Summary The article takes a look at both HPE and HPQ pre and post separation. Each company has issues to deal with, but are both cheaply priced. Each company has its set of problems, but more information is needed before taking sides. If forced, to choose HPE looks slightly more attractive. Personally, am holding onto both stocks until I have more clarity. As … [Read more...]
Proofpoint Proves It’s Worth Shorting
Summary Stock trades at over 10x sales with an increasing share count. Despite product leadership and market penetration, it has never made a profit. Faces competition from larger and better-funded competitors that offer a wider range of products. The CEO owns 1 share. Company insiders have sold over $73 million worth of stock as they constantly cash … [Read more...]
Arrow Electronics Is Pointing Sideways
Summary Arrow is a global leader in tech distribution, trading at under 10x earnings. Financial results indicate sideways performance at best with growth mostly coming from buybacks. Despite cheapness the stock should be avoided based on FX headwinds, weak benefits from acquisitions, and cash flows that don't justify a long. Arrow Electronics (NYSE:ARW) is a … [Read more...]
LinkedIn: An Overvalued MySpace Or A Must-Have Product?
Summary Despite beating expectations, it still trades for over 100x earnings! Will talent solutions be the Trojan horse that hurts the shorts? Stay on the sidelines but short if you see these 3 signs or a Facebook entry into the market. Linkedin (NYSE:LNKD) released results yesterday after the close. They both beat expectations and provided above consensus … [Read more...]
Apple – The Big Picture And Why You Should Own It
Summary Let's stop playing the game "What do we find to worry about next", and focus on the facts. Apple's finance performance is mind boggling - Stronger than any other company with sales above $30 billion. Apple's stock is cheap as it trades at a discount to historicals. Focusing on the huge amount of free cash flow results in a great deal of upside (40-80%). … [Read more...]
