Will Apple Triumph Where Samsung Fell Short?
March 19 2013 12:59 PM EDT
Samsung’s (SSNLF.PK) Galaxy S4 has premiered, but it might not have one of those “killer features” that make it big, while an iPhone 5S might have just that, according to Morgan Stanley’s Katy Huberty.
Can EBay Keep Up With Amazon?
March 19 2013 12:53 PM EDT
PayPal! PayPal! PayPal! Apologies for the repetition, but to understand eBay’s potential, this point must be driven home. Love it or hate it, PayPal’s potential is enormous. It’s just beginning to move into traditional stores, which is an early sign of things to come. For those who aren’t true believers in PayPal, it’s important to note that PayPal just saw a 24 percent increase in payment volume. PayPal also has an agreement with Discover Financial Services (NYSE:DFS) for mobile payments. Currently, PayPal has 50 million U.S. customers. Considering the U.S. population is just over 300 million, that’s quite impressive. In related news, PayPal recently acquired Duff Research. Investors had mixed opinions about this news. Time will tell whether it was a good move or not.
David Einhorn’s Vodafone Call is Picking Up Reception
March 19 2013 12:44 PM EDT
David Einhorn made the case in his most recent quarterly letter to investors that the market was placing no value on Vodafone’s (NASDAQ:VOD) stake in Verizon Wireless. However, due to the increasing dependence on the wireless business, the Greenlight Capital founder explained it would not be surprising if Verizon Communication’s (NYSE:VZ) decided to buy all of Vodafone to gain total control of Verizon Wireless. “Maybe there is an investment banker with time on their hands reading this letter,” he wrote. The call to action has not gone completely unanswered.
Can McDonalds’ Attempts in This Market Impress These Top Institutional Shareholders?
March 19 2013 12:40 PM EDT
Over two decades after McDonald’s (NYSE:MCD) outlet opened on Moscow’s Pushkin Square the company has been on the defensive. McDonald’s virtually introduced the market for burgers and fries in the country and now it faces a number of rivals like Burger King Worldwide (NYSE:BKW), Subway Restaurants, Yum! Brands (NYSE:YUM), and Wendy’s Co. (NYSE:WEN). As a way to fend off rivals, McDonald’s plans turn to franchising, a model used in over 80 percent of its outlets globally but not in Russia. The company chose OAO Rosinter Restaurant Holding, which runs local chains Il Patio and Planet Sushi and foreign franchises like T.G.I. Friday’s, to operate outlets in airports and train stations, Bloomberg reports.
Qualcomm to Replace NVIDIA for Google's Next-Gen Nexus 7
March 19 2013 12:30 PM EDT
Qualcomm (NASDAQ: QCOM [FREE Stock Trend Analysis]) could be on the cusp of securing an order for several million additional processors. According to DigiTimes, Asus (the company that manufactured the original Nexus 7) will replace NVIDIA's (NASDAQ: NVDA) Tegra 3 with an unnamed processor from Qualcomm.
Will Apple Issue Biggest Dividend in History?
March 19 2013 9:13 AM EDT
Analysts who were polled by Bloomberg seem to be in consensus that Apple (NASDAQ:AAPL) may raise its dividend yield by at least 50 percent, to help break its stock from the downward spiral it has been experiencing, Bloomberg reported. This would provide investors with the largest dividend yield in the history of the technology industry in the U.S., and in total, is estimated to be worth $15.7 billion, or about $4.14 per share. This is a 56 percent hike over last quarter’s dividend, and represent the average figure of the analysts polled.
Aeropostale an Attractive Takeover Target, Says Bloomberg
March 18 2013 4:27 PM EDT
Shares of struggling retailer Aeropostale (NYSE: ARO [FREE Stock Trend Analysis]) are moving higher on Monday after Bloomberg reported that the company is a takeover target for private equity firms. At last check the stock was trading up nearly four percent to $14.27. Over the last year, the stock has fallen more than 30 percent after Aeropostale posted a sharp drop in income, margins and revenue for fiscal 2012.
Apple Bears vs Bulls: Who Will Win?
March 18 2013 4:08 PM EDT
Apple designs, manufactures, and markets mobile communication and media devices, personal computers, and portable digital music players, and a variety of related software, services, peripherals, networking solutions, and third-party digital content and applications. The products sold by Apple have seen strong demand worldwide for a multitude of reasons: ease of use, aesthetics, and capabilities of the software to name a few. As an increasing number of countries continue to develop, look for Apple to expand and make a significant presence outside of the United States.
Analyst: HP Will Be Floating in Cash Soon
March 18 2013 3:56 PM EDT
Hewlett-Packard’s (NYSE:HPQ) stock increased as much as 2.6 percent in afternoon trading on Monday. In the absence of other major catalysts, and against a backdrop of modest market declines, credit may fall to positive comments from Katy Huberty, a managing director at Morgan Stanley. “Ultimately,” Huberty told CNBC’s “Fast Money” on Monday morning, “the company will top their free cash-flow guidance by 35 percent this year. That’s going to improve earnings quality, accelerate the cash return to shareholders and ultimately drive the multiple higher.”
BlackBerry CEO: Apple Did A 'Fantastic Job' in 2007, But iPhone Could Be Replaced
March 18 2013 2:53 PM EDT
Apple (NASDAQ: AAPL [FREE Stock Trend Analysis]) changed the world of smartphone development when it introduced the first iPhone in 2007. Since that time, little has changed for the Mac maker's mobile operating system. While iOS has received a number of upgrades to improve its functionality, the core operations have remained in place. This is good for consumers who are opposed to change. Those who want something different, however, may have to look elsewhere.
