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Jana Partners Is Wrong To Push For Qualcomm Break Up: Morningstar Analyst Explains
Thursday, April 16, 2015 - 2:35pm | 419Barry Rosenstein, founder of Jana Partners LLC, recently wrote a letter to his investors revealing that he has had positive discussions with QUALCOMM, Inc. (NASDAQ: QCOM) regarding spinning off its chip business and patent-licensing business into two different units. Brian Colello, senior...
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Morningstar Analyst: Apple Needs Continuous Edge To Justify Premium Pricing
Wednesday, March 25, 2015 - 2:06pm | 415Although the new product from Apple Inc. (NASDAQ: AAPL), the Apple Watch, has attracted a lot of media attention, according to some analysts it will at best be a niche product in the portfolio of the company and won't contribute significantly to its earnings in the future. Brian Colello,...
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Morningstar Analyst Says It Makes Sense For So Many BlackBerry Rumors To Surface
Thursday, January 15, 2015 - 5:27pm | 181Speaking to Benzinga, Morningstar Analyst Brian Colello said that it makes sense so many M&A rumors surface about BlackBerry Ltd (NASDAQ: BBRY). Shares of BlackBerry closed down Thursday more than 19 percent on a Wednesday evening rumor of a Samsung buyout. Colello said the reason for all...