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Toan Tran

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  1. What’s Looking Overheated?

    Commentary

    Tue, 19 Oct 2010

    morningstar.com/StockNet/san.aspx?id=355794) with its earnings report on Monday, according to Apple analyst Toan Tran . However, the stock took a 3% hit on Tuesday as investors worried about a weaker gross margin and iPad sales that were

  2. What's Looking Overheated?

    Commentary

    Tue, 19 Oct 2010

    morningstar.com/StockNet/san.aspx?id=355794) with its earnings report on Monday, according to Apple analyst Toan Tran . However, the stock took a 3% hit on Tuesday as investors worried about a weaker gross margin and iPad sales that were

  3. Can Apple Sustain Its Momentum?

    Video Reports

    Mon, 18 Oct 2010

    record quarter. I'm here with the Associate Director, Toan Tran , to take a closer look at Apple and see what's driving their earnings. Toan, thanks for joining me. Toan Tran : Thanks, Jeremy. Glaser : So was there anything in

    Toan Tran found at 0:11

    Glaser. Apple posted another record quarter. I'm here with the Associate Director, Toan Tran , to take a closer look at Apple and see what's driving their earnings. Toan, thanks for joining me. Toan Tran : Thanks, Jeremy. Glaser : So was there anything in this quarter that was disappointing for you? Tran : It's hard for
  4. Toan Tran & ISLN

    Commentary

    Tue, 24 Aug 2010

    Toan Tran 's adamant buy call on ISLN cost many of us a lot of money 2 years earlier. Now I am surprised to see him back again touting

  5. Intel to Acquire McAfee

    Commentary

    Thu, 19 Aug 2010

    security), the consumer business would be a misfit at Oracle, and HP and Dell would be hard-pressed to pay a premium for security technology that could be bundled in Intel chips in the future. Sunit Gogia and Toan Tran contributed to this note

  6. 10 Solid Ultimate Stock-Pickers' Dividend Stocks

    Headlines

    Tue, 6 Jul 2010

    the stock is currently trading at a price that is very close to our Consider Buying price. While Associate Director Toan Tran predicts that cloud computing will bring about a disruptive change that will challenge Microsoft's core Windows and

  7. Pullback Makes Pockets of Value

    Headlines

    Wed, 30 Jun 2010

    iPad and fourth-generation iPhone, but also for eclipsing Microsoft MSFT in market cap. Based on Morningstar analyst Toan Tran 's fair value estimates for the two firms, however, Microsoft is the better bargain for investors today, trading a

  8. Should Apple Get a Wide Moat Rating?

    Video Reports

    Mon, 12 Apr 2010

    Associate director for technology Toan Tran , who covers Apple, recently said ..... Thanks for joining me, Toan. Toan Tran : Thanks for having me, Pat. Dorsey ..... All right, thanks very much, Toan . Tran : Thank you, Pat. Dorsey : I

    Toan Tran found at 0:22, 6:00

    narrow-moat bucket for a large number of reasons. Associate director for technology Toan Tran , who covers Apple, recently said, "Hey, maybe this is a wide-moat business." So I thought we'd open that up for discussion. Thanks for joining me, Toan. Toan Tran : Thanks for having me, Pat. Dorsey : People have asked me this for a long time, as if it's self evident
    at the cusp, I think. Dorsey : All right, thanks very much, Toan . Tran : Thank you, Pat. Dorsey : I'm Pat Dorsey and thanks for watching.
  9. Should Investors Buy the Tablet Hype?

    Headlines

    Wed, 27 Jan 2010

    priced into the stock. Shares are currently trading very close to our fair value estimate, and although our Apple analyst Toan Tran believes that the tablet could very well provide some upside, it isn't likely to be a game changer in the way the iPhone

  10. Tablet Could Keep Apple's Winning Streak Going

    Video Reports

    Mon, 25 Jan 2010

    Associate Director of Research, Toan Tran , to see if the trend can continue. Toan, thanks for joining me. Toan Tran : Thank you, Jeremy. Glaser : First ..... right, thanks for talking with me, Toan . Tran : Thank you, Jeremy. Glaser : From

    Toan Tran found at 0:14, 3:05

    had another blowout quarter and I'm here with Associate Director of Research, Toan Tran , to see if the trend can continue. Toan, thanks for joining me. Toan Tran : Thank you, Jeremy. Glaser : First off, what do you think of this quarter for Apple? Tran : Apple had an
    Tran : Absolutely. Glaser : All right, thanks for talking with me, Toan . Tran : Thank you, Jeremy. Glaser : From Morningstar, I'm Jeremy Glaser.  
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