Our top managers continue to focus on higher-quality businesses rather than seeking out bargains in a market that (in many of their minds) has become fully valued.
Following is a roundup of stocks that recently jumped to 5 stars in the last week. By way of background, we award a stock 5 stars when it trades at a suitably large discount--i.e., a margin of safety--to our fair value estimate. Thus, when a stock hits 5-star territory, we consider it an especially ...
Our top managers continue to put money into wide-moat firms.
Texas Instruments' TXN third-quarter results were mixed. High-performance analog and digital signal processor products had another strong quarter, which TI attributed to healthy demand from notebook computers and wireless infrastructure as well as lean inventory in the distribution channel. ...
This week: tales from telecom, including Verizon's big buy, Microsoft's mobile mission, BlackBerry on the auction block, and more.
Apple’s growing market power, intensifying competition challenge sector.
Plus, a top executive bolts from eBay, Brazilian telcos get cheap, and more.
Our analysts describe the layout of the global telecom landscape.
Third-quarter surge turns red to green for the year to date.
M&A activity contributes to surge.