Intel Corp. (INTC), first discussed here on March 30, 2009, at a price of $14.72, has dipped toward the $20 level, but just view that retreat as an "extended buying opportunity."

In 2011, the outlook for Intel's fundamental picture to continues to brighten. Revenue should rise 10% to 15% in 2011, after a 24% increase in 2010, as IT spending, the need to upgrade aging computers and new applications increase demand for Intel's next-generation microprocessors.

Continue reading Intel: Microprocessor Star

Intel: Microprocessor Star originally appeared on BloggingStocks on Thu, 31 Mar 2011 13:30:00 EST. Please see our terms for use of feeds.

Integrated circuit and systems software solution provider Qualcomm Inc.'s (QCOM) shares, first discussed here on January 28, 2011, at a price of $53.74, have pulled back about 10% to $54 in early 2011, but just view the retreat as a chance to scoop up shares, if you missed the January entry price.

And the reason is obvious enough: Qualcomm has the right products at the right time. The smartphone segment, aided by the 3G internet, is on fire, which has resulted in record model station modem (msm) chipset shipments.

Continue reading Qualcomm: Ride the Mobile Upgrade Wave

Qualcomm: Ride the Mobile Upgrade Wave originally appeared on BloggingStocks on Wed, 30 Mar 2011 10:40:00 EST. Please see our terms for use of feeds.

"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.

"Our stock selection is based on assessing the investment criteria of various legendary investors, ranging from Ben Graham to Marty Zweig," explains John Reese.

The editor of Validea newsletter continues, "In this case, our latest feature on Western Digital (WDC) is based on the strategy of Peter Lynch. Indeed, the stock scores a 100% rating based on our Lynch model.

"Western Digital Corporation designs, develops, manufactures and sells hard drives. Its hard drives are used in desktop computers, notebook computers, and enterprise applications such as servers, workstations, network attached storage, storage area networks and video surveillance equipment.

Continue reading Western Digital (WDC): A Peter Lynch-Based Idea

Western Digital (WDC): A Peter Lynch-Based Idea originally appeared on BloggingStocks on Tue, 15 Mar 2011 14:00:00 EST. Please see our terms for use of feeds.

"Marvell Technology (MRVL) delivered disappointing results for its fiscal Q4 2011 (ended January 2011), as well as even more disappointing guidance for its fiscal first quarter," notes tech sector expert Paul McWilliams.

The editor of Next Inning newsletter continues, And to make matters worse, it had one of the poorest conference call presentations that I've ever heard from a major semiconductor company. Nevertheless, we are adding to our position. Here's why.

Continue reading Marvell Technology (MRVL): 'Bad News Buy'

Marvell Technology (MRVL): 'Bad News Buy' originally appeared on BloggingStocks on Wed, 09 Mar 2011 13:00:00 EST. Please see our terms for use of feeds.

"We screened the Investors Business Daily (IBD) and Zacks databases to find companies whose earnings are accelerating and whose earnings estimates are being increased by analysts," says J. Royden Ward.

The editor of the Cabot Benjamin Graham Value Letter continues, "All of the stocks in our list have IBD Composite Ratings of 95 (99 is best) and Zacks Ratings of 1 or 2 (1 is best). These recommendations offer excellent appreciation potential with moderate risk.

Continue reading Ben Graham-Style Techs with Rising Estimates

Ben Graham-Style Techs with Rising Estimates originally appeared on BloggingStocks on Tue, 08 Mar 2011 11:00:00 EST. Please see our terms for use of feeds.

International Business Machines Corp. (IBM) is down 1.2% to $159.86 as I write this during the afternoon session. Volume is below average, however. More perspective: the 52-week low is $116 and the 52-week high is $166.25. Here's the one-year chart.

A few days ago, IBM received a positive initiation from CLSA, according to our Analyst Calls piece. The stock was given an outperform rating. Indeed, this company has been impressive as of late. I enjoyed the fourth-quarter results myself.

Continue reading IBM: How Is the Stock Doing

IBM: How Is the Stock Doing originally appeared on BloggingStocks on Mon, 07 Mar 2011 16:30:00 EST. Please see our terms for use of feeds.

"Buoyed by strong operating momentum, the technology sector earns high marks in our Quadrix(R) stock- rating system," says Richard Moroney.

