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.

"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.

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.

"PMC-Sierra (PMCS) is a top speculative investment for the coming year," says tech sector specialist Paul McWilliams. Incidentally, Paul's selection of EZChip in last year's Top Picks report rose 135%.

Regarding his new top pick, the editor of Next Inning says, "PMC Sierra is a leader in integrating more functions into a single chip.

Continue reading Top Picks 2011: PMC-Sierra (PMCS)

Top Picks 2011: PMC-Sierra (PMCS) originally appeared on BloggingStocks on Mon, 27 Dec 2010 11:00:00 EST. Please see our terms for use of feeds.

"When it comes to indispensable and compelling technologies, none can compete with mobile phones. That's where InterDigital (IDCC) comes in," says growth stock specialist Lou Basense.

The contributing editor to Investment U explains, "To say InterDigital invented wireless technology is no exaggeration. After 37 years in business, its inventions are now used in every digital cell phone.

"So why haven't you heard of it, given such broad market penetration? That's simple. The company doesn't manufacture a single product. Instead, it sells 'know-how.'

Continue reading InterDigital (IDCC): Patents & Profits in Wireless

InterDigital (IDCC): Patents & Profits in Wireless originally appeared on BloggingStocks on Fri, 10 Dec 2010 09:30:00 EST. Please see our terms for use of feeds.

"Our latest featured breakout stock is American Tower (AMT), which recently moved to a new 10-year high," says Leo Fasciocco.

The editor of Ticker Tape Digest, who focuses on stocks breaking out of technical basing patterns, explains, "With annual revenues of $1.9 billion, the company operates wireless communications towers, broadcast communications towers and distributed antenna system networks.

"The firm's wireless and broadcast towers consisted of towers that it owned and towers that it operated pursuant to long-term lease arrangements. They include 20,000 towers in the U.S. and 7,000 towers in Mexico, Brazil and India.

Continue reading American Tower (AMT): Wireless Breakout

American Tower (AMT): Wireless Breakout originally appeared on BloggingStocks on Tue, 23 Nov 2010 10:30:00 EST. Please see our terms for use of feeds.

"Research In Motion (RIMM) is clearly undervalued at 9.7 times forward EPS; investor's concerns regarding the intense competition in the smart phone market have caused the stock price to decline 26% during the past seven months," says value investor J. Royden Ward.

The editor of Cabot Benjamin Graham Value Letter explains, "We believe exciting new product introductions will boost sales and earnings growth more than expected during the next couple of years.

Continue reading Research In Motion (RIMM): A 'Ben Graham' Value Buy

Research In Motion (RIMM): A 'Ben Graham' Value Buy originally appeared on BloggingStocks on Wed, 17 Nov 2010 10:30:00 EST. Please see our terms for use of feeds.

Continue reading Vodaphone (VOD): Opportunity Calling

Vodaphone (VOD): Opportunity Calling originally appeared on BloggingStocks on Wed, 06 Oct 2010 13:00:00 EST. Please see our terms for use of feeds.

"Qualcomm (QCOM) is benefiting from consumers' continued love affair with mobile phones," notes growth stock specialist Stephen Leeb.

The editor of The Complete Investor explains, "The San Diego-based company licenses mobile technologies to cell phone manufacturers; its royalties rise as phone prices go up.

"In the latest quarter the company beat expectations, and going forward it forecasts strong unit sales and higher average prices as well.

Continue reading Qualcomm (QCOM): Smartphone Royalties

Qualcomm (QCOM): Smartphone Royalties originally appeared on BloggingStocks on Mon, 04 Oct 2010 10:00:00 EST. Please see our terms for use of feeds.

"You may currently use your smartphone for making calls, checking the Internet and snapping the occasional photo; but wouldn't it be convenient if it served as a credit card as well?" asks Dr. Melvin Pasternak.

The editor of Double-Digit Trading suggests, "Sound unreal? It's not. Mobile banking is a new and fast-growing trend. And one company making this possible is VeriFone Systems (PAY).

"Using small chips that emit short-wave signals, banking information can be securely transmitted from your smartphone to the cash register. You can make purchases by simply waving your phone over the store's chip.

Continue reading VeriFone (PAY): Smartphone Credit Cards?

