With shares of Intel (NASDAQ:INTC) trading around $23, is INTC an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
T = Trends for a Stock’s MovementIntel designs and manufactures integrated digital technology platforms, including microprocessors and chipsets. The company sells these platforms primarily to original equipment manufacturers, original design manufacturers, and industrial and communications equipment manufacturers in the computing and communications industries. Intel�� platforms are used in a range of applications, such as personal computers, data centers, tablets, smartphones, automobiles, automated factory systems, and medical devices.
The company also develops and sells software and services primarily focused on security and technology integration. Microprocessors, chipsets, and software products and services are at the root of most technological progress. A bellwether and main provider like Intel will see rising demand and increased market share, as it is the only viable option for a growing consumer base and expanding companies worldwide.
Top 10 Beverage Companies To Watch In Right Now: Cisco Systems Inc (CSCO)
Cisco Systems, Inc., incorporated on December 10, 1984, designs, manufactures, and sells Internet protocol (IP)-based networking and other products related to the communications and information technology (IT) industry and provide services associated with these products and their use. The Company provides a line of products for transporting data, voice, and video within buildings, across campuses, and around the world. Its products are designed to transform how people connect, communicate, and collaborate. Its products are installed at enterprise businesses, public institutions, telecommunications companies, commercial businesses, and personal residences. The Company has five segments: United States and Canada, European Markets, Emerging Markets, Asia Pacific, and Japan. The Emerging Markets theater consists of Eastern Europe, Latin America, the Middle East and Africa, and Russia and the Commonwealth of Independent States. In July 30, 2012, it acquired NDS Group Ltd. In October 2012, it acquired virtual networking company, vCider. In August 2011, the Company acquired Versly. In November 2011, it acquired BNI Video. In March 2012, the Company acquired Lightwire, Inc. In May 2012, the Company acquired ClearAccess. In December 2012, the Company acquired Cloupia. In December 2012, the Company acquired Cariden Technologies Inc. In December 2012, the Company acquired Meraki, Inc.
The Company�� product offerings fall into three categories: its core technologies, routing and switching; advanced technologies, and other products. In addition to its product offerings, the Company provides a range of service offerings, technical support services and advanced services. The advanced services program supports networking devices, applications, solutions, and complete infrastructures.
Routing
The Company offers a range of routers, from core network infrastructure for service providers and enterprises to access routers for branch offices and for telecommuters and consumers at ho! me. Key products within its routing category are the Cisco ASR 901/903, Cisco 1000, 5000, and 9000 Cisco Aggregation Services Routers (ASR), as well as the Cisco ASR 800, 1900, 2900 and 3900 Cisco Integrated Services Routers (ISR):; Cisco CRS-1, 7600 and Cisco CRS-3 Cisco Carrier Routing Systems (CRS). During the fiscal year ended July 31, 2010 (fiscal 2010), Cisco introduced the Cisco CRS-3 Carrier Routing System (CRS-3) and Cisco 7600 Series Routers.
Service Provider Video
The Company�� end-to-end, digital video distribution systems and digital interactive set-top boxes enable service providers and content originators to deliver entertainment, information, and communication services to consumers and businesses around the world. Key product areas within its Service Provider Video category are: Set-Top Boxes, IP set-top boxes (both High-Definition (HD) and Standard Definition (SD)); Digital cable set-top boxes (both HD and SD); Cable Modem CPE (Data, EMTA, and Gateways); Videoscape Software Products and Headend Equipment (Encoders, Decoders, and Transcoders).
Switching
The Company�� switching products offer many forms of connectivity to end users, workstations, IP phones, access points, and servers, and also function as aggregators on local-area networks (LANs), metropolitan-area networks (MANs), and wide-area networks (WANs). Its switching systems employ several widely used technologies, including Ethernet, Power over Ethernet, Fibre Channel over Ethernet, Packet over Synchronous Optical Network, and Multiprotocol Label Switching. Many of its switches are designed to support an integrated set of advanced services, allowing organizations to be more efficient by using one switch for multiple networking functions rather than multiple switches to accomplish the same functions.
Cisco offers a family of Ethernet switching solutions from fixed-configuration switches for small and medium-sized businesses to modular switches for enterprise! s and ser! vice providers. Its fixed-configuration switches are designed to provide a foundation for converged data, voice, and video services. Key products within its switching category are the Cisco Catalyst 2960, 3560, 3750, 4500 and 6500 Series; the Cisco Nexus 2000, 3000, 5000 and 7000 Series switches; and MDS Series: MDS 9000.
