Next Inning Technology Research (http://www.nextinning.com), a subscription service focused on semiconductor and technology stocks, announced it has published its State of Tech Report, updating outlooks for Juniper Networks (Nasdaq: JNPR), CIENA (Nasdaq: CIEN), 3Com (Nasdaq: COMS), Nokia (NYSE: NOK), and Tellabs (Nasdaq: TLAB).
New subscribers will also receive Next Inning's Q3 State of Tech report, a $149 value, free when they sign up for a complimentary 21-day trial subscription to Next Inning. Running for the next several weeks, the State of Tech reports serve as a guide for investors that will help them pick the winners and avoid the losers during the upcoming earnings season; now is the time to dress your portfolio for success! The State of Tech report is nearly 100 pages chock-full of charts, tables, and actionable investment commentary:
https://www.nextinning.com/subscribe/index.php?refer=bw554
In his State of Tech report covering original equipment manufacturers, Editor Paul McWilliams wrote: “In the April State of Tech report, I noted that Juniper had not only been performing better than I had thought financially, but that my field reports indicated that Juniper had successfully gone through a major attitude transplant. I heard impressive reports of not only a much less arrogant Juniper in the field, but also a very cooperative attitude amongst internal employees. Based on this refreshed view, I wrote in that report that Wall Street was underestimating Juniper and that the stock merited accumulation at its then current price of $20.50 or less...”
McWilliams also looks at these topics:
-- With the price of Juniper now more than 50% above where McWilliams called it a buy last April, does he think it has run to far too fast?
--McWilliams flipped to a buy rating on Ciena two years ago with the stock was trading in the teens and frequently criticized Wall Street for not catching on to the story. With rumors flying of an inventory buildup at one of Ciena's largest customers, is McWilliams concerned about what Ciena will report for its current quarter?
--In a Thursday report, McWilliams advised readers that Wall Street was overlooking the intrinsic value of 3Com and that he thought the stock was undervalued. Today we learned that Bain Capital Partners agreed with McWilliams, and will pay his readers who bought 3Com yesterday a 44%+ premium on their investment.
--Two years ago when Wall Street was worried that the rapid growth of entry level handsets would negatively impact Nokia, McWilliams advised readers that while gross margins would decline, operating profits per share would increase. As we know now, that is exactly what happened. What new trend does McWilliams see heading Nokia's way and how does he think this will affect the bottom line?
-- After following Tellabs for years, does McWilliams think the company will report above or below Wall Street expectations this quarter? More importantly, what does he think we'll hear about forward guidance and how does he think Wall Street will react?
Founded in September 2002, Next Inning's model portfolio has returned 308% since its inception versus 109% 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.
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