The editor of Dow Theory Forecasts explains, "Our favorite picks in the tech sector -Altera (ALTR), Apple (AAPL), IBM (IBM) and Texas Instruments (TXN) - share some favorable qualities.

➤ December-quarter results: All four topped consensus estimates, producing double-digit growth in per- share profits. Revenue also exceeded expectations.

Continue reading Top Techs: Dow Theory's 4 Favorites

Top Techs: Dow Theory's 4 Favorites originally appeared on BloggingStocks on Wed, 02 Mar 2011 10:20:00 EST. Please see our terms for use of feeds.

"Chip stocks have always been tough to invest in, as the group has vicious ups and downs," observes Mike Cintolo.

Nevertheless, explains, the editor of Cabot Top Ten Weekly, "Nvidia (NVDA) is one of the hottest stocks out there because investors think it might have the next big thing in the chip world-dubbed Tegra 2.

"Despite the volatility in the chip sector, history shows that many chip firms can produce huge gains if they have a unique new product that's serving a mass market (or, sometimes, a new market ... like camera cell phones back in the early 2000s).

Continue reading Nvidia (NVDA): In the Chips with Tegra 2?

Nvidia (NVDA): In the Chips with Tegra 2? originally appeared on BloggingStocks on Mon, 28 Feb 2011 10:20:00 EST. Please see our terms for use of feeds.

Continue reading Towerstream (TWER): Bandwidth Buy

Towerstream (TWER): Bandwidth Buy originally appeared on BloggingStocks on Fri, 25 Feb 2011 15:00:00 EST. Please see our terms for use of feeds.

As some of you may know, I own Microsoft Corporation (MSFT). I've discussed my position before. It's been a tough ride with this one. And I'm sure I'm not alone in terms of such opinion.

Microsoft has a reputation for being a frustrating stock. It looks like a value; it seems as if it should be trading higher. But as soon as you purchase the shares, they oftentimes disappoint. At least, that's been my experience.

Continue reading Is Microsoft's Price Action Encouraging?

Is Microsoft's Price Action Encouraging? originally appeared on BloggingStocks on Thu, 24 Feb 2011 18:00:00 EST. Please see our terms for use of feeds.

Continue reading Hewlett-Packard Down Big After Latest Report

Hewlett-Packard Down Big After Latest Report originally appeared on BloggingStocks on Wed, 23 Feb 2011 18:00:00 EST. Please see our terms for use of feeds.

"Taiwan's economy and its stock market should post solid growth in 2011; we also see warming relations between the island of Taiwan and mainland China," suggests global specialist Yiannis Mostrous.

The editor of The Silk Road Investor explains, "Technology should be a major beneficiary of these near-term themes and Taiwan Semiconductor Manufacturing (TSM) is our favorite stock for exposure to the technology turnaround.

"Demand for notebook computers remains solid and mobile phones are expected to sell strongly during the Chinese New Year holiday this week, which will lead to inventory restocking.

Continue reading Taiwan Semiconductor (TSM): Tech Turnaround

Taiwan Semiconductor (TSM): Tech Turnaround originally appeared on BloggingStocks on Fri, 18 Feb 2011 13:00:00 EST. Please see our terms for use of feeds.

Dell (DELL) experienced a good reaction to its latest earnings report on Tuesday, but I don't find myself interested in the stock. The company just doesn't call out to me as a solid buy. Back in September of last year, I noted that there were probably better investment options out there. I tend to feel the same way today.

The 52-week low for the shares is $11.34, while the 52-week high is $17.52. At the time of this writing, the stock was up over 5% to $14.64 during the post-bell period following the release of Dell's Q4 data.

Continue reading Dell Earnings: Stock Trades Higher, But Should You Buy?

Dell Earnings: Stock Trades Higher, But Should You Buy? originally appeared on BloggingStocks on Wed, 16 Feb 2011 08:50:00 EST. Please see our terms for use of feeds.

"QuickLogic (QUIK) recently reported fourth quarter revenue slightly below its revised guidance, and forecast that Q1 new product revenue would be down roughly $100K," notes tech sector specialist Paul McWilliams.

In his Next Inning newsletter, he explains, "Both are clearly disappointing pieces of news. However, as I see it, the disappointment ends there, and I continue to own these shares.

