Top Tech Analyst Previews Earnings for Apple, Texas Instruments, Sanmina-SCI, EMC, and NXP Semiconductors
PRINCETON, N.J., July 23, 2012 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has published updated outlooks for Apple (Nasdaq: AAPL), Texas Instruments (Nasdaq: TXN), Sanmina-SCI (Nasdaq: SANM), EMC (NYSE: EMC) and NXP Semiconductors (Nasdaq: NXPI).
Editor Paul McWilliams is best known for spotting big winners long before they are recognized by Wall Street. Nearly a decade ago, he advised Next Inning readers that Apple was positioned to win big when it was trading for less than $10 per share (split adjusted). However, in markets like we face today, many readers appreciate his calls to sell even more.
In his special July 3rd report, "A Guide for the Q2 Earnings Season," McWilliams advised readers they should sell Advanced Micro Devices and NetList. Since the report was published the price of Advanced Micro has dropped over 30% and the price of NetList has dropped over 35%. What other stocks did McWilliams suggest selling and which ones does he think investors should buy?
In his "Guide for the Q2 Earnings Season", McWilliams offers in depth data and analysis on 67 tech companies expected to report aggregate revenue in excess of $800 billion this year. The report includes McWilliams' second half outlook, full value price ranges and current investment opinions for all 67 stocks. With this data, investors can appropriately position themselves for the July earnings season.
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.
McWilliams thinks his 62-page State of Tech report should be read by all tech investors and is making it, along with his special report "Triple Crown Tech Stocks," available free of charge to all who sign up for a no-obligation free trial to Next Inning Technology Research.
To get ahead of the Wall Street curve and receive Next Inning's latest reports for free, 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=prn1441
McWilliams' recent reports cover the following topics and more:
-- Apple: McWilliams first suggested considering Apple as a good speculative investment in June 2003 at the split adjusted price of $9.85. As Apple moved above the $600 level for the first time, McWilliams advised Next Inning readers to consider diversifying by thinning exposure to Apple and locking in the 6,000% profit. Should investors consider trimming stakes further now that Apple is again trading above $600 or are there better places to allocate for growth? Does McWilliams expect it's possible for the price of Apple to double from here? What does McWilliams believe will prove to be Apples "real" competition going forward?
-- NXP Semiconductors: McWilliams was amazed last year when Wall Street pushed the price of NXP into the mid-$30s based mostly on its first mover status with Near Field Communications (NFC) chips. As the price of NXP peaked, McWilliams advised Next Inning readers to take profits and to avoid the stock at those levels. However, when the price dropped to the mid-teens in the fall of 2011, he wrote it was time to consider NXP a buy. What is behind the recent volatility in shares of NXP? Does McWilliams now expect that NXP shares could move back to $30?
-- Texas Instruments: Following Texas Instruments' announcement that it would buy National Semi for what McWilliams wrote at the time was a substantial premium, McWilliams turned cold on TI and suggested selling at its then current price in the mid-$30s. Has he changed his mind now that the acquisition has been completed? Does McWilliams expect TI to do well if the economy recovers?
-- Sanmina-SCI: McWilliams was highly critical of Sanmina in early 2011. In his January 2011 State of Tech report covering the EMS sector, he termed management's comments as "over the top" and suggested selling the stock when it was trading in the mid-teens. When the price of Sanmina finally bottomed in the fall of 2011, McWilliams suggested it was time to buy again, but stated clearly investors should set an exit price of $12 to $14. Sanmina hit McWilliams' exit target. With Sanmina shares now sharply below that level, does McWilliams see the stock as poised for a rebound? Could the stock move above $12 in the near term?
-- EMC: McWilliams suggested that Next Inning readers buy EMC when it was trading in the low $20s ahead of its pre-announced calendar Q2 results. Why did he say demand for EMC storage systems would hold strong while demand for many other enterprise products has weakened? What is McWilliams' only concern about EMC? Does McWilliams think EMC would be better off instituting a dividend policy than maintaining its 80% ownership of VMware? Why does McWilliams say it's important for investors to view EMC's value from both a traditional perspective as well as a deconstructed perspective? What does McWilliams say is the right way to deconstruct EMC's valuation model?
Founded in September 2002, Next Inning's model portfolio has returned 234% since its inception versus 50% 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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