DAN NILES
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Dan Niles explains his LITE LONG

12/13/2017

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Dan Niles: 3-D sensing market is going to be ten times bigger in five years

Dan Niles, Alpha One Capital Partners, reacts to Apple's $390 million grant to Finisar.

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DAN NILES: IT'S FINALLY TIME TO BUY IBM

12/6/2017

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Analyst: It's Finally Time To Buy International Business Machines Corp. (IBM)

International Business Machines Corp. (NYSE:IBM) isn't the first tech stock that comes to most investors' minds as a buying opportunity, but one prominent Wall Street analyst is out this week making a bullish case for the much-beleaguered name.

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IBM: WHY THIS LONG-SUFFERING TECH STOCK IS FINALLY A BUY

12/1/2017

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Why this long-suffering tech stock is finally a buy

Do corporations care about the new IBM mainframe? Roughly half of IBM's mainframe business is in financial services. IBM mainframes handle close to 90 percent of all credit card transactions ($7.7 trillion per year.) All of the 10 top insurers, 44 of the top 50 banks, 18 of the top 25 retailer and 90 percent of the largest airlines use IBM mainframes.

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ANALYST: BUY FACEBOOK INC FIRST IF FAANG STOCKS SELL OFF

12/1/2017

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StockNews.com (blog)
Investors shouldn’t panic about yesterday’s weakness in mega-cap technology names, but if a sector pullback does actually materialize, then Facebook Inc (NASDAQ:FB) is investors’ best bet to capitalize on the resulting bounce.
That’s according to venerable tech investor Dan Niles. The founder of AlphaOne Capital Partners told CNBC this week that the sell-off is nothing to be concerned:
​Stocks of the FAANG companies — Facebook, Apple, Amazon, Netflix and Google parent company Alphabet — all dropped roughly 1 to 4 percent this week for a combined market cap loss of about $60 billion. What’s more, Facebook, Amazon, Apple and Alphabet marked four of the five biggest drags on the S&P 500.
Despite the combined losses, Niles still recommended buying Facebook, citing the social media giant’s double-digit earnings and revenue gains, among other metrics.
“There’s a big difference between an Amazon at single digit operating margins, and a Facebook at 50 percent operating margins, or a Netflix that has negative 3 cash flow for the next couple years,” Niles said.
Niles notes that given FB’s massive margins and near monopoly in the social media advertising space, the risk-reward there still skews sharply positive. Indeed, even if Facebook’s labor costs rise, its margins will still be higher than anyone else’s in the industry, and there’s still plenty of room to ad raise prices.
Plus, Facebook-owned properties like Instagram and WhatsApp are likely on the precipice of major revenue growth.
Facebook Inc shares fell $0.63 (-0.36%) in premarket trading Friday. Year-to-date, FB has gained 53.46%, versus a 20.15% rise in the benchmark S&P 500 index during the same period.
FB currently has a StockNews.com POWR Rating of A (Strong Buy), and is ranked #4 of 50 stocks in the Internet category.
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The opinions expressed on this page are those of Daniel Niles and not necessarily those of AlphaOne Satori Management, LLC (the General Partner to the Satori Fund) or STP Investment Partners (CRD # 306086) www.stpipus.com, the Registered Investment Advisor to the Satori Fund.

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