Category: Analysis

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

Fee Waivers and Weaker Fund Flows Affect Federated’s First- Quarter Results; No Change to FVE

There was nothing in the first-quarter results from narrowmoat Federated Investors FII that would alter our longterm view on the firm. With the company’s assets under management (AUM) so heavily skewed toward money market funds, Federated continues to be affected not only by historically low interest rates (which require the use of fee waivers to keep fund costs from driving yields into negative territory) but … Continue reading Fee Waivers and Weaker Fund Flows Affect Federated’s First- Quarter Results; No Change to FVE

John MeadyLeave a comment
Analysis, BioTech, Commodities, Diversified Tech, Finance, Mergers & Acquisitions, Semiconductors, Services Sector, Software, Tech IPO, Venture Capital

DTE`s 1Q Earnings Surge on Colder Weather and Lower Benefit Costs

We will be maintaining our $55 fair value estimate and stable narrow moat trend for DTE Energy DTE after the company announced first-quarter earnings that were driven higher primarily by much colder weather for both the gas and the electric utilities. During the quarter, DTE earned $1.34 per share versus $0.91 per share for the prior-year period. While rates at the gas utility and lower … Continue reading DTE`s 1Q Earnings Surge on Colder Weather and Lower Benefit Costs

John MeadyLeave a comment
Analysis, Finance, Software

Stock in Focus: Microsoft (NASDAQ MSFT) Offshore Cash

Microsoft Corp (NASDAQ MSFT) is currently sitting on almost $29.6 billion it would owe in US taxes if it repatriated the $92.9 billion of earnings it is keeping offshore, according to disclosures in the company’s most recent annual filings with the Securities and Exchange Commission. The amount of money that Microsoft is keeping offshore represents a significant spike from prior years, and the levies the … Continue reading Stock in Focus: Microsoft (NASDAQ MSFT) Offshore Cash

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

Autoliv Reports 1Q Results, Beats Street Consensus by $0.09; Maintaining our $80 FVE

No-moat, positive-moat-trend rated Autoliv ALV reported first-quarter earnings per share before special items of $1.32, $0.09 ahead of the Street consensus of $1.23. Even so, owing to lackluster European new-car demand and Autoliv’s European customers’ inventory corrections, the $1.32 first-quarter EPS were down $0.24 from $1.56 a year ago. However, management favorably tweaked its full-year 2013 guidance, slightly raising its expectations for revenue growth of … Continue reading Autoliv Reports 1Q Results, Beats Street Consensus by $0.09; Maintaining our $80 FVE

John MeadyLeave a comment
Mobile Games Gaming Apps
Analysis, Mobile

Highlights of the Most Profitable Mobile Gaming Apps in the World

Mobile Games can make money! This amazing report lists the best Mobile Gaming Apps from across the world. Coming from Finland, Sweden, Japan or South Korea, these Top 10 most profitable mobile games ruled the charts this year. While the app editors may not be the most renowned ones, their mobile games which make it to the top 10, certainly are. In its recent report … Continue reading Highlights of the Most Profitable Mobile Gaming Apps in the World

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

SBA Beats Expectations, Raises Guidance Once Again in the First Quarter

SBA Communications SBAC notched another strong firstquarter result, highlighted by better-than-expected earnings and another guidance upgrade. First-quarter revenues grew by 62% year over year to $313 million–roughly 4% above consensus. The growth was driven by a 64.1% increase in the firm’s tower base, which now stands at 17,539. Once again, however, SBA’s growth was in both quality and quantity. The firm was able to expand … Continue reading SBA Beats Expectations, Raises Guidance Once Again in the First Quarter

John MeadyLeave a comment