Archive for the ‘Computer Services’ Category

Apple Inc. (NASDAQ:AAPL) – is a company engaged in designs, manufactures and markets mobile communication and media devices. Also makes personal computers including laptops, and portable digital music players, and also sells a wide range of related software services, and third party digital content + applications. Some of Apples products include iPhone, iPad, Mac, iPod, and the Apple TV. Apple also sells digital content via their iTunes Store, App Store, iBookstore, and the Mac App Store.

Today Shares of Apple popped on News of iPad 3 of which may be coming out next month. Since the New Year Apple Shares have climbed in dramatic fashion. On 12/30/2012 Apple closed close to $403.00 a share. At close today Apple closed at $493.73 up $16.49 (3.46%). Not only have these shares climbed over $90.00 a share since the new year, but are on the way to set new all time highs. Over the past 52 weeks Apple has traded as low as $310.50, and as high as $496.75.  Current P/E is on 14.05 which surprisingly is not as high as many would expect.

Facts are since 2008

EPS have climbed from 6.78 a share, to 27.68 as of 52 weeks ending September, 24th, 2011.

Gross Profit has climbed from $13.197 Million 2008 to $43.818 Mill 2011.

Total Revenue has climbed from $37.491 Million 2008 to $108.249 2011.

Not only has this company made a fortune during a deep recession but, as the expand and grow on a global basis the potential for growth is unimaginable. Not only will iPhone, and iPad be one of there biggest sellers, but iTV, and iCloud will be phenomenal products.

Currently I have Apple Rated a Hold, and a $510.00 Target Price for June 2012.

Currently I do not own any Shares of Apple Inc. (NASDAQ:APPL)  – and have no plans to make a position within the next 3 trading days.

 

 

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PetMed Express Inc. (PETS) – a nationwide pet pharmacy that delivers prescription and non prescription pet medications for dogs, horses, and cats out directly to the consumer. PetMed Express also sells pet accessories, pet food,health, and nutritional supplements. PetMed’s products are bought over the Phone, and via the Internet.

Not only in a recent blog post (9/21/2011) did I announce a PoulTrend Alert! I discussed how this company was going to blow out analysis predictions. As announced Yesterday, PetMed Express Inc. (PETS) not only increased Revenues for the quarter from $50.5 million, from $45.1 million a year prior. (PETS) closed trading up $1.24 +(11.00%) at $12.51. Over the past 52 weeks (PETS) has traded between $16.16-$8.51. However over the past month the company has been trading in upward fashion now eclipsing the 6 month trading average.

With a dividend payout close to 0.13 a quarter or 0.50 a share each year for the long portfolio investors this is a wonderful investment for the future. I expect this company to continue to out beat analysis predictions for some time. Currently I Rate PetMed Express Inc. (PETS) a BUY/HOLD, with a Target Price of $15.00.

Research In Motion Ltd. (NASDAQ:RIMM) – are a manufacturer, marketer, and designer of wireless solutions for the worldwide mobile communications market. RIM provides platforms + solutions for access to information, including E-Mail, Voice, Instant Messaging, Short Message Service (SMS), Internet and intranet – based apps and browsing. RIM’s Portfolio includes Blackberry Wireless solution, of which is their Handheld product line.

Not only did (NASDAQ:RIMM) drop over 6% yesterday but has been on a downtrend for sometime. Many are questioning this company as a company to invest in or to stay away from.

Currently I Rate (RIMM) a HOLD/SELL!  There will be news someday down the road that may spike the shares, however there should be steady downtrend until stock hits $12.50. At that point in time would I then possible think about investing in this company. As we have all seen trends, especially now fade, and disappear faster than most people can imagine. I am not saying that this company is done, and over but I think for now that RIMM Will be a lost company for sometime.

Not only have they lost a large share in the cell phone market, but it seems as though the company is unsure of where they are heading next. With this company however having virtually no Debt, it would not surprise me if they do not pick up a company or two over the next year. Possibly even selling some of their patients off, and reworking their phones which could take some time to get up and running.  As there is now new management involved I cannot see them doing anything spectacular over the next 6-8 months.

 

Currently I do not hold a position in PetMed Express Inc.(PETS) or Research In Motion (RIMM) nor plan to initiate a position in the next 3 trading days.

Image representing Fusion-io as depicted in Cr...

