For Marvell Technology, It Is Time for Share Replacement Therapy

(This is an excerpt from an article I originally published on Seeking Alpha on May 7, 2013. Click here to read the entire piece.) Marvell Technology (MRVL) has enjoyed a tremendous run since hurtling downward after a legal setback in its patent dispute with Carnegie Mellon back in December. At the time, I thought it … Read more

Chart Review: Stronger Signs Of A Bottom for Marvell Technology

I have made two cases for sticking with Marvell Technology (MRVL). On December 19, 2012, I wrote “Marvell Technology Continues Fighting Its Downtrend By Increasing Stock Repurchases” suggesting that the time was drawing near for a payoff on all the billions MRVL has spent buying back its shares. I liked the buybacks combined with a … Read more

Loss in Patent Case Turns Marvell Technology Into Dead Money

(This is an excerpt from an article I originally published on Seeking Alpha on December 27, 2012. Click here to read the entire piece.) Note to self: next time when analyzing a stock in a downtrend as a potential value play, check for major pending litigation. {snip}…investors got an awful belated Christmas gift in the … Read more

Marvell Technology Continues Fighting Its Downtrend By Increasing Stock Repurchases

(This is an excerpt from an article I originally published on Seeking Alpha on December 19, 2012. Click here to read the entire piece.) For over two years, Marvell Technology Group Ltd (MRVL) has repurchased a LOT of shares. {snip} Indeed, even after spending $2.1B repurchasing shares, MRVL still has $2B sitting on the balance … Read more