2014

State of Tech: A Guide to the Q4 2013 Earnings Season that Boldly Predicts the Winners and Losers, Including SanDisk, Qualcomm, and Many More

PRINCETON, N.J., Jan. 8, 2014 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for SanDisk (Nasdaq: SNDK), Qualcomm (Nasdaq: QCOM), Skyworks Solutions (Nasdaq: SWKS), Advanced Micro Devices (NYSE: AMD), and Linear Technology (Nasdaq: LLTC).

Financial writer Steve Halpern, who has covered the newsletter industry for nearly three decades, has called the Next Inning State of Tech report "the most ambitious project" he's ever seen in the investment world. Next Inning Editor Paul McWilliams just published his new installment on January 6th.  

State of Tech is designed to help tech investors establish and manage strategies as well as capitalize on profit opportunities during the upcoming earnings season.  This highly acclaimed report covers 71 technology stocks and dives deep into a number of exciting, emerging tech trends.  Some readers have said it's like getting next month's news today.  Trial subscribers will receive the 212-page report, which includes 35 detailed tables and graphs, for free, no strings attached. This report is a must read for investors and analysts focusing on technology right now.

Over the past decade, well over a thousand Wall Street analysts, money managers and institutional investors have joined thousands of savvy private investors in gaining key tech industry insights and intelligence from industry veteran and celebrated investor Paul McWilliams in his role as editor of Next Inning Technology Research.

McWilliams spent a decades-long career 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.

To get ahead of the Wall Street curve and receive Next Inning's Q4 2013 State of Tech report, you are invited to take a free, 21-day, no obligation trial with Next Inning, by visiting the following link:

https://www.nextinning.com/subscribe/index.php?refer=prn1629

Topics discussed in McWilliams' recent reports include:

  • SanDisk: In July 2012, when SanDisk was trading at $36.48, McWilliams told investors that SanDisk was deeply undervalued and he set a $70 price target.  SanDisk hit McWilliams' $70 target last October, but has been unable to break through resistance.  Does McWilliams think SanDisk will break through this resistance when it reports Q4 results later this month, or is it time for investors to take profits?  What is different about the demand elasticity for NAND Flash memory when compared to DRAM and why is this difference an important fact for memory investors to consider today?  What is the ultimate potential demand for NAND Flash, and under the right conditions, what has McWilliams set as an estimated full value price range for the stock?
  • Qualcomm: After years of cycle-trading Qualcomm, McWilliams advised Next Inning readers in 2010 when Qualcomm dipped into the $30s that it was time to buy shares with the intent to hold them for the long run.  Thanks to subsequent option hedges proposed by McWilliams, subscribers who followed his recommendations now have a cash exposure basis in the mid-$20s on their Qualcomm shares and have pocketed nice call premiums and dividends. Does McWilliams expect Qualcomm to continue to dominate the high-end smartphone market for the foreseeable future? Can Qualcomm develop a meaningful position in the entry level smartphone market against competitors like MediaTek? Does McWilliams expect Qualcomm to report above expectations when it next reports earnings?  What one specific risk factor at Samsung should Qualcomm investors consider as we head into earnings season?
  • Skyworks: McWilliams encouraged Next Inning readers to consider buying Skyworks when the stock fell into the high-teens in Q4 2012 and accurately predicted its earnings growth in 2013.  Is Skyworks poised to outperform the broader technology sector in upcoming quarters? What has changed this year in the RF semiconductor market and why is it important for investors to understand this change?  Does McWilliams expect Skyworks to report above expectations when it reports earnings?
  • AMD: McWilliams suggested buying AMD in late 2012 when the stock slipped below $2.  Up now more than 100%, is it time for investors to take profits or does he think the company will continue to build traction with its new strategies in 2014? 
  • Linear Technology: McWilliams suggested buying Linear Technology at the then current price of $28.75 in mid-2012.  As it turned out, this was just one day before Linear Tech hit its 52-week low. Wall Street subsequently recognized the value of Linear Tech's business model, and pushed its price up to a 12-year high last month.  What led McWilliams to classify Linear Tech as a "strategic investment" in 2012 when Wall Street apparently wanted nothing to do with the stock?  And now, given its sharp run-up, has the stock moved above what McWilliams thinks is a sustainable valuation?

Founded in September 2002, Next Inning's model portfolio has returned 323% since its inception versus 103% 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




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