VeriFone (PAY): Smartphone Credit Cards? originally appeared on BloggingStocks on Thu, 30 Sep 2010 13:30:00 EST. Please see our terms for use of feeds.

"Based on its underlying fundamentals, one company you need to put at the top of your 'Buy' list right now -- InterDigital (IDCC)," says Louis Basenese.

The contributing editor to White Cap Research explains, "The company is a verifiable patent machine. It focuses exclusively on creating technologies for the wireless communications market.

"In my view, no matter what happens to global GDP growth rates, the wireless market will continue to expand and evolve. Meanwhile, the company's fundamentals are top-notch.

Continue reading InterDigital (IDCC): A Wireless 'Patent Machine'

InterDigital (IDCC): A Wireless 'Patent Machine' originally appeared on BloggingStocks on Wed, 08 Sep 2010 13:20:00 EST. Please see our terms for use of feeds.

"In a number of respects, Motorola (MOT) is the quintessential 'special situations' stock; indeed, I like the various investment angles -- company break up, asset sales, buying by a big insider, a re-energized product line," asserts Chuck Carlson.

The editor of The DRIP Investor explains, "The firm is in the midst of a major restructuring, which includes selling off assets and splitting the company into two separately traded entities.

"The breakup, scheduled for next year, will separate the company's handset phone business from its enterprise mobility business.

Continue reading Motorola (MOT): 'Quintessential Special Situation'

Motorola (MOT): 'Quintessential Special Situation' originally appeared on BloggingStocks on Wed, 01 Sep 2010 11:00:00 EST. Please see our terms for use of feeds.

"The amount of data being transmitted over mobile networks is exploding. Cisco estimates that global mobile data traffic will jump 39 times the current usage by 2014. The only rub? The networks aren't equipped to handle such a massive influx. Not even close," says Lou Basenese.

The editor of White Cap Research Group explains, "A bandwidth crunch is looming just on the horizon, threatening to cripple any network caught with its pants down. And that's where our newest recommendation -- InterDigital (IDCC) -- comes in.

"To say InterDigital invented wireless technology is no exaggeration. After 37 years in business, its inventions are now used in every digital cell phone. So why haven't you heard of it, given such broad market penetration?

Continue reading Interdigital (IDCC): Selling 'Know-How' in Wireless Technology

Interdigital (IDCC): Selling 'Know-How' in Wireless Technology originally appeared on BloggingStocks on Tue, 06 Jul 2010 12:10:00 EST. Please see our terms for use of feeds.

"Cellcom Israel (CEL), Israel's leading mobile-phone company, delivered decent fourth-quarter results, highlighted by modest +4% top-line growth but more robust +11% net income growth," says Amy Calistri.

The editor of The Daily Paycheck explains, "That caps off a fiscal year that saw impressive expense control, and a shift to higher-margin offerings. So the full-year results were even more dramatic than the quarterly trend, with net income soaring almost +20%."

Continue reading Cellcom Israel (CEL): Dividends and Shekels

Cellcom Israel (CEL): Dividends and Shekels originally appeared on BloggingStocks on Fri, 02 Apr 2010 10:40:00 EST. Please see our terms for use of feeds.

Continue reading Qualcomm (QCOM): 'True Tech Franchise'

Qualcomm (QCOM): 'True Tech Franchise' originally appeared on BloggingStocks on Thu, 18 Mar 2010 15:20:00 EST. Please see our terms for use of feeds.

Usage and demand for wireless data services is surging; according to the U.S. FCC data use has soared by over 700% in just the past four years alone," says Neil George.

In his Stocks that Pay You, he says, "We suggest you look at four companies involved in different aspects of the developing 4G network, which will provide for easier handling of more data, particularly in mobile devices."

Continue reading Four Plays on 4G: How to Play the Data Logjam

Four Plays on 4G: How to Play the Data Logjam originally appeared on BloggingStocks on Tue, 26 Jan 2010 13:00:00 EST. Please see our terms for use of feeds.

"Suddenly, no one likes Research in Motion (RIMM) any more, at least that's the impression you get from the media," observes Gordon Pape. In his Internet Wealth Builder, he offers a contrary -- and bullish -- view of the smartphone maker.

