MICROSOFT$29.06
-0.01
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While Dell still posts a double-digit return on capital, the stock is cheap for some very good reasons.
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Investors should approach Best Buy's "outperformance" in Q1 with skepticism. Not only are the fundamentals pretty dodgy, but the company has only a limited window to get its retailing act together.
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Salesforce.com may not be growing as strongly as investors believe.
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Acme Packet is suffering today, but this will be a great stock to own if/when the carrier spending rebound materializes and Acme can maintain (or extend) its market share lead.
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Citrix carries high multiples, but its stock may still be undervalued. Don't be surprised to see less revenue growth for Citrix than for VMware or F5, as well as lower free cash flow margins and a higher discount rate.
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Diversify your portfolio and strike a good balance between income and growth with tech dividends
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When it comes to the performances of the DJIA and S&P 500, what matters is the valuation of companies, and at the moment, many of the DJIA components, who also belong to the S&P 500, offer the best risk/reward profile.
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Thanks to record iPhone and iPad sales, Apple's first quarter results were again a smashing success. Apple's phenomenal quarter can be explained by one word: China.
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