investment research

investment research

Sell Google, buy Apple?

tech.fortune.cnn.com
An analyst who downgraded Apple last August now says that Google is due for a fall FORTUNE -- "We've seen this movie before (Apple at all time highs) and we know how it ends." So began a brief note issued Sunday by Oracle Investment Research's Lawrence Isaac Balter, chief market strategist...
Sell Google, buy Apple?
RIM: No buyers in sight

Piper Jaffray says media event still likely by April, sees 'new iPad body styles'

appleinsider.com
Although a recent rumor that Apple was preparing to host a developer-related television event next month was almost instantly shot down, investment research firm Piper Jaffray says a review of years past indicates the company is still likely to host an event by the end of April, which could see...
Piper Jaffray says media event still likely by April, sees 'new iPad body styles'

Amazon's Net Income Dropped Sharply

www.huffingtonpost.com
NEW YORK -- Amazon's fourth-quarter net income dropped sharply, weighed down by higher operating expenses as the company continued to invest in its long-term growth plans at the expense of short-term earnings. More surprisingly, revenue grew at a slower clip than Wall Street had expected. The company also gave a...
Amazon's Net Income Dropped Sharply

"In China, the Apple brand on the iPhone is a status symbol. You're going to have the Samsung device,..."

parislemon.com
"In China, the Apple brand on the iPhone is a status symbol. You're going to have the Samsung device, which is a nice phone, or you'll show your friends you have an Apple device. It's like wearing a pair of Levi's versus a Costco brand." - Laurence I. Balter of...
"In China, the Apple brand on the iPhone is a status symbol. You're going to have the Samsung device,..."

Here's Another Reason Yelp's Stock Spiked Last Week (YELP)

www.businessinsider.com
After Yelp announced a deal Monday to put its business listings in Apple's new mobile maps, we started wondering why the stock had spiked over the previous week. We wondered if someone got an insider tipoff about the upcoming deal. But that seems crazy. Apple CEO Tim Cook has promised...
Here's Another Reason Yelp's Stock Spiked Last Week (YELP)

Facebook Search: Already Bigger Than Ask, AOL

gigaom.com
Facebook’s U.S. search queries grew 48 percent in March, bringing the company to 4.2 percent market share, according to comScore data that’s due out this afternoon but has already been distributed by Citi Investment Research. At 4.2 percent of searches, Facebook now has a greater share than the search engine...
Facebook Search: Already Bigger Than Ask, AOL

IBM's Sam Palmisano Is Out: Ginni Rometty Is Chairman (IBM)

www.businessinsider.com
IBM's Chief Executive Officer Ginni Rometty will succeed former CEO Sam Palmisano as chairman of the board, cementing her transition as leader of the century-old company. Rometty, 55, will take the new role on Oct. 1, the same day that Palmisano steps down from the board, Armonk, New York-based IBM...
IBM's Sam Palmisano Is Out: Ginni Rometty Is Chairman (IBM)

More US Customers Are Returning The New BlackBerry Phone Than Keeping It, Analyst Report Says

www.businessinsider.com
BlackBerry's stock is tanking this morning following a report from ITG Investment research that says sales of the company's new BlackBerry Z10 phone are weak in the US. In many cases, ITG says more people are returning the Z10 than keeping it and overall demand for the phone in the...
More US Customers Are Returning The New BlackBerry Phone Than Keeping It, Analyst Report Says

Should HP Break Up or Stay Together?

allthingsd.com
Neil Sedaka or Jack Johnson? Honestly this is all beginning to sound a little too much like a bad mix from a light FM radio station. But here it is: Should Hewlett-Packard be broken up into parts or should it stay together? It’s an old question, dating back more...
Should HP Break Up or Stay Together?

Foxconn Throws $1.6 Billion Into Sharp For Flatscreen Panels (AAPL)

www.businessinsider.com
Apple manufacturer Foxconn is investing $1.6 billion in Sharp and committing to buying up to 50% of the company's flatscreen panels, reports Bloomberg. This could be a move on Foxconn's end to simply ensure that it has a decent supply for future products, such as the long-rumored Apple television....
Foxconn Throws $1.6 Billion Into Sharp For Flatscreen Panels (AAPL)

Foxconn To Invest $1.6B In Sharp For Flat Panels, Maybe For The iPad? Maybe For Apple TV?

techcrunch.com
Apple has yet to make any statements about where and when we might ever see an Apple TV product to match the impact it has had in the smartphone and tablet markets. But news of an investment by its key manufacturing partner, Foxconn, could point to the confidence others have...
Foxconn To Invest $1.6B In Sharp For Flat Panels, Maybe For The iPad? Maybe For Apple TV?

Groupon’s restatement doesn’t add up

venturebeat.com
Chicago-based investment research firm Morningstar can’t make the numbers in Groupon’s restatement add up. From a research note it sent to clients, which are institutional investors: While several of the financial revisions seem inconsistent, we were surprised by the ratio of revenues to gross billings in our review of the restatement. As...
Groupon’s restatement doesn’t add up

"Clearly this stuff isn’t selling."

parislemon.com
“Clearly this stuff isn’t selling.” - Neeraj Monga, an analyst with Veritas Investment Research on RIM’s inventory. I suppose it’s a better quote than: “Clearly this shit isn’t selling.”...
"Clearly this stuff isn’t selling."

