Publication: Long Investment Ideas from Seeking Alpha

First reported May 05 2013 - Updated May 05 2013 - 1 reports
Intel Corporation
Intel Corporation

Intel: A Must-Read History Lesson

By Ashraf Eassa : There is an ardent critic of mine who happens to attack nearly every one of the articles I write involving the Intel ( INTC ) and ARM ( ARMH ) situation, pointing out that because ARM trades at $48 and Intel at $24 that the entire ... [Published Long Investment Ideas from Seeking Alpha - May 05 2013]
First reported May 04 2013 - Updated May 04 2013 - 1 reports
Cisco Systems Inc
Cisco Systems Inc

With SDN, Cisco Will Unlock Value Of Installed Hardware Worth $180 Billion

By Andy Batts : Cisco ( CSCO ) recently sends Wall Street two clear messages, according to SearchSDN : "SDN will not cannibalize our hardware business" and " VMware ( VMW ) will not eat our network virtualization lunch." Cisco's SDN (software-defined ... [Published Long Investment Ideas from Seeking Alpha - May 04 2013]
First reported May 04 2013 - Updated May 04 2013 - 1 reports
InvenSense Inc
InvenSense Inc

Updates On InvenSense News And Earnings

ByEsekla: InvenSense ( INVN ) has just released Q4 earnings, beating on both EPS and revenue. The stock rose about 10% after hours to 10.25. In my previous article , I wrote about how this is potentially a good buy and hold growth stock. I also outlined ... [Published Long Investment Ideas from Seeking Alpha - May 04 2013]
Entities: InvenSense Inc, Startup
First reported May 03 2013 - Updated May 04 2013 - 1 reports
DuPont - E I du Pont de Nemours & Co
DuPont - E I du Pont de Nemours & Co

Analyzing DuPont: 3% Yield And Undervalued

By Brad Kenagy : DuPont ( DD ) presently could be worth looking into as a quality play on products & chemicals used in growth industries ranging from agriculture to safety materials, and everything in between. Shares of DuPont I believe are worth looking ... [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
First reported May 04 2013 - Updated May 04 2013 - 1 reports
Jeff Bezos
Jeff Bezos

Facebook: Following Bezos' Strategy To Sacrifice Short-Term Gain For Long-Term Potential

By The Value Investor : Shares of Facebook ( FB ) have seen a good week, trading with gains of over 5% for the past week despite a modest correction in Friday's trading session. The social networking giant reported its first quarter results ... [Published Long Investment Ideas from Seeking Alpha - May 04 2013]
First reported May 03 2013 - Updated May 03 2013 - 1 reports

Tesoro Continues To Create Value As Carson Deal Nears Approval

By The Value Investor : Shares of Tesoro ( TSO ) are ending the trading week with solid gains. Shares of the independent petroleum refiner and market rose sharply from $51 on Wednesday to highs of $56 on Friday, following the publication of its ... [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
First reported May 03 2013 - Updated May 03 2013 - 1 reports
Live Nation Inc
Live Nation Inc

Live Nation - Everybody Wants To Rule The World

ByTim Heitman: An investment in Live Nation ( LYV ) provides investors with an opportunity to buy into a unique set of assets that has an ecosystem to maximize that amount of revenue and profits available in the live entertainment industry. Unlike most ... [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
First reported May 03 2013 - Updated May 03 2013 - 1 reports

Anixter's Competitive Advantage: World-Class Customer Service

By Nikhil Raheja : Anixter International Inc. ( AXE ) is a Fortune 500 company that enjoys a good business model, able management, and a relatively good balance sheet. The company has grown steadily over the years and should continue to do so, as ... [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
First reported May 03 2013 - Updated May 03 2013 - 1 reports

Harley-Davidson Is Fairly Valued

By Kirk DeBaun : There is certainly something about the Harley-Davidson ( HOG ) brand. Even the Investor Relations website makes people want to "live the legend," even if that means doing so vicariously through stock ownership. In the end, though, ... [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
First reported May 03 2013 - Updated May 03 2013 - 1 reports

Buy Caterpillar: A Global Leader Trading At A Third World Discount

By David Trainer : Per my recent interview with CNBC Asia , Caterpillar ( CAT ) is a great value stock right now. Investors should pay little mind to recent short-term trends such as falling EPS, estimates and stock price and focus on the strong ... [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
First reported May 03 2013 - Updated May 03 2013 - 1 reports

Don't Wait For The Clouds To Clear - Buy ATI Now

ByTim Heitman: Allegheny Technologies ( ATI ) deserves enormous credit for wisely reinvesting in its basic business despite fluctuating earnings, and we recommend purchasing shares. Too many U.S. industrial companies have increased dividends, made mistimed ... [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
First reported Apr 24 2013 - Updated Apr 24 2013 - 2 reports

