The Telecom Connection

A Final Analysis

twocents@thestreet.com (Bob Faulkner) — Wed, 31 Dec 2008 21:45 GMT

In the concluding issue, some suggestions regarding what steps to take with the current model portfolio positions.

Mixed Results and a Holiday Surprise

twocents@thestreet.com (Bob Faulkner) — Wed, 24 Dec 2008 18:30 GMT

Micron's earnings were a mixed bag but Research In Motion's report offered an unexpectedly upbeat outlook.

Wrapping Up Earnings

twocents@thestreet.com (Bob Faulkner) — Wed, 17 Dec 2008 21:48 GMT

As the holiday season nears, the last two model portfolio holdings are set to reports earnings. Here's what to expect.

Ruminating on Rumors and News

twocents@thestreet.com (Bob Faulkner) — Wed, 10 Dec 2008 21:38 GMT

Speculation surrounds Apple; plus, telecommunications and technology names have released a flood of negative items.

A Clear New Day Dawns

twocents@thestreet.com (Bob Faulkner) — Wed, 03 Dec 2008 21:40 GMT

Clearwire's merger with Sprint's Xohm operations is poised to create new opportunities for next-generation services.

A Welcome Surprise

twocents@thestreet.com (Bob Faulkner) — Wed, 26 Nov 2008 21:38 GMT

Dell's report showcased the company's new product mix along with managment's encouraging new ability to control costs.

Stocks Enter Confessional Season

twocents@thestreet.com (Bob Faulkner) — Wed, 19 Nov 2008 21:49 GMT

Here's a look at several companies that have preannounced earnings, almost all of the negative variety.

Another Earnings Cycle Winds Down

twocents@thestreet.com (Bob Faulkner) — Wed, 12 Nov 2008 21:58 GMT

Although the results mainly disappointed, the stocks' oversold levels elicited some positive reactions.

Hanging Up on a Long-Term Holding

twocents@thestreet.com (Bob Faulkner) — Wed, 05 Nov 2008 21:58 GMT

Jettisoning this model portfolio name after its earnings results paint a dismal outlook. Also, updates on several other positions.

All Earnings, All the Time

twocents@thestreet.com (Bob Faulkner) — Wed, 29 Oct 2008 20:38 GMT

Reviewing results from a trio of model portfolio names and previewing what to expect from three others.

Riding the First Wave of Tech Earnings

twocents@thestreet.com (Bob Faulkner) — Wed, 22 Oct 2008 20:58 GMT

Making a change to the model portfolio this week as well as reviewing and previewing earnings for several other names.

Kicking Off Earnings Season

twocents@thestreet.com (Bob Faulkner) — Wed, 15 Oct 2008 21:18 GMT

With so much bad news already baked in to nearly every stock, the market's mood and its current standing will affect each company as it reports.

Charting the Best Course of Action

twocents@thestreet.com (Bob Faulkner) — Wed, 08 Oct 2008 21:00 GMT

The market conditions could certainly go from bad to worse, so be prepared to take action when the time is right.

No Reason to Give Up on This Name

twocents@thestreet.com (Bob Faulkner) — Wed, 01 Oct 2008 21:03 GMT

Research In Motion's earnings did disappoint, but given its solid prospects, the market's reaction was over-the-top.

Seek Out True Causes for Current Crisis

twocents@thestreet.com (Bob Faulkner) — Wed, 24 Sep 2008 21:35 GMT

The impact of mark-to-market accounting on mortgage-backed securities holders and problems with subprime mortgages are at the root of the present market problems.

Reflecting on Memory Makers

twocents@thestreet.com (Bob Faulkner) — Wed, 17 Sep 2008 21:00 GMT

Softening demand for DRAM and NAND flash has tempered the industry's general outlook for second half of the year.

Assessing the Big Picture

twocents@thestreet.com (Bob Faulkner) — Wed, 10 Sep 2008 22:12 GMT

High-profile conferences and earnings results from several companies offer some insight into the state of the sector.

Adding on Weakness

twocents@thestreet.com (Bob Faulkner) — Thu, 04 Sep 2008 18:05 GMT

The recent market decline offers an opportunity to pick up shares of this tech name.

Flawed Strategy Quells Turnaround

twocents@thestreet.com (Bob Faulkner) — Wed, 03 Sep 2008 21:14 GMT

Dell's disappointing report demonstrated management's lack of awareness relative to its current investor base.

Making Strategic Adjustments

twocents@thestreet.com (Bob Faulkner) — Wed, 27 Aug 2008 20:58 GMT

As the end of the year comes into view, taking stock of the model portfolio holdings prompts a number of changes.