State of Tech: A Guide to the Q2 2013 Earnings Season that Boldly Predicts the Winners and Losers, Covering Marvell, JDS Uniphase, and Many More
PRINCETON, N.J., Oct. 4, 2013 /PRNewswire/ — Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Marvell Technology Group (Nasdaq: MRVL), JDS Uniphase (Nasdaq: JDSU), Broadcom (Nasdaq: BRCM), Juniper Networks (NYSE: JNPR), and Taiwan Semiconductor Manufacturing (NYSE: TSM).
Financial writer Steve Halpern, who has covered the newsletter industry for nearly three decades, stated without caveat that the Next Inning State of Tech report is “the most ambitious project” he’s ever seen in the advisory world. Next Inning is proud to announce it has just released its Q3 2013 State of Tech report.
State of Tech is designed to help tech investors establish and manage strategies as well as capitalize on profit opportunities during the upcoming earnings season. This highly acclaimed report covers 71 technology stocks and dives deep into a number of exciting, emerging tech trends.
Next Inning editor Paul McWilliams provides clear and actionable calls and defines what he views as a “full value” price range for over 71 leading tech stocks. Some readers have said it’s like getting next month’s news today. Trial subscribers will receive the 212-page report, which includes over 40 detailed tables and graphs, for free, no strings attached. This report is a must read for investors and analysts focusing on technology right now.
Over the past decade, well over a thousand Wall Street analysts, money managers and institutional investors have joined thousands of savvy private investors in gaining key tech industry insights and intelligence from industry veteran and celebrated investor Paul McWilliams in his role as editor of Next Inning Technology Research.
McWilliams spent a decades-long career in the technology industry and has earned a reputation for his skill in communicating complex technology trends to individual investors and professional analysts alike. His reports have won over readers with their ability to unravel the complexities of the industry and, more importantly, identify which companies are likely to be the winners and losers as technology trends change.
To get ahead of the Wall Street curve and receive Next Inning’s Q3 2013 State of Tech report, you are invited to take a free, 21-day, no obligation trial with Next Inning, by visiting the following link:
Topics discussed in McWilliams’ recent reports include:
– Marvell: Has the drop in Marvell’s stock price following a poorly received earnings report in August created a buying opportunity for investors? What four points are Wall Street analysts failing to consider when looking at Marvell? Why does McWilliams suggest the Marvell story is “finally coming together”? What is the one risk that McWilliams cites in the Marvell equation that no one can fully quantity? Could Marvell shares trade above $18 in the near term?
– JDS Uniphase: McWilliams encouraged Next Inning readers to take profits in JDS Uniphase earlier this year when the stock moved into the mid-$15s and suggested that investors move the funds into Finisar. This call has obviously worked out very well, but leads some to ask why JDS Uniphase has under-performed Finisar so far in the second half and whether or not the trend will continue. The short story here that most investors don’t understand is that there are material differences in the two companies’ business models. What are those differences? In the areas where the business models overlap, is Finisar taking market share? What is a reasonable way to value the two stocks, and with that, which does McWilliams think has the most upside potential today?
– Broadcom: Is Broadcom’s acquisition of the LTE baseband product line from affiliates of Renesas a major move for Broadcom? Has Broadcom’s acquisition of NetLogic played out more poorly than expected? Where does McWilliams think Broadcom will continue to lose market opportunities with its NetLogic product line and where does he think Broadcom will do better than Wall Street appears to be forecasting today? When weighing these two factors, does McWilliams think Broadcom has been oversold?
– Juniper Networks: McWilliams suggested selling Juniper when its share price was nearly $40 in 2011 and remaining on the side until it dropped to $16.31 over a year later where he wrote it was time to buy again. Are aggregate demand trends developing favorably for Juniper? What should Juniper investors do ahead of the company’s earnings report this quarter? Is Juniper now facing increasing competition in key markets, or does McWilliams think it is poised to take market share this year?
– TSMC: In his “Paradigm Paper” titled “Trends Favor Semiconductor Fabrication Companies,” McWilliams strongly encouraged Next Inning readers to buy TSMC in December 2008 when the stock was trading for only $7.50. Including dividends, the investment returned over $160% in four years. After “declaring victory” on that paradigm earlier this year, what does McWilliams see in store for TSMC going forward and what wildcards do TSMC investors need to track carefully?
Founded in September 2002, Next Inning’s model portfolio has returned 297% since its inception versus 86% for the S&P 500.
About Next Inning:
Next Inning is a subscription-based investment newsletter that provides regular coverage on more than 150 technology and semiconductor stocks. Subscribers receive intra-day analysis, commentary and recommendations, as well as access to monthly semiconductor sales analysis, regular Special Reports, and the Next Inning model portfolio. Editor Paul McWilliams is a 30+ year semiconductor industry veteran.
NOTE: This release was published by Indie Research Advisors, LLC, a registered investment advisor with CRD #131926. Interested parties may visit adviserinfo.sec.gov for additional information. Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
CONTACT: Marcia Martin, Next Inning Technology Research, +1-888-278-5515
SOURCE Indie Research Advisors, LLC