Monthly Archives: May 2011

Microsoft: Whether or Not Consumers Will Abandon Windows


One fear revolving around Microsoft (MSFT) is consumers will abandon Windows, their cash cow, before other divisions can pick up the slack. The question is; how realistic are these expectations? We’ll take a look at some data; make some observations … Continue reading

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IIEX website update


I’ve added a new tab to the IIEX website labeled “SA Record“.  As noted on the website I’ve been in the process of developing a model mostly based on the Graham/Buffett principles. The model is updated to reflect market conditions and is … Continue reading

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Why Hewlett-Packard Is Undervalued


Hewlett-Packard (HPQ) is a global provider of products, technologies, software, solutions & services to individual consumers, small- and medium-sized businesses and large enterprises, including customers in the government, health and education sectors. A leaked memo from CEO Leo Apothekar warned of a … Continue reading

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Frontier Communications: High Yielding Dividend Still Safe


Frontier (NYSE: FTR) announced a deal with Verizon Communications (VZ) in May 2009. Frontier acquired approximately 4.8 million access lines from Verizon, tripling the size of the company. The all-stock transaction was valued at approximately $8.6 billion and closed July … Continue reading

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Telular: Despite Mixed Report, Stock Remains Attractive


Telular’s (WRLS) new management– Joseph Beatty hired in 2007 (now CEO), and Jonathan Charak (CFO) hired in 2008– have changed the strategic direction of the company, focusing on business segments generating high margin recurring revenue vs selling standalone communications equipment. … Continue reading

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Level 3 Communications and Global Crossing pro-forma first quarter results


Level 3 Communications (LVLT) entered into a definitive agreement under which it will acquire Global Crossing (GLBC) in a tax-free, stock-for-stock transaction on April 11, 2011. Global Crossing shareholders will receive 16 shares of Level 3 common stock for each … Continue reading

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