Author: Adam Keintzel

Adam Keintzel covers IT Systems & Networking. Prior to joining Tech Insider, he worked for technology firms in the Silicon Valley in engineering and business development roles. In both 2008 and 2009, he was included in The Wall Street Journal’s “Best on the Street” analyst rankings – Computers and Office Equipment. In 2009, he was designated as an Institutional Investor “Best Up and Comer” – IT Hardware.
Analysis, BioTech, Diversified Tech, Finance, Financial

Idexx Labs’ Salesforce Integration Highlights Solid Quarter

Idexx Laboratories posted solid third-quarter results that fell squarely within expectations. The firm has made progress in its remodeling of its salesforce structure to a new configuration that makes it easier for customers to interact with a single point of access at Idexx, and we expect this reorganization should manifest itself in further growth over the next few quarters. We are keeping our narrow-moat rating … Continue reading Idexx Labs’ Salesforce Integration Highlights Solid Quarter

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Analysis, Finance, Financial

Westamerica Bancorporation Earnings Drop on Interest Declines

Third-quarter profits at Westamerica Bancorporation fell 16% year on year to $16.7 million, or $0.63 a share, from $20.0 million, or $0.73 a share. Earnings decreased largely due to lower net interest income as a result of declining asset yields. While we are not making changes to our narrow moat rating or fair value estimate, we probably will trim our near-term earnings assumptions. Net interest … Continue reading Westamerica Bancorporation Earnings Drop on Interest Declines

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Analysis, BioTech, Diversified Tech, Finance, Mergers & Acquisitions, Semiconductors, Services Sector, Software, Tech IPO, Venture Capital

MAT Adapting to Consumers

Mattel MAT continues to adapt to children’s demands, innovating new products tailored to changing tastes. With a number of new franchises coming on line in 2013 (including Ever After High and Max Steel), the company will maintain the wide brand recognition it has captured over numerous decades, keeping its narrow rating intact. While second-quarter results fell short of expectations,  the rest of the year will … Continue reading MAT Adapting to Consumers

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Analysis, BioTech, Diversified Tech, Finance, Mergers & Acquisitions, Semiconductors, Services Sector, Software, Tech IPO, Venture Capital

Abbott Shows Strong Growth in Emerging Markets

Abbott Laboratories ABT reported solid second-quarter performance that underscored the strength of its presence in emerging markets, where robust growth continues. While second-quarter results have not spurred a change in projections for the rest of this year or 2014, we may see $40 per share, which was primarily driven by a lower cost of equity assumption. Considering the breadth of new Abbott’s remaining businesses, the … Continue reading Abbott Shows Strong Growth in Emerging Markets

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Global Equity

BOA Maintains Solid Second Quarter Numbers

Bank of America BAC reported net income of $4 billion, or $0.32 per diluted share, for the second quarter of 2013. The results were ahead of  expectations as the pace of change was faster than expected; however, the magnitude of improvements is not likely to result in a substantial increase  fair value. That said, Bank of America’s progress is encouraging and could result in fair … Continue reading BOA Maintains Solid Second Quarter Numbers

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