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Toan Tran

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  1. Yield Curve Flattening and Volatility Likely to Continue in 2015


    Wed, 15 Apr 2015

    and customers pay for software usage instead of owning it) present a new set of opportunities and challenges. Analyst Toan Tran recently wrote: "The infrastructure cost required to provision SaaS on a large scale could total in the billions, and

  2. Bonds Deliver a Surprise


    Fri, 25 Apr 2014

    the spread between their returns on invested capital and their cost of capital. In other words, companies in editor Toan Tran 's portfolio often exhibit "emerging moats." Tran recently purchased organic grocer Whole Foods WFMI, based on his

  3. Intel to Acquire McAfee


    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

  4. It's Raining 5-Star Stocks


    Mon, 5 Mar 2007

    even advertising, the firm is willing to sacrifice near-term profitability to address it, which Morningstar analyst Toan Tran thinks is absolutely the right decision. In short, Microsoft is one of the few firms with the resources needed to compete

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