the deal, the internet-based phone service will fall under the ownership of a private syndicate for about $1.9 billion.

"Former CEO Meg Whitman orchestrated the acquisition of Skype back in 2005 as a means of communication between buyers and sellers. And the service has attracted hordes of subscribers in a short period of time.

Continue reading eBay (EBAY): Life after Skype

eBay (EBAY): Life after Skype originally appeared on BloggingStocks on Fri, 11 Sep 2009 15:40:00 EST. Please see our terms for use of feeds.

"Microsoft Corporation (NASDAQ: MSFT), already a holding on our buy list, was added to Goldman Sachs' Conviction Buy List," says Bill Martin. In BullMarket.com, he offers the reasoning for his continued buy rating.

"Analyst Sarah Friar at Goldman recently raised her price target on the name to $29 from $25 saying, 'We are adding Microsoft to our Conviction List as we think the combination of better revenue drivers, improved expense management, and sizable cash balances provides more opportunities for bottom-line beats.'

"'Windows 7, Windows Server 2008 R2, Bing, Xbox 360 and new Halo content, Office 2010, and the Azure Cloud provide renewed innovation beyond anything we have seen in multiple years,' Friar wrote.

Continue reading Microsoft (MSFT): Bet on Bing?

Microsoft (MSFT): Bet on Bing? originally appeared on BloggingStocks on Mon, 29 Jun 2009 16:30:00 EST. Please see our terms for use of feeds.