Mar 19, 2013 by Richard SaintvilusWhat's the Deal With Abbott Labs?This is no longer the very "cheap" territory, but given management commitment towards long-term growth, share buybacks and dividends, there are much more risky bets out there.
Mar 18, 2013 by Richard SaintvilusCan Microsoft Ever Matter in the Cloud?Value has never been the problem. But Microsoft has more work to do to change sentiment. Hopefully, its future gets more cloudy.
Mar 18, 2013 by Richard SaintvilusIs VMware a Value Play or a Trap?Investors shouldn't be fooled by the Street's reaction. This has all the makings of a trap.
Mar 18, 2013 by Richard SaintvilusThe "New" Adobe Looks Good Ahead of EarningsThough the shares have been on a considerable run, the stock still doesn't look too expensive.
Mar 18, 2013 by Richard SaintvilusIs Pfizer Still a Big Pharma Kingpin?Pfizer's declining revenue hardly qualifies as kingpin status. But with the company's continued improvements and solid pipeline, the crown is within its grasp.
Mar 15, 2013 by Richard SaintvilusCan Johnson & Johnson Hold Its Momentum?If management can figure out a way to get margins going again, while improving the medical devices business, I don't see any reasons why JNJ can't continue to rise. But those are two big "ifs.
Mar 11, 2013 by Richard SaintvilusIs Hewlett-Packard Really on Its Way Back?I don't see much upside from here until management can realize more value and prove to investors that the company's brand actually means something again.
Mar 11, 2013 by Richard SaintvilusQualcomm Hikes Dividend, Still the Smartest Name in ChipsThese shares have been undervalued for some time and should be acquired by investors who believe in the long-term growth prospects of mobile.
Mar 11, 2013 by Richard SaintvilusCan Atmel Balance Revenue and Margin?The company has to convince the likes of Samsung and Apple that its superior technology can make a difference to lower-priced rivals.
Mar 11, 2013 by Richard SaintvilusCiena's Looking Much BetterI don't think investors can know the extent of a recovery for at least a couple more quarters. But so long as Ciena's margins continue to improve, the risk is palatable.
Mar 11, 2013 by Richard SaintvilusSeagate Goes HybridThe stock is cheap, but there's no compelling reason to buy here.
Mar 11, 2013 by Richard SaintvilusGoogle's Making $800 Look GoodWhile $800 seems like a high price tag, Google wears it well.
Mar 8, 2013 by Richard SaintvilusSAP Looks for Better Karma, Picks Off CamilionI like SAP's business and I think the company has an excellent management team. I'd feel much better if the company can get operating margin to pick up again.
Mar 7, 2013 by Richard SaintvilusWill Riverbed Ever Find Bottom?While there are some causes for concern, there is an equal amount to be optimistic about. And the bottom for this stock may hinge on whichever news surfaces last.
Mar 7, 2013 by Richard SaintvilusCisco's Making New Highs, but the Stock's Still CheapJust on modest free-cash-flow growth assumptions of 3%, these shares are worth at least $25.
Mar 7, 2013 by Richard Saintvilussalesforce.com Still Doesn't Make SenseWeak operating leverage is one area of concern. And for this stock to make any sense, salesforce.com has to differentiate itself from rivals.
Mar 6, 2013 by Richard SaintvilusMcDonald's Not Cheap But DigestibleThe stock is not cheap, but there's still tremendous value to come.
Mar 6, 2013 by Richard SaintvilusCan J.C. Penney Turn Things Around?It's going to require a strong stomach to buy this stock, and it requires more than 20/20 vision to see the glass-half-full side of this story.
Mar 5, 2013 by Richard SaintvilusiPrefs: The Product Apple Didn't Know It WantedThe irony with iPrefs is that it truly belongs in Apple's product portfolio -- it's just as innovative.
Mar 5, 2013 by Richard SaintvilusAlcoa Still Looks Better Than Its IndustryAlcoa's investors should not ignore an opportunity to buy at significantly discounted rates.