Why is Qualcomm Holding Out on Sharp?
March 18 2013 1:50 PM EDT
Samsung (SSNLF.PK) may not be the only one trying to get a share of Sharp (SHCAY.PK) while it struggles. Qualcomm (NASDAQ:QCOM) has also invested a sizable amount in the floundering TV-maker, but a second investment has been delayed. Qualcomm’s first investment in Sharp was for 4.94 billion yen ($52 million), and the second was to be about 5 billion yen ($52.7 million) but Sharp didn’t manage to meet the terms of the companies’ arrangement, so the second investment may be pushed back to the end of June.
Amazon's Worldwide Kindle Expansion to Continue in 2013
March 18 2013 1:41 PM EDT
After a small global expansion in 2012, Amazon (NASDAQ: AMZN [FREE Stock Trend Analysis]) is working hard to sell its e-books and e-readers in new regions, including China. Now the dot-com retailer is expected to bring its hardware to Taiwan. According to DigiTimes, Amazon has passed an examination conducted by Taiwan's National Communications Commission. The commission approved the release of all three of the firm's tablets -- the standard and high-def Kindle Fires, as well as the 8.9-inch model.
Here’s Something Apple Is Not Advertising
March 18 2013 1:11 PM EDT
In order to meet compliance with Australia’s consumer protection laws, Apple (NASDAQ:AAPL) has extended its standard warranty on its products from one year to two. Mysteriously, though, an in-house email obtained from a local news source says specifically that the employees in Apple’s retail stores are not to talk about the change with customers.
Is Citigroup Headed in the Right Direction?
March 18 2013 9:54 AM EDT
With shares of Citigroup (NYSE:C) trading at around $47.26, is C an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let’s analyze the stock with the relevant sections of our CHEAT SHEET investing framework: Citigroup is one of the largest banks in the world with over 200 million customers. Operations include consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Are Samsung’s Ad Dollars Hurting Apple?
March 18 2013 8:57 AM EDT
Fans of Apple’s (NASDAQ:AAPL) iPhone and fans of Samsung’s (SSNLF.PK) Android-powered Galaxy can argue all day about the merits of one smartphone over the other. However, when it comes to the amount of advertising dollars spent trying to woo consumers to its products there is only one clear leader. According to statistics provided by the advertising research firm Kantar Media, via MacRumors, Samsung outspent Apple in mobile phone advertising in 2012 by a 20 percent margin. Samsung spent $401 million on advertising its mobile phone devices in 2012 while Apple spent $333 million.
4 Energy Stock Stories to Fuel Weekend Investment Chatter
March 15 2013 4:41 PM EDT
BP’s oil-trading division is under intensified scrutiny after its becoming a weak link for the oil giant, which says that the unit, at one time bringing in one-tenth of company profits, was responsible for its inability to fully keep its pledge to improve performance at its refining division. Sources in the industry, along with ex-insiders, say that the weak performance has ignited an internal debate regarding the unit. These developments at BP show generally poor performances across many trading units at oil majors and trading houses during the past three years, because of relatively low market volatility.
Credit Suisse and Oppenheimer Slug it Out Over Ulta, Who is Right?
March 15 2013 1:52 PM EDT
Ulta Salon (NASDAQ: ULTA [FREE Stock Trend Analysis]) released its fourth-quarter results yesterday, beating on top and bottom lines, but released guidance in a range of $0.60-0.63, far below analyst estimates of $0.72. Following the news, four analysts weighed in on the company: First up was Oppenheimer, which downgraded the company to a Perform rating and removed its price target.
Krispy Kreme Drops on Guidance, Earnings
March 15 2013 1:49 PM EDT
Shares of doughnut-maker Krispy Kreme (NYSE: KKD [FREE Stock Trend Analysis]) tumbled early Friday after the company released disappointing earnings. For the fourth-quarter, Krispy Kreme earned $0.11 per share on revenue of $118 million. Wall Street had been expecting the company to earn $0.12 on $116 million. Krispy Kreme raised its fiscal-year 2013 guidance to $0.53-0.57. The company had previously expected to report around $0.49-0.55, while consensus estimate called for $0.58.
AAPL stock vs GOOG stock!
March 15 2013 1:18 PM EDT
Anyone who has been following the market knows that AAPL’s been heavily sold in a confirmed down trend for 6 months, meanwhile GOOG has been a bullish beast during the same time frame. Many have coined it the AAPL and GOOG pairs trade.
Are BP Shares a Bargain Now?
March 15 2013 11:26 AM EDT
When you think of BP, what’s the first thing that comes to mind? If it’s not a local gas station, then it’s likely the explosion of the Deepwater Horizon Rig in the Gulf of Mexico back in 2010. This was a terrible event in many ways, and if you don’t want to invest in a company that has a lot of environmental damage, then there would be no point in reading on from here…and your position is understandable. However, if you’re looking at this strictly from an investing standpoint, then this tragic event may have presented an opportunity. Yes, it was a few years ago, but is the stock still undervalued because of the explosion? Possibly. After all, it was a major setback with an estimated cost of $42 billion. Let’s take a closer look at the current situation for BP.