Fixed-configuration switches are designed to cover a range of deployments in small and medium-sized businesses. It fixed-configuration switches are designed to provide a foundation for converged data, voice, and video services. They range from small, standalone switches to stackable models that function as a single, scalable switching unit. Modular switches are typically utilized by enterprise and service provider customers. Fixed-configuration and modular switches also include products such as optics modules which are shared across multiple product platforms.
NGN Routing
Routing technology is fundamental to the Internet, and this technology interconnects public and private IP networks for mobile, data, voice, and video applications. The Company's NGN Routing products are designed to enhance the intelligence, security, reliability, scalability, and level of performance in the transmission of information and media-rich applications. It offers a broad range of routers, from core network infrastructure and mobile Internet network for service providers and enterprises to access routers for branch offices and for telecommuters and consumers at home. Key product areas within its NGN Routing category are, Cisco Aggregation Services Routers: Cisco ASR 901/903, Cisco ASR 1000, Cisco ASR 5000 and Cisco ASR 9000. Cisco Integrated Services Routers: Cisco ISR 800, Cisco ISR 1900, Cisco ISR 2900 and Cisco ISR 3900. Cisco Carrier Routing Systems: Cisco CRS-1, Cisco CRS-3 and Cisco 7600 Series Routers.
Security
Cisco security solutions deliver identity, network and content security solutions designed to enable customers to reduce the ! impact of! threats and realize the benefits of a mobile, collaborative, and cloud-enabled business. The products in this category span firewall, intrusion prevention, remote access, virtual private networks (VPNs), unified clients, network admission control, Web gateways, and email gateways. Its AnyConnect Secure Mobility Client solution enables users to access networks with their mobile device of choice, including laptops and smartphone-based mobile devices, while allowing organizations to manage the security risks of networks. Its cloud-based Web security service is designed to provide real-time threat protection and to prevent malware from reaching corporate networks, including roaming or mobile users. It focuses on a proactive, layered approach to counter both existing and emerging security threats. During the fiscal year ended July 28, 2012, it introduced the Cisco ASA 5500-X Series Midrange Security Appliance, Cisco Security Manager 4.3, the IPS 4500 Series, and Prime Security Manager.
Wireless
The Cisco Unified Wireless Network aims to harness the network to solve business problems, uniting high-performance wireless access across campus, branch, remote and outdoor environments. Its offerings include wireless access points (including the Cisco Aironet product family), controllers, antennas, and integrated management. The Company�� offerings provide users with simplified management and mobile device troubleshooting features which are designed to reduce operational cost and maximize flexibility and reliability. It is also investing in custom chipsets to deliver functions such as CleanAir proactive spectrum intelligence, ClientLink acceleration for mobile devices and VideoStream multicast optimization technology.
Data Center
The Company�� data center product category has been its major product category for the past two fiscal years. Cisco Unified Computing System (UCS) and Server Access Virtualization form the core of the Data Center product category.! Key prod! uct areas within its Data Center product category are: Cisco UCS B-Series Blade Servers, Cisco UCS C-Series Rack Servers and Cisco UCS Fabric Interconnects.
Other Products
The Company�� other products category primarily consists of Linksys home networking products, certain emerging technologies, and other networking products. In addition to its product offerings, it provide a range of service offerings, including technical support services and advanced services.
The Company competes with Alcatel-Lucent; ARRIS Group, Inc.; Aruba Networks, Inc.; Avaya Inc.; Belden Inc.; Brocade Communications Systems, Inc.; Check Point Software Technologies Ltd.; Citrix Systems, Inc.; D-Link Corporation; LM Ericsson Telephone Company; Extreme Networks, Inc.; F5 Networks, Inc.; Force10 Networks, Inc.; Fortinet, Inc.; Hewlett-Packard Company; Huawei Technologies Co., Ltd.; International Business Machines Corporation; Juniper Networks, Inc.; LogMeIn, Inc.; Meru Networks, Inc.; Microsoft Corporation; Motorola, Inc.; NETGEAR, Inc.; Polycom, Inc.; Riverbed Technology, Inc.; and Symantec Corporation.
Advisors' Opinion:- [By Sue Chang]
After Wednesday�� closing bell, Cisco (CSCO) �said adjusted profit came in at 51 cents a share, ahead of 48 cents a share forecast by analysts, and sales also topped forecasts. Shares surged 7% after hours after Cisco execs gave a revenue projection that was better than the Street expected.
