Long

Why Are We Buying Activision?

Activision Blizzard, Inc. (Activision Blizzard) is an online, personal computer (PC), console and handheld game publisher. It has 3 segments: Activision Publishing, Blizzard Entertainment, Inc. and its subsidiaries & Activision Blizzard Distribution. Basically, this company makes video and PC games, and good ones at that. Why are we taking a position at these levels?....

Why Are We Buying Value Line?

Value Line is a fundamentally sound company that has taken a beating due to the recent stress on the financial sector. Since Value Line is a service provider it carries no inventory. It has no debt on its books and is currently priced at attractive levels compared to its past performance...

Is EMS Technologies a Steal?

Our bulls feel that EMS Technologies (ELMG) is a steal at its current price. A combination of new management, and a fundamental and technical valuation that indicates significant opportunity has our bulls licking their chops. Our bears, on the other hand, cite economic uncertainty along with a reduction in profits as red flags on ELMG at its current price levels...

Why Are We Buying Silicon Motion Technology?

We feel that SIMO carries a competitive advantage in the controller market, and has the potential to explode when old disk manufacturers switch to solid state drives. The company's fundamentals are excellent, profit margins are strong, as is cash flow, and Silicon Motion carries little to no debt. We feel this presents a unique buying opportunity...

Description

The Internet Initiative Japan (IIJI) offers a comprehensive range of Internet connectivity services and network solutions to its customers in Japan. It also offers its services on one of the most advanced and reliable Internet networks available in Japan. The Japanese economy has been pummeled this past year. Here's why we consider IIJI a buy at these levels...

Is Apple heading in the right direction?

Does Apple know what it's doing when it continues to promote its commodity brands, with exclusive licenses and deals that close off third parties to extending their product features? Or will this tactic, successful up until now, eventually bit Apple in the butt as it has for Microsoft in its battle vs the open source (Google/ Linux) community? ...

SiRF Technology Holdings (SIRF) is a semiconductor supplier of Global Positioning System, based location technology solutions designed to provide location awareness capabilities in mobile consumer and commercial systems.  SiRF Technology Holdings was way oversold as it missed earnings expectations with less-than-expected sales at Garmin and Mio...

Why Are We Buying AMD?

Advanced Micro Devices (AMD) is a global semiconductor company with facilities around the world. It provides processing solutions for the computing, graphics and consumer electronics markets.  Vendors (IBM, Dell, Apple, etc.) do not want to see competitor Intel in a monopolizing position, and Intel will not be able to sustain the price wars.  At the same time, AMD carries a large debt load and has reported four consecutive quarterly losses...

Why Are we Buying QID?

UltraShort QQQ ProShares (an ETF) (QID) seeks daily investment results, before fees and expenses, which correspond to the inverse of the daily performance of the NASDAQ-100 index. The fund normally invests 80% of assets to financial instruments with economic characteristics that should be inverse to those of the index...

Why Are We Buying Buffalo Wild Wings?

Buffalo Wild Wings (BWLD) is an owner, operator and franchisor of restaurants featuring a variety of boldly-flavored, made-to-order menu items including Buffalo, chicken wings etc.  Is it a bargain at nearly half its 52-week high, or will the increase in meat and commodities prices come to haunt the restaurant chain in the near future? ...