Early on Thursday, analysts at Jefferies upgraded Intel Corporation (INTC), commenting that they believe the semiconductor and microprocessor manufacturer “offers one of the best alpha generation opportunities” in its sector.
Jefferies upgraded INTC from “Hold” to “Buy” and see shares reaching $30, up from the previous target of $27. This new price target suggests a 33% upside to the stock’s Thursday closing price of $22.63.
Mark Lipacis, an analyst at Jefferies, said, “We believe INTC offers one of the best alpha generation opportunities in semis: 1) it is finally focusing its manufacturing leadership to make MPUs that are lower power, higher performance and cheaper than competitive solutions. This new focus should translate to share gains in sub-$500 tablets, 2-in-1 PCs and handsets. 2) Consensus incorrectly assumes INTC’s x86 MPUs have an inherent disadvantage vs ARM, and its 3yr, $60b investment nets to zero advantage.”
Top Companies To Own In Right Now: MicroStrategy Incorporated(MSTR)
MicroStrategy Incorporated provides enterprise software platforms for business intelligence (BI), and mobile and social intelligence applications worldwide. The company offers MicroStrategy 9, an integrated BI platform that enables businesses to make business decisions. The MicroStrategy 9 platform?s product components comprise Intelligence Server, a foundation for the BI platform; Report Services, a reporting engine delivering production and operational reports, managed metrics reports, and interactive dashboards; OLAP Services that allows Web and desktop users to manipulate Intelligent Cubes databases; Web, a Web interface providing query, reporting, and analysis; Distribution Services that offers automated report and dashboard distribution; Office, which enables Microsoft Office users to create, run, edit, and format MicroStrategy report; and Desktop that provide users access to data through analytical applications. The MicroStrategy 9 platform?s product components al so include Architect, whose data sources are modeled through an intuitive graphical user interface; SDK to integrate MicroStrategy 9 features and functionality into any application on multiple platforms; Integrity Manager to compare and verify reports? consistency; Command Manager that automates MicroStrategy administrative tasks; Enterprise Manager to provide prebuilt reports and dashboards; Object Manager that allows administrators to manage disparate and distributed environments; MultiSource Option allowing users to report, analyze, and monitor data; Transaction Services that provides write-back capabilities; and Clustering Option, a plug-and-play add-on to Intelligence Server. The company also offers technical support, consulting, education, and cloud-based solutions. It serves retail, communications, financial services, insurance, healthcare, manufacturing, technology, consumer goods, and public services industries. The company was founded in 1989 and is headquartered in Tysons Corner, Virginia.
Advisors' Opinion:- [By Seth Jayson]
MicroStrategy (Nasdaq: MSTR ) is expected to report Q2 earnings around July 29. Here's what Wall Street wants to see:
The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict MicroStrategy's revenues will wither -1.9% and EPS will wither -40.0%. - [By Evan Niu, CFA]
What: Shares of MicroStrategy (NASDAQ: MSTR ) have plunged today by as much as 13% after the company reported first-quarter earnings.
So what: Revenue in the first quarter added up to $130.2 million, a 6% decline from a year ago. That translated into a loss from continuing operations of $5.2 million, or $0.46 per share. Those figures looked poor relative to consensus estimates, which were calling for $152.4 million in sales and $0.35 per share in profit.
- [By John Udovich]
Yesterday, small cap business intelligence stock MicroStrategy Incorporated (NASDAQ: MSTR) surged 18.44%�after reporting better-than-expected third quarter earnings ��meaning it might be a good idea to take a closer look at it�along with�small cap peers Actuate Corporation (NASDAQ: BIRT) and Qlik Technologies Inc (NASDAQ: QLIK) to see what they might offer small cap investors. After all, everyone is being inundated with huge amounts of data from multiple sources, but its the following small cap stocks that provide software platforms to help customers try to make sense of it all:�
Best Healthcare Equipment Stocks To Buy For 2014: KVH Industries Inc.(KVHI)
KVH Industries, Inc. engages in the development, manufacture, and marketing of mobile communication products for the marine, land mobile, and aeronautical markets primarily in North America, Europe, and Asia. The company also offers navigation, guidance, and stabilization products for the defense and commercial markets. Its mobile communications products and airtime services include TracVision; TracPhone; CommBox system, a middleware software; and mini-VSAT broadband airtime, which enable customers to receive voice, Internet, and live digital television services in their marine vessels, recreational vehicles, automobiles, and commercial airplanes through satellite. The company?s guidance and stabilization products consist of precision fiber optic gyro based systems that help stabilize platforms, such as gun turrets, remote weapon stations, and radar units, as well as provides guidance for munitions; and tactical navigation systems that offer access to navigation and point ing information in a range of military vehicles, including tactical trucks and light armored vehicles. Its guidance and stabilization products are used in various commercial applications comprising precision mapping, dynamic surveying, autonomous vehicles, train location control and track geometry measurement systems, industrial robotics, and optical stabilization. The company sells its mobile communications products through an international network of retailers, distributors, and dealers; and guidance and stabilization products directly to the United States and allied governments, and government contractors, as well as through an international network of authorized independent sales representatives. It also leases its products directly to end users. The company was founded in 1978 and is headquartered in Middletown, Rhode Island.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on KVH Industries (Nasdaq: KVHI ) , whose recent revenue and earnings are plotted below. - [By Jake L'Ecuyer]
In trading on Thursday, technology shares were relative laggards, down on the day by about 0.08%. Top decliners in the sector included KVH Industries (NASDAQ: KVHI), off 8.6%, and Yandex NV (NASDAQ: YNDX), down 7.3%.
