PRINCETON, N.J., Feb. 19, 2013 /PRNewswire/ -- Next Inning
Technology Research (http://www.nextinning.com), an online
investment newsletter focused on technology stocks, has provided
subscribers with earnings previews of several stocks in a new
16-page report, including on Dell (Nasdaq: DELL), Analog Devices
(Nasdaq: ADI), Hewlett-Packard (NYSE: HPQ), and Marvell
Technologies (Nasdaq: MRVL).
Editor Paul McWilliams spent a
decades-long career as a senior executive in the technology
industry and has earned a reputation for his skill in communicating
complex technology trends to individual investors and professional
analysts alike. His reports have won over readers with their
ability to unravel the complexities of the industry and, more
importantly, identify which companies are likely to be the winners
and losers as technology trends change.
Each quarter, Next Inning publishes weekly earnings previews
covering dozens of technology stocks, giving investors both
long-term and short-term opinions to help shape their investment
strategy.
Among the stocks where Next Inning was positive ahead of Q4
earnings so far were Cree (up 35% year to date), PMC Sierra (up 26%
year to date), QLogic (up 22% year to date) and Skyworks (up 21%
year to date); he was bearish on Cypress (down 9% year to
date).
To get ahead of the Wall Street curve and receive Next Inning's
in depth earnings previews for free, as well as McWilliams'
year-end State or Tech report, you are invited to take a free,
21-day, no obligation trial with Next Inning. For full
details on this offer, please visit the following link:
https://www.nextinning.com/subscribe/index.php?refer=prn1532
Topics discussed in the latest reports include:
-- Dell: When analysts slammed Dell following its last earnings
release, McWilliams advised Next Inning readers that Wall Street
simply didn't understand the changes Dell had already made to its
business model and that there was nearly a 70% upside available
from its then current price in the $8s. In December, Dell was
upgraded by Goldman Sachs, but as McWilliams explained then, the
upgrade still missed the core story and Dell was worth at least
$14.75. As the buyout stories
surfaced and pundits originally claimed stockholders were getting a
good deal at $13.65, McWilliams wrote
it would take more to get the deal done. In his earnings preview,
McWilliams explains what analysts are still missing in the Dell
story and presents the price range he thinks Dell shareholders will
get once Dell is taken private.
-- Hewlett-Packard: Without hesitation or caveat, McWilliams
advised Next Inning readers to sell Hewlett-Packard at its then
current price in the $40s when it announced the termination of
Mark Hurd. Other than a few
successful swing trades and writing when Meg Whitman was hired he would watch HP with an
open mind, he's remained bearish since. With what appears to
be all of Whitman's cards on the table now, is McWilliams ready to
turn bullish on HP yet or does he believe there are deeper issues
that Whitman is simply not going to be able to fix? From a
value perspective, how does HP stack up to Dell?
-- Analog Devices: McWilliams encouraged readers to buy Analog
Devices last summer when it was trading for only $36.91 and reiterated the call in both his Q3 and
Q4 State of Tech reports. What did McWilliams see in Analog
Devices that Wall Street has only recently recognized? What
does he see driving ADI going forward? Does McWilliams think
Analog Devices will top the Wall Street earnings consensus for
2013? With the price now solidly in the mid-$40s, does
McWilliams think Analog Devices has reached its full value price
range?
-- Marvell: Marvell was beaten to a pulp in the smartphone
market during the last two years. It lost the bulk of its
business at its largest customer, BlackBerry, to Qualcomm and was
clearly beat in Asia, mostly by
MediaTek. What errors did Marvell make in the Asian market
that significantly limited its success there and what changes did
it make last year to improve its positioning? Does McWilliams
claim there is reason to believe these changes are working?
When does he think we'll see evidence in the form of stronger sales
into the wireless market? What other event in the wireless
market does McWilliams think has a strong potential to benefit
Marvell this year and when does he think that will come into
play?
Next Inning is known for helping its readers generate strong
returns, and no one has been more accurate than McWilliams when it
comes to Apple. Nearly a decade ago, McWilliams advised readers
that Apple was positioned to win big when it was trading for less
than $10 per share (split
adjusted). However, as Apple was hitting record highs in
2012, he advised Next Inning readers to sell. McWilliams'
2012 calls to buy Cree have generated an 80% return in under a
year.
Founded in September 2002, Next
Inning's model portfolio has returned 246% since its inception
versus 68% for the S&P 500.
About Next Inning:
Next Inning is a subscription-based investment newsletter that
provides regular coverage on more than 150 technology and
semiconductor stocks. Subscribers receive intra-day analysis,
commentary and recommendations, as well as access to monthly
semiconductor sales analysis, regular Special Reports, and the Next
Inning model portfolio. Editor Paul
McWilliams is a 30+ year semiconductor industry veteran.
NOTE: This release was published by Indie Research Advisors,
LLC, a registered investment advisor with CRD #131926.
Interested parties may visit adviserinfo.sec.gov for additional
information. Past performance does not guarantee future
results. Investors should always research companies and securities
before making any investments. Nothing herein should be construed
as an offer or solicitation to buy or sell any security.
CONTACT: Marcia Martin, Next
Inning Technology Research, +1-888-278-5515
SOURCE Indie Research Advisors, LLC