/* Article Data (Server Side) article (o): [object Object] Content (s): Article Not Found. relatedData (o:Array(16)): 0 (o): [object Object] Headline (s): Dollar Bulls Chasing Data Trail Expect Yellen to Stick to Script Teaser (s): Dollar bulls believe Federal Reserve policy makers when they say the timing of interest-rate increases depends on the data. That's why they're anticipating Chair Janet Yellen won't give anything away at the end of a two-day policy meeting Wednesday. Source (s): Bloomberg DocumentDate (s): 42 minutes ago DocumentDate_raw (n): 1438150275000 Link (s): http://www.bloomberg.com/news/articles/2015-07-29/dollar-bulls-chasing-data-trail-expect-yellen-to-stick-to-script-icod3er5 DocumentKey (s): HTTPwww.bloomberg.com/news/articles/2015-07-29/dollar-bulls-chasing-data-trail-expect-yellen-to-stick-to-script-icod3er5 DMSourceID (s): Google ContentType (s): Article 1 (o): [object Object] Headline (s): Solvay Agrees to Buy Composite Maker Cytec for $5.5 Billion Teaser (s): Solvay SA, the Belgian maker of chemicals and plastics, agreed to buy Cytec Industries Inc. for $5.5 billion to become the world's second-largest maker of aerospace composite materials. Source (s): Bloomberg DocumentDate (s): 1 hour ago DocumentDate_raw (n): 1438147476000 Link (s): http://www.bloomberg.com/news/articles/2015-07-29/solvay-agrees-to-buy-composite-maker-cytec-for-5-5-billion DocumentKey (s): HTTPwww.bloomberg.com/news/articles/2015-07-29/solvay-agrees-to-buy-composite-maker-cytec-for-5-5-billion DMSourceID (s): Google ContentType (s): Article 2 (o): [object Object] Headline (s): Amazon proposes drones-only airspace for delivery: Report Teaser (s): It is known to all that Amazon has had a keen interest in delivering packages via drones. Taking a step further, the company has unveiled a proposal to designate a portion of the airspace above suburbs and cities for drone delivery. Source (s): Firstpost DocumentDate (s): 1 hour ago DocumentDate_raw (n): 1438146900000 Link (s): http://tech.firstpost.com/news-analysis/amazon-proposes-drones-only-airspace-for-delivery-report-275849.html DocumentKey (s): HTTPtech.firstpost.com/news-analysis/amazon-proposes-drones-only-airspace-for-delivery-report-275849.html DMSourceID (s): Google ContentType (s): Article 3 (o): [object Object] Headline (s): Amazon Partners With Startups to Sell Crowdfunded Products Teaser (s): Amazon.com launched a new platform on Tuesday that will help startups advertise and distribute their products directly to millions of Amazon customers, filling an important gap for entrepreneurs trying to reach a wider market of consumers. Source (s): NDTV DocumentDate (s): 2 hours ago DocumentDate_raw (n): 1438142850000 Link (s): http://gadgets.ndtv.com/internet/news/amazon-partners-with-startups-to-sell-crowdfunded-products-721133 DocumentKey (s): HTTPgadgets.ndtv.com/internet/news/amazon-partners-with-startups-to-sell-crowdfunded-products-721133 DMSourceID (s): Google ContentType (s): Article 4 (o): [object Object] Headline (s): Dallas-area home prices grow at almost twice the national average Teaser (s): The Dallas area had one of the highest home price gains in the country in the latest nationwide comparison. Dallas home prices in May were up 8.4 percent from a year ago in the new Standard & Poor's/Case-Shiller Home Price Index. Source (s): Dallas Morning News DocumentDate (s): 5 hours ago