- [By Steve Symington]
On that "other" category
Last but not least, I was hoping for more clarity on some of iRobot's emerging segments, most notably including its newest telepresence robots such as the health care-centric RP-VITA and the enterprise-focused Ava 500, which is being created under a joint partnership with the help of tech giant Cisco (NASDAQ: CSCO ) and its existing telepresence solutions. - [By John Udovich]
Networking giant Cisco Systems, Inc (NASDAQ: CSCO) has not exactly been a great performer for any investor who got in the stock near the height of the dot.com bubble,�but shares have put in a good performance for investors who have got in more recently as the�company sits at the core of the cloud computing and next generation networking landscape���reasons we have recently added�shares to our�SmallCap Network Elite Opportunity (SCN EO). However, Cisco Systems��shares are also down more than 8% in premarket trading after having reported 4th quarter and full year earnings when the market closed yesterday, but�those earnings were not all bad as investors need to consider the facts and the whole picture:
- [By Wallace Witkowski]
Heavyweights in the S&P 500 such as Apple Inc. (AAPL) , Microsoft Corp. (MSFT) �, Comcast Corp. (CMCSA) , Cisco Systems Inc. (CSCO) , AbbVie Inc. (ABBV) , Honeywell Corp. (HON) , Priceline.com Inc. (PCLN) , DuPont (DD) , Dow Chemical Co. (DOW) , Monsanto Co. (MON) , and Starbucks Corp. (SBUX) �all saw a 20% or more jump in the number of short-interest positions in the past two weeks alone, according to FactSet data.
Top 5 Communications Equipment Stocks To Watch For 2014: TomTom NV (OEM)
TomTom NV is a Netherlands-based supplier of location and navigation products and services. The Company�� structure consists of four customer facing business units, namely Consumer, Automotive, Business Solutions and Licensing. The first three business units provide targeted solutions for the Company�� customers, including private consumers, car manufacturers and fleet owners. Licensing sells its content and services to multiple customer groups including portable navigation devices (PNDs) and wireless companies, governments and enterprises. The Company�� business units embed 11 product units, such as digital maps, traffic intelligence, navigation software, PNDs, automotive systems, fleet management services (FMS), smart phone applications, sports watches, points of interest, location based services (LBS) and speedcam intelligence. As of December 31, 2011, the Company was active in 35 countries. In July 2013, it acquired Coordina (Gestion Electronica Logistica, S.L.). Advisors' Opinion:- [By ICRAOnline]
In the previous three-month period (fourth quarter), revenue fell 4% year over year to $1.65 billion mainly on account of 33.7% drop in original equipment manufacturer (OEM) revenues and 0.8% decline in branded revenues. Product revenues dropped 8.4%, which was partially compensated by 8% improvement in service revenues.
Top 5 Communications Equipment Stocks To Watch For 2014: Revolution Lighting Technologies Inc (RVLT)
Revolution Lighting Technologies Inc., incorporated on December 16, 1993, designs, manufacture, market and sells commercial grade, light emitting diode (LED) replacement light bulbs and LED-based signage, channel letter and contour lighting products. The Company sells these products under the Seesmart, Array Lighting and Lumificient brand names. The Company operates in two segments: LED replacement lamps and fixtures and LED signage and lighting strips. On December 20, 2012, the Company acquired Seesmart Technologies, Inc., headquartered in Simi Valley, California. In August 2013, the Company announced that it has completed the acquisition of Relume Technologies (Relume). In October 2013, the Company announced that it has acquired a portfolio of general illumination LED lighting products, including several product lines from CMG Energy Solutions (CMG). In November 2013, the Company acquired Tri-State LED.
The Company�� LED replacement lamps and fixtures segment include the Seesmart business and the Array business, which has been integrated with the Seesmart business. The LED signage and lighting strips segment is comprised of the Lumificient business.
Advisors' Opinion:- [By Paul Ausick]
Without making too much fuss over a small-cap stock, Revolution Lighting Technologies Inc. (NASDAQ: RVLT) is seeing its share price rise by nearly 25% today after reporting results this Friday morning. Yahoo! Finance does not have any estimates for the company, but Revolution posted an operating loss of $3.1 million in the quarter, more than four times worse than its loss in the same period in 2012. Even with adjustments Revolution�� operating loss totaled $1.8 million.
- [By Stock Investor]
First up we have Revolution Lighting Technologies, Inc (RVLT). As of last week RVLT had a market cap of $280m. Revenues for the last year came in at $4.4m. The company is averaging a cash burn of approximately $7m per quarter over the last two quarters. If I give the company the benefit of the doubt and assume the $7.5m of investments they made last quarter was a one time event, the cash burn then drops to under $4m per quarter. In March RVLT raised $5m from the issuance of shares priced at $1.17. The company is still in need of additional financing, and with the stock price up 400% in the last three months, it would be wise for them to issue shares right now. This increases the risk for investors dramatically right now.
