This Week’s Tech Earnings Winners and Losers: Apple, ARM Holdings, Juniper, TriQuint and More (AAPL, SANM, TXN, STM, ARMH, CLS, HLIT, JNPR, RFMD, ISIL, SLAB, TQNT)
Earnings season is upon us in the tech sector. What should investors expect from these reports? What are the key storylines to follow and are these stocks likely to trade higher or lower in the wake of their results?
In NextInning.com’s earnings previews, available free to trial subscribers, key storylines are evaluated, analyst expectations are audited, and in depth valuation analyses are provided to develop fair value ranges for dozens of stocks. Next Inning’s model portfolio has returned 288% since 2002, nearly six times the return of the S&P 500.
In its latest earnings preview, Next Inning looks at several popular stocks, including Apple (AAPL), Sanmina-SCI (SANM), Texas Instruments (TXN), STMicroelectronics NV (STM), ARM Holdings (ARMH), Celestica (CLS), Harmonic (HLIT), Juniper Networks (JNPR), RF Micro Devices (RFMD), Intersil (ISIL), Silicon Laboratories (SLAB) and Triquint Semiconductor (TQNT).
Here is just a tiny sample of what Editor Paul McWilliams wrote about Apple:
“I first suggested considering Apple as a good speculative investment in June 2003 at the split adjusted price of $9.85. Today Apple trades nearly 6,000% higher. While Apple remains one of the greatest companies in the world and will likely continue to grow, I believe the evidence suggests hyper-growth days for its stock price are in the past. From here I think a realistic three- to six-month upside expectation is around 10% and given the risks outlined in this report, I think the downside risk is that or slightly more.
“Based on this view, I think it is time for Apple investors to reassess the balance between risk and potential reward presented by Apple and, with that, consider diversification…”
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