DocumentDate_raw (n): 1438134715000 Link (s): http://www.dallasnews.com/business/residential-real-estate/20150728-dallas-area-home-prices-grow-at-almost-twice-the-national-average.ece DocumentKey (s): HTTPwww.dallasnews.com/business/residential-real-estate/20150728-dallas-area-home-prices-grow-at-almost-twice-the-national-average.ece DMSourceID (s): Google ContentType (s): Article 5 (o): [object Object] Headline (s): Yelp Posts Surprise Loss as Revenue Growth Slows Teaser (s): Yelp, the consumer review website, reported a surprise loss and forecast revenue for the current quarter that fell far below market expectations, sending its shares plummeting in after-hours trading on Tuesday. Source (s): New York Times DocumentDate (s): 5 hours ago DocumentDate_raw (n): 1438132050000 Link (s): http://www.nytimes.com/2015/07/29/business/yelp-posts-surprise-loss-as-revenue-growth-slows.html DocumentKey (s): HTTPwww.nytimes.com/2015/07/29/business/yelp-posts-surprise-loss-as-revenue-growth-slows.html DMSourceID (s): Google ContentType (s): Article 6 (o): [object Object] Headline (s): FAA investigating Allegiant Air jet that nearly ran out of fuel Teaser (s): Federal officials are investigating why an Allegiant Air passenger jet nearly ran out of fuel before landing at an airport that was temporarily closed to most traffic. Source (s): Financial Express DocumentDate (s): 6 hours ago DocumentDate_raw (n): 1438130025000 Link (s): http://www.financialexpress.com/article/companies/faa-investigating-allegiant-air-jet-that-nearly-ran-out-of-fuel/109920/ DocumentKey (s): HTTPwww.financialexpress.com/article/companies/faa-investigating-allegiant-air-jet-that-nearly-ran-out-of-fuel/109920/ DMSourceID (s): Google ContentType (s): Article 7 (o): [object Object] Headline (s): Wall St ends five-day losing streak Teaser (s): Wall Street has broken a five-day losing streak, helped by a round of better-than-expected profit results and easing fears about the volatile Chinese share market. Source (s): ABC Online DocumentDate (s): 8 hours ago DocumentDate_raw (n): 1438124009000 Link (s): http://www.abc.net.au/news/2015-07-29/wall-st-ends-five-day-losing-streak/6655794 DocumentKey (s): HTTPwww.abc.net.au/news/2015-07-29/wall-st-ends-five-day-losing-streak/6655794 DMSourceID (s): Google ContentType (s): Article 8 (o): [object Object] Headline (s): Twitter Revenue Up 61%, but User Growth Lags Teaser (s): SAN FRANCISCO - If you're like most people, you don't see the point of Twitter - and that's a big problem for the company. Source (s): New York Times DocumentDate (s): 10 hours ago DocumentDate_raw (n): 1438115827000 Link (s): http://www.nytimes.com/2015/07/29/technology/twitter-quarterly-earnings.html DocumentKey (s): HTTPwww.nytimes.com/2015/07/29/technology/twitter-quarterly-earnings.html DMSourceID (s): Google ContentType (s): Article 9 (o): [object Object] WSODIssue (s): |45563793|72887506|34453364 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): From Google to LinkedIn, everyone is looking at ad revenue Link (s): http://folionation.squarespace.com/news/2015/7/28/from-google-to-linkedin-everyone-is-looking-at-ad-revenue.html Thumbnail (s): DocumentDate_raw (n): 1438110360000 DocumentDate (s): July 28, 2015 DocumentDate_smart (s): 3:06 PM DocumentKey (s): 1107-290734296785735427840-358D1UN64BGPM37R1CE2NJQ36N ContentType (s): Article TrackingPixel (s): Teaser (s):

