Maintaining Buy On Autodesk

Autodesk (ADSK) has been doing well for a few quarters. I had recommended Buy on the stock when it announced Q4 results last year, maintained this recommendation after the Q108 announcement, and again reiterate my view following the Q2 results announced at the end of last week. >>>

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Turnaround Progress At Motorola

In my most recent post on Motorola, I looked at its turnaround prospects and first quarter results and concluded that the company is not to be written off. Second quarter results, reported July 31, showed a marked improvement that took most by surprise. >>>

Buying Opportunity With ERI

Earlier last month, Energy Recovery Inc., the clean-tech shining star, made an IPO which shook the dead IPO market. >>>

Top 10 Semiconductor Stocks

Most of the growth in the semiconductor industry these days is due to consumer products. Semiconductor companies stand to gain from the iPhone phenomenon and the convergence device movement, which is only at the beginning of its incredible growth curves. I recently listed the 3G iPhone’s Top 5 Component Beneficiaries. Here I look at the top 10 semiconductor stocks that have positioned themselves well to milk these developments in smartphones and convergence devices. >>>

More Media Stocks: Viacom, News Corp

I continue my analysis of media stocks’ quarterly results with a discussion of Viacom and News Corp, both of which recently announced their June quarter results. >>>

Restructurings at IAC, Time Warner

The recession seems to be hurting media stocks as well. Here are some recently reported Q2 earnings. >>>

Wireless Carriers: Sprint and T-Mobile

On August 6, Sprint Nextel Corp. (NYSE: S) reported second quarter results that beat analyst estimates. The new CEO, Dan Hesse, has put in place a turnaround plan for improving customer experience, building the Sprint brand, and increasing profitability. The plan is already showing results: the churn rate decreased to 2% from 2.45% last quarter. >>>

Semiconductor IP Players: IDCC, Tessera

InterDigital, Inc. (NASDAQ:IDCC) reported a strong second quarter on August 6. Added to the positive news in two major cases, its shares soared to a 52-week high of $28 on July 31. InterDigital is a top 5 beneficiary of the 3G iPhone, as its licensing technology is used not just by Apple but by RIM, Samsung and Nokia. >>>

Online Travel: Expedia, Priceline, Orbitz

The three key online travel companies are going through a rough patch following their recent quarterly earnings reports. >>>

Cisco Confident

Networking giant Cisco reported strong Q4 and fiscal year 2008 results yesterday that narrowly beat analyst estimates. Its shares soared on the company’s positive outlook that the economic slowdown will be relatively short-term. >>>