Posts Tagged ‘analysis’

While Costco appears to be seeing improvement in their operating margins, we feel that severe weather that blanketed much of the nation over the last few weeks could limit any upside surprise.

Strength within their Frito-Lay division along with currency benefits should lift Pepsi’s fourth quarter results.

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.