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Nov 20, 2012
HP Embarrassed by Poor Acquisition
HP posted lackluster results, and the firm's acquisition of Autonomy has resulted in a massive write down. Nov 19, 2012
Intel CEO Paul Otellini Will Step Down
Paul Otellini will retire from Intel in six months. We don't believe he was forced out, and we continue to like the company's valuation. Nov 16, 2012
Dell Stumbles Again During Its Third Quarter
Changing a huge company like Dell is proving to be a difficult process. Shares are inexpensive, but the company’s secular decline and market share losses could be too overwhelming. Nov 14, 2012
Strength in the US Lifts Cisco
Cisco reported stronger than expected fiscal first quarter results. Shares aren’t expensive, and we like its dividend. Nov 13, 2012
Windows Boss Steven Sinofsky Out at Microsoft
After the release of Windows 8 and the Surface tablet, Windows President Steven Sinofsky is out. Let’s look at recent developments. Nov 8, 2012
Why Dividend Growth Investing Needs to be Forward Looking
With dividend cuts ruining investors’ income and capital, we look into why dividend growth investing requires more than evaluating past performance. Nov 1, 2012
Best Idea EDAC Posts Excellent Third Quarter
Our investment thesis continues to play out in EDAC Tech's third quarter results. Oct 23, 2012
Coach Returns to Growth after a Weak Fourth Quarter
Coach rebounds from a weak fourth quarter to post solid fiscal 2013 first quarter results. We think shares are fairly valued. Oct 23, 2012
Yahoo Beats Estimates; We Like Mayer’s Strategy
Yahoo posts better than anticipated results, but Marissa Mayer's strategy revelations were far more interesting. We think shares are fairly valued. Oct 19, 2012
A Follow Up on Google's Third Quarter Results
We follow up with additional commentary about Google's third-quarter results after listening to the conference call.
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