Market Summary


Earning Reports

Total Companies: (160) Stock Center View

Symbol Price EPS
GRA 0.95 06:00 am ET
SCL 0.90 06:00 am ET
IR 1.04 07:00 am ET
XRX 0.26 07:00 am ET
NSC 1.83 08:00 am ET
COLB 0.42 09:15 am ET
ACTG 0.03 4:00 pm ET
PLXS 0.78 4:00 pm ET
TCBI 0.76 4:00 pm ET
FISI 0.47 4:05 pm ET
ALB 1.02 After Mkt
ALGT 0.83 After Mkt
AWH 0.74 After Mkt
BANR 0.62 After Mkt
BCR 2.10 After Mkt
BDN 0.37 After Mkt
CA 0.62 After Mkt
CAKE 0.57 After Mkt
CHFC 0.42 After Mkt
CLB 1.52 After Mkt
CLGX 0.39 After Mkt
CLW 1.18 After Mkt
CMRE 0.41 After Mkt
CTXS 0.73 After Mkt
CVA 0.21 After Mkt
CVBF 0.23 After Mkt
DEL 0.46 After Mkt
EFX 0.97 After Mkt
EGHT 0.03 After Mkt
EXPO 0.71 After Mkt
FTK 0.24 After Mkt
FTNT 0.11 After Mkt
FUBC 0.10 After Mkt
GGG 0.94 After Mkt
HMN 0.58 After Mkt
IBKC 0.98 After Mkt
ICUI 0.48 After Mkt
INFN 0.07 After Mkt
IPCM 0.60 After Mkt
KMR N/A After Mkt
LEG 0.49 After Mkt
LHO 0.79 After Mkt
LQ 0.17 After Mkt
LRCX 0.93 After Mkt
MCRS 0.62 After Mkt
MKSI 0.36 After Mkt
MKTO -0.25 After Mkt
MLNX 0.26 After Mkt
MOFG 0.56 After Mkt
MORN 0.70 After Mkt
MOVE 0.01 After Mkt
MSA 0.55 After Mkt
NOW 0.01 After Mkt
NXPI 1.30 After Mkt
OPLK 0.26 After Mkt
ORIT 0.22 After Mkt
ORLY 1.95 After Mkt
OSBC 0.04 After Mkt
PCBK 0.24 After Mkt
PLCM 0.20 After Mkt
RE 4.79 After Mkt
RXN 0.40 After Mkt
SBRA 0.55 After Mkt
SBSI 0.55 After Mkt
SCSS 0.40 After Mkt
SFG 1.33 After Mkt
SGMO -0.14 After Mkt
SHLM 0.64 After Mkt
SKX 0.93 After Mkt
SLG 1.45 After Mkt
SLM 0.17 After Mkt
SRCE 0.59 After Mkt
SUSQ 0.20 After Mkt
T 0.64 After Mkt
TAL 0.96 After Mkt
TBBK -0.09 After Mkt
TER 0.40 After Mkt
THRX -0.14 After Mkt
TILE 0.13 After Mkt
TMK 1.03 After Mkt
TSCO 0.50 After Mkt
TYL 0.51 After Mkt
UACL 0.42 After Mkt
UBNK 0.21 After Mkt
UFI 0.47 After Mkt
USTR 0.99 After Mkt
VAR 1.21 After Mkt
WFT 0.33 After Mkt
WIRE 0.55 After Mkt
YELP 0.03 After Mkt
AMAG -0.08 Before Mkt
ANGI -0.06 Before Mkt
APH 0.57 Before Mkt
BA 1.98 Before Mkt
BABY 0.31 Before Mkt
BEAV 1.14 Before Mkt
BIIB 3.46 Before Mkt
BPOP 0.68 Before Mkt
BSX 0.20 Before Mkt
CNOB N/A Before Mkt
DOW 0.68 Before Mkt
EMC 0.46 Before Mkt
EPZM -0.55 Before Mkt
EVR 0.65 Before Mkt
FBNK 0.15 Before Mkt
FNB 0.21 Before Mkt
GD 1.91 Before Mkt
GNC 0.74 Before Mkt
GNRC 1.04 Before Mkt
GNTX 0.47 Before Mkt
HCBK 0.06 Before Mkt
ICLR 0.70 Before Mkt
IPG 0.21 Before Mkt
KNX 0.27 Before Mkt
LL 0.68 Before Mkt
MDCO -0.12 Before Mkt
MGI 0.34 Before Mkt
MKTX 0.47 Before Mkt
NOC 2.14 Before Mkt
NTRS 0.87 Before Mkt
NYCB 0.26 Before Mkt
OC 0.49 Before Mkt
PEBO N/A Before Mkt
PII 2.02 Before Mkt
PPBI 0.29 Before Mkt
R 1.63 Before Mkt
REV 0.45 Before Mkt
SEIC 0.47 Before Mkt
SFE -0.55 Before Mkt
SLGN 1.33 Before Mkt
SPG 1.92 Before Mkt
SWK 1.44 Before Mkt
TMO 1.69 Before Mkt
TUP 0.91 Before Mkt
UBSH 0.43 Before Mkt
UNF 1.31 Before Mkt
USB 0.78 Before Mkt
VDSI 0.10 Before Mkt
WAFD 0.38 Before Mkt
WRLD 2.30 Before Mkt
WYNN 1.84 Before Mkt
AKBA -0.45 Unknown
BOLT N/A Unknown
COCO 0.11 Unknown
EBIO -0.44 Unknown
EDMC -0.08 Unknown
EML N/A Unknown
FFIC 0.38 Unknown
GAM N/A Unknown
GM 0.95 Unknown
KRO 0.21 Unknown
LBAI 0.22 Unknown
LYTS 0.10 Unknown
MHH N/A Unknown
QCRH 0.50 Unknown
SBY 0.06 Unknown
SIFI N/A Unknown
SONA 0.16 Unknown
STML -0.58 Unknown
TNP 0.05 Unknown

Today's Earnings Stocks Highlights

Symbol Name Last Change Volume EPS
T AT&T Inc. 34.50 -0.12 (-0.35%) 24.58M 0.64 After Mkt 178.90B
BA The Boeing Company 121.45 -5.67 (-4.46%) 13.78M 1.98 Before Mkt 87.52B
USB US Bancorp 39.89 -0.38 (-0.94%) 10.19M 0.78 Before Mkt 71.88B
← 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.

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

← 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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