Ad revenue is Google's bread and butter, and it's becoming more important to Facebook and LinkedIn too.

Google (GOOG) impressed the market when it reported its second-quarter results on July 16. Revenue was up 11 percent year over year, but that is not the reason investors were happy. The firm is focusing on its core strengths, and this has the market excited.

In the second quarter, Google earned $6.99 per share on revenue of $17.72 billion. The higher revenue was encouraging, but it does not justify the stock’s P/E of 29. Fortunately, Google is reigning in costs. In the past, the firm spent heavily on robotics, self-driving cars, social media and Google Glass. None of the initiatives are accretive to earnings.

Ad sales still make up the majority of Google’s revenue. With $12.4 billion in ad revenue from Google sites and $3.6 billion from other sites, the company is still a digital advertising giant. Facebook’s (FB) ad sales may eventually overtake Google’s, but that may take some time.

 A few years ago, Facebook did not have any ads on mobile. In the last year, user engagement stood at one in seven minutes on mobile. Instagram also helped the social media company win a large share of mobile users’ time. By February, Facebook had two million active advertisers.

In the first quarter of 2015, Facebook’s advertising revenue grew by 46 percent, with 73 percent coming from the mobile channel. Total ad revenue was $3.3 billion. For the second quarter, Facebook expects revenue to weaken primarily due to the strong dollar.

Google’s focus back on its core businesses should help boost online ad sales. Investors already expect Facebook’s dominance in social media to continue. Expectations are high on the jobs board market front, too. 

LinkedIn (LNKD) is up as much as Facebook in the last three years:

In the first quarter of 2015, LinkedIn generated $638 million in revenue. Much of that came from subscriptions to the career networking website. Ad revenue accounted for $119 million during the quarter, up 38 percent year over year.

When LinkedIn reports on July 30, the stock could rocket higher. The company warned last quarter that new product releases and a transition in the company’s sales force may negatively hurt the company’s short-term outlook. 

Written by Chris Lau

 

Click on the interactive chart to view data over time. 

1. Facebook Inc. (FB, Earnings, Analysts, Financials): Operates as a social networking company worldwide. Market cap at $265.94B, most recent closing price at $94.17.

 

 

 

2. Google Inc. (GOOG, Earnings, Analysts, Financials): Builds tech products and provides services to organize information. Market cap at $428.79B, most recent closing price at $627.26.

 

 

3. LinkedIn Corporation (LNKD, Earnings, Analysts, Financials): Operates an online professional network. Market cap at $28.46B, most recent closing price at $220.66.

 

 

 

(Monthly return data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

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© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

10 (o): [object Object] Headline (s): Do Nikkei and the FT really share the same journalistic values? Teaser (s): A man reads Japan's business daily newspaper, the Nikkei. British publisher Pearson said it had agreed to sell its salmon-pink business newspaper the Financial Times to Japanese media group Nikkei for 160 billion yen (1.3 billion USD). Source (s): Spectator.co.uk (blog) DocumentDate (s): 18 hours ago DocumentDate_raw (n): 1438086150000 Link (s): http://blogs.spectator.co.uk/martin-vander-weyer/2015/07/do-nikkei-and-the-ft-really-share-the-same-journalistic-values/ DocumentKey (s): HTTPblogs.spectator.co.uk/martin-vander-weyer/2015/07/do-nikkei-and-the-ft-really-share-the-same-journalistic-values/ DMSourceID (s): Google ContentType (s): Article 11 (o): [object Object] WSODIssue (s): |86785487|6616168|9622118|73328048 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): US infrastructure is aging and in dire need of a refresh Link (s): http://folionation.squarespace.com/news/2015/7/27/us-infrastructure-is-aging-and-in-dire-need-of-a-refresh.html Thumbnail (s): DocumentDate_raw (n): 1438028640000 DocumentDate (s): July 27, 2015 DocumentDate_smart (s): Jul 27, 2015 DocumentKey (s): 1107-290734296785735426843-0PVE5NC2CPSCD1QQK379IT7TT4 ContentType (s): Article TrackingPixel (s): Teaser (s):

Our country relies on it, but very few much-needed improvements to US infrastructure are taking place.

New York Governor Andrew Cuomo and Vice President Joe Biden made a joint appearance Monday afternoon to announce major infrastructure upgrades to LaGuardia Airport. Adding to Biden's "third-world country" description of LaGuardia, Cuomo said the airport was "un-New York" and revealed that construction on a new LaGuardia airport will begin next year. The project is expected to cost the Port Authority of NY & NJ $4 billion.

LaGuardia is but one example of US infrastructure that badly needs an update. There are the Hudson River rail tunnels—which service Amtrak and NJ Transit trains between New York and New Jersey—the Albion River Bridge in coastal California and the nation's wastewater and drinking water systems, to name a few.

