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Valuentum Commentary
Nov 5, 2013
Heins Bails, Blackberry Fails
Thorsten Heins is out at Blackberry as the company raises $1 billion and turns to a new strategy (again). Jun 21, 2013
Oracle Posts a Weak Quarter to End Its Fiscal Year
Oracle’s fiscal fourth quarter was weak, but the firm remains a cash cow. Will Oracle seek to acquire Salesforce.com? Dec 19, 2012
Oracle’s Second Quarter Is a Bright Spot in Tech
Oracle bucks the trend in enterprise technology by posting a solid second quarter. We think shares look fairly valued. Aug 23, 2012
Hewlett-Packard Is in the Midst of a Turnaround
Computing giant HP issued a poor outlook, but the company still generated substantial cash in its third quarter. We think shares are cheap, but that doesn't mean we are buying. Jul 13, 2012
Infosys Cuts Full-Year Guidance
India's second-largest IT outsourcing firm, Infosys, reported solid earnings but slashed its full-year guidance. Infosys is yet another tech firm to cut its outlook. Jul 9, 2012
Informatica Lowers Guidance Again
Data software solutions provider Informatica lowered its second-quarter guidance for the second time this year. Shares continue to fall.
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