Microsoft's Earnings Report And Its Future - Part 2

ByFundamental Analyst: In the previous part of this article (" Microsoft's Earnings Report And Its Future - Part 1 "), I analyzed three divisions of Microsoft ( MSFT ) in terms of historic performance and future outlook. In this part, I will be analyzing ... [Published Long Investment Ideas from Seeking Alpha - Apr 24 2013]

Quotes

Cisco ( CSCO ) recently sends Wall Street two clear messages, according to SearchSDN : "SDN will not cannibalize our hardware business" and " VMware ( VMW ) will not eat our network virtualization lunch." Cisco's SDN (software-defined networking) strategy, better known as Cisco Open Network Environment (Cisco ONE), is still more vision than products...
With SDN, Cisco Will Unlock Value Of Installed Hardware Worth $180 Billion [Published Long Investment Ideas from Seeking Alpha - May 04 2013]
As of May 1, Netflix ( NFLX ) "s catalog of streaming movies is much lighter -- 1,794 titles lighter to be exact (see the list here ). The titles range from "Caillou" to "Cruel Intentions" and belong to Time Warner ( TWX )" s Warner Brothers, MGM and Universal. Instead, the movies are going to a service called Warner Archive Instant...
Netflix Loses Movies From Time Warner, MGM; Viacom Could Be Next [Published Long Investment Ideas from Seeking Alpha - May 01 2013]
...In a December 2012 CEO-CFO Magazine interview with the CEO , Dr. Steven C Quay, M D , Ph D, the opportunity was summed up well; "We believe that if we can identify the genetic and molecular changes that are going on in the ducts of the breast up to 10 years before a cancer appears, and then intervene Complete Story"
Atossa Genetics: Pullback In Shares Of Breast Cancer Testing Firm Present Opportunity [Published Long Investment Ideas from Seeking Alpha - May 01 2013]
...I think the combination paves the way for big success on the horizon. "The 7160 is a highly competitive Complete Story"
Intel: Slow But Steady Wins The Race [Published Long Investment Ideas from Seeking Alpha - May 01 2013]

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Intel: A Must-Read History Lesson [Published Long Investment Ideas from Seeking Alpha - May 05 2013]
With SDN, Cisco Will Unlock Value Of Installed ... [Published Long Investment Ideas from Seeking Alpha - May 04 2013]
Updates On InvenSense News And Earnings [Published Long Investment Ideas from Seeking Alpha - May 04 2013]
Facebook: Following Bezos' Strategy To Sacrific... [Published Long Investment Ideas from Seeking Alpha - May 04 2013]
Tesoro Continues To Create Value As Carson Deal... [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
Live Nation - Everybody Wants To Rule The World [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
Anixter's Competitive Advantage: World-Class Cu... [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
Harley-Davidson Is Fairly Valued [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
Analyzing DuPont: 3% Yield And Undervalued [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
Buy Caterpillar: A Global Leader Trading At A T... [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
Don't Wait For The Clouds To Clear - Buy ATI Now [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
InvenSense: Growth At An Incredible Price [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
GameStop Is Worth $33 But Eighth-Generation Con... [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
Growth For Windows Phone In The U.S. Accelerates [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
Can Nokia Revitalize Feature Phones With New As... [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
A Look At Transocean's North Sea Operations [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
Visa And MasterCard's Growth Marches On As The ... [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
The Market Embraces AMD's Unifying Plan [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
April Auto Sales And Impact On Sirius XM [Published Long Investment Ideas from Seeking Alpha - May 03 2013]
Mobile Device Wars Update: IDC Tablet Data For Q1 [Published Long Investment Ideas from Seeking Alpha - May 02 2013]
Intel: All Its Ducks In A Row [Published Long Investment Ideas from Seeking Alpha - May 02 2013]
What Comcast Gains From NBC Purchase [Published Long Investment Ideas from Seeking Alpha - May 02 2013]
Phillips 66 Is Set To Grow [Published Long Investment Ideas from Seeking Alpha - May 02 2013]
We Believe That United Technologies Is A Good V... [Published Long Investment Ideas from Seeking Alpha - May 02 2013]
Start Storing Value With Seagate [Published Long Investment Ideas from Seeking Alpha - May 02 2013]
AT&T's New 4G LTE Deployment: What Does The Fut... [Published Long Investment Ideas from Seeking Alpha - May 02 2013]
Yahoo: Evolution Is The Pathway To Growth [Published Long Investment Ideas from Seeking Alpha - May 02 2013]
Coca-Cola Has 30% Upside In Next 12 Months; Bes... [Published Long Investment Ideas from Seeking Alpha - May 02 2013]
Whither Windows RT: Should Microsoft Let It Wit... [Published Long Investment Ideas from Seeking Alpha - May 02 2013]
The Anatomy Of Cisco's New Networking Product [Published Long Investment Ideas from Seeking Alpha - May 02 2013]
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