According to the American Society of Civil Engineers' 2013 report card, which assesses and grades all segments of US infrastructure, things are in poor shape. The overall grade was a D+, and an estimated $3.6 trillion would need to be invested in infrastructure by 2020 to improve the situation.

Per Governing.com, the five largest infrastructure projects currently underway in the US are the Dulles International Airport Corridor Metrorail Project, Otay Mesa East port facility construction, modernization of O'Hare International Airport, expansion of the Crescent Corridor freight rail network and replacing the Alaskan Way Viaduct. Combined the projects will cost $21.4 billion. 

While there are trillions that need to be invested in US infrastructure, the fact remains that they haven't been yet. Perhaps this is why infrastructure ETFs with exposure to potential US projects haven't been performing well. In fact, all of the following funds have underperformed the market on a monthly quarterly and year-to-date basis. 

Could the LaGuardia airport project help some of these ETFs turn things around?

Click on the interactive chart to view data over time. 

1. Deutsche X-trackers S&P Hedged Global Infrastructure ETF (DBIF, Earnings, Analysts, Financials): Seeks to track the performance of equity securities of infrastructure issuers in developed markets. Net assets under management: $3.53M, most recent closing price: $23.77.

The fund has underperformed the market by -3.22% over the last month, -5.54% over the last quarter and -4.66% since the beginning of the year.

 

2. SPDR S&P Global Infrastructure ETF (GII, Earnings, Analysts, Financials): Seeks to reflect the stock performance of companies within the infrastructure industry, principally those engaged in management, ownership and operation of infrastructure and utility assets. Net assets under management: $97.83M, most recent closing price: $46.08.

The fund has underperformed the market by -4.46% over the last month, -8.40% over the last quarter and -3.64% since the beginning of the year.

 

3. iShares Global Infrastructure ETF (IGF, Earnings, Analysts, Financials): Seeks to replicate the S&P Global Infrastructure Index. Net assets under management: $1.20B, most recent closing price: $40.05.

The fund has underperformed the market by -4.09% over the last month, -8.00% over the last quarter and -3.79% since the beginning of the year.

 

4. DJ Brookfield Global Infrastructure ETF (TOLZ, Earnings, Analysts, Financials): Seeks to replicate Dow Jones Brookfield Global Infrastructure Composite Index. Net assets under management: $25.99M, most recent closing price: $40.55.

The fund has underperformed the market by -5.60% over the last month, -10.04% over the last quarter and -7.10% since the beginning of the year.

 

(Monthly return data sourced from Zacks Investment Research. Assets data sourced from Yahoo! Finance. All other data sourced from FINVIZ.)

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ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

12 (o): [object Object] WSODIssue (s): |21167564|45304298|210195|90065765 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): What is NCR, the company behind ATMs, worth? Link (s): http://folionation.squarespace.com/news/2015/7/27/what-is-ncr-the-company-behind-atms-worth.html Thumbnail (s): DocumentDate_raw (n): 1438016040000 DocumentDate (s): July 27, 2015 DocumentDate_smart (s): Jul 27, 2015 DocumentKey (s): 1107-290734296785735426587-1771A52F86OFS0TR77MQT0M8KF ContentType (s): Article TrackingPixel (s): Teaser (s):

How much is that ATM manufacturer in the window? In the case of NCR, it's $10 billion.

ATM-maker NCR Corporation (NCR), which boasts a market capitalization of $5.2 billion, is in play. Two private equity firms—Blackstone (BX) and Carlyle (CG)—are teaming up to buy the company for $40 a share, or $10 billion.

NCR is in the business of running transactions. This may seem boring, but last year, it generated $6.5 billion in annual sales and is expected to see $6.81 billion at the end of 2015.

The stock is trading at a discount to the bidding price, but it is not inexpensive. Its P/E is 31.33, while the forward P/E is around 10.

With the way shares are trading, it is uncertain if the buyout will happen at all. Current shareholders are valuing the stock at the right level because the purchase price would include NCR’s roughly $3.2 billion debt.

Another reason is that the electronic payment process industry is a better investing option than NCR. There is already strong interest for cryptocurrency, but that is not an investment idea. PayPal (PYPL) is a legitimate business that holds significant potential. The company made $2.16 billion in revenue in Q4 2014.

