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
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:
Topics discussed in McWilliams' recent reports include:
oSanDisk: 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?
oQualcomm: 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
oSkyworks: 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?
oAMD: 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?
oLinear 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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