Next Inning Technology Research,
an online investment newsletter focused on semiconductor and technology
stocks, announced it has updated outlooks for Google,
ARM Holdings, Altera, Xilinx and Texas Instruments.
Editor Paul McWilliams has displayed uncanny accuracy in
identifying winners and losers during this challenging and historic
period for the markets. After logging a very successful 2009,
McWilliams is now intently focused on the catalysts that will generate
profits in 2010.
Most recently, McWilliams identified the timing of the
market’s latest dip and rebound for Next Inning readers in his quarterly
Strategy Review. McWilliams has also just published a special report in
the emerging and volatile solar energy sector that identifies the key
drivers for the industry as well as likely winners and losers. These
reports, as well as McWilliams’ regular commentary, are available for
free to trial subscribers.
In addition, a Next Inning trial subscription also offers
access to the "10 Tech Trends for 2010" special report, in which
McWilliams lays out this year’s key tech sector stories from cloud
computing to virtualization to data centers and solid state drives, and
McWilliams’ highly acclaimed State of Tech reports that offer in-depth
sector by sector coverage of over 65 leading tech companies and
McWilliams’ specific guidance on which stocks he thinks investors should
own and which should be avoided. Finally, subscribers will have access
to McWilliams daily commentary and actionable alerts that have been
providing frequent profit opportunities for Next Inning subscribers for
years. To take advantage of this offer and receive these reports for
free, please visit the following link:
McWilliams covers these topics and more in his recent reports:
— Has Google’s massive size become a liability for investors?
What is McWilliams’ view of Google’s handling of its recent run in
with the Chinese government? What does this episode tell us about
Google as a company?
— McWilliams suggested buying ARM Holdings in December 2008
when the stock was trading just under $4.00. In that report he advised
Next Inning readers that ARM had literally a 100% market share in
smartphones, and as sales ramped during the coming years, the price of
ARM would double. With the price now hovering around $10, does
McWilliams think that ARM has reached its full value or that the
continuing ramp in demand for smartphones will send it higher yet?
— McWilliams advised Next Inning readers to build strategic
positions in Altera and Xilinx last year when both stocks were trading
in the teens. Following earnings releases from both of the companies
last January, he suggested investors should ignore the negative reports
from Wall Street and that the best was yet to come. What are the
factors that McWilliams cites in his Paradigm Paper, "Trends Favor
Programmable Logic" that he thinks will continue to drive demand for
these companies and what does he see as the current fair valuations for
the two stocks?
— It’s well known that Texas Instruments will open the first
ever 300mm analog and mixed-signal semiconductor fabrication plant later
this year. However, what’s not well known is exactly how TI will
leverage this new capability. Based on decades of experience in the
analog and mixed-world, McWilliams has a pretty good idea of TI’s
strategy and what companies will feel the weight of the new competitive
force. You can read McWilliams’ thoughts on this game changer in our
most recent monthly semiconductor sales report.
Founded in September 2002, Next Inning’s model portfolio has
returned 251% since its inception versus 24% for the S&P 500.