Image via CrunchBase

Fusion-IO (FIO) Has been upgraded to a target price of $27.00. With Fusions High since realeasing as an IPO on June 10th, It climbed rapially to $36.98. Than since has been a steady climb down, and hit its bottom, on Thursday September 22nd at $14.90. With (FIO) closing on Friday 23rd, at $17.55 there is still a $10.00 upside.

Fusion-IO Inc.  is a provider of data-centric computing solutions: a combination of hardware and software that places data closer to processing. Fusion’s family of NAND flash-based ioMemory technologies offer a solution that scales to meet the needs of information technology (IT) administrators and partners and allows them to re-imagine how data centers can be architected. Fusion’s software solutions are built on the ioMemory Virtual Storage Layer (VSL), a flash-optimized operating system (OS) subsystem that allows ioMemory to interact with the central processing unit (CPU) and system memory as a tier of memory, and emulates a block-based storage device to applications. Its ioMemory is for data center applications. A single ioMemory module has the capacity of 100 memory modules, and the performance of 1,000 disk drives. -Google Fiance.com

Fusion-IO also have Partnerships with DELL,HP,IBM, and Supermicro. Not to mention Industries like Facebook use them to accelerate their enterprises, including social media,web business, security, government, and military organizations use Fusions ioMemory to supply their servers with all their critical data that they need to process and run at their needed speeds.

As of 9/25/2011 I call a PoulTrend Alert!

I feel fusion has the potential to rapidly grow in the next few years. This could be a great investment!

 

 

 

 

 

 

 

 

 

 

 

Image representing Pandora Media as depicted i...

Image via CrunchBase

Pandora (P) of which went public in mid June, has had a high of $26.00, and a Low of $11.00. Currently with Pandora (P) trading at $13.80, I firmly believe this is a bargain buy. As of January 31, 2011, it had over 80 million registered users. The key things I love about Pandora (P) is their structure. The company the President and CEO
Joseph J. (Joe) Kennedy, is a Genesis. They have a great market of which has solely been based towards Cell Phones. Now they have started growing as they have now made contracts with Cars, Audio Companies to per mote there product. Not to mention the way that the music Like button is synced to the user is a concept of which will keep there customers. They do countless analysis data to retrieve the best playlist for you. This is a tool of which can not be found on Sirius, or XM. Not to mention they make a large amount of there revenue’s from mobile add’s as well as Online adds. I firmly think that later down the road Pandora (P) could superficiality change the music world.

Currently I have Pandora rated at a BUY BUY BUY, HOLD HOLD HOLD, and have a target price for Pandora to be close to $30.00 buy end of 2011. They are a new and growing company give them a chance, they could bring you great returns!

Disclosure – Currently I do not own, or plan to own a position in Pandora (P) in the next 72 hours.

Image representing Apple as depicted in CrunchBase

Image via CrunchBase

There is no question about it these three giants are literally going to be head to head, at war with one another.  All 3 of these giants want there share of the Mobile Cell phone world, and the technology needed to stay at the top, being #1 in this sector is there ultimate goal.

As of this morning 8/17/2011

Apple (AAPL) and Starbucks (SBUX) announced that they will be hooking up with one another. Apple of which will be allowing Starbucks to have an APP on there mobile devices for free. Why is this important. Well back in 2007 it was estimated that 2/3rds of the WORLD drinks coffee.

Yes coffee is getting more expensive. Which may turn people off from wanting to go to a Starbucks, However Starbucks environmental structure is was makes them the leaders in this market. Starbucks offers a hot spot both for coffee drinkers and non. They offer free wi-fi, have point program, and the environment in these facilities is high class. Not to mention some are opened 24/7. (Plus, there has been talk of adding wine to the menu.) Now what can beat that. Why is this good for (APPL) well if Apple (AAPL) has an awesome app with Starbucks they will be able to not only promote Starbucks but it will keep the Starbucks lovers with the Apple Phones. Catch my drift.

