Market Summary

 

Earning Reports

Total Companies: (173) Stock Center View

Symbol Price EPS
Est.
Reporting
Time
VZ 0.90 06:30 am ET
ASTE 0.63 07:00 am ET
IR 1.11 07:00 am ET
MO 0.66 07:00 am ET
SAH 0.53 07:30 am ET
EXAS -0.25 10:00 am ET
CBST 0.02 4:00 pm ET
AAPL 1.23 After Mkt
ACC 0.56 After Mkt
ACE 2.23 After Mkt
BRCM 0.61 After Mkt
CATY 0.41 After Mkt
CVA 0.01 After Mkt
DFS 1.30 After Mkt
EA -0.04 After Mkt
EGBN 0.50 After Mkt
EXP 0.87 After Mkt
EXPO 0.72 After Mkt
FBC 0.21 After Mkt
FMBI 0.25 After Mkt
FNB 0.20 After Mkt
FTI 0.63 After Mkt
FULT 0.22 After Mkt
FWRD 0.56 After Mkt
HA 0.33 After Mkt
IRBT 0.22 After Mkt
ISRG 2.83 After Mkt
JNPR 0.38 After Mkt
LLTC 0.51 After Mkt
MANH 0.27 After Mkt
MBVT 0.53 After Mkt
MSFT 0.60 After Mkt
NBR 0.23 After Mkt
OKSB 0.20 After Mkt
QDEL -0.18 After Mkt
RHI 0.52 After Mkt
RUSHA 0.42 After Mkt
TRMK 0.43 After Mkt
TSS 0.45 After Mkt
UIS 0.47 After Mkt
UMBF 0.76 After Mkt
VASC 0.18 After Mkt
VICR N/A After Mkt
VMW 0.79 After Mkt
VPFG 0.23 After Mkt
XLNX 0.61 After Mkt
XOOM 0.05 After Mkt
ZIXI 0.03 After Mkt
AAMC N/A Before Mkt
ABG 1.09 Before Mkt
AMTD 0.34 Before Mkt
AOS 0.60 Before Mkt
ATI 0.01 Before Mkt
BTU -0.29 Before Mkt
CIT 0.85 Before Mkt
CMCSA 0.72 Before Mkt
CNC 0.72 Before Mkt
COL 1.17 Before Mkt
CROX N/A Before Mkt
CSL 1.18 Before Mkt
DD 1.17 Before Mkt
DFRG 0.21 Before Mkt
DGICA 0.27 Before Mkt
DPZ 0.66 Before Mkt
FMER 0.36 Before Mkt
GCI 0.64 Before Mkt
HAFC 0.33 Before Mkt
HOG 1.46 Before Mkt
KMB 1.50 Before Mkt
LMT 2.66 Before Mkt
LPT 0.61 Before Mkt
LXK 0.93 Before Mkt
MBWM 0.41 Before Mkt
MCD 1.44 Before Mkt
MJN 0.89 Before Mkt
MOSY -0.13 Before Mkt
OMC 1.17 Before Mkt
PEBO 0.38 Before Mkt
PII 1.39 Before Mkt
PLD N/A Before Mkt
RF 0.21 Before Mkt
SBNY 1.43 Before Mkt
SNV 0.48 Before Mkt
STT 1.26 Before Mkt
TRV 2.07 Before Mkt
UBSH 0.39 Before Mkt
UTX 1.71 Before Mkt
WAT 1.21 Before Mkt
WRLD 2.25 Before Mkt
ABBV 0.76 Unknown
ALKS 0.14 Unknown
ANCX N/A Unknown
BBNK 0.30 Unknown
BLMT N/A Unknown
BNCL 0.04 Unknown
CASS N/A Unknown
CBNJ 0.17 Unknown
CCBG 0.10 Unknown
CHCO 0.81 Unknown
CHH 0.49 Unknown
CLUB 0.00 Unknown
CMCO 0.41 Unknown
CNOB N/A Unknown
CVTI 0.19 Unknown
DCOM 0.27 Unknown
DEST 0.67 Unknown
DRC 0.39 Unknown
EBSB 0.14 Unknown
EBTC N/A Unknown
ESI 0.73 Unknown
ESSA N/A Unknown
EXAC 0.30 Unknown
FBNC 0.28 Unknown
FBP 0.11 Unknown
FCBC 0.30 Unknown
FMNB 0.11 Unknown
FRS 0.44 Unknown
GBNK 0.19 Unknown
GFIG 0.02 Unknown
GNC 0.79 Unknown
HBOS 0.33 Unknown
HITT 0.58 Unknown
HLIT 0.04 Unknown
HMSY 0.12 Unknown
ICON 0.67 Unknown
ITC 0.45 Unknown
ITMN -0.56 Unknown
KCLI N/A Unknown
LBAI 0.20 Unknown
LL 0.61 Unknown
MHH 0.22 Unknown
MLI 0.45 Unknown
MSFG N/A Unknown
MX 0.29 Unknown
NBBC 0.00 Unknown
NBIX -0.18 Unknown
NBTB 0.42 Unknown
NEOG 0.21 Unknown
NMM 0.15 Unknown
NUTR 0.43 Unknown
NWBI N/A Unknown
OCIP 0.64 Unknown
OPTT -0.27 Unknown
ORIT 0.23 Unknown
OXBT -0.38 Unknown
PACW 0.62 Unknown
PEIX 0.65 Unknown
PEOP 0.10 Unknown
RCAP 0.43 Unknown
RPT 0.30 Unknown
RSH N/A Unknown
SCOR 0.00 Unknown
SKY N/A Unknown
SUBK 0.23 Unknown
TCBK 0.40 Unknown
TESS 0.45 Unknown
TGI 1.20 Unknown
THRX -0.44 Unknown
TOWN N/A Unknown
TOWR 0.80 Unknown
TYG N/A Unknown
UBSI 0.47 Unknown
UFI 0.35 Unknown
UHT N/A Unknown
USLM N/A Unknown
UTHR 1.75 Unknown
UTI 0.01 Unknown
UTMD 0.69 Unknown
VALU N/A Unknown
VTR 1.09 Unknown
WFD 0.09 Unknown
WLB -1.15 Unknown
WMK N/A Unknown

Highest Yield Preferred Stocks Highlights

Symbol Name Last Change Volume Premium/
Discount
Est.
Yield
SLM-PB SLM Corp., Floating Rate Non-Cumulative Preferred Stock, Series B 0.00 N/A N/A N/A ∞%
SPPRO SuperTel Hospitality Inc., 10.0% Series B Cumulative Preferred Stock 20.10 0.00 (0.00%) 146 -19.60% 12.44%
NBG-PA National Bank of Greece S.A., $2.25 Non-cumulative Preference Shares, Series A 19.95 -0.04 (-0.20%) 13,035 -20.20% 11.28%
← 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) →

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