State of Tech: A Guide to the Q4 2013 Earnings Season that Boldly Predicts the Winners and Losers, Including Ciena, TriQuint, and Many More
PRINCETON, N.J., Jan. 14, 2014 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Ciena (NYSE: CIEN), TriQuint Semiconductor (Nasdaq: TQNT), Flextronics (Nasdaq: FLEX), Finisar (Nasdaq: FNSR), and Juniper Networks (NYSE: JNPR).
Financial writer Steve Halpern, who has covered the newsletter industry for nearly three decades, has called the Next Inning State of Tech report "the most ambitious project" he's ever seen in the investment world. Next Inning Editor Paul McWilliams just published his new installment on January 6th.
State of Tech is designed to help tech investors establish and manage strategies as well as capitalize on profit opportunities during the upcoming earnings season. This highly acclaimed report covers 71 technology stocks and dives deep into a number of exciting, emerging tech trends. Some readers have said it's like getting next month's news today. Trial subscribers will receive the 212-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 right now.
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.
McWilliams spent a decades-long career 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.
To get ahead of the Wall Street curve and receive Next Inning's Q4 2013 State of Tech report, you are invited to take a free, 21-day, no obligation trial with Next Inning, by visiting the following link:
https://www.nextinning.com/subscribe/index.php?refer=prn1664
Topics discussed in McWilliams' recent reports include:
-- Ciena: A year ago, McWilliams predicted that it would be a good year for Ciena and suggested readers consider buying the stock at its then current price of $15.70. With shares now up nearly 50% from McWilliams' call to buy, is it time for investors to take profits, or does McWilliams see further gains ahead?
-- Finisar: Finisar shares have doubled since McWilliams alerted investors to an opportunity in the stock over a year ago. What factors drove the rally in Finisar shares and are these factors likely to drive further upside for the stock? In his State of Tech report, McWilliams expands beyond this and lays out his views and forecasts for Finisar's next earnings report and beyond. This is a must read report for tech investors and analysts.
-- Flextronics: Heading into 2013, McWilliams carefully explained why 2012 was a "transformational" year for Flextronics and why he thought the company would report above the then current consensus expectations of the covering analysts for both fiscal 2014 (ends March 2014) and fiscal 2015. Is Flextronics now fairly valued based on McWilliams' detailed valuation analysis, or does he see further upside ahead? Does McWilliams expect that Flextronics shares could trade above $10 in the near term?
-- TriQuint: The day before RF semiconductor stock prices bottomed in November 2012, McWilliams advised Next Inning readers to expect a dramatic turnaround in 2013 and suggested it was time to buy. He predicted we would see a notable increase in revenue, and with that, higher profit margins and upside earnings surprises. He also noted that TriQuint would be one of the companies that would benefit most from this trend. TriQuint soared by 73% in 2013. Does McWilliams see more upside ahead for the stock? Could shares move above $10 in the near term?
-- Juniper Networks: McWilliams suggested selling Juniper in 2011 when it was trading above $40 and waited patiently as the price crashed into the mid-teens before calling a buy in his Q2 2012 State of Tech report at the then current price of $16.38. He reiterated the buy call in his Q3 2012 State of Tech report at $17.11, and predicted Juniper would soon announce a major restructuring effort. Juniper announced its restructuring effort within weeks and addressed several of McWilliams' specific complaints. In his Q4 2013 State of Tech report, McWilliams outlined what Juniper is doing well and where he thought the company still needed to make improvements. He also increased his estimated full value price range to run to a high of $26.11 with the caveat it could go higher if Juniper executes the changes he noted. Interestingly, many of those changes are aligned with the suggestions presented by activist investor, Elliot Management. However, in some ways he is more specific and in others he is critical of Elliot's presentation. In a special follow up to his State of Tech coverage, he outlined those points on Monday.
Founded in September 2002, Next Inning's model portfolio has returned 321% since its inception versus 103% 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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