Sep 9, 2013 by Andrés CardenalHeavy Headwinds Against Microsoft in MobileEven after the Nokia deal, Microsoft is in a seriously disadvantaged position to compete in mobile
Sep 3, 2013 by Andrés CardenalThis Biotech Leader Has More Upside PotentialGilead's dominant position in HIV, deep pipeline, and promising growth prospects in hepatitis C mean that the company has plenty of upside potential.
Sep 1, 2013 by Andrés CardenalA Priceless Investment OpportunityMasterCard is poised for growth in emerging markets.
Aug 30, 2013 by Andrés Cardenal3 Undervalued Tech Leaders Showing You the MoneyThese three tech leaders offer attractive valuations, generous capital distributions and big upside potential over the long term.
Aug 30, 2013 by Andrés CardenalA Cheaper iPhone Is Good News for Apple InvestorsThe iPhone 5C is a smart move by Apple. The company is betting on long-term growth even if it means lower profit margins in the short term.
Aug 29, 2013 by Andrés CardenalBallmer's Exit Is Necessary, but Not Enough for MicrosoftBallmer´s departure is good news for Microsoft investors, but not enough to buy the stock.
Aug 28, 2013 by Andrés CardenalInvesting in the War Against ObesityThe war against obesity is a strong secular tailwind providing alternatives with different risk and return profiles for investors.
Aug 23, 2013 by Andrés CardenalGoogle Goes for a Touchdown With the NFL DealA deal between Google and the NFL could be a big game changer for both the company and the future of TV.
Aug 21, 2013 by Andrés CardenalApple's Fastest Growing Business Is Underestimated iTunes/Software/Services is a huge and growing business which should not be underestimated