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  • Editor’s Picks / Tuesday at 13:16 GMT

    These tech firms are patently outperforming

    Fortune
    The technology sector is a big growth area, and patents are its lifeblood. The number of utility patents (for invention rather than design) handed out by the United States Patent and Trademark Office rose to over 300,000 last year, a record high. Tech firms that are awarded these patients can expect to enjoy significant R&D investment. So which companies are winning the most patents? This list from Fortune of the top eight patent-earning companies has IBM at the top of the pile, with Samsung in second. Google is the biggest surprise, in that its ascendancy onto the list seems to have come from nowhere.
    Read article on Fortune
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  • Trade view / 13 February 2015 at 10:05 GMT
    Medium term

    Microsoft to mean-revert higher

    Trader / TheSteadyTrader.com
    United States
    Shares of Microsoft Corporation (MSFT:xnas) bounced in recent days and now look to be in a better position to break past the post earnings slump for a better mean-reversion move higher.
    Read the Trade View
  • Article / 05 February 2015 at 7:29 GMT

    Market Open: ECB steps up pressure on Greece

    TradingFloor.com Team / Saxo Bank
    Denmark
    Market Open: ECB steps up pressure on Greece
    European markets are expected to open lower today as the European Central Bank suspended the eligibility of Greek sovereign debt as collateral for its liquidity operations. Later today, traders will focus on German factory orders data and the ECB’s economic bulletin along with the Bank of England’s interest rate decision. US trade balance and weekly jobless claims data will also keep investors on their toes.
    Read the article
  • Article / 02 February 2015 at 13:01 GMT

    Why I still think Apple is an average stock

    Head of Equity Strategy / Saxo Bank
    Denmark
    Why I still think Apple is an average stock
    People thought I was crazy calling Apple an average stock last week after it reported the largest quarterly earnings in business history. But here are the hard cold facts on why I still believe Apple is going to be an average – or even bad – stock in the future.
    Read the article
    02 February
    fxtime fxtime
    Personally I suspect Apple should be regarded as an asset class stock LOL. The gross value exceeds some GDP's of some economies.
    02 February
    Peter Garnry Peter Garnry
    It certainly has better liquidity than most asset classes
  • Trade view / 27 January 2015 at 22:54 GMT
    Medium term

    Microsoft may bounce on past-earnings reaction

    Trader / TheSteadyTrader.com
    United States
    Shares of software giant Microsoft Corporation (MSFT:xnas) slumped on Tuesday after the company reported in-line earnings and softness in its core software business. The stock however slammed into a layer of technical support that could lend itself for an oversold bounce trade.
    Read the Trade View
    29 January
    Serge Berger Serge Berger
    This trade never triggered, MSFT never inched back above $43.25.
  • Squawk / 27 January 2015 at 14:36 GMT
    Head of Equity Strategy / Saxo Bank
    Denmark
    Microsoft shares down 8.7% as commercial-licensing revenue fell to $10.7B for the quarter ending Dec 31 vs. $10.9B expected...

    Unearned revenue was $21.2B vs. $21.8B expected. Management is also warning about PC sales and says the stronger USD is causing a drag on revenue.
    Read the Squawk
  • 23 January
    peter peter
    Due to strong USD, if Q4 will be in line, than at least Apple should post conservative outlook.
    26 January
    V for Vendetta V for Vendetta
    This comment has been redacted
  • Article / 19 January 2015 at 11:35 GMT

    Can SAP escape record low revenue growth?

    Head of Equity Strategy / Saxo Bank
    Denmark
    Can SAP escape record low revenue growth?
    SAP reports Q4 earnings on Tuesday before the market opens. All eyes will be on the growth rate in its cloud-based business and on gross margins. Despite the current record low revenue growth rate we believe SAP is demonstrating strong execution and cost control. Our view is that the stock will outperform its peers because expectations are too low given the changes the company is making.
    Read the article