Nokia doesn't need a miracle. It just needs profits.
The company must develop a stronger presence in the enterprise for these shares to work in the long term.
As long as Covidien stock remains under $97 per share, it's a buy.
Visa's long-term story hasn't changed but there is no compelling reason to own this stock.
Investors are discounting AT&T in several critical areas. They are wrong.
Nadella has already executed his hardest task -- changing the market's perception of what Microsoft is and what it can be.
The expected earnings from VMware's growth may never materialize because VMware's market is rapidly changing.
On the basis of long-term margin expansion and 3% to 4% volume growth, these shares should trade at $46 by the end of the year.
Investors willing to ignore the 24% year-over-year jump in revenue and the company's 2-cent profit don't understand what the company is working to achieve.
Whitman, by virtue of her added power, is now in a position to dictate Hewlett-Packard's course in ways that might never have been considered prior to her new title.