Tag Archives: Steve Heller

You Should Be Scared for Netflix

By Steve Heller, The Motley Fool

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In a matter of three months, Netflix investors have gone from being cautious about the company’s prospects to failing to acknowledge that competition exists. In this time, shares have skyrocketed over 100%, suggesting that investors have grown comfortable with Netflix’s approach of becoming a content producer as a means to thwart off competitive threats. In its debut series House of Cards, viewers and investors alike are looking forward to Netflix having a bright future in the production business. However, what investors are failing to acknowledge is that competition has wised up to this strategy and will be mimicking Netflix’s efforts. In this video, Motley Fool contributor Steve Heller explains that the threat to Netflix’s should not be taken lightly.

Can Netflix fend off this burgeoning competition, and will its international growth aspirations really pay off? These are must-know issues for investors, which is why we’ve released a brand-new premium report on Netflix. Inside, you’ll learn about the key opportunities and risks facing the company, as well as reasons to buy or sell the stock. We’re also offering a full year of updates as key news hits, so make sure to click here and claim a copy today.

The article You Should Be Scared for Netflix originally appeared on Fool.com.

Fool contributor Steve Heller owns shares of Google. The Motley Fool recommends Amazon.com, Google, and Netflix. The Motley Fool owns shares of Amazon.com, Google, and Netflix. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Is Facebook Graph Search a Dud?

By Steve Heller, The Motley Fool

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In this video, Motley Fool contributor Steve Heller goes through the basics of Facbook Graph Search and what that means for investors. In particular, he resists calling Graph Search a Yelp killer because it’s lacking some crucial ingredients.

After the world’s most hyped IPO turned out to be a dunce, most investors probably don’t even want to think about shares of Facebook. But there are things every investor needs to know about this company. We’ve outlined them in our newest premium research report. There’s a lot more to Facebook than meets the eye, so read up on whether there is anything to “like” about it today, and we’ll tell you whether we think Facebook deserves a place in your portfolio. Access your report by clicking here.

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Source: FULL ARTICLE at DailyFinance

How Intel Could Win the Chip War

By Steve Heller, The Motley Fool

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It’s widely known that Intel has the best-in-class chip fabrication technology available on the market today. What investors may not know is that in the coming years, the world may soon begin to realize Intel’s technological advantage. In this video, Motley Fool contributor Steve Heller goes through the basics of why he believes Intel represents an extreme value play at current levels.

When it comes to dominating markets, it doesn’t get much better than Intel’s position in the PC microprocessor arena. However, that market is maturing, and Intel finds itself in a precarious situation longer term if it doesn’t find new avenues for growth. In this premium research report on Intel, our analyst runs through all of the key topics investors should understand about the chip giant. Better yet, you’ll continue to receive updates for an entire year. Click here now to learn more.

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Source: FULL ARTICLE at DailyFinance

Is eBay the Ultimate Mobile Play?

By Steve Heller, The Motley Fool

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In this video, Motley Fool contributor Steve Heller explores what has made eBay a mobile powerhouse in the age of smartphones and what will drive future returns for shareholders. Most notably, Brazil, Russia, India, and China will continue to dominate growth, as 80% of the next 2 billion Internet users coming online in the next three to five years will come from these countries. In the context of mobile, the majority of these users will experience the Internet for the first time on a mobile device, putting eBay’s mobile business in an envious position compared to the competition — namely, Facebook and Google .

After the world’s most hyped IPO turned out to be a dunce, most investors probably don’t even want to think about shares of Facebook. But there are things every investor needs to know about this company. We’ve outlined them in our newest premium research report. There’s a lot more to Facebook than meets the eye, so read up on whether there is anything to “like” about it today, and we’ll tell you whether we think Facebook deserves a place in your portfolio. Access your report by clicking here.

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Source: FULL ARTICLE at DailyFinance

Is Nuance Communications the Ultimate Contrarian Buy?

By Steve Heller, The Motley Fool

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After hitting fresh 52-week lows, Nuance Communications investors can’t seem to catch a break. In this video, Motley Fool contributor Steve Heller goes through the earnings miss, what risk factors the company faces, and the ever-important question: Will he sell his shares anytime soon?

