Author: Mark DeFrance

Mark DeFrance is a senior research analyst at Tech Insider, focusing on the enterprise software sector. Prior to joining TI, Mark covered enterprise software for First Albany, and prior to that he worked in equity research at B.T. Alex Brown and Bankers Trust. Mark has written software applications in various programming languages including BASIC, Pascal, and COBOL. He has also been recognized in The Wall Street Journal's "Best on the Street" survey and was recognized by Forbes Magazine as the No. 1 sell-side stock picker in the software industry for a five-year period, with returns of 115% versus 26% for the software industry.
Finance

Big Moves in Focus: RF Micro Devices Inc. (NASDAQ:RFMD), Morgan Stanley (NYSE:MS), PartnerRe Ltd. (NYSE:PRE), Novartis AG (NYSE:NVS), Ford Motor Company (NYSE:F)

RF Micro Devices, Inc. (NASDAQ:RFMD) and TriQuint Semiconductor, Inc. (Nasdaq:TQNT) today announced that company executives are scheduled to present Barclays 2014 Global Technology Conference in San Francisco, CA, on Wednesday, December 10, 2014, at 12:00 pm ET (9:00 AM PT). RF Micro Devices Inc. (NASDAQ:RFMD) belongs to Technology sector. Its net profit margin is 8.80% and weekly performance is 6.98%. On last trading day company … Continue reading Big Moves in Focus: RF Micro Devices Inc. (NASDAQ:RFMD), Morgan Stanley (NYSE:MS), PartnerRe Ltd. (NYSE:PRE), Novartis AG (NYSE:NVS), Ford Motor Company (NYSE:F)

Mark DeFrance
Finance

Trader’s Recap: Hertz Global Holdings, Inc. (NYSE:HTZ), TheStreet, Inc. (NASDAQ:TST), Douglas Dynamics, Inc. (NYSE:PLOW), Balchem Corp. (NASDAQ:BCPC), Oncothyreon Inc (NASDAQ:ONTY)

Hertz Global Holdings (NYSE:HTZ) CEO John P. Tague bought 84,200 shares of the stock on the open market in a transaction that occurred on Monday, November 24th. The stock was purchased at an average cost of $24.11 per share, with a total value of $2,030,062.00. Hertz Global Holdings, Inc. (NYSE:HTZ) belongs to Services sector. Its net profit margin is 6.50% and weekly performance is -0.08%. … Continue reading Trader’s Recap: Hertz Global Holdings, Inc. (NYSE:HTZ), TheStreet, Inc. (NASDAQ:TST), Douglas Dynamics, Inc. (NYSE:PLOW), Balchem Corp. (NASDAQ:BCPC), Oncothyreon Inc (NASDAQ:ONTY)

Mark DeFrance
Finance

Stocks in the news: Dollar General Corporation (NYSE:DG), Mondelez International (NASDAQ:MDLZ), AngloGold Ashanti (NYSE:AU), The Blackstone Group (NYSE:BX), Extra Space Storage (NYSE:EXR)

On Dec 04, Dollar General Corporation (NYSE:DG) reported financial results for its fiscal 2014 third quarter (13 weeks) ended October 31, 2014. The Company reported net income of $236 million, or $0.78 per diluted share in the 2014 third quarter compared to net income of $237 million, or $0.74 per diluted share in the 2013 third quarter. Dollar General Corporation (NYSE:DG) belongs to Services sector. … Continue reading Stocks in the news: Dollar General Corporation (NYSE:DG), Mondelez International (NASDAQ:MDLZ), AngloGold Ashanti (NYSE:AU), The Blackstone Group (NYSE:BX), Extra Space Storage (NYSE:EXR)

Mark DeFrance
Finance

Morning Alert: KKR & Co. L.P. (NYSE:KKR), Twitter Inc (NYSE:TWTR), Accenture plc (NYSE:ACN), Southside Bancshares Inc. (NASDAQ:SBSI), Discover Financial Services (NYSE:DFS)

KKR & Co. L.P. (NYSE:KKR) has agreed to acquire a significant minority stake in Arbor Pharmaceuticals LLC, in a deal that values the privately held specialty drugmaker at more than $1 billion, including debt, people familiar with the matter said on Dec 04. KKR & Co. L.P. (NYSE:KKR) belongs to Financial sector. Its net profit margin is 67.40% and weekly performance is 0.63%. On last … Continue reading Morning Alert: KKR & Co. L.P. (NYSE:KKR), Twitter Inc (NYSE:TWTR), Accenture plc (NYSE:ACN), Southside Bancshares Inc. (NASDAQ:SBSI), Discover Financial Services (NYSE:DFS)

Mark DeFrance
BioTech, Diversified Tech, Semiconductors, Tech IPO

Avago Technologies to Acquire LSI Corp at 41% Premium

On Monday morning, it was announced that Avago Technologies (AVGO), a leader in advanced optical, analog and mixed-signal chip design, will acquire LSI Corp (LSI), a strong market participant in hard disk drive semiconductor, system-level silicon for communications and server applications and flash storage solutions. AVGO will pay $6.6 billion for LSI, or $11.15 per LSI share. This is a 41% premium from Friday’s close … Continue reading Avago Technologies to Acquire LSI Corp at 41% Premium

Mark DeFrance
Analysis, Finance, Financial, Software

Stericycle Profits Rise Despite Revenue Declines

Stericycle reported stronger profitability in the third quarter despite experiencing slower top-line growth both year over year and sequentially. Seventeen acquisitions contributed toward an increase in revenue by 11.3% to $535 million in the quarter; however, consolidated internal growth of 6.5% was on the low end of Stericycle’s typical target range. In particular, domestic small quantity (SQ) revenue grew organically by 8%, and large quantity … Continue reading Stericycle Profits Rise Despite Revenue Declines

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