Apple’s Collateral Damage: RIM, Adobe?

blogs.barrons.com
Research in Motion (RIMM) and Adobe Systems (ADBE) could be among the disadvantaged parties in the wake of Apple’s (AAPL) big news day, according to some reports. Town Hall Investment Research notes that RIM’s leadership in the enterprise market is at greater risk thanks to some of the improvements Apple...
Apple’s Collateral Damage: RIM, Adobe?
Even with Mayer as CEO, Yahoo faces a tough challenge to turn itself around

Smartwatch race is on as Samsung confirms it's in the game

9to5mac.com
Samsung has confirmed to Bloomberg the rumors that it’s working on a smartwatch to rival the widely-speculated Apple iWatch. Known for being a ‘fast follower’, a company that, er, watches what others do and aims to quickly launch a competitive product, the company appears to be following Apple’s lead in...
Smartwatch race is on as Samsung confirms it's in the game

Investis bought by management in £30m-plus deal

www.guardian.co.uk
Company that builds corporate websites and iPad apps also acquires Hemscott's investor relations business as part of dealInvestis, which builds corporate websites and iPad apps for FTSE 100 companies, is to be bought out by its management in a £30m-plus deal that will also see it snap up Hemscott's investor...
Investis bought by management in £30m-plus deal

What will happen to Amazon's massive cloud business?

tech.fortune.cnn.com
The Seattle tech giant's AWS has midwifed some of the world's most popular startups. Could That could put it on a collision course with Amazon's mainline business. FORTUNE -- When Amazon Web Services emerged in 2006, it was questioned far and wide. What, exactly, was the online mega-retailer doing dabbling...
What will happen to Amazon's massive cloud business?

Apple's 4.8-inch iPhone 6 won't launch till June 2014 due to screen yield issues

appleinsider.com
Apple plans to introduce an iPhone with a 4.8-inch display and additional processing cores to help stem market share losses to rivals like Samsung but has been unable to accelerate the launch of the product into the 2013 calendar year due to challenges in producing enough of the larger displays,...
Apple's 4.8-inch iPhone 6 won't launch till June 2014 due to screen yield issues

Insiders "now confident" Apple will launch lower-priced, lightweight iPhone as early as June

appleinsider.com
After discovering several unreleased iPhone prototypes through its research back in December, analysts at the investment research firm Topeka Capital are raising their convictions this week that Apple is gearing up to introduce one of these models at a much lower price point around mid year....
Insiders "now confident" Apple will launch lower-priced, lightweight iPhone as early as June

Facebook Search Larger Than AOL, Approaching Ask

www.allfacebook.com
According to a new report published by Citi Investment Research, Facebook now accounts for 4.2 percent of the traffic to the top 5 search engines. As a percentage of the total search market however, Facebook currently accounts for 2.7 percent according to GigaOm. The numbers emphasize Facebook’s continued growth not...
Facebook Search Larger Than AOL, Approaching Ask

Chart of the day: What Apple Inc. brings to the S&P 500

tech.fortune.cnn.com
4.7% of earnings. 4.3% of free cash flow. 3.5% of dividends paid. 9.1% of cash on hand. FORTUNE -- A few weeks ago I got an e-mail from Laurence Balter, chief market strategist for Oracle Investment Research, chastising me for not crediting him with the downgrade -- issued in late August...
Chart of the day: What Apple Inc. brings to the S&P 500

Apple's surprisingly bad day: What's spooking its investors?

gigaom.com
Apple’s stock had one of its worst days in four years on Wednesday, despite no news coming from Apple about the company’s financial situation or products. Apple lost $35 billion from its market cap — its largest decline since December 2008 — when its stock dropped 6.43 percent to close at...
Apple's surprisingly bad day: What's spooking its investors?

A Look at the 472 Private Tech Companies Currently Worth $100M or More (Slides)

allthingsd.com
An investment research outfit called CB Insights has a report out tonight that identifies 472 venture capital- and private equity-backed technology companies that are valued at $100 million or more. They include Palantir, SurveyMonkey, GitHub, Square, ZocDoc, Zulily, LegalZoom, Twitter, Warby Parker and others. CB Insights calls the report “The...
A Look at the 472 Private Tech Companies Currently Worth $100M or More (Slides)

After HP's Worse Loss Ever, A Bunch Of Analysts Have Cut Their Target Price (HPQ)

www.businessinsider.com
Although there were snippets of good news in HP's third-quarter results last night, that was overshadowed by the bad stuff. So, not surprisingly, today a bunch of analysts have cut their target prices for the stock. This includes Barclays ($21 from $22), RBC ($25 from $27), Baird ($22 from $23),...
After HP's Worse Loss Ever, A Bunch Of Analysts Have Cut Their Target Price (HPQ)

How AT&T can create a fat nationwide 4G pipe to match Verizon's

gigaom.com
AT&T’s LTE rollout plans are a bit of a hodgepodge. The problem is spectrum. It never managed to piece together the licenses to form a consistent nationwide 4G band like that owned by archrival Verizon. Instead AT&T cobbled together 700 MHz licenses here and Advanced Wireless Services (AWS) licenses there....
How AT&T can create a fat nationwide 4G pipe to match Verizon's

Robinhood takes a social approach to mastering the stock market

venturebeat.com
July 9-10, 2013 San Francisco, CA Early Bird Tickets on Sale The stock market is like a deep forest, filled with cleared pathways, hidden snares, and an ever-present sense of the unexpected. Robinhood launched an iOS app today to guide you through the dangerous woods of stock market investing....
Robinhood takes a social approach to mastering the stock market

Now We Know Who's Been Talking To Dell About Going Private

www.businessinsider.com
Buyout firms Silver Lake Partners and TPG have held talks with Dell about taking the company private, the Wall Street Journal reports. Speculation about who could be discussing a deal with the struggling hardware company ran rampant yesterday when Bloomberg broke the news that talks were being held but didn't...
Now We Know Who's Been Talking To Dell About Going Private
When it comes to copying, Samsung is guilty until proven innocent
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