In a series of reports released in March, Editor Paul McWilliams advised readers it was time to buy specific tech stocks. All of his selections went up significantly with some nearly doubling. Realizing the highs we were seeing in mid-May were unlikely to hold, McWilliams released a special report as the markets were peaking that month suggesting to his readers it was time to take some profits or at least hedge long positions with covered calls. Now that prices have declined, sharply in some cases, he is updating his thinking in a series of reports he calls the "State of Tech." These reports are designed to examine both value and vision and to leverage that knowledge to prepare for the upcoming July earnings season. Click the link below to read his updated thoughts and enjoy a 21-day free trial of Next Inning:
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In his State of Tech report covering specialty semiconductor companies, McWilliams wrote: "As readers who have followed my coverage of Qualcomm know, I've been progressively warming up to Qualcomm's potential and relaxing my opinions of the risks the company faces since my call to buy when the stock was trading under $38 last fall..."
McWilliams also looks at these topics:
-- What is McWilliams' vision for "Qualcomm 2.0?" Even after Qualcomm has moved solidly higher from his call to buy under $38 last fall, does McWilliams remain bullish on Qualcomm's prospects?
-- Was Silicon Labs right to sell its single chip handset and transceiver product line last year? Why does McWilliams think Silicon Labs may be on the hunt for an acquisition and how does he suggest investors react should this occur?
-- Wall Street celebrated the recent resignation of SiRF's CEO? Does McWilliams believe that this was really good news for SiRF? What does McWilliams see as the best-case scenario for SiRF going forward?
-- What factors are behind the recent downturn for Anadigics?
-- Why does McWilliams suggest that Nvidia is at a "pivot point?" Does he see the stock as a "buy" in its current price range?
Founded in September 2002, Next Inning's model portfolio has returned 240% since its inception versus 83% for the Nasdaq.
About Next Inning:
Next Inning is a subscription financial newsletter focused on technology stocks. Editor Paul McWilliams is a 20+-year industry veteran.
NOTE: This release was published by Indie Research Advisors, LLC, a registered investment advisor with CRD #131926. Interested parties may visit adviserinfo.sec.gov for additional information. Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
SOURCE: Indie Research Advisors, LLC
Next Inning Technology Research Marcie Martin, 888-278-5515
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