NYSE:MSI

Motorola (MSI)

446.12
-5.96 (1.32%)
as of Sep 29, 2026, 8:00:00 pm Market Open.
47 watching
0
HOLD
Spending is slowing down in the sector. Don’t have the same killer products that they had. Have gone through the major part of their restructuring. No great outlook in the short term, but wouldn’t sell. Good solid long-term company in the area that’s growing.
TOP PICK
Cell phones. Very cheap at 13 X 2007 earnings estimates. Produces a lot of cash and has a good deal on its balance sheet.
DON'T BUY
Motorola (MOT-N), Nokia (NOK-N) and Ericsson (ERIC-Q) are suffering from a glut of cell phones. Too much competition and margins are low. Most of the money is coming from emerging markets, which are cheap bottom end phones.
DON'T BUY
Ina a bit of a consolidation mode after a big drop from October into November. Hard to tell right now what it is going to do. Doesn’t look entirely healthy.
BUY
Acquired Netopia (NTPA-Q) to compete with RIM (RIM-T). Traded well for a while, but has now come off its highs, probably due to profit taking. Likes it for the long-term for wireless companies. Biggest demand for cell phones is in Asia with low cost phones which will eventually move up.
WEAK BUY
Has done a good job of restructuring over the last several years. Some of their products have been very effective and have generated top line growth. Prefers Nokia (NOK-N) which is cheaper and has a better potential over the long term.
DON'T BUY
Fast approaching his model price of $25.50, which is 8% positive differential but he is finding value elsewhere.
DON'T BUY
Prefers Nokia (NOK-N). This is the weak cousin. Have good products, but are very challenged on being able to make the margins and keeping up with the competition.
BUY
Doing some very good things right now. Used to own the cell phone market. Lost it but has been coming back very strongly and is gaining market share. Likes what they are doing.
DON'T BUY
Spun out Freescale Semiconductor (FSL-N). Strong in the US, but haven't done as well in the emerging markets as their competition. Fair value.
WEAK BUY
Nokia (NOK-N) has been giving it to them, but they are coming out with a new product which might give them a little stability. An OK stock. Would prefer Nokia instead.
DON'T BUY
Growth in the handset business is set to accelerate from 10% to 15%. The problem with this company is that it is not gaining market share. (See his Top Pick Nokia.)
WATCH
He is a fan of this stock. It has done well. Likes the market, which is a growth market in the US.
BUY
His model price is $24.62 which is a positive 20% differential.
SELL
An excellent company with some hot products. The market it is selling into has competition and there is price squeezes. Not making much money on their cellphones.
Showing 61 to 75 of 132 entries