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 generating profits in 2010. So far this year, his Next Inning model portfolio is up 23% versus 12% for the Nasdaq. Two of the stocks held in the portfolio are up 85% and 66% year to date. Trial subscribers will have full access to this portfolio as well as email alerts with early notice of what McWilliams sees as the next big winner.
Trial subscribers will receive 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 during the upcoming earnings season. 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 a new special report on stocks that are likely to benefit most from the boom in demand for mobile bandwidth worldwide driven by Apple's iPhone and other smartphones. 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:
https://www.nextinning.com/subscribe/index.php?refer=prn1008
McWilliams covers these topics and more in his recent reports:
-- When Wall Street was concerned about RF Micro losing market share at Nokia, McWilliams told subscribers to focus instead on news coming out of China. Now that this prediction has played out as McWilliams expected, what is he looking for in RF Micro's upcoming earnings report? Why might RF Micro be poised to see its profitability soar?
-- The price of ANAD has moved up 305% since it was listed as a good speculative buy in McWilliams' report "Undervalued Tech Stocks for 2009." What has led to the sharp turnaround at Anadigics? What does McWilliams see as the key drivers going forward and will they play towards Anadigics' competitive strengths? Why does McWilliams think Wall Street is underestimating Anadigics' ability to grow profits faster than revenue? What is McWilliams' year-end price target for Anadigics?
-- The price of Cavium is up 180% since it was listed in McWilliams' report "Undervalued Tech Stocks for 2009" as a good strategic investment. What is McWilliams' estimated fair value price range for Cavium? What is his year-end price target for the stock? Does McWilliams think NetLogic offers a better risk-adjusted upside than Cavium at current prices?
-- What short-term challenges does McWilliams think might weigh on an otherwise strong quarter from Texas Instruments? What does he think about the company's long-term future? Does McWilliams still think it merits consideration as a strategic investment after moving up 75% from his original buy point? What does he see as a fair valuation for the stock today?
-- McWilliams advised Next Inning readers this morning that he can understand the interest being displayed towards FormFactor recently. The company has nearly half of its stock price represented in the value of its balance sheet and trading far below the nearly $50 high it hit in 2006. However, as he explains it, there were unique reasons behind that rally. What drove FormFactor's success in 2006 and is it likely to repeat in the hot market we're seeing today for semiconductor test equipment?
Founded in September 2002, Next Inning's model portfolio has returned 306% since its inception versus 35% for the S&P 500.
About Next Inning:
Next Inning is a subscription-based investment newsletter that provides regular coverage on more than 150 technology and semiconductor stocks. Subscribers receive intra-day analysis, commentary and recommendations, as well as access to monthly semiconductor sales analysis, regular Special Reports, and the Next Inning model portfolio. Editor Paul McWilliams is a 30+ year semiconductor industry veteran.
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