- [By Roberto Pedone]
Another under-$10 stock that's starting to move within range of triggering a big breakout trade is Revolution Lightning Technologies (RVLT), which designs, manufactures, markets and sells, commercial grade, LED replacement lamps, LED fixtures and LED-based signage, channel-letter and contour lighting products. This stock has been a monster for the bulls so far in 2013, with shares up a whopping 445%.
If you take a look at the chart for Revolution Lightning Technologies, you'll notice that this stock has recently formed a double bottom chart pattern at $2.19 to $2.22 a share. Following that bottom, shares of RVLT exploded to the upside and hit a recent high of $3.96 a share with strong upside volume flows. Shares of RVLT are now finding some buying interest right around its 50-day moving average of $3.36 a share. If that level can hold, then RVLT will set up to resume its uptrend and potentially trigger another big breakout trade.
Market players should now look for long-biased trades in RVLT if it manages to break out above some near-term overhead resistance levels at $3.70 to $3.80 a share and then above more resistance at $3.96 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 1.21 million shares. If that breakout triggers soon, then RVLT will set up to re-test or possibly take out its next major overhead resistance levels at $4.94 to $5.50 a share.
Traders can look to buy RVLT off weakness to anticipate that breakout and simply use a stop that sits right below its 50-day moving average at $3.36 a share, or around $3 a share. One can also buy RVLT off strength once it clears those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.
- [By Paul Ausick]
Big Earnings Movers: The Walt Disney Co. (NYSE: DIS) is up 2.1% at $68.58 on a good showing for its films but not so much for its TV programming. Molycorp Inc. (NYSE: MCP) is up 1.8% at $4.85 after offering a weakish outlook. Revolution Lighting Technologies Inc. (NASDAQ: RVLT) is up 21.5% at $3.28 after a strong report and reaffirmed solid outlook.
Top 5 Communications Equipment Stocks To Watch For 2014: ADT Corp (ADT)
The ADT Corporation (ADT), incorporated on January 18, 2012, is a provider of electronic security, interactive home and business automation, and monitoring services for residences and small businesses in the United States and Canada. The Company�� products and services include ADT Pulse interactive home and business solutions, and home health services. ADT provides business security intrusion detection, which protect the business from burglary, robbery and intruders. Its electronic access control limits unauthorized entry and employee access to the business, as well as complete access. Effective August 2, 2013, The ADT Corp acquired Devcon Security Services Corp, a provider of security protection services, from Devcon International Corp. In November 2013, Kastle Systems International announced that it had acquired Mutual Central Alarm Services and Stat-Land Security Systems from ADT Corporation.
The Company's video surveillance views events in multiple areas of facility, which has control over loss and oversees business. On October 1, 2012, the Company completed the acquisition of Absolute Security.
Advisors' Opinion:- [By Jim Fink]
Year-to-Date Performance
Industry Diamond Offshore (NYSE: DO) $55.39 $7.7 billion 3.3 -14.2% Oil Drilling HCP Inc. (NYSE: HCP) $36.22 $16.5 billion 3.5 -16.0% Healthcare REIT American Realty Capital Properties (Nasdaq: ARCP) $12.64 $2.4 billion 8.6 1.9% Retail and Office REIT Southern Co. (NYSE: SO) $40.88 $36.1 billion 9.8 -0.1% Electric Utility Cooper Tire & Rubber (NYSE: CTB) $22.01 $1.4 billion 10.3 -11.8% Automobile Tires CenturyLink (NYSE: CTL) $31.36 $18.5 billion 11.8 -14.5% Telecommunications Quest Diagnostic (NYSE: DGX) $54.05 $7.8 billion 13.4 -5.4% Medical Diagnostic Tests Kinder Morgan Energy Partners (NYSE: KMP) $79.57 $34.9 billion 15.4 6.0% Energy pipeline MLP Altera (Nasdaq: ALTR) $31.98 $10.3 billion 15.9 -5.6% Semiconductors ADT Corp. (NYSE: ADT) $40.01 $8.0 billion 16.8 -12.9% Home SecuritySource: Bloomberg
- [By John Divine]
Another victim of a weak earnings call, shares of security company ADT (NYSE: ADT ) lost 6.9% after posting profits that rose just 2%. Despite adding more than 300,000 new customers, revenue failed to meet expectations, coming in at $821 million -- analysts were calling for about $824 million. While today's slide was extreme, the company isn't exactly in major trouble. It just seems to be in a phase of slow, steady growth.�
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