LNVGY: Analysis & Opinions

  1. Bull Vs. Bear - Apple Is On Its Way Down

    January 21, 2013
    All good things come to an end.
  2. Wall Street Still Isn't Buying Nvidia's Story, But ...

    November 13, 2012
    Nvidia is making progress in mobile, but Wall Street doesn't believe it will last. However the stock makes for an ...
  3. Is There Hope For HP?

    October 25, 2012
    HP is trying another turnaround, but can they do it in time and properly?
  4. Lenovo's Margins Are Slim, But The Stock Looks Cheap

    September 12, 2012
    Lenovo continues to build share in PCs and smartphones.
  5. Without Better Execution, Dell's Supposed Value Is Moot

    May 25, 2012
    While Dell still posts a double-digit return on capital, the stock is cheap for some very good reasons.
  6. Can Surveillance Save Vimicro?

    April 11, 2012
    Vimicro is a tiny chip company looking for big growth from Chinese surveillance. Trading below 70% of tangible book ...
  7. Clarity Comes Too Late To RIMM

    April 04, 2012
    RIMM's recognition of its problems comes too late, and shares presently trade at about 10% more than its tangible ...
  8. Lenovo Looking To Combine HP And Apple Models

    March 14, 2012
    Lenovo is an overlooked and undervalued global leader.
  9. Zhongpin Could Be Hog Heaven For Investors

    January 17, 2012
    Zhongpin is risky for many reasons, but potentially a big winner.
  10. China's 3G Gambit

    May 08, 2008
    China finally launched its home-grown version of broadband quality cell phone service. The move challenges foreign ...
  11. Solid Intel

    April 18, 2008
    Given its market share, operating leverage and overseas potential, even a cynic would admit Intel looks attractive ...
  12. AMD Ratchets Down Q1 Expectations (AMD)

    April 13, 2007
    AMD announced that Q1 revenue will come in under Wall Street expectations. What does this mean for investors?
  13. Dell In The Line Of Fire (DELL)

    September 05, 2006
    Troubled Dell’s valuation is more than stretched.
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