Best Healthcare Equipment Stocks To Buy For 2014: Quality Distribution Inc. (QLTY)
Quality Distribution, Inc., together with its subsidiaries, engages in the truckload transportation of bulk chemicals primarily in North America. The company involves in the bulk transportation of liquid and dry chemicals, including plastics, as well as bulk dry and liquid food-grade products. It also provides intermodal ISO tank container transportation and depot services; tank cleaning, heating, testing, maintenance, and storage services; and local and over-the-road trucking services. The company?s bulk service network consists primarily of independently owned third-party affiliate terminals, independent owner-operator drivers, and own terminals. As of December 31, 2010, it managed a fleet of approximately 2,900 tractors and 5,700 trailers; and operated 91 independent affiliate trucking terminals and 3 own trucking terminals. Quality Distribution also operates 8 ISO tank container transportation and depot service terminals. The company was formerly known as MTL, Inc. and changed its name to Quality Distribution, Inc. in 1999. Quality Distribution, Inc. was founded in 1984 and is headquartered in Tampa, Florida.
Advisors' Opinion:- [By Seth Jayson]
Margins matter. The more Quality Distribution (Nasdaq: QLTY ) keeps of each buck it earns in revenue, the more money it has to invest in growth, fund new strategic plans, or (gasp!) distribute to shareholders. Healthy margins often separate pretenders from the best stocks in the market. That's why we check up on margins at least once a quarter in this series. I'm looking for the absolute numbers, so I can compare them to current and potential competitors, and any trend that may tell me how strong Quality Distribution's competitive position could be.
Best Healthcare Equipment Stocks To Buy For 2014: Leap Wireless International Inc.(LEAP)
Leap Wireless International, Inc., together with its subsidiaries, provides digital wireless services under the ?Cricket? brand name in the United States. The company offers unlimited local and the U.S. long distance services from various Cricket service area and unlimited text messaging services, as well as mobile Web, 411 services, navigation, and data back-up. It also provides BridgePay, a flexible payment option for customers to use and pay for the company?s cricket wireless service; handsets and devices with various features; cricket broadband service, an unlimited mobile broadband service that allows customers to access the Internet through their computers; Cricket PAYGo Service, a pay-as-you-go unlimited prepaid wireless service designed for customers who prefer the flexibility and control offered by traditional prepaid services; and Muve Music Service, an unlimited music download service for mobile handsets in select cricket markets. In addition, the company off ers voice and data roaming services. It markets its cricket handsets and services, primarily through company-owned retail stores and kiosks, as well as through authorized dealers and distributors, including premier dealers, local market authorized dealers, national mass-market retailers, and other indirect distributors. As of December 31, 2010, the company offered services in 35 states and the District of Columbia to approximately 5.5 million customers. Leap Wireless International, Inc. was founded in 1998 and is headquartered in San Diego, California.
Advisors' Opinion:- [By Whitney Kisling]
Bullish options trading in Leap Wireless International Inc. (LEAP) reached the highest level since November prior to the announcement of its takeover by AT&T Inc. (T)
- [By Rich Smith]
Suddenly, nobody hates Leap Wireless anymore
AT&T's (NYSE: T ) announcement late Friday, that it plans to buy mobile rival Leap Wireless (NASDAQ: LEAP ) for $15 a share, spurred a radical rethink among analysts this morning. As Monday dawned, no fewer than five separate analyst�houses upgraded their ratings on Leap, with BTIG, Baird, BMO, and J.P. Morgan all upgrading the shares to various flavors of "neutral," and Barclays suggesting investors actually "overweight" the stock. - [By Dan Caplinger]
On the downside, Verizon (NYSE: VZ ) has fallen almost 1% after rival AT&T (NYSE: T ) agreed to purchase Leap Wireless (NASDAQ: LEAP ) in a $1.2 billion deal that would pay Leap investors $15 per share. Leap has more than doubled to surpass that $15 level, suggesting that investors expect Verizon or another rival bidder to try to make a play for the prepaid-mobile company. Given the huge demand for wireless spectrum that has driven several past deals within the industry, Verizon must not take its status as the No. 1 U.S. wireless carrier for granted. Yet with shares of other spectrum-holding companies also on the rise, it looks as though AT&T just raised the bar in its own quest to retain its No. 2 status and find ways to grow in the increasingly saturated U.S. market. Watch closely to see whether any other bidders emerge for Leap in the days to come.
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