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Support the Finance Puzzle blog this holiday season

Elias Tsepouridis (November 20th, 2009) Writes:
As the holiday season quickly approaches and you plan your list of gifts, you can help the Finance Puzzle blog by utilizing my affiliate program with Amazon.  So for any of the online gift purchases... [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

AT&T Expands Cloud Solutions – Analyst Blog

Zacks Market Commentaries (November 17th, 2009) Writes:
US telecom giant AT&T (T) has reportedly expanded its portfolio of premium cloud-based solutions with an innovative cloud computing service that delivers on-demand computing through a self-service approach over the company’s reliable and highly secured network cloud platform. The service called “AT&T Synaptic Compute as a Service" will offer businesses of all sizes on-demand access to computing resources based on their requirements.  Customers can use the service to quickly address immediate demands for variable computing processing power and increase capacity according to their business needs. The service will be officially launched in the US during fourth-quarter 2009 and will be expanded across select international markets in due course.  Cloud computing is a process of computing where tasks are assigned to a combination of connections, software and services (jointly forming the “Cloud") which can be accessed over a network. Cloud computing is gradually gaining momentum as industry ...

Digging Deep to Find Value

Tracey Ryniec (October 30th, 2009) Writes:
It isn't fun being a value investor right now. Just 8 months ago, value investors had the stock markets at their feet. The S&P 500 was trading at just 10 times earnings, and some blue chips were trading at multi-decade lows.

And then, poof!

Before value investors could even blink, stocks moved higher and, so far, haven't looked back. Over the next 8 months, the valuation on the S&P 500 nearly doubled.

Make no mistake; the rally has been great. Every investor has benefitted. For value investors, current market conditions are both the best of times and the worst of times.

Who doesn't feel a tinge of jealousy as growth investors cash in on multi-decade highs for stocks like Amazon.com? If you're like me, sometimes it's tempting to just throw in the towel and follow the crowd into the growth stocks, even if they are trading with P/Es at 50 or higher.

But never

...

LSI’s Q3 Profit Swells – Analyst Blog

Zacks Market Commentaries (October 29th, 2009) Writes:

LSI Corp. (LSI) yesterday reported revenues of $578 million in the third quarter, down 19% year over year but up 11% sequentially. The sequential improvement in revenues was driven by increased shipments of mid range storage systems and server rated solutions. IT spending showed clear signs of improvement in the quarter as data centers needed to add storage capacity to meet demand for data storage in management while also taking advantage of newer server technology.

Semiconductor revenues came in at $371.6 million, up 8% sequentially but down 25.7% year over year. Storage Systems revenues came in at $206.6 million, up 16.8% sequentially but down 3.4% year over year.

Gross margins came in at 45.5%, an increase of 340 basis points from the previous quarter and exceeded management’s guidance range by 50 basis points.

Net income jumped to $119 million from a net income of $7 million in the previous quarter and

...

Palm Pixi Coming Next Month – Analyst Blog

Zacks Market Commentaries (October 27th, 2009) Writes:
Palm Inc.’s (PALM) new smartphone called Pixi, a lighter and cheaper version of the Palm Pre will be available via Sprint Nextel Corp. (S) beginning Nov 15 for just $99.99. The phone will come with a two-year contract after a $50 instant rebate and a $100 mail-in rebate. The phone will also be available through Best Buy (BBY), RadioShack (RSH) and Wal-Mart (WMT) stores.   Palm’s Pixi runs on Palm's WebOS. The phone has many features including 8 gigabytes of built-in memory, an exposed QWERTY keyboard and personalization features. However, it does not support Wi-Fi capabilities.   Alhough Palm has priced the Pixi competitively to attract more customers, we remain unsure about the future of Pixi. Amazon (AMZN) currently sells the Pre with a two-year contract at just $99. Sprint started selling the Pre smart phone in June and currently sells it for ...

