Market Summary

 

Earning Reports

Total Companies: (243) Stock Center View

Symbol Price EPS
Est.
Reporting
Time
AET 1.56 06:00 am ET
LUV 0.17 06:30 am ET
DST 1.12 07:00 am ET
FAF 0.07 07:00 am ET
PENN 0.05 07:00 am ET
RTN 1.77 07:00 am ET
STC -0.06 07:00 am ET
UA 0.04 07:00 am ET
CAT 1.24 07:30 am ET
VZ 0.87 07:30 am ET
ZMH 1.47 07:30 am ET
RS 1.24 08:50 am ET
EW 0.69 4:00 pm ET
FSL 0.24 4:00 pm ET
ITRI 0.27 4:00 pm ET
RGC 0.19 4:00 pm ET
WOOF 0.42 4:00 pm ET
SPWR 0.32 4:05 pm ET
ABAX 0.19 After Mkt
AFOP 0.32 After Mkt
ALTR 0.32 After Mkt
AMCC 0.00 After Mkt
AMZN 0.23 After Mkt
ATR 0.68 After Mkt
ATRC -0.22 After Mkt
AWAY 0.14 After Mkt
BAS -0.09 After Mkt
BGG 0.86 After Mkt
BIDU 5.91 After Mkt
BLDR 0.00 After Mkt
BRCM 0.46 After Mkt
CAMP 0.21 After Mkt
CB 1.56 After Mkt
CENX -0.14 After Mkt
CERN 0.37 After Mkt
CINF 0.55 After Mkt
CLF -0.15 After Mkt
CLMS 0.12 After Mkt
CRUS 0.32 After Mkt
CUDA 0.01 After Mkt
CYN 0.94 After Mkt
DCOM 0.28 After Mkt
DECK -0.15 After Mkt
DGII 0.01 After Mkt
DLA 0.13 After Mkt
DV 0.75 After Mkt
ECHO 0.11 After Mkt
EMN 1.58 After Mkt
EOPN -0.14 After Mkt
FBP 0.09 After Mkt
FICO 0.61 After Mkt
FII 0.37 After Mkt
FPO 0.23 After Mkt
GIFI 0.18 After Mkt
GIMO -0.07 After Mkt
HBI 0.58 After Mkt
HBOS 0.37 After Mkt
HITT 0.52 After Mkt
HMN 0.48 After Mkt
HWAY -0.12 After Mkt
INAP -0.07 After Mkt
INFA 0.34 After Mkt
INUV 0.00 After Mkt
KLAC 1.12 After Mkt
LEG 0.38 After Mkt
LSCC 0.06 After Mkt
LVS 0.93 After Mkt
MAS 0.17 After Mkt
MCRL 0.06 After Mkt
MKTO -0.29 After Mkt
MLNX 0.11 After Mkt
MMSI 0.13 After Mkt
MOFG 0.49 After Mkt
MPWR 0.26 After Mkt
MSCC 0.51 After Mkt
MSFT 0.63 After Mkt
MTSN 0.04 After Mkt
MTX 0.56 After Mkt
MXIM 0.39 After Mkt
NBHC 0.03 After Mkt
NEM 0.20 After Mkt
NKSH N/A After Mkt
NR 0.16 After Mkt
NTGR 0.54 After Mkt
OCFC 0.30 After Mkt
OLN 0.34 After Mkt
P -0.14 After Mkt
PCTI 0.07 After Mkt
PDFS 0.29 After Mkt
PEB 0.23 After Mkt
PFG 0.92 After Mkt
PGI 0.19 After Mkt
PKI 0.44 After Mkt
QLIK -0.13 After Mkt
RGA 1.73 After Mkt
RSG 0.44 After Mkt
SBCF 0.09 After Mkt
SBUX 0.56 After Mkt
SHOR 0.02 After Mkt
SIVB 1.57 After Mkt
SPN 0.21 After Mkt
SPSC 0.13 After Mkt
SRCL 0.99 After Mkt
SSD 0.18 After Mkt
STS 0.10 After Mkt
SWFT 0.12 After Mkt
SYNA 0.57 After Mkt
TCO 0.90 After Mkt
TFSL 0.05 After Mkt
TNAV -0.20 After Mkt
UACL 0.25 After Mkt
UCFC N/A After Mkt
UHS 1.22 After Mkt
V 2.18 After Mkt
VR 1.51 After Mkt
VRSN 0.63 After Mkt
WIRE 0.48 After Mkt
WRE 0.39 After Mkt
WRI 0.49 After Mkt
WSFS 1.31 After Mkt
