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Top Tech Analyst Talks Up the Role of Apple, Facebook, Google, and Microsoft in the Coming TV Revolution (AAPL, FB, GOOG, MSFT, S, AKAM, HLIT, CSCO, DIS)

Posted by Next Inning at 10:11AM on June 5th

Without the benefit of the recent news and rumors, Next Inning Editor Paul McWilliams wrote about the concept of Apple (AAPL) merging the worlds of computing and TV about eight years ago. However, with the introduction of the iPad and Apple…

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Morning Spy: Some Bright Spots on a Down Day (QPSA, LNKD, LOGI, REDF, SAYCY, SIFY, TLVT, FENG, GAME, AAPL, T, S, JPM, NOK, WFC)

Posted by Jason Smith at 10:42AM on June 1st

A very soft jobs number is combining with a weak manufacturing number to send stocks lower to start the day. The ADP Employment report said that private payrolls were up by 38,000 in April, far below the 170,000 that economists…

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A Peek Into Hedge Fund Guru Einhorn’s Portfolio (BBY, MSFT, BDX, TRV, PFE, GDX, AAPL, S)

Posted by Jason Smith at 9:43AM on May 20th

With the deadline for end-of-Q1 regulatory filings behind us, investors are now privy to closely followed Greenlight Capital manager David Einhorn’s first-quarter moves in his long equity book.

Greenlight Capital’s top-15 U.S.-listed equity holdings from the end of Q1 are available…

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Finding Big Bargains in the Tech Sell Off (FNSR, DRWI, MRVL, CLWR, S)

Posted by Next Inning at 10:07AM on March 10th

Rising oil prices and global unrest are keeping the market on a roller coaster of late as jittery investors weigh risk, but savvy investors should remain diligent and look for undervalued stocks that are experiencing temporary market weakness but remain…

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A Peek Into Hedge Fund Guru Einhorn’s Long Book (FAIRX, JOE, BP, S, BDX, CAH, GDX, MSFT, ESV, AAPL, PFE)

Posted by Jason Smith at 9:52AM on February 17th

Greenlight Capital manager David Einhorn made headlines when he pitted his firm against Bruce Berkowitz’s Fairholme Fund (FAIRX) on Florida real estate developer St. Joe (JOE) back in October, and with the deadline for end-of-2010 regulatory filings behind us, investors are now…

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Dour Earnings News Slams Mobile Software Stocks (MOTR, SMSI, VZ, DELL, S, T, OPWV, NUAN)

Posted by Jason Smith at 2:20PM on February 9th

Two updates featuring weak guidance on Tuesday are weighing on the Mobile and Wireless Software Stocks Index, which is suffering a 7.6% haircut today.

On Tuesday, Motricity (MOTR), the provider of mobile billing and data solutions, said it expects first-quarter revenue of…

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Cramer Talks Up 2010 IPO Motricity (MOTR, T, VZ, S, BITS, OPWV, SNCR, BORN, ANTH, AVEO)

Posted by Jason Smith at 11:12AM on October 25th

Motricity (MOTR), which debuted on the Nasdaq in a June IPO, is now trading at nearly double its initial pricing, and despite blowing through analysts’ price targets, CNBC stock picker Jim Cramer is still bullish on the stock. According to coverage by…

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Investors Mull Tablet Expectations Ahead of iPad Competition (AAPL, GOOG, DELL, MOT, T, S, VZ, VOD, MSFT)

Posted by Owen Vater at 11:07AM on September 17th

Apple’s (AAPL) iPad got off to a solid head start in the tablet space, and technology research firm iSuppli thinks the company is selling roughly 1.3 million of the devices per month. So far, however, Apple has enjoyed a relatively competition-free…

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Harbinger In Focus After Falcone’s $3 Billion Wager (XCO, SWSI, CAM, WLT, SDS, S, C, RSH, CPO)

Posted by Jason Smith at 3:32PM on August 26th

Harbinger Capital Partners manager Philip Falcone oversees about $8 billion in assets, and according to recent reports, he’s poured nearly 40% of it into wireless telecom start-up LightSquared, which aims to bring more than a quarter billion Americans high-speed internet…

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A Lot of Buzz in the High-Yield Domestic Telecom Space (AAPL, VZ, RIMM, T, S, FTR, WIN, CTL, Q)

Posted by Ryan Patel at 2:25PM on June 30th

The recent decline, including yesterday’s huge selloff, has left income oriented investors with more opportunities to capture big yields. Stocks in the domestic telecom sector have also gotten swept away in the recent market slide, with many names in the…

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