"To hear some analysts tell it, the BlackBerry maker is going the way of Nortel. It's just a matter of time. For example, analyst Jim Suva of Citigroup Global Markets recently issued a sell signal on the shares, saying that RIM's long-time dominance of the smart phones market is over.

"For the record, many analysts disagree with Suva's assessment. Credit Suisse has reiterated its 'outperform' rating with a target price of $95. Bank of America/Merrill Lynch has a $100 target, Scotia Capital has a $103 target and CLSA Asia-Pacific Markets has a target of $100.

Continue reading Research in Motion (RIMM): A 'love-hate' relationship

Research in Motion (RIMM): A 'love-hate' relationship originally appeared on BloggingStocks on Thu, 19 Nov 2009 10:50:00 EST. Please see our terms for use of feeds.

Jack Adamo looks to Novatel Wireless (NVTL) as a new buy. In his Insiders Plus newsletter, he assesses the firm's newest products and recent insider buying.

"Novatel provides wireless broadband access solutions for the mobile communications market worldwide. The company offers third generation (3G) wireless PC card and ExpressCard modems, embedded modems, USB modems and other fixed-mobile convergence solutions. It also provides many related support services.

"Novatel recently pulled back from a huge run-up to a near-term high of $14 after announcing a mixed shelf-offering. The market did not like the possibility of earnings dilution from more shares.

Continue reading Insiders eye Novatel (NVTL)

Insiders eye Novatel (NVTL) originally appeared on BloggingStocks on Mon, 09 Nov 2009 15:20:00 EST. Please see our terms for use of feeds.

"Apple (NASDAQ: AAPL), a holding on our recommended buy list, delivered another blowout quarter, driven by booming sales of both the iPhone and its Macintosh computers," notes analyst Geoffrey Seiler.

In his BullMarket.com advisory, he suggests, "Overall, Apple's results are nothing short of amazing." Here, he provides an in-depth analysis of the quarter, his outlook, and the reasoning behind the boost to his longer-term price target to $270 a share.

"Apple sold 7.4 million iPhones in the quarter, 7% more than the year-ago quarter, and 3.05 million Macs, a 17% year-over-year increase. The end result was that the company posted a whopping 47% increase in Q4 net income.

Continue reading Apple (AAPL): 'Nothing short of amazing'

Apple (AAPL): 'Nothing short of amazing' originally appeared on BloggingStocks on Wed, 21 Oct 2009 10:30:00 EST. Please see our terms for use of feeds.

"Research In Motion (NASDAQ: RIMM) remains one of best long-term investment plays on the smart phone tidal wave," says growth expert Toby Smith in his ChangeWave Investing advisory.

"The stock recently fell sharply after issuing a solid, but not blowout, earnings report last night. In my view, the selloff created a buying opportunity.

"The Street's dismay was due to the pre-announcement build-up by many analysts who anticipated a blow-out quarter. When the numbers and outlook failed to live up to their billing, the stock got whacked.

"In our view, this looks like a good buying opportunity for one of the dominant players in the smartphone sector -- and one of the hottest we've identified over the long-term.

Continue reading Research in Motion (RIMM): Selloff created opportunity

Research in Motion (RIMM): Selloff created opportunity originally appeared on BloggingStocks on Fri, 09 Oct 2009 10:00:00 EST. Please see our terms for use of feeds.

"Virgin Mobile USA (NYSE: VM) is one of the strongest issues this year among the low-priced stocks; it has climbed from 76 cents to nearly $5," says technical expert Leo Fasciocco.

Fasciocco is a technician and editor of Ticker Tape Digest, an advisory service that focuses on finding stocks that are breaking out from technical basing patterns.

He suggests, "Based in New Jersey, Virgin Mobile offers wireless subscribers a choice in wireless service and innovative products without annual contracts; annual revenues are $1.3 billion.

"The stock's long-term chart shows VM trading as high as 15. It was dragged lower during the bear market. However, the stock has made the turn and is now in an up trend supported by good earnings prospects.

Continue reading Virgin Mobile USA (VM): A wireless breakout?

Virgin Mobile USA (VM): A wireless breakout? originally appeared on BloggingStocks on Mon, 14 Sep 2009 14:00:00 EST. Please see our terms for use of feeds.