Gilead’s large shares repurchase demonstrates that the company considers its stock a bargain at the current price. Considering its strong growth potential Gilead stock is significantly undervalued. The average target price of the top analysts is at $107, an upside of 31.3% from its August 23 close price. 123rf The recent decline in Gilead Sciences,... Read More →

Following day three of the spectrum auction, AT&T and Verizon remain concentrated in the low spectrum band. T-Mobile has a fairly diverse spectrum portfolio, but does little to exhibit strength at any of the bands. Sprint was absent, but there’s mounting evidence that it’s strategy is still viable over the long run. Flickr The major... Read More →

Analysts are starting to get more upbeat on Apple’s impending Mac refresh. I’m anticipating market share gain, stabilization in PC shipments to drive 10% sales growth in the PC segment. The next fiscal year is supportive of growth in all of the major consumer electronics categories, which reasserts my bullish thesis. Flickr The PC market... Read More →

Oracle is increasingly becoming a SaaS/PaaS company. Are they growing this segment fast enough to stem the bleeding in software and hardware?. What is the timeline we’re looking at for Oracle’s recovery into the black?. Flickr With each passing quarter, Oracle Corporation’s (NYSE:ORCL) transition into a new age company looks closer than ever. But somehow, revenue... Read More →

Nvidia is rapidly evolving into a major force in deep learning and virtual reality. Meanwhile, AMD lacks a proper deep learning footprint. Does Nvidia’s early lead in deep learning threaten AMD’s ongoing recovery? Flickr Investors have traditionally recognized NVIDIA (NSDQ:NVDA) as the market leader in GPUs, ahead of rivals AMD (NSDQ:AMD) and a host of... Read More →

Walt Disney’s investment in BAMTech is great move to counter cord cutting worries around ESPN. Disney has strong cash flows which will allow it to continue returning capital. With an attractive valuation and strong growth potential, Disney stock is a good buy. Flickr Walt Disney (NYSE:DIS) stock has lost more than 9% YTD, becoming the worst performing... Read More →

Apple may consider BlackBerry at the company’s current valuation, which is 97% below its peak in 2007. BlackBerry currently services the corporate security-oriented customer segment, which may be the most attractive synergy for Apple. BlackBerry stock is currently trading near the mid point of its valuation using a DCF model. Flickr Apple, Inc. (NSDQ:AAPL), currently... Read More →

Facebook, Inc. achieved more expansion in its operating margins in its second quarter. Higher Engagement levels are resulting from growing daily usage. Facebook has yet to meaningfully tap revenue from WhatsApp & Messenger which will offset declining ad growth on Facebook.com. Flickr Facebook’s (NSDQ:FB) second-quarter earnings were excellent especially at home where the US and Canadian... Read More →

Tim Cook completes 5 years at the helm of Apple, Inc. today (August 24). Apple has taken many strides under his reign, strengthening its position as the world’s most valuable company. One issue remains: Apple hasn’t seen a successful new product launch in the Tim Cook era. Flickr Tim Cook, CEO of Apple, Inc. (NSDQ:AAPL),... Read More →

Intel recently struck a licensing agreement with ARM to manufacture its chips. The Move could boost Intel’s revenues significantly. It could also bring upon a cash crunch on Intel’s competitors, that could ultimately slow down their rate of progression. Flickr It looks like Intel (NSDQ:INTC) has finally realized the potential of ARM (NSDQ:ARMH) business prospects. The chipzilla entered... Read More →