Earnings season is upon us in the tech sector. What should investors expect from these reports? What are the key storylines to follow and are these stocks likely to trade higher or lower in the wake of their results?
In NextInning.com's earnings previews, available free to trial subscribers, key storylines are evaluated, analyst expectations are audited, and in depth valuation analyses are provided to develop fair value ranges for dozens of stocks. Next Inning's model portfolio has returned 217% since 2002, nearly four times the return of the S&P 500.
In its latest earnings preview, Next Inning looks at several popular stocks, including Apple (AAPL), Texas Instruments (TXN), Western Digital (WDC), Altera (ALTR), ARM Holdings (ARMH), Broadcom (BRCM), Celestica (CLS), Harmonic (HLIT), Juniper Networks (JNPR), RF Micro Devices (RFMD), STMicroelectronics NV (STM), VMware (VMW), and EMC (EMC).
Here is just a tiny sample of what Editor Paul McWilliams wrote about Apple:
"This could be a defining week for Apple, CEO Tim Cook and, of course, Apple stockholders. Apple sent out an invitation to the press to attend an event Tuesday October 23rd at 10AM Pacific time. There were no specific details as to what Apple plans to announce, but the headline of the invitation, which read, 'We've got a little more to show you,' has clearly created a buzz of speculation that Apple will finally pull the wraps off its new 'iPad mini' that sports a 7" screen similar to that of the Amazon.com (AMZN) Kindle Fire and a bevy of other small form-factor tablets that have developed a strong following.
"This is intriguing for a number of reasons. One interesting point I've not seen mentioned in the flood of speculation by pundits is the fact that Steve Jobs made a very clear point shortly after releasing the original iPad that there would be no market for a 7" tablet. Obviously, he was wrong. More intriguing for me, however, is my view that a new iPad mini might be used by Apple to integrate
Apple's iOS operating system more closely with the TV experience..."
The Next Inning model portfolio is up 217% since its inception versus 58% for the S&P 500. Click here to start your free 21-day trial membership to Next Inning Technology Research and get McWilliams' in depth reports, earnings previews, and real-time trade alerts.