TAP : Analysis & Opinions

  1. Teradata Buys RainStor, Boosts Hadoop Solutions Portfolio - Analyst ...

    December 18, 2014
    Big data analytics and marketing applications company, Teradata Corp. (TDC) recently acquired privately-held RainStor for ...
  2. Macroeconomic Factors Weigh on Consumer Staples Stocks - Industry ...

    October 14, 2014
    Macroeconomic Factors Weigh on Consumer Staples Stocks - Industry Outlook
  3. Are Cost-Control Measures Driving Consumer Staples? - Industry ...

    October 13, 2014
    Are Cost-Control Measures Driving Consumer Staples? - Industry Outlook
  4. Barron's Recap: Investing Like A Tech Tycoon

    September 28, 2014
    This weekend in Barron's online: finding Silicon Valley riches, the prospects for JetBlue, Molson Coors, Beacon Roofing Supply, ...
  5. A Billionaire Activist Could Spark This Bargain Stock To 30% ...

    August 4, 2014
    Today, one of the best places for value investors is technology. This comes as the share prices of some dot-com-era companies ...
  6. Can Consumer Staples Rebound? - Industry Outlook

    June 10, 2014
    Can Consumer Staples Rebound? - Industry Outlook
  7. Are High Yields Enough To Keep You In These 'Sin Stocks'?

    April 28, 2014
    Whoever said drinking, smoking and gambling were habits of poor men got it all wrong. #-ad_banner-#So-called sin stocks have ...
  8. EMC Still Sluggish Amid A Tough Hardware Market

    EMC Still Sluggish Amid A Tough Hardware Market

    April 25, 2014
    Between lower guidance after the fourth quarter and the weak hardware results reported by IBM about a week ago, there was ...
  9. Consumer Staples Stock Outlook - Feb 2014 - Industry Outlook

    February 18, 2014
    Consumer Staples Stock Outlook - Feb 2014 - Industry Outlook
  10. NetApp Underwhelms, But Still Looks Undervalued

    August 15, 2013
    NetApp may have disappointed the Street, but the underlying value is sitll pretty interesting.
  11. EMC May Be Stronger Than It Looks

    July 25, 2013
    In-line results may be stronger than they look, and EMC looks seriously undervalued.
  12. Western Digital Takes over Velobit - Analyst Blog

    July 11, 2013
    Western Digital Corporation continues with its merger and acquisition strategy with the addition of the privately held company,VeloBit,to ...
  13. Constellation Comes In A Little Soft, But Will Anyone Really ...

    July 2, 2013
    Constellation is highly prized by the Street, but operating performance came up a bit short.
  14. Consumer Staples Stock Outlook - June 2013 - Industry Outlook

    June 21, 2013
    Consumer Staples Stock Outlook - June 2013 - Industry Outlook
  15. EMC Opening Its Wallet And Bracing For The Next Evolution Of ...

    May 30, 2013
    Facing a slowdown in storage demand, EMC looks to the future.
  16. It's Still Miller Time In The Emerging Markets

    May 23, 2013
    SABMiller is expensive, but the company's long-term growth potential in emerging markets is enormous.
  17. NetApp Is Probably Cheap, But The Headwinds Aren't Going Away

    May 22, 2013
    NetApp is suffering from the wider tech malaise, but the company appears to have established itself as the clear #2 player ...
  18. 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.
  19. Taking A Long Shot At Tech Acquisitions

    January 28, 2013
    Buying shares in potential takeover targets is risky, but it can really pay off for investors.
  20. Hewlett-Packard Hits Bottom, Finds A Shovel

    November 27, 2012
    Ongoing share losses and an embarrassing writedown just keep the bad news flowing for HP.
  21. NetApp Handling This Rough Patch Relatively Well

    November 15, 2012
    NetApp delivered a welcome solid quarter in a tough market.
  22. Quantum Continues to Incur Loss - Analyst Blog

    October 31, 2012
    Quantum Corp. (QTM) reported second quarter fiscal 2013 adjusted loss per share of 3 cents, which is slightly better than ...
  23. Not Even EMC Is Immune To Tech Headwinds

    October 26, 2012
    A sector-wide slowdown in IT spending has hit EMC as well.
  24. Fusion-io Grows When Others Can't

    October 25, 2012
    Fusion-io delivered solid growth, but investors seem more worried about guidance than long-term potential.
  25. For Jabil, The Price Is Right, But The Timing Is Uncertain

    September 27, 2012
    Jabil's value looks appealing, but the end markets are shaky and the industry is brutal. If investors believe in the new ...
  26. Red Hat Keeps Booking The Deals, But Is It Growing Enough?

