HP: Analysis & Opinions

  1. Fear Of Cisco Leads The Market To Abandon Aruba Networks

    May 17, 2013
    The spectre of share loss to Cisco has become real.
  2. After The Hurricane, Is It Safe To Visit Aruba Networks?

    May 09, 2013
    After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
  3. Another Revision Doesn't Make It Easier To Like Juniper

    April 24, 2013
    Juniper looks cheap, but it will stay cheap if it can't start beating revenue estimates.
  4. IBM Makes It Official – Tech Has Some Troubles

    April 19, 2013
    IBM sees a broad miss and the valuation is still too high.
  5. Dominion Diamond Goes Shopping - Should You?

    April 12, 2013
    These are exciting times in diamond mining, is it time to buy?
  6. For Alcoa, It Can Still Get Worse Before It Gets Better

    April 09, 2013
    Alcoa's productivity is impressive, but industry oversupply is a huge problem.
  7. Global Payments Still Feeling An Uncomfortable Squeeze

    April 03, 2013
    Global Payments' struggles create an opportunity, but beware of the long-term changes to the industry.
  8. Goldman Sachs Cuts Hewlett-Packard to $16: Time To Jump ...

    April 03, 2013
    Goldman Sachs issued a target price of $16 on Hewlett-Packard's stock April 2. At the same time it cut its rating on ...
  9. So Who’s Right On Cliffs Natural Resources?

    March 28, 2013
    Iron ore and coal producer Cliffs Natural Resources has faced downgrade after downgrade in the face of fallen ...
  10. Oracle's Negative Surprise Underlines A Surprising ...

    March 21, 2013
    Oracle's surprisingly weak fiscal third quarter increases the near-term risks, but also creates a long-term ...
  11. Shire's 4Q EPS In Line, Revs Beat - Analyst Blog

    February 15, 2013
    Shire's (SHPG) fourth quarter 2012 earnings (excluding special items) of $1.58 per American Depositary Share (ADS) ...
  12. NetApp Seems Stupid-Cheap

    February 15, 2013
    NetApp's valuation seems to expect a disastrous future. Fair value on NetApp shares seems to be in the mid-$50s.
  13. Cliffs Natural Resources Needs Another Iron Ore Boom

    February 15, 2013
    Cliffs' high costs are a major issue if iron ore prices stagnate.
  14. Total System Stays Neutral - Analyst Blog

    February 14, 2013
    We have reiterated our Neutral recommendation on Total System Services Inc. (TSS) based on its slow but steady ...
  15. Metals & Mining Stock Outlook - Feb 2013 - Zacks Analyst ...

    February 14, 2013
    A Brief Overview The Metals & Mining industry broadly refers to metals and minerals extraction (mining) and the ...
  16. Metals & Mining Stock Outlook - Feb 2013 - Industry Outlook

    February 14, 2013
    A Brief Overview The Metals & Mining industry broadly refers to metals and minerals extraction (mining) and the ...
  17. Ingram Posts Record Revenues in 4Q - Analyst Blog

    February 14, 2013
    Ingram Micro Inc. (IM) has reported fourth-quarter 2012 earnings per share of 73 cents that beat the Zacks Consensus ...
  18. Cisco Beats 2Q EPS Estimate - Analyst Blog

    February 14, 2013
    Cisco Systems (CSCO) reported second quarter 2013 earnings of 47 cents share, beating the Zacks Consensus Estimate ...
  19. Shire Settles Lawsuit with Impax - Analyst Blog

    February 13, 2013
    Shire plc (SHPG) recently settled its pending litigation with Impax Laboratories, Inc. (IPXL). The litigation is ...
  20. Charges Hit Cliffs in 4Q - Analyst Blog

    February 13, 2013
    Cliffs Natural Resources Inc. (CLF) posted adjusted earnings of 62 cents per share for the fourth quarter of 2012, ...
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