Archive for January, 2010

Cisco Systems is expected to report their third consecutive quarter of sequential revenue growth driven by a recovery in corporate IT spending.

Pfizer has consistently underperformed the broader market indexes over the last several years, but finally looks poised to change that trend.

Following strong earnings results by IBM and Intel, Wall Street appears to be increasingly confident that Microsoft will also deliver better than expected quarterly results.

Netflix continues to offer one of the more compelling growth stories in the market today with revenue growth rates that are accelerating.

Amazon has established itself as the face of ecommerce and has delivered impressive growth despite the severe economic recession.

While Yahoo continues to be pinched by their declining search market share, their leading display business is already benefitting from stabilization in the economic environment.

Despite strong holiday sales of smartphones, Verizon's profitability continues to be limited by their costly advertising war with AT&T.

Apple’s strong product lineup made them a clear winner over the 2009 holiday season.

It appears that McDonald’s made a strategic misstep as they began pushing premium products like their Angus burgers and McCafe drinks instead of focusing consumers on their value options.

While an improving economic environment is certainly a positive for eBay, investors have to be concerned about the eBay’s competitive positioning versus Amazon.