The worst may be ove at J.C. Penney, but management has not outlined a strategy to support this new holy grail of prosperity. Certainly not one that merits 90% stock gains in 22 days.
How much growth will $2.2 billion buy? Management hasn't said. It seems Watson didn't do the math.
Now's not the time to get arrogant. Investors should thank Liberty that Sirius wasn't a broken record when it was saved.
Still, VeriFone investors may see their stocks enjoy the room to run.
Investors want assurances that Diamond management can sustain the company's current momentum. They'll find out Tuesday.
Ciena's fair market value will reach $30 per share by the second half of 2014.
On the basis of long-term free-cash-flow growth, Apple shares will reach (at minimum) $650 a share by the end of the year.
There's still quite a lot of work for CEO Meg Whitman to do before HP fully turns around.
Breaking news? Hardly. TheStreet's Richard Saintvilus has been talking about Apple's mobile payment processing plans for years.
Microsoft's strengths are not where technology is heading, and it must convince investors that the company can pivot and adjust quickly.