AAL 0.48 Before Mkt
ABC 1.00 Before Mkt
ALXN 1.26 Before Mkt
AMAG -0.06 Before Mkt
AVT 1.08 Before Mkt
BC 0.60 Before Mkt
BCO 0.66 Before Mkt
BHE 0.31 Before Mkt
BKU 0.45 Before Mkt
BMS 0.57 Before Mkt
BNCL 0.04 Before Mkt
BTU -0.01 Before Mkt
CAB 0.37 Before Mkt
CAM 0.72 Before Mkt
CCE 0.44 Before Mkt
CCMP 0.38 Before Mkt
CCO -0.15 Before Mkt
CELG 1.65 Before Mkt
CLI 0.47 Before Mkt
CMS 0.71 Before Mkt
CNMD 0.47 Before Mkt
COBR -0.19 Before Mkt
COG 0.26 Before Mkt
COR 0.48 Before Mkt
CPF 0.18 Before Mkt
CRAI 0.27 Before Mkt
CRR 0.87 Before Mkt
CRS 0.57 Before Mkt
CSH 1.52 Before Mkt
CWEI 0.79 Before Mkt
DDE 0.01 Before Mkt
DEST 0.26 Before Mkt
DFT 0.30 Before Mkt
DGX 0.88 Before Mkt
DHI 0.34 Before Mkt
DLPH 1.08 Before Mkt
DLX 0.95 Before Mkt
DNKN 0.36 Before Mkt
DO 0.65 Before Mkt
DVD -0.06 Before Mkt
EFSC 0.37 Before Mkt
EQM 0.59 Before Mkt
EQT 0.86 Before Mkt
ETR 1.58 Before Mkt
FBNK 0.09 Before Mkt
FNFG 0.17 Before Mkt
GM 0.04 Before Mkt
GMT 0.76 Before Mkt
GPI 1.04 Before Mkt
GPK 0.13 Before Mkt
GTI -0.02 Before Mkt
HOT 0.56 Before Mkt
HP 1.48 Before Mkt
HSY 1.14 Before Mkt
HZO 0.10 Before Mkt
IVC -0.22 Before Mkt
JBLU 0.07 Before Mkt
KKR 0.52 Before Mkt
LAD 0.95 Before Mkt
LAWS 0.10 Before Mkt
LLY 0.70 Before Mkt
LO 0.72 Before Mkt
LSTR 0.59 Before Mkt
LTM 0.68 Before Mkt
LYTS 0.02 Before Mkt
MDP 0.67 Before Mkt
MHO 0.14 Before Mkt
MJN 0.91 Before Mkt
MMM 1.80 Before Mkt
MO 0.57 Before Mkt
MTRN 0.24 Before Mkt
MYE 0.23 Before Mkt
NBL 0.75 Before Mkt
NDAQ 0.71 Before Mkt
NLSN 0.42 Before Mkt
NTCT 0.45 Before Mkt
NUE 0.37 Before Mkt
NURO N/A Before Mkt
NWE 1.08 Before Mkt
NYT 0.03 Before Mkt
ODFL 0.49 Before Mkt
OSTK 0.25 Before Mkt
PAG 0.71 Before Mkt
PATK 0.59 Before Mkt
PHM 0.20 Before Mkt
PJC 0.77 Before Mkt
PSTB 0.08 Before Mkt
PTEN 0.25 Before Mkt
RCL 0.28 Before Mkt
RTIX -0.01 Before Mkt
RYL 0.45 Before Mkt
SCG 1.15 Before Mkt
SFE 1.33 Before Mkt
SIAL 1.03 Before Mkt
SIRI 0.02 Before Mkt
SONS -0.01 Before Mkt
SWK 0.96 Before Mkt
TKR 0.81 Before Mkt
TWC 1.68 Before Mkt
TWI 0.36 Before Mkt
UAL -1.35 Before Mkt
UPS 1.08 Before Mkt
USG 0.20 Before Mkt
UTEK -0.23 Before Mkt
VDSI 0.04 Before Mkt
VIVO 0.27 Before Mkt
VLY 0.14 Before Mkt
WCC 1.07 Before Mkt
WM 0.44 Before Mkt
WMAR -0.40 Before Mkt
WTBA 0.25 Before Mkt
WYN 0.75 Before Mkt
YDKN 0.26 Before Mkt
ASPS 1.58 Unknown
CHMG 0.40 Unknown
FRME 0.40 Unknown
ICUI 0.34 Unknown
ORI 0.26 Unknown
SRCE 0.55 Unknown
STRT 1.08 Unknown
TROW 1.03 Unknown
WBCO 0.26 Unknown
YNDX 7.98 Unknown