    September 25, 2012
    Red Hat's revenue growth is solid, but profitability is still a concern. I'd be inclined to wait on Red Hat in the hopes ...
  27. NetApp And The Difference Between Value And Cheapness

    August 18, 2012
    NetApp may be flawed, but isn't it better than this?
  28. Xyratex Lends Insight Into Storage Industry Trends

    July 9, 2012
    Xyratex serves as a bellwether for overall storage industry trends.
  29. Brown-Forman Another Example Of Overpaying For Safety

    June 8, 2012
    Brown-Forman is a pretty typical over-priced "safe" stock.
  30. Is It Demand Or Competition Troubling NetApp?

    May 25, 2012
    NetApp's surprising negative guidance raises a host of questions.
  31. HP Has A Major Challenge Building From This Quarter

    May 25, 2012
    HP took a small step forward, but there's still a long road ahead
  32. Molson Coors Modestly Moving Forward

    May 22, 2012
    Molson Coors investors should be able to drink in modest total shareholder gains over time.
  33. Can Xyratex Change With The Times?

    April 5, 2012
    Xyratex is arguably underpriced if management can limit the ongoing sales erosion and continue to drive better profitability ...
  34. TIBCO Building Its Big Data Niche

    April 5, 2012
    TIBCO is building a very attractive middleware business. On the assumption of nearly 13% in compound free cash flow growth ...
  35. Anheuser-Busch InBev Looking Frothy

    March 21, 2012
    Anheuser-Busch is among the largest brewers in the world and sells a product that is relatively recession resistant.
  36. Big Bill For St. Patrick's Day

    March 15, 2012
    This is where the money is going for St. Patty's Day celebrations.
  37. NetApp Puts Some Fears To Rest

    February 22, 2012
    NetApp is an undervalued growing No. 2 player in storage.
  38. EMC's Steady Growth Still Undervalued

    January 26, 2012
    EMC continues to produce undervalued growth.
  39. IBM's Mix Is Appealing, But The Valuation Isn't

    January 23, 2012
    IBM is not a bargain stock, but its quality and consistency still make it a sound investment.
  40. Can Fusion-IO Outrun The Tiger?

    January 17, 2012
    Fusion-IO stock may seem expensive, but it won't matter if the growth is there.
  41. 2011 In Review - Software Stagnates

    December 30, 2011
    Software had a down year, but many stocks outperformed.
  42. Coca-Cola: A Great Company, An Iffy Stock

    October 21, 2011
    Coca-Cola may be a safe play, but overpaying will erode that benefit.
  43. EMC - The Best Company In The Best Business

    October 21, 2011
    EMC is a best of breed trading at mutt prices.
  44. Is Jabil Quietly Loading Both Barrels?

    September 30, 2011
    Jabil's revenue is holding up better than its customers.
  45. AmBev Brewery Is Chugging Ahead Of Its Peers

    September 19, 2011
    The Brazilian brewer is getting near a 52-week high. I'll look at three reasons to own the Latin American ADR.
  46. Constellation Waits For The Stars To Be Right

    July 5, 2011
    Constellation needs to liven up its brands to keep the stock exciting.
  47. Clouds Mean Bright Days For NetApp

    June 1, 2011
    NetApp is seeing strong demand for its mid- and high-range storage products as of late.
  48. Molson Coors Analyst Meeting Review

    April 7, 2011
    Molson Coors held an analyst meeting and reviewed its operating achievements and strategy over the next few years.
  49. Boston Beer's Earnings Great, But Not Great Enough

    March 11, 2011
    The craft beer market has exploded recently, with more and more consumers willing to trade up to premium brews to "treat" ...
  50. The Data Storage Gold Rush - Who's Left?

    December 15, 2010
    Scarcity may spell the end of the M&A mania in storage technology.
  51. Compellent Takes A Tough Bid

    December 13, 2010
    Dell's bid may be a blow for Compellent's shareholders, but it's still a fair price for the stock.
  52. EMC Buys More Storage Space

    November 17, 2010
    EMC makes yet another move to maintain its dominance in enterprise storage.
  53. Xyratex An Interesting Data Storage Play

    October 1, 2010
    Xyratex is reporting strong operating results and could be acquired by a key customer.
  54. Beer: The New Liquid Gold

    July 27, 2010
    Beer brewers have been on fire. With attractive valuations, these stocks remain top investments.
  55. Follow The Smart Money For Sinful Returns

    May 21, 2010
    Looking for returns in the alcohol and cigarette space could lead to big profits.
  56. How Commercials Impact Stock Prices

    May 14, 2010
    Commercials can entertain or enrage, but can they move a company's stock price?
  57. Brewing Up Profits

    May 10, 2010
    Niche plays offer potential in an otherwise flat beer market.
  58. Does The Heineken Deal Taste Good To Femsa?

    January 20, 2010
    Heineken announced January 11 that it was buying Femsa's beer operations. This is good for Heineken, but is it good for Femsa, ...
  59. Drink Stocks Fall As Sales Volumes Dry Up

    February 17, 2009
    As the economic slump deepens, drinkers cut back on their tippling.
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