NI Technology Research Previews Earnings for JDS Uniphase, Cree, Cisco Systems, and Applied Materials
PRINCETON, N.J., Aug. 13, 2013 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for JDS Uniphase (Nasdaq: JDSU), Finisar (Nasdaq: FNSR), Cree (Nasdaq: CREE), Cisco Systems (Nasdaq: CSCO), and Applied Materials (Nasdaq: AMAT).
Over the past decade, well over a thousand Wall Street analysts, money managers and institutional investors have joined thousands of savvy private investors in gaining key tech industry insights and intelligence from industry veteran and celebrated investor Paul McWilliams in his role as editor of Next Inning Technology Research.
"I value your research more than any others I read," said one hedge fund manager of Next Inning, recently. And a long-time tech industry analyst for a Wall Street research firm said, "I believe your research and calls are the best I have ever seen in my career." With McWilliams' impressive track record and unparalleled industry access, NI Technology Research has become an essential tool for analysts and investors looking to navigate today's complex technology landscape.
McWilliams' new installment of his acclaimed State of Tech series of reports covers 71 technology stocks and dives deep into a number of exciting, emerging tech trends, well ahead of the Wall Street curve. Trial subscribers will receive the 167-page report, which includes 35 detailed tables and graphs, for free, no strings attached. This report is a must read for investors and analysts focusing on technology in 2013.
To get ahead of the Wall Street curve and receive Next Inning's Q2 2013 State of Tech report, as well as McWilliams' Q2 2013 earnings previews, 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=prn1603
Topics discussed in the latest reports include:
-- JDS Uniphase: Last fall McWilliams suggested that Next Inning readers consider buying JDS Uniphase when it was trading in the $10s. What differentiates JDS Uniphase from other companies in the fiber optics sector and why might this unique factor in the JDS Uniphase equation drive an upside relative to other companies in the sector? What factors support a positive view of the fiber optics sector right now? What strategies does McWilliams see as valid ways for investors to cover the fiber optics sector?
-- Finisar: Last fall when the price of Finisar was stuck in the low teens, McWilliams advised Next Inning readers it was time to buy the stock. While some Wall Street analysts claimed advances in "silicon-photonics" technology would disrupt Finisar's business model, McWilliams wrote without caveat that those fears were way over-blown, and predicted Finisar would not only top the estimates of covering analysts during its fiscal 2014 (ends April 2014), but also substantially increase its profit margins. With Finisar's latest announcement of raised guidance, we now have proof that McWilliams was right when he mocked the Wall Street analysts who predicted Finisar would fail and held staunchly to their single-digit price targets. As McWilliams likes to say, the Finisar story was evidently too simple for Wall Street to understand. With Finisar now trading in the low-$20s, does McWilliams think it's time to take some profits, or is the party just getting started? What are the real drivers behind the Finisar story that Wall Street ignored last year, and what are the new drivers McWilliams sees coming into play during the next twelve months?
-- Cree: When Cree was trudging through the low to mid-$20s during the first three quarters of 2012, McWilliams encouraged Next Inning readers to build a position in the stock. As McWilliams carefully outlined then, Cree was not only positioned to significantly increase revenue, but also its profit margins, and with that deliver well above consensus earnings. What one strategy has Cree adopted during the last six months that McWilliams believes will result in it being not only a big winner in the LED lighting market, but also positions Cree to maintain impressive profit margins? Why does McWilliams think the vertical integration strategy being executed by Cree makes sense? With Cree now trading near $75, does McWilliams think the investment has played out or is there reason to continue holding? What price range does McWilliams think can be supported with near-term fundamentals and where does he think Cree could trade under ideal circumstances?
-- Cisco: McWilliams was quick to advise Next Inning readers that Wall Street was wrong when it pushed Cisco's price under $15 in July 2012 and wrote that it should be viewed as a buying opportunity. With the price of Cisco now up nearly 75% from its 2012 low, does McWilliams believe the stock is still trading at an attractive price? Is Cisco poised for above-trend growth going forward? What specifically does McWilliams see changing for Cisco in the near term and how does he think those changes will impact the price of Cisco's stock?
-- Applied Materials: McWilliams suggested throughout 2012 that Next Inning readers accumulate shares on dips into the $10s. With Wall Street now embracing McWilliams' positive view of Applied Materials, does McWilliams think it's now time to take profits or is there considerably more upside potential for the stock? What strategies does McWilliams suggest for investors interested in the semiconductor manufacturing and test equipment sector?
Founded in September 2002, Next Inning's model portfolio has returned 307% since its inception versus 86% 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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