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3D Systems: $83 Or $26? Pick Your Scenario
Bulls vs. Bears. Huge market opportunity vs. overly optimistic consensus expectations and bubbly valuation. The debate has been intense in the last days as investors had to digest 3 warnings in a row...
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3D Systems: $83 Or $26? Well, $26 Becomes More And More Likely
HP (HPQ) announced yesterday that it would outline plans to enter the 3-D printing market in June, with CEO Meg Whitman adding that HP researchers had developed...
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3D Systems: Trading Buy Or Falling Knife?
In our Friday preview, we said that we did not feel confident heading into 3D Systems' (DDD) Q1 release and that the earnings risk was still on the downside despite the p...
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Sprint: $9 Or $14? Pick Your Scenario
Speculation keeps rising about a potential Sprint (S) - T-Mobile (TM...
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Cameco: Patience Will Be Rewarded
Short-term supply-demand dynamics are not supportive While most investors expected two major tailwinds in 2014 (nuclear restarts in Japan and lower supplies in relation with the HEU expiry in 2013),...
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Time To Sell Both AT&T And Verizon, Dog Fight In Sight
By AtonRa Partners: As T-Mobile cut prices by 15%, Sprint could go for -20/-25% on average The price war initiated in 2011 by T-Mobile (NYSE:TMUS) is now escalating ...
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3D Systems: Is M&A Still An Argument For The Bulls?
By AtonRa Partners: A takeover play? Not really After 3D Systems' (NYSE:DDD) huge price drop year-to-date, we are pretty sure that the bulls will kindly tell us that 3...
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3D Systems: The Takeover Thesis Could Resurface Following The HP Spin-Off...
By AtonRa Partners: The announced split of Hewlett-Packard (NYSE:HPQ) could spark a new wave of M&A speculation around 3D Systems (NYSE:
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