IBM Stock Forecast: Why IBM Is Still A Buy

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:

  • International Business Machines’ stock already touts a year-to-date return of +23.90%. I am still endorsing it as a buy.
  • I am highly confident that the $34 billion Red Hat acquisition will boost IBM’s revenue performance going forward.
  • Red Hat can further fortify IBM’s huge presence in the $310.2 billion annual enterprise application software market.
  • IBM has a decades-long partnership with multinational banks. I see this niche market of financial/banking services software as a long-term tailwind.
  • Compared to its software industry peers, IBM is notably undervalued.

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TSLA Stock Forecast: The $35,000 Model 3 Is A Global Tailwind For Tesla

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:

  • The post-earning dip in Tesla’s stock price is an opportunity. We can buy this momo stock at a discounted valuation.
  • The $35,000 Tesla Model 3 is now available. It can deliver $14 billion in annual revenue for Tesla by 2020.
  • Tesla has switched to the online-only marketing format. This will help improve Tesla’s long-term profitability. Online direct selling was behind Xiaomi’s success.
  • The $44,000 Model 3 was the biggest growth catalyst for electric car sales last year. I expect it to again be the world’s best-selling EV.
  • Now that the more affordable $35k version is available, the Model 3 could sell more than 300k units this year.

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HPQ Stock Forecast: Healthy Printing Business Makes HP Inc. A Buy

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:

  • HPQ’s price dropped -11.99% during after-hours trading on February 27. This was a big thumb down post-Q1 2019 earnings report.
  • If the market opens at $20.99 today, I will consider it as a great opportunity to buy more shares of this PC and printing market leader.
  • HP Inc’s Q1 2019 was not that bad to justify a prolonged bearish emotion. The weak holiday quarter performance is likely due to stiff competition on PCs and printers.
  • What’s more important is that HP Inc. is making a profit and is growing its commercial printers and laptop business segments.
  • HP Inc. has a solid tailwind from the growing $24 billion/year outdoor advertising industry.

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ATVI Stock Forecast: Activision Blizzard Is Still A Dependable Bet On Video Games

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:

  • Activision Blizzard’s 1-year price return is –41.78%. This is an opportunity to own the stock at a notably lower price.
  • Going forward, the growing $150 billion/year video games industry will ultimately help ATVI recover.
  • Management ignored my previous recommendation that it should create a heroes-based Battle Royale game based on Overwatch.
  • The only thing that’s keeping me long on ATVI is its King Digital subsidiary. King’s Candy Crush is still among the world’s top-grossing video games.

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Nokia Stock Forecast: 2 Strong Reasons To Go Long Nokia

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:

  • Nokia’s stock has a 6-month price return of 10.22%. I am still endorsing it as a buy.
  • Like Ericsson and Cisco, Nokia is also an obvious beneficiary of the US-led anti-Huawei campaign. Discrimination against Huawei is a tailwind for Nokia.
  • Nokia and Alcatel-Lucent has 5G infrastructure solutions and network routers and Ethernet switches. Huawei has been growing at the expense of Nokia.
  • The other tailwind for Nokia is HMD Global’s recent unveiling of new smartphones. The Nokia 9 PureView is the world’s first penta-camera handset.
  • The Nokia 9 PureView is a flagship handset raised the global brand power of Nokia phones.

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Cisco Stock Forecast: The Anti-Huawei Witch Hunt Is A Global Tailwind For Cisco

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:

  • The anti-Huawei position of the CIA and the United States is a tailwind for Cisco.
  • The elimination of low-pricing specialist Huawei means Cisco can sell more of its network routers & switches.
  • Cisco and Huawei are also fierce global rivals in server computers. The United States and its allies can also disrupt Huawei’s server sales.
  • Cisco’s Artificial Intelligence and Deep Learning business can also benefit if Huawei doesn’t win any non-China customers.
  • I Know First has a slightly bullish algorithmic 12-month forecast for CSCO. Monthly technical indicators and moving averages trends also rate CSCO as a buy.

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Apple Stock Forecast: 0%-Interest iPhone Installment Plan Is A Tailwind for Apple

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’s stock is now a buy because it is willing to be more aggressive in marketing its pricey iPhone products.
  • The big decline of iPhone sales in China last year is being addressed through lower price tags and 0% interest installment plans.
  • The interest-free iPhone installment plan is implemented through Ant Financial, a subsidiary of Alibaba.
  • The more iPhones it can sell, the better it is for Apple’s fast-growing Services revenue segment.
  • The predictive algorithm of I Know First has a very bullish 12-month forecast for AAPL. Weekly technical indicators and moving averages hints AAPL is a buy.

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INTC Stock Forecast: Intel’s True VR Technology’s Biggest Opportunity Is In Enterprise Training

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:

  • My last buy rating for Intel was last January 8. INTC was trading at $47 back then. It is now trading at $51.39.
  • I hope that discussing Intel’s True VR technology will convince more investors to rally behind INTC.
  • Intel has no smartphone processor but it sure has cutting-edge Virtual Reality products and solutions.
  • Aside from showroom, video games, and live sports, the biggest opportunity in Virtual Reality is actually in skills training.
  • As per the Q4 2018 survey of Super Data Research, training is the top reason why enterprise are adopting virtual reality technology.

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