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Wed
06
Mar

The Fat Lady’s Singing For Pandora

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Stock Tickers

SIRI

StockSaints – Although I’ve recently latched on to Sirius XM‘s (SIRI), I’ve long been a closet admirer of rival Pandora (P) — for the music, not the business model. While I’ve always been a supporter of the “little guy” or artists, who are struggling to make it, I’ve had my doubts that Pandora’s business model was sustainable. The company just heightened that fear.

Pandora’s perceived dependency on content costs is one thing. But management has a responsibility to sell the strength of its model and seek to continually evolve. Pandora has failed to do this. What it was in 2000 is what it is today.

Fri
15
Feb

VMware’s Problems Don’t Affect Citrix

VMware Company Logo Image

Stock Tickers

VMW CTXS RHT

StockSaints – For years the market has taken a “who cares” attitude each time that evil word known as “valuation” raises its ugly head to describe the expectations placed upon VMware (VMW). While this company has been a dominant force in the virtualization/cloud industry, the stock has been taken to the woodshed; losing as much as 20% following its Q4 earnings report.

While the numbers from VMware were generally good, managements incited fear with gloomy outlook and essentially placing a bull’s eye on the others within the sector. This now makes Citrix (CTXS) and interesting stock to follow.

Fri
15
Feb

Did Microsoft Miss Out on BlackBerry?

Microsoft Company Logo Image

Stock Tickers

MSFT DELL HPQ GOOG AAPL BBRY

StockSaints – For all of the talk about Microsoft‘s (MSFT) perceived irrelevance, investors often forget that this is a company that still produces a significant amount of cash flow.

The problem, however, has been the company’s inability to effectively deploy its capital. Plus, Microsoft’s biggest challenge is convincing a market filled with pessimism that it can finally shed its PC dependency. So it came as a surprise when the company made a $2 billion investment in Dell (DELL).

Wed
13
Feb

Dividend Capture Options Trade Step By Step How I Trade Stocks For Fast Dividends

Stock Tickers

IB

As first read in Rocco Pendola / Robert Weinstein option newsletter...

How To Capture Stock Dividends?

The easiest way to capture a dividend is to simply buy the stock and hold on to it. As long as the company continues to declare dividends you keep receiving the payments. Of course, this is not usually what traders have in mind when they start out capturing dividends. Even so, many traders/short-term investors start out with a plan to own a company for a very short period of time, capture the dividend, and dump off the shares quickly. What happens is the stock doesn't trade high enough after the dividend is captured to get out at "even" and traders end up becoming investors. 

Thu
07
Feb

F5 Still Doesn’t Make Sense

F5 Networks Company Logo Image

Stock Tickers

FFIV CHKP CSCO FTNT

StockSaints – F5 Networks (FFIV) is starting to remind me of a company that’s just going through the motions. I’m not sure I understand the strategic direction of this company. While F5 does have some catalysts to propel growth, execution has been lacking. But there continues to be hope that the company can rebound from a disappointing third-quarter results. That didn’t happen, either.

Unfortunately for investors, the song continues. And F5 didn’t have a great end of year quarter as it missed on both top and bottom lines. In fact, the fourth-quarter, which produced revenue and earnings per share growth of 15% and 6% respectively, was the company’s worse in terms of performance in more than three years.

Wed
06
Feb

Oracle Picks Off Acme Packet, Good Move?

Oracle Company Logo Image

Stock Tickers

ORCL APKT CSCO HPQ

StockSaints –  Oracle‘s (ORCL) trading down over 1% this morning following the database giant’s announced $2.1 billion deal to acquire network specialist Acme Packet (APKT).

Acme Packet, which competes with (among others) Cisco (CSCO) and Hewlett-Packard (HPQ) just announce in-line Q4 earnings results this morning.  The stock is up over 22%. I think it’s safe to guess that this is due to Oracle’s announced deal and not so much on Acme Packet’s earnings results.

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