Leading Tech Analyst Previews Earnings for Dell, Analog Devices, Hewlett-Packard and Marvell Technologies
PRINCETON, N.J., Feb. 19, 2013 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has provided subscribers with earnings previews of several stocks in a new 16-page report, including on Dell (Nasdaq: DELL), Analog Devices (Nasdaq: ADI), Hewlett-Packard (NYSE: HPQ), and Marvell Technologies (Nasdaq: MRVL).
Editor Paul McWilliams spent a decades-long career as a senior executive in the technology industry and has earned a reputation for his skill in communicating complex technology trends to individual investors and professional analysts alike. His reports have won over readers with their ability to unravel the complexities of the industry and, more importantly, identify which companies are likely to be the winners and losers as technology trends change.
Each quarter, Next Inning publishes weekly earnings previews covering dozens of technology stocks, giving investors both long-term and short-term opinions to help shape their investment strategy.
Among the stocks where Next Inning was positive ahead of Q4 earnings so far were Cree (up 35% year to date), PMC Sierra (up 26% year to date), QLogic (up 22% year to date) and Skyworks (up 21% year to date); he was bearish on Cypress (down 9% year to date).
To get ahead of the Wall Street curve and receive Next Inning's in depth earnings previews for free, as well as McWilliams' year-end State or Tech report, you are invited to take a free, 21-day, no obligation trial with Next Inning. For full details on this offer, please visit the following link:
https://www.nextinning.com/subscribe/index.php?refer=prn1532
Topics discussed in the latest reports include:
-- Dell: When analysts slammed Dell following its last earnings release, McWilliams advised Next Inning readers that Wall Street simply didn't understand the changes Dell had already made to its business model and that there was nearly a 70% upside available from its then current price in the $8s. In December, Dell was upgraded by Goldman Sachs, but as McWilliams explained then, the upgrade still missed the core story and Dell was worth at least $14.75. As the buyout stories surfaced and pundits originally claimed stockholders were getting a good deal at $13.65, McWilliams wrote it would take more to get the deal done. In his earnings preview, McWilliams explains what analysts are still missing in the Dell story and presents the price range he thinks Dell shareholders will get once Dell is taken private.
-- Hewlett-Packard: Without hesitation or caveat, McWilliams advised Next Inning readers to sell Hewlett-Packard at its then current price in the $40s when it announced the termination of Mark Hurd. Other than a few successful swing trades and writing when Meg Whitman was hired he would watch HP with an open mind, he's remained bearish since. With what appears to be all of Whitman's cards on the table now, is McWilliams ready to turn bullish on HP yet or does he believe there are deeper issues that Whitman is simply not going to be able to fix? From a value perspective, how does HP stack up to Dell?
-- Analog Devices: McWilliams encouraged readers to buy Analog Devices last summer when it was trading for only $36.91 and reiterated the call in both his Q3 and Q4 State of Tech reports. What did McWilliams see in Analog Devices that Wall Street has only recently recognized? What does he see driving ADI going forward? Does McWilliams think Analog Devices will top the Wall Street earnings consensus for 2013? With the price now solidly in the mid-$40s, does McWilliams think Analog Devices has reached its full value price range?
-- Marvell: Marvell was beaten to a pulp in the smartphone market during the last two years. It lost the bulk of its business at its largest customer, BlackBerry, to Qualcomm and was clearly beat in Asia, mostly by MediaTek. What errors did Marvell make in the Asian market that significantly limited its success there and what changes did it make last year to improve its positioning? Does McWilliams claim there is reason to believe these changes are working? When does he think we'll see evidence in the form of stronger sales into the wireless market? What other event in the wireless market does McWilliams think has a strong potential to benefit Marvell this year and when does he think that will come into play?
Next Inning is known for helping its readers generate strong returns, and no one has been more accurate than McWilliams when it comes to Apple. Nearly a decade ago, McWilliams advised readers that Apple was positioned to win big when it was trading for less than $10 per share (split adjusted). However, as Apple was hitting record highs in 2012, he advised Next Inning readers to sell. McWilliams' 2012 calls to buy Cree have generated an 80% return in under a year.
Founded in September 2002, Next Inning's model portfolio has returned 246% since its inception versus 68% for the S&P 500.
About Next Inning:
Next Inning is a subscription-based investment newsletter that provides regular coverage on more than 150 technology and semiconductor stocks. Subscribers receive intra-day analysis, commentary and recommendations, as well as access to monthly semiconductor sales analysis, regular Special Reports, and the Next Inning model portfolio. Editor Paul McWilliams is a 30+ year semiconductor industry veteran.
NOTE: This release was published by Indie Research Advisors, LLC, a registered investment advisor with CRD #131926. Interested parties may visit adviserinfo.sec.gov for additional information. Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
CONTACT: Marcia Martin, Next Inning Technology Research, +1-888-278-5515
SOURCE Indie Research Advisors, LLC
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