Highest Premium Preferred Stocks Highlights

Symbol Name Last Change Volume Premium/
Discount
Est.
Yield
HBANP Huntington Bancshares, 8.50% Series A Non-Cumul Perpetual Conv Preferred Stock 1,290.00 0.00 (0.00%) 0 82.67% 6.59%
OSBCP Old Second Capital Trust I, 7.80% Cumul Trust Preferred Securities 13.04 0.06 (0.46%) 140,803 30.40% 5.98%
SPG-PJ Simon Property Group, 8 3/8% Series J Cumul Preferred Shares 63.90 -0.96 (-1.48%) 2,639 27.80% 6.56%
← IBM - The Only Company That Should Buy Research in Motion Microsoft, Intel, Cisco (MIC) - Can The Troika Grow Again? (Part 2) →

Microsoft, Intel, Cisco (MIC) - Can The Troika Grow Again? (Part 1)

Posted on 2011-07-04 by Daniel Ho

TroikaMicrosoft (NASDAQ: MSFT), Intel (NASDAQ: INTC), and Cisco Systems (NASDAQ: CSCO), once the darlings of Wall Street, had all fallen out of favor. Even though they have protected their turfs well, and are piling cash into their companies quarter after quarter, their stocks had languished for an entire decade and all of them are now trading at single digits forward P/E ratios.

The problem of the troika was that they are no longer perceived as growth stocks anymore, as each had performed poorly to expand beyond their core businesses. However, even though the troika are no growth stocks anymore, they are now perceived by many investors as undervalued. They are very different from fallen giants such as Nokia or Research in Motion in that they had defended their core businesses very well, and suffer no great market share declines as the others did. Each has their own problem, but they still have tremendous resources, and has the potential to recapture their glories if they play their cards right. There are many articles on the web focusing on their financials to illustrate why they are undervalued, but we will examine what they can do in order to grow again.

Microsoft
Micorsoft could have dominated every aspect of today's emerging technology - search engine, cloud computing, mobile computer, etc., but it missed the chance in every single category. While PC still dominates in market share for personal computers, its growth in consumer sector has been stampeded by the rise of Apple, and its great expectation of growth in Netbook is now decimated by tablet computing. Its mishaps in mobile computing and search engine were illustrated by its scraping of Windows Mobile platform to be replaced by Windows Phone 7 (soon to be Windows Phone 8), and its MSN search getting replaced by Bing.

Even though Microsoft got attacked relentlessly on the consumer front, it still remains the giant in enterprise computing with Windows and Office, allowing the company to rake in billions of profits each quarter. This has enabled Microsoft to pour its resource to keep trying at cracking the missed opportunities.

While Microsoft needs to do better in search engine and clouding computing to counter Google, the biggest headache for Microsoft is in mobile computing. The size of smartphones and tablets could eclipse desktop computing, and Apple and Google are taking both market share and mind share right now, leaving a trail of road kills such as Research in Motion (NASDAQ: RIMM) and Nokia (NYSE: NOK) in their paths. Therefore, for Microsoft to reclaim its significance, it must thrust itself into the mix and become a significant player in the market. To achieve this, it has dropped its antique Mobile Windows and developed Mobile Phone 7, which got good reviews but had not make a dent in the market.

To reclaim its significance in mobile computing, Microsoft struck an alliance with Nokia and moved to acquire Skype. These are good first steps, but Microsoft would need to fortify its offering by courting developers to fill up its app store. Besides providing a well integrated platform, it will probably need a killer app, much like Halo for the XBox, to really stoke the interests for users. It may even have to give special incentives to carriers, either in carrying Windows phones and/or profit sharing in app stores. The bar is high, but we believe it's not impossible for Microsoft to overcome.

With a forward P/E between 9.0 and 10.0, and a dividend yield of ~2.5%, we believe its worthwhile to take a position in Microsoft at its current price range, and wait for Microsoft to crack the growth market in mobile computing. After all, Windows did not win until its 3.0 version.

This article originally appears on benzinga.com

← IBM - The Only Company That Should Buy Research in Motion Microsoft, Intel, Cisco (MIC) - Can The Troika Grow Again? (Part 2) →

blog comments powered by Disqus
Feedback