Speech recognition is yet another nascent technology set to explode with the rise of tablets and smartphones, and no company is better poised to benefit from this coming boom than Nuance Communications. However, this growth story doesn’t come without risks, too. The Motley Fool recently published a premium research report to break down what investors interested in Nuance absolutely have to understand before investing, so click here now to grab your copy today.

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Source: FULL ARTICLE at DailyFinance

Can the Pentagon Save Android in the Enterprise?

By Steve Heller, The Motley Fool

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In this video, Motley Fool contributor Steve Heller explores what it will take for Google Android — and Samsung — to make significant inroads in the enterprise space, an area where neither is king. In the consumer space, Samsung controls about 42% of the smartphone market, but in the enterprise space it only controls about 16%. Steve discusses the reasons why that is and what company is most at risk of an all-out Samsung enterprise blitz.

It’s more important than ever to understand each piece of Google’s sprawling empire. In The Motley Fool‘s new premium research report on Google, we break down the risks and potential rewards for Google investors. Simply click here now to unlock your copy of this invaluable resource, and you’ll receive a bonus year’s worth of key updates and expert guidance as news continues to develop.

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Source: FULL ARTICLE at DailyFinance

3D Systems' Earnings: The Good, the Bad, and the Crazy

By Daniel Ferry, The Motley Fool

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Well, folks, you know you’re dealing with a high-flying growth stock when the company reports 54% sales growth, beats earnings expectations, forecasts 24%-37% sales growth for next year and as much as 38% earnings growth … and the share price tanks. That’s exactly what happened to the decades-old leader in 3-D printing and newly minted media darling 3D Systems when it reported earnings last week. After a blowout fourth quarter and fiscal year, shares plunged as much as 15%. So what happened? And what should investors make of it all? Let’s dig in.

The bear case
Fool contributor Alex Planes makes the case that investors reacted reasonably and negatively to a few numbers in the earnings report. He points out that the projected 2013 growth rates are significantly slower than 2012’s growth rates. Alex also notes that despite growing 54% year-over-year and beating analyst estimates for full-year 2012 revenue, 3D Systems’ fourth-quarter revenue came in 2.2% lower than analyst estimates, at $101.6 million rather than the expected $103.9 million.

Alex attributes slowing growth to 3D Systems’ aggressive strategy of purchasing competitors. In 2012, 3D Systems enjoyed 54% growth but only 22% organic growth. With acquisitions acting as the company’s growth engine, Alex rightfully concludes that there are only so many companies 3D Systems can buy, putting a ceiling on growth prospects.

The bull case
On the other hand, Fool contributor Steve Heller urges investors to be patient, arguing that the long-term thesis for 3-D printing remains intact despite temporarily slowing growth. Three-dimensional printing will be a $6.5 billion industry by 2019, from only $1.7 billion in 2011. That’s a strong and growing market, and Steve argues that 3D Systems is among the best-positioned companies to capitalize on it.

So who’s right? Maybe both. Wall Street would obviously like to see growth rates steady or increasing, rather than dropping, and that could account for a short-term sell off. However, over the week 3D Systems actually made up most of the ground it lost on Monday, closing Friday down only 3%. That indicates that not much about the long-term thesis has changed.

Get while the gettin’s good
It’s true that 3D Systems’ rapid acquisitions policy has fueled growth, but I’m not sure this is a bad thing. One charge frequently lobbed at the big 3D printers, 3D Systems and Stratasys , is that even though the 3-D printing market is growing rapidly, the industry is pretty fragmented and there’s no telling who the eventual winners will be. However, investors looking to capitalize on the broad trend have limited options in getting exposure to this market, so many of them have piled into 3D Systems and Stratasys, pushing their share prices to astronomical heights.

You can look at this as the start of a bubble, but 3D Systems and Stratasys are both using their lofty stock prices to aggressively consolidate the market. Stratasys’ share price propped up an influential merger with major provider …read more
Source: FULL ARTICLE at DailyFinance