FCC Votes on Net Neutrality – Analyst Blog

Zacks Market Commentaries (October 23rd, 2009) Writes:

The US telecom regulator Federal Communications Commission (“FCC") has reportedly voted unanimously for the implementation of the so-called “Net Neutrality" regulation, which is aimed at preventing Internet Service Providers (ISPs) and cable companies from blocking or restricting access to legal web site contents and applications. If enacted, the open Internet rule, which is presently applicable to wireline networks, will be extended to wireless.

All five FCC commissioners (including the FCC chairman Julius Genachowski), represented by three democrats and two republicans voted in favor of the proposed new rule, which will now invite public comments, a process which is expected to continue till Jan 14, 2010. This will be followed by the review of the public feedback by the FCC with a final rule is expected not before March 2010. However, the republicans remain skeptical about the proposed rule.

The net neutrality regulation, which consists of a set of proposals, represents the first

...

Complimentary eBook: How to Survive Deflation

Jim Musselwhite (October 23rd, 2009) Writes:

Our friends at Elliott Wave International put together an expansive Deflation Survival Guide. The free 60-page eBook is packed with Robert Prechter’s most important teachings and warnings about deflation. This is one of the most valuable resources EWI has ever offered at no cost. Learn more below or download it now for free.

I want to tell you about a financial analyst who’s made the journey from fame to outcast and back. We want to tell you about the man who successfully forecast today’s investment environment when virtually everyone, everywhere said he was wrong.

Please allow me to share with you a quote from a popular journalist of the early 1900s, Kin Hubbard:

“There’s no secret about success. Did you ever know a successful man who didn’t tell you about it?”

To that, we …

Amazon Generating Solid Growth – Analyst Blog

Zacks Market Commentaries (October 23rd, 2009) Writes:
Amazon.com’s (AMZN) third quarter earnings beat the Zacks consensus by 12 cents. Revenue beat by 8.3%. Revenue Revenue for the period was $5.5 billion, up 17.2% sequentially and 27.8% year over year. Revenue exceeded the top end of management’s guidance range of $4.75-5.25 billion (up 2.1% sequentially and up 12.9% year over year). Approximately 52% of sales were generated in North America, which increased 16.0% sequentially and 23.5% year over year. The balance came from the International segment, which increased 18.5% sequentially and 32.8% year over year. Segment Details The North America Media business strengthened considerably, growing 13.4% sequentially and 25.9% from the year ago quarter. The sequential increase came after two quarters of double-digit declines. The business has not recorded any year-over-year declines, despite the recession. The strength was broad-based across all media categories, helped ...

The right approach to UMPC market

Daniel Hung (October 15th, 2009) Writes:

I wrote a little while back about the rumored Apple Tablet.  At the time I talked about my desire for a product which would truly legitimize the netbook/UMPC category. Apple has done a terrific job differentiating its computing offerings. The majority of computer users start with a laptop for general everyday use and occasional mobility. Power users might buy a desktop for more horse power. And, everyone needs an iPhone for highly mobile media and light productivity. To me, the natural follow on to these three product categories is a full on mobile productivity device.

The Mobile Productivity Device In my post on the Apple Tablet, I talked about my image of the perfect mobile device being shaped by the viral Microsoft Origami Project videos circa 2006. Well, leave it to Microsoft to drop yet another follow on which I think once again targets my

...

Clenergen Corp.’s (CRGE.OB) Board Leads Push into Biofuels

QualityStocks (October 15th, 2009) Writes:

Clenergen Corp. is a biofuels company that is approaching the sector from a different perspective – from an agronomy/biology and plantation standpoint. The company’s goal is to produce high-density, short-rotation biomass crops on a commercial scale which will then be used to power, steam and perhaps produce other products from advanced gasification and steam technologies.

The company is led by an eminent Board of Directors and Advisors. Here is a brief overview of the members:

Dr. Arvind Pandalai – Non-Executive Group Chairman

Dr. Pandalai has 32 years of experience in international trading, export and import management, joint ventures, project and financial management along with strategic planning. He has numerous prestigious management awards in his native India.

Robert Kohn – Non-Executive Vice-Chairman, North America

Mr. Kohn has been chairman/CEO, president/COO, and co-founder of three start-up public companies, with a combined market cap of over $1.5 billion.

...
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