Aug 13, 2013 by Evan Niu, CFABuy, Sell, or Hold: Nuance CommunicationsNuance has always been difficult to value due to its acquisitive ways. At current prices, should investors buy in or wait?
Aug 13, 2013 by Evan Niu, CFAReviewing Microsoft's Year So FarMicrosoft just closed out a fiscal year, and struggles in its core businesses remain. That hasn't stopped shares from enjoying healthy gains in 2013, though.
Aug 13, 2013 by Evan Niu, CFAApple's Year Is About to Heat UpApple shares have dragged their feet so far this year, in part due to a lack of product catalysts. Tim Cook has teased new products coming this fall, which is what investors are waiting for.
Aug 13, 2013 by Evan Niu, CFAFacebook Drops FlashSocial networker Facebook becomes the latest major tech giant to shun Flash in favor of open standards. Should Adobe investors care, or should they focus on the transition to subscription models?
Aug 13, 2013 by Evan Niu, CFAAre Wireless Carriers Losing Their Greatest Weapon?Device exclusivity is on the decline as smartphone vendors fight the demands of wireless carriers.
Aug 12, 2013 by Evan Niu, CFAHow Big Will the Tablet Market Be by 2017?The tablet market may be taking a breather right now, but it's still set to soar over the next few years. Unfortunately for investors, there aren't a whole lot of investing opportunities to capitalize on this trend, at least when it comes to hardware.
Aug 12, 2013 by Evan Niu, CFAReviewing Facebook's Year So FarIn stark contrast to the storylines of 2012, Facebook is now all about mobile -- and the company's 2013 performance shows it. Even if Facebook borrows ideas from rivals, the social network is building a solid business.
Aug 12, 2013 by Evan Niu, CFAIs HP's Turnaround Finally Beginning?Investors have been awaiting HP's turnaround to begin. Shares have rallied significantly from their lows, but there are still some long-term challenges facing the underlying business.
Aug 12, 2013 by Evan Niu, CFAReviewing Google's Year So FarThe search giant has enjoyed healthy gains so far this year, while certain rivals have lagged the broader market. Google has some challenges, but its core business remains solid, and it has opportunities in several key geographical markets.
Aug 12, 2013 by Evan Niu, CFANintendo's Wii U Is Getting Demolished AlreadyJapanese gaming stalwart Nintendo reports gloomy Wii U sales. With two looming threats from Microsoft and Sony on the horizon, is more pain in store for Nintendo?
Aug 12, 2013 by Evan Niu, CFASamsung Wants Its Own AndroidThe South Korean giant is preparing to launch Tizen, its own open-source platform that is considered a hedge against Android reliance. Should Google be worried?
Aug 12, 2013 by Evan Niu, CFAReviewing LinkedIn's Year So FarShares of LinkedIn have enjoyed an incredible year in 2013, with gains of over 100%. That's brought along premium valuations, but the company could be worth it thanks to its disruptive ways.
Aug 12, 2013 by Evan Niu, CFAApple Slips in ChinaThe Mac maker has seen some soft spots within the important Chinese smartphone market, and is now the No. 6 vendor according to Canalys. Can Apple recover?
Aug 12, 2013 by Evan Niu, CFA and Eric BleekerThe Key to Chromecast's Success If Google Chromecast hopes to challenge Apple TV, the search giant needs to get this important group of stakeholders engaged. Without them, Chromecast will fail.
Aug 12, 2013 by Evan Niu, CFABuy, Sell, or Hold: MicrosoftMicrosoft has been and continues to be a value play, and the current valuation figures are evidence of that. Cash flow remains strong and the dividend is safe, but does that make Microsoft a buy?
Aug 12, 2013 by Evan Niu, CFAUnderstanding Apple's Tablet Market Share Losses Apple investors may be fretting over recent tablet market share losses, but product cycles and market segmentation are making the situation appear worse than it is.
Aug 12, 2013 by Evan Niu, CFAGoogorola Takes a Page From Apple's PlaybookThe Moto X has been officially unveiled, and the device features a high-end price with mid-range specs. Motorola is hoping that it can convey a value proposition focused on the overall experience, a strategy not unlike its rival from Cupertino.
Aug 12, 2013 by Evan Niu, CFAReviewing Yelp's Year So FarYelp has had an incredible year and continues to flirt with all-time highs. Along with the rise comes frothy valuations that the social reviewer will need to justify eventually to investors.
Aug 12, 2013 by Evan Niu, CFAWhy the Market Overreacted to Nuance's QuarterInvestors sold off shares of Nuance after earnings, but they quickly recovered as the market realized things weren't that bad. In fact, the long-term story remains intact.
Aug 11, 2013 by Evan Niu, CFA and Eric BleekerWhy Obama Sided With AppleApple dodges a small bullet as the Obama administration vetoes an ITC injunction that was about to go into effect.