Sirius Stock Predictions: Why Sirius XM Is A Better Investment Than Spotify

November 5, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Apple, Amazon, and Google do not compete against Sirius XM’s core satellite radio broadcast business.
  • Unlike online streaming-dependent Spotify, Sirius XM has an unthreatened growth driver from its satellite radio subscription service.
  • Pandora also gave Sirius XM a huge presence in paid/ad-supported music streaming. I believe ad-supported radio shows and music streaming are long-term winners.
  • Sirius is a profitable company that pays quarterly dividends.

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Autodesk Stock Forecast: ADSK Is A Buy Before Earnings

November 5, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Autodesk will report its 3Q FY2020 earnings on November 26. I expect it to beat Wall Street’s EPS and revenue estimates.
  • I recommend ADSK as a buy before earnings gambit. This stock is now trading well below its 2019 high of $178.21. ADSK’s 6-month return is -13.63%.
  • If my bet that Autodesk will report better than expected 3Q FY2020 EPS and revenue numbers, ADSK might shoot up to $165 before December 31.
  • Autodesk’s rapid shift to subscription-based software marketing is paying off well. Its annual recurring revenue is now $3.07 billion. Recurring revenue now accounts for 96% Autodesk’s sales.

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Intel Stock Forecast: Why Intel Is The Superior Investment

October 31, 2019
motek 1This article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • My October 7 article at Seeking Alpha concluded that Intel is the best stock to own if you want to bet on the semiconductor industry.
  • Intel’s 96% market share in data center processors and 84% share in desktop PC processors made it the better investment than Advanced Micro Devices.
  • Intel is a safe long-term investment because server processor buyers and PC manufacturers remain very loyal to Intel.
  • AMD can sell cheaper Ryzen processors and win some market share away. However, most PC builders and server/data center owners still prioritize Intel.
  • Top PC manufacturers continue to ignore Ryzen because they already bought and stockpiled Intel-compatible motherboards, RAM, and other PC parts.

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Google Stock Forecast: YouTube Is A Crowd-Sourced Gold Mine For Google

October 31, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Google is in the news today because it apparently wants to buy Fitbit.
  • In my book, the bigger and more important news is that a Needham & Company analyst believes YouTube might be worth $300 billion as a standalone company.
  • YouTube is a crowd-sourced video sharing platform that is estimated to generate 2019 revenue of $30 billion.
  • Google only paid $1.65 billion in 2006 to purchase YouTube. Spinning out YouTube as a separate company can be hugely profitable for Google.
  • The proceeds from letting YouTube do an IPO can help Google buy more companies like Fitbit. It could also offset the continuing losses of Google’s moonshot projects.

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Stock Predictions: Fast-Growing 5G Infrastructure Deployments Is A Tailwind For Corning

October 28, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Corning Incorporated’s stock price has a 6-month return of -13.69%. It is now cheaper to own.
  • The depressed stock price of GLW gave it a much lower Price/Sales valuation ratio than its peers, INTC, QCOM, and CSCO.
  • Corning has an emerging growth driver in 5G. Intel and Verizon are now partners with Corning’s fiber optics-centric 5G infrastructure deployment.
  • It is not only smartphones that’s driving 5G adoption. Businesses, factories, homes, offices, are all future 5G adopters.
  • The global 5G infrastructure market is growing at 95.8% from 2018 to 2025. It will have a market size of $58.17 billion by 2025.

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Tesla Stock Predictions: Greater Efficiency Is Compelling Reason To Go Long On Tesla

October 28, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • I reiterate my March 3 buy recommendation for Tesla. In spite of -12% YoY lower Q3 revenue, the stock is again trading above $326.
  • Investors like it that greater efficiency is helping Tesla become more profitable. Reduced manufacturing and material costs makes Tesla a better long-term investment.
  • Tesla is now generating most of its sales from its cheapest car model, the Model 3. It still managed to deliver a better-than-expected Q3 GAAP net profit of $143 million.
  • Tesla manufactured and delivered almost 80k Tesla 3 models in Q3 2019. Tesla’s future prosperity is now insured – Tesla is now a legitimate consumer car vendor.
  • Another tailwind is Tesla 3rd generation Solar Roof. Tesla is now poised to become the world’s best installer of solar power roofing.

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Microsoft Stock Predictions: JEDI Cloud Contract Win Is A Big Boost To Microsoft

October 27, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Investors should increase their long-term position on Microsoft.
  • Microsoft outplayed IBM, Amazon, and Google. Microsoft recently won the hotly contested 10-year $10 billion U.S. Joint Enterprise Defense Initiative or JEDI cloud-computing contract.
  • Going forward, this contract win can add $1 billion/year in new revenue to Microsoft’s fastest-growing segment, Intelligent Cloud.
  • The halo effect of the JEDI cloud computing contract victory will attract more enterprise/government customers away from Amazon Web Services.
  • The U.S. government’s JEDI contract obviously needed the best security and reliability. Microsoft Azure’s reputation therefore was greatly enhanced from this contract win.

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Amazon Stock Price Prediction: Why You Should Remain Bullish On AMZN

October 24, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Seeking Alpha’s Quant Rating System has a Neutral recommendation for Amazon’s stock.
  • I am still endorsing AMZN as a buy. The holiday shopping season is coming soon. I expect Q4 2019 sales to set records.
  • Going long on Amazon’s stock while it trades below $1,800 is worth the risk. My bet is that this stock will trade near $1,900 price levels by January/February 2020.
  • The other reason why I remain bullish is that Amazon is emerging as a potent advertising platform.
  • My fearless forecast is that Amazon can eventually have a $20 billion/year advertising business within the next three years.

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