PayPal is growing. The company acquired Xoom, a digital remittance company. It also bought Paydiant, a white-label mobile wallet platform. Lastly, PayPal’s Braintree unit services businesses by providing them with online payment services.

NCR may or may not be bought out, but if it is, there is some upside. For investors too impatient to wait, PayPal is another transaction-centric company that has the potential.

Written by Chris Lau

 

Click on the interactive chart to view data over time. 

1. The Blackstone Group L.P. (BX, Earnings, Analysts, Financials): Provides alternative asset management and financial advisory services worldwide. Market cap at $45.26B, most recent closing price at $38.26.

 

 

2. The Carlyle Group LP (CG, Earnings, Analysts, Financials): Specializes in direct and fund of fund investments. Market cap at $8.43B, most recent closing price at $26.15.

 

 

 

3. NCR Corporation (NCR, Earnings, Analysts, Financials): Provides technologies and services that enable businesses to connect, interact, and transact with their customers in the financial industry worldwide. Market cap at $5.20B, most recent closing price at $30.70.

 

 

4. PayPal Holdings Inc. (PYPL, Earnings, Analysts, Financials): Operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants worldwide. Market cap at $45.14B, most recent closing price at $37.0.

 

 

(Monthly return data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

Analyze These Ideas: Getting Started

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ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

13 (o): [object Object] WSODIssue (s): DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): China takes a plunge Link (s): http://folionation.squarespace.com/news/2015/7/27/china-takes-a-plunge.html Thumbnail (s): DocumentDate_raw (n): 1438009440000 DocumentDate (s): July 27, 2015 DocumentDate_smart (s): Jul 27, 2015 DocumentKey (s): 1107-290734296785735426457-502HGIE57D4J1H51JRA71KQVBM ContentType (s): Article TrackingPixel (s): Teaser (s):

The Chinese stock market had a terrible Monday, falling the most it has in one day in eight years.

After three weeks of government-induced calm, the Chinese stock market dropped by over 8 percent on Monday, its biggest tumble since February 2007. The benchmark Shanghai Composite Index fell 8.5 percent, the tech-heavy Shenzhen Composite slid 7 percent and the CSI300 index, which includes the largest firms on the Shanghai and Shenzhen indexes, declined 8.5 percent.

Monday's Chinese stock market crash calls into question the sustainability of the Chinese government's intervention, which came in the midst of China's bear market earlier this month. After rising 150 percent between June 2014 and June 2015, the Shanghai Composite took a turn for the worse on June 12, losing nearly 30 percent by July 7. The Shenzen Composite lost approximately 40 percent over the same period.

To stop the collapse, the Chinese government officially prohibited major shareholders from selling shares for six months. Unofficially, the government seems to have encouraged 21 major brokerages to agree to buy $120 billion yuan worth of stocks in a market-stabilization attempt and 28 private companies to call off their IPOs.

The Deutsche X-trackers Harvest CSI300 ETF China A-Shares ETF (ASHR), which tracks the CSI300, is down 9.28 percent today as of 10:41 AM EST. Over a three-month period, the ETF is down 20.97 percent.

14 (o): [object Object] WSODIssue (s): DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): FCC gives AT&T the thumbs-up to acquire with DirecTV Link (s): http://folionation.squarespace.com/news/2015/7/24/fcc-gives-att-the-thumbs-up-to-acquire-with-directv.html Thumbnail (s): DocumentDate_raw (n): 1437765840000 DocumentDate (s): July 24, 2015 DocumentDate_smart (s): Jul 24, 2015 DocumentKey (s): 1107-290734296785735426397-03UGVFI3CQ5O7T76ILGCBDB0US ContentType (s): Article TrackingPixel (s): Teaser (s):

It was widely expected to happen, and thanks to the FCC, the AT&T-DirecTV merger is officially good to go.

Time Warner Cable (TWX) and Comcast (CMCSA) weren't able to do it, but AT&T (T) and DirecTV (DTV) are officially becoming one. As expected, the Federal Communications Commission announced on Friday that it approved AT&T's $49-billion acquisition of DirecTV. Thanks to the FCC's decision, which was the last regulatory hurdle for the merger, the resulting company will now be the biggest pay TV provider in the country. 