"The semiconductor company makes products that enable customers to add new features, extend battery life and enhance images on mobile and consumer products.

Continue reading Tech Expert Eyes QuickLogic (QUIK)

Tech Expert Eyes QuickLogic (QUIK) originally appeared on BloggingStocks on Tue, 15 Feb 2011 10:30:00 EST. Please see our terms for use of feeds.

Agilent Technologies (A), a business dedicated to electronics used in chemical and biological testing, issued its fiscal first-quarter numbers after the bell today. The initial market reaction following the release was bearish: the shares were off by 1.8% to $44.

That might be a disappointment to those who own the company. The 52-week low for the shares is $26.68 while the 52-week high is $45.42. The stock is obviously near its top point for the year, so there was arguably some optimism in the air for the prospects of the price movement during the extended-hours session. Looking at the chart, it can be seen that Agilent has been on a notable run-up for a while.

Continue reading Agilent Technologies Reports Q1 Results

Agilent Technologies Reports Q1 Results originally appeared on BloggingStocks on Mon, 14 Feb 2011 17:30:00 EST. Please see our terms for use of feeds.

"Is Apple ((AAPL) undervalued? We expect the company's earnings to grow at a rapid 24% pace during the next five years," says J. Royden Ward who believe the tech stock meets the criteria for a long-term value investment.

The editor of Cabot Benjamin Graham Value Letter explains, "At 14.7 times our one-year forward EPS estimate, shares are clearly undervalued. Indeed, we consider AAPL to be low risk.

"Apple develops, manufactures and markets personal computers and consumer electronic products. Exciting new products portend continued rapid growth in future years.

Continue reading Would Ben Graham Buy Apple (AAPL)?

Would Ben Graham Buy Apple (AAPL)? originally appeared on BloggingStocks on Mon, 14 Feb 2011 10:20:00 EST. Please see our terms for use of feeds.

Cognizant Technology Solutions Corp. (CTSH) was off today after the company issued results for the fourth quarter. With a little more than thirty minutes to go before the end of the regular session, I'm seeing a quote of $74.25, a price that represents a drop of about 1.6%. Volume is above average.

According to the press release, profit on a reported basis calculated out to 66 cents per share. A year ago, Cognizant booked 47 cents per share. On an adjusted basis, net income was 70 cents per share this time around versus 50 cents per share in the comparable period. Earnings.com says the call was for 65 cents per share.

Continue reading Cognizant Down on Earnings News

Cognizant Down on Earnings News originally appeared on BloggingStocks on Mon, 07 Feb 2011 17:00:00 EST. Please see our terms for use of feeds.

"Microsoft (MSFT) recently released its fiscal second-quarter results; we felt results were really quite strong, with solid gains in most segments and good cost discipline," says Geoffrey Seiler.

The editor of Bullmarket.com explains, "If these results were from another company, the stock likely would have gotten a lift. But Microsoft is the Rodney Dangerfield of companies: it doesn't get the respect it deserves.

"Microsoft reported net income of $6.63 billion, or 77 cents per share, compared with $6.66 billion, or 74 cents per share, in the year-ago period. Sales grew by 5% to $19.95 billion from $19.00 billion.

Continue reading Microsoft (MSFT): 'No Respect'

Microsoft (MSFT): 'No Respect' originally appeared on BloggingStocks on Mon, 07 Feb 2011 10:40:00 EST. Please see our terms for use of feeds.

Broadcom (BRCM), maker of semiconductors for the communications industry, had a tough time in Tuesday's extended-hours session after the company released its latest earnings report. The stock went down 6% to a quote of $43.55. That was quite the reversal of fortune, as the shares had closed the regular session higher by 2.9%, settling out at $46.39. The 52-week high is $47.39, so the pullback might be considered a bit of a disappointment.

Then again, is a pullback in this name an opportunity? The business made, on an adjusted basis, 75 cents per share in the fourth quarter, according to MarketWatch. This was one penny better than the consensus estimate.

Continue reading Broadcom Earnings: Buy or Sell

Broadcom Earnings: Buy or Sell originally appeared on BloggingStocks on Wed, 02 Feb 2011 09:30:00 EST. Please see our terms for use of feeds.