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Reinventing Old Tech Companies: Work In Progress
Business managers rarely use “Xerox” as a verb any more, and Xerox (XRX) shareholders are particularly pleased about that. Xerox’s success as a corporate accounts manager is finally overshadowing its...
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Great IPO If You Ignore The Insider Sales
Shares of RetailMeNot (SALE), an online coupon site, have jumped more than 20% since the company listed on the NASDAQ on July 19. It’s a simple business model: provide a one-stop shop for deal-crazed...
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Dividend Tightwads? Truth On Apple and Microsoft
In the second quarter of the year Apple (AAPL) spent nearly $19 billion on dividend payments and stock buybacks. Nevertheless Apple’s cash position -- including investments maturing in more than one...
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Value Mgr Doubles S&P Over 15 Years: His Picks
The managers of the $14 billion deep value/contrarian FPA Crescent mutual fund spent the third quarter increasing their stake in Microsoft (MSFT) and Oracle (ORCL). And we’re not talking about some...
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Amazon Bull: Now This Number Propels The Stock
Amazon (AMZN) reports results later this week, with a small-ish loss expected, but the earnings release could very well send the online retailer’s stock climbing again.In recent years, of course,...
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Listen to Carl Icahn, Or Watch His Feet?
Carl Icahn’s publicly-traded investment vehicle, Icahn Enterprises (IEP), had this to say, among other things, yesterday about Netflix (NFLX), the video company the billionaire investor's firm had...
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Good News, Kids: Amazon Hiring Binge Accelerates
Someone between opportunities in your household? Get them on the Amazon (AMZN) hiring site pronto. The online retailer is not only hiring 70,000 seasonal workers for the coming holiday rush – these are...
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Carl Icahn’s Calculator: How To View Apple Ex-Cash
Carl Icahn got some very public pushback the other day on his agitating for Apple (AAPL) to amp up its share repurchase program from the current $60 billion to $150 billion. From a bond guy. "Icahn...
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Smart Amazon Fan: But He Ignores Valuation
Eugene Wei weighs in, again, about his former employer, Amazon (AMZN), a company he seems truly devoted to.Like a lot of tech people, Wei seems also to want to be a media critic, and he spends some...
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Analyst to Zuckerberg: Junk Up Facebook More
Just as Facebook (FB) prepares to release third-quarter results, Forrester marketing analyst Nate Elliott published research suggesting that the social networking site is a big disappointment to...
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Fund Stars: Qualcomm Bears Have It All Wrong
For the past 18 months, Qualcomm (QCOM) stock has failed to join in the rally, lagging the market by more than 20 percentage points. Normally you’d have to have some sort of systemic problem (see:...
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Market Cap Per Employee: Two Tech Surprises
One of the great things about incorporating employee data into your use of investment research tools is the ability to use the information to help spot companies with moats – the barriers to entry, or...
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Think Ex-Cash: Tech Stocks Cheaper Than Cheap
Carl Icahn’s crusade to get Apple (APPL) to return more of its groaning pile of cash to shareholders is grabbing headlines, but it’s not as if Apple is the only company awash in money. According to...
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I Paid $79 For Free Shipping, So I Oughta . . .
Amazon.com (AMZN) has just signed millions of new subscribers to Amazon Prime, its $79-a-year service that famously offers free, unlimited two-day shipping on Amazon purchases. That growth will surely...
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Twitter IPO Logic: Selling Stock Cheap A Success?
Did Twitter (TWTR) just get screwed by Wall Street? The IPO on Thursday was awfully successful by standard definitions, having nearly doubled investor fortunes as the share price shot well over the $26...
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Need Spending Money? Internet Stocks To Sell
We’re just a couple of weeks away from the biggest shopping day of the year, and it would be nice to have some spending money on hand. And if you invested in a lot of Internet stocks last year or...
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Non-GAAP Results: More Distorted Than You Think
Many companies find that they can make quarterly earnings reports look a lot prettier by publishing homemade metrics alongside required financial results. A look at a few of those non-GAAP results this...
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Window Onto Apple Sales Trend: Shades Drawn
Looks like the spies on Apple (AAPL) might need a new mole soon. Apple supplier Cirrus Logic (CRUS) just lost a bit of its cache as an insider.CRUS data by YChartsA Barclays analyst recently revealed...
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Looking For A New Angle On Tech? Two Midcaps
The Leuthold Group, which uses a mix of fundamental growth and valuation screens overlaid with technical analysis, continues to find the best opportunities in technology. Its U.S. Select Industries...
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Even Dumb Yelp Posts Could Doom Angie's List
I need to find an auto shop for some brake work, and it’s clear that Yelp (YELP) isn’t going to help here. Yelp doesn’t list my city of 250,000 in services, although I find my neighborhood hidden in a...
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