Apple: The Most Undervalued Equity in Techdom

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They were at the forefront of the digital revolution when they launched over a decade ago, but UK sales of iPods and other MP3 players slumped by more than fifth in 2012 as consumers turned to smartphones as their gadget of choice. According to analysis by Mintel, the research company, sales of MP3 players fell by almost £110 million – or 22 per cent – to £381 million this year compared to 2011.

Bret Jensen submits:It is a truly strange market out there right now. Turbulence is starting to increase which will likely continue as withdrawal of QE2 comes closer and the problems in the European sovereign debt arena come to a head. I am amazed at how bifurcated the market has become. On one hand you have solid companies producing consistent increases in earnings, revenues and cash flow selling at low multiples.

Oracle Corporation (ORCL), the multinational computer technology corporation based out of Redwood, California, reported its financials for the third quarter (3Q) of its 2014 fiscal year (FY14) after the bell yesterday. It reported per share earnings of 68 cents on revenues of $9.31 billion for the quarter, falling short of Street estimates of earnings of 70 cents on revenues of $9.36 billion. The company said earnings were lower than anticipated due to the impact of foreign exchange fluctuations on revenues from Venezuela.

Bret Jensen submits:Earlier today, I wrote that Microsoft (MSFT) looks compelling at present valuations. I continue to think the rest of the year is going to be quite dicey given the significant geopolitical and domestic challenges.

Bret Jensen submits:Synopsis: About three weeks ago I penned an article about Salesforce as part of SeekingAlpha’s “One Stock” feature. I was pleased by the amount of comments the article generated.

As the result of an SEC investigation, Salesforce last week disclosed something strange for a $4 billion enterprise tech company: it doesn't really know how much money it generates from any of its individual products, it says. It said it didn't have the "financial controls" in place to figure that out.

ByRichard Tarjeft:Salesforce.com Inc (CRM) operates on a global scale. It sells cloud computing and services such as marketing research, performance management and consulting. It is a significant, though not dominant player in the technology/app software sector. Based on a broad view of the industry, broader economic trends and thorough fundamental analysis, buying salesforce.com for a mid-term trade is advised.