Both stocks were up nearly 2 percent as of 3:02 PM EST. 

Meanwhile, Comcast and Time Warner are down 3.45 percent and 1.52 percent, respectively, as of 3:10 PM EST. Charter Communications (CHTR)—which hopes to merge with Time Warner and, according to the Wall Street Journal, has a better chance of succeeding than the failed Comcast bid—is down 0.67 percent.

15 (o): [object Object] WSODIssue (s): |242250|167459|261303|263366 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Intel moves from the PC to the IoT Link (s): http://folionation.squarespace.com/news/2015/7/24/intel-moves-from-the-pc-to-the-iot.html Thumbnail (s): DocumentDate_raw (n): 1437754140000 DocumentDate (s): July 24, 2015 DocumentDate_smart (s): Jul 24, 2015 DocumentKey (s): 1107-290734296785735424264-4A86BVCAR5T9CVV992EP9VN1HA ContentType (s): Article TrackingPixel (s): Teaser (s):

Once know for its work with PCs, Intel is embracing a new sector: the Internet of Things, or IoT.

The Internet of Things, or IoT, has become quite popular. It is now so mainstream that even Intel (INTC), a chip giant in the computer world, is talking about it. The firm is adjusting to a permanently declining consumer computing market. Should everyone follow suit and embrace IoT?

Semiconductor manufacturer STMicroelectronics (STM) is another big player in the IoT field. Back in May, the company showcased the ways its 32-bit microcontroller board saves energy, improved efficiency, and enhanced services for the “smart city. " BlackBerry (BBRY) is also focusing its efforts on IoT. Intel selected the firm’s QNX system to be used in smart cars. Additionally, Sierra Wireless (SWIR) is expanding its device-to-cloud solutions so that it includes wireless connectivity services for the IoT.

Intel’s second-quarter earnings confirmed that the decline in desktops and notebooks sales was alarmingly high. The PC business fell, but the server—data center—business grew by 10 percent. NAND revenue grew 40 percent, thanks to a healthy IoT segment. During the second quarter, Intel earned $0.55 per share on revenue of $13.2 billion, beating the consensus estimate of earnings of $0.50 per share on $13.04 billion. In the next quarter, the company expects to see $14.3 billion in revenue.

Mobile is still a struggle for Intel, but the company has its Atom x3, x5 and x7 processors on deck. A 4G version of the x3 will start shipping out in 2016. Integrating a modem network with the processor is giving Intel a competitive advantage.

Intel is managing the IoT segment conservatively. Potential growth from this sector is high, but Intel will limit capital expenditure until the market gets bigger. Investors are not yet recognizing the potential of IoT, which is why the stock is approaching a yearly low. When mobile and IoT become more meaningful to earnings, the stock’s performance could very well improve.

Written by Chris Lau

Disclosure: Author holds shares of BlackBerry


Click on the interactive chart to view data over time. 

 

1. BlackBerry Limited (BBRY, Earnings, Analysts, Financials): Provides wireless communications solutions worldwide. Market cap at $3.95B, most recent closing price at $7.61.

 

 

2. Intel Corporation (INTC, Earnings, Analysts, Financials): Engages in the design, manufacture, and sale of integrated circuits for computing and communications industries worldwide. Market cap at $134.40B, most recent closing price at $28.59.

 

 

3. STMicroelectronics NV (STM, Earnings, Analysts, Financials): Engages in the design, development, manufacture, and marketing of a range of semiconductor integrated circuits and discrete devices. Market cap at $6.79B, most recent closing price at $7.99.

 

 

4. Sierra Wireless Inc. (SWIR, Earnings, Analysts, Financials): Provides wireless solutions for the machine-to-machine (M2M) and mobile computing markets. Market cap at $780.71M, most recent closing price at $24.34.

 

 

(Monthly return data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

Analyze These Ideas: Getting Started

Dig Deeper: Access Company Snapshots, Charts, Filings

ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

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