Apple (AAPL) may also buy out SHARP! Would this be a good thing, of course. Why they want to make sure they keep up with the 3D technology for their Apple I phones, and IPADS. Will this go threw, probably not any time soon. If anything Apple (AAPL) should focus on buying out LG in doing this they would get the 3D technology for the Screens, and than own the LG MOBILE phones of which again would be keeping them in the Fight towards the top for the Mobile Phone explosion that we are heading into. LG as of 2010 had 116 million cell phone shipments, if they owned the rights of them they could totally take 35% or more of the market share and compete with the Android.
Microsoft (MSFT) is supposedly in the works of want to buy out Motorola Strictly for the patents. Will they get it, probably not, however their next move to stay a float in this world is to get on the band wagon of the Mobile internet world and as fast as possible. Everyone has already been saying it could be possible that the Cloud could kill Microsoft. Will this happen I highly doubt it, but it would not surprise me if you seem them make a move at Biadu.com some day down the road. Or make a move to try and hook up with Blackberry (RIM). Many say the Blackberry is over, however I tend to disagree, for a business worker Blackberry still has the best phones of which are directed towards the business person.

Below is a picture of the estimated Smart Phone Cell phones by 2015

Now 631 Million is obviously just a measurement. I estimate it will actually grow to 720 Million Plus! This being as if the Price of these Smart phones drops the more people will buy them. Since Google has now bought out Motorola (MMI) They may not have a problem offering the phone under 25$ or free on any network just because they can, and at the end of the day they still win as these phones obviously will be pre set to all Google’s works in the making like Google Plus, and their browser.

Now you can see Microsoft (MSFT) can still make some moves here and take 25% or more of the Market with a few upgrades. Meaning they need to buy out Blackberry (RIM) and than that 11.1% share could be there’s for the keeping.
Google (GOOG) right now is in the front when it comes to winning the war right now. With their purchase of Motorola (MMI) they have taken the first big hit at Apple (AAPL) and Microsoft (MSFT). I cannot wait to see what happens in the days ahead! This will be something epic to follow.

Disclosure- Currently I do not hold a positions in any of the companies mentioned above. Nor do I plan to initiate a position in the next 3 trading days.

Photo Disclosure – I do not own nor claim to own this photo I am using it as a reference to my blog. I recommend you look at the full article of which can be found at

http://mobithinking.com/mobile-marketing-tools/latest-mobile-stats

Image representing Google as depicted in Crunc...

Image via CrunchBase

Yesterday was the mark of a $12.5 billion dollar deal between Google (GOOG) and Motorola Mobility (MMI). Google being the world’s leading search engine obviously has the money.

My personal believe of all the controversy that this deal yesterday has stirred is simply this. Google knows that regardless the fact that the Android operating system for mobile phones sells better than Apples Iphone. Google really does not care if Apple (AAPL) may have taken over the number one spot over Exxon (XOM) #1 company in the world price tag wise. Google (GOOG) focus is to continue to be the number one search engine. Obviously from my blog a few days back about Cisco (CSCO) is that the online world will continue to shift. Over the next 5 years the amount of online time being used online via cell phones, and other handheld items will soar passed the desktop computers, and Labtops. Google’s (GOOG) Plan is obvious, they want to make sure that they still are the leaders when this shift happens. Meaning obviously the need to make a slight shift to this Handheld change. Yes they do have the Google Android system of which sells better than Apple, however now they can work more on other platforms. Apples (AAPL) iPad obviously gets google worried. Why not spend the money that they literary have sitting around on Motorola one of the best in the phone world and team up. This to me is a classic move for Owners trying to continue to run Google like a business. To be in business you have to stay in business and reshape certain aspects of the company to compete. However this does not mean turn into General Electric (GE). When I say that I mean do not try to focus on 14 different concepts at once, it does not work that way. A business is like a building, you need to build it from the ground up, you cannot just ride the elevator to the top. Google (GOOG) buying Motorola was a wonderful Idea. It will also pay off long term for the company. My only fear is can Google (GOOG) turn into a General Electric (GE) time will only tell.

Baidu.com (BIDU) does not scare Google (GOOG) one Bit!!

There is no question about it I have loved Google since day one of using it as my search engine. Google knows that Baidu.com (BIDU) will continue to try and make a run for their money long term. However Google(GOOG) knows the shift we are heading into. Google (GOOG) knows that they may lose out on the online world with search engine service over the coming years ahead on desktops/laptops. However they also know that the money that will be generated because of this hook up with Motorola with the next big boom come internet innovation.

Currently Google (GOOG) is a SELL SELL SELL. I expect long term downtrend to start to take form. Being as in my personal opinion Google (GOOG) is over priced. Once it gets under $470 a share Google in my opinion is still a rich mans buy not a average joe like myself.

Disclosure – Currently I do not own nor plan to initiate a position in Google (GOOG) now or the next 3 trading days.