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

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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Intel Stock Forecast: Why Intel Is The Superior Investment

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

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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NVDA Stock Forecast: NVidia Driving Profits in Q2 2019

This article on NVDA was written by Clarence Toh, an Analyst at I Know First.

Summary:

  • Partnerships with Microsoft and Volvo extends Nvidia’s presence in the gaming and transport industry
  • Strong Q2 earnings call gives Nvidia advantage over competitors
  • Several aspects of their business is showing immense potential of growth

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XPO Stock Forecast: Delivering Success

This article featuring XPO Stock Forecast was written by Clarence Toh, an Analyst at I Know First.

Summary:

  • Superior Business Model increases Competitive Advantage
  • Growth in Free Cash Flow provides more options and opportunities to invest
  • Applying Technology and increasing European Presence will serve to help XPO achieve their financial targets 
  • Current I Know First long-term XPO stock forecast is strongly bullish

XPO Logistics, Inc. (NYSE: XPO) is one of the 10 largest providers of transportation and logistics services in the world. It operates in 32 countries, with approximately 100,000 employees and over 50,000 customers, including 69 of the Fortune 100.

NVMI Stock Forecast : An Innovative Model Supporting a Promising Future

This NVMI Stock Forecast article was written by Eva Zagury, a Financial analyst at I Know First.

Summary

  • Inspite of a 10% decrease for the first quarter of 2019, NVMI stock forecast topped consensus revenue estimates showing a surprise of 27.59%.
  • Growing diversification in revenue mix, customer base and technology, as well as an massive R&D investment represent the two main ingredients for Nova's short-term earning surprise.
  • The market high volatility makes short-term visibility hard. Magnitude and direction of estimate revisions could change following the next earnings report scheduled for next month.
  • Still, Nova Measuring Instrument is well positioned to benefit from a long-term growth, given it widened exposure to multiple segments, customers geographies and attractive differentiated portfolio.

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Northrop Grumman Stock Forecast: On the Rebound

Whitney
The article was written by Whitney Su, a Financial Analyst at I Know First.

Summary:

  • Northrop Grumman is currently priced at $325.25. NOC stock has been on an upward trend since reaching a low of $235.24 in December 2018.
  • Escalating tensions in the Persian Gulf allow defense sector companies like Northrop Grumman to upgrade military equipment.
  • Northrop Grumman is consistently looking to the future of warfare, currently working on a $200 million contracted partnership with Raytheon on hypersonic technology.
  • Current bullish I Know First long-term forecast for Northrop Grumman.

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AMD Stock Forecast: Leading A New Era Of Tech

This article was written by Ari Herzog, a Financial Analyst at I Know First

Summary

  • Current trade tensions and AMD’s uninspiring earnings report, which included an EPS value of $0.01 - a 75% decrease QoQ, drive my ‘wait-and-see’ short-term forecast
  • Recently announced contracts with top tech companies show AMD’s continued rise in market share, up over 4% YoY, over the graphics processing sector
  • How the markets respond as AMD approaches $30 per share will be a vital indicator of its short-term price direction

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