Out Fox The $treet

InvenSense continues to produce solid revenue growth while the stock struggles to gain. Lower gross margins from two large mobile customers are wrongfully blamed for the struggling stock. InvenSense is set up to leverage higher spending into solid leverage going forward. For the last year or so, too much of the focus on InvenSense (NYSE: INVN ) surrounds gross margins. The developer of motion sensing solutions has a stock sitting near multi-year lows while the company continues to fire on all cylinders with surging revenues and customer wins. Read the full article on Seeking Alpha. Disclosure: Long INVN. Please review the disclaimer page for more details. 

Apple's stock price has followed the EPS trend over the last five years. The large level of stock buybacks provides a massive tailwind to keep the EPS trend positive. Investors should use the attractive value and earnings trend to buy the stock on any dip caused by Greece. For most stocks, and specifically Apple (NASDAQ: AAPL ), only one trend ultimately matters. Over the last five years, the stock has risen and fallen based on the trend of this one key number, and not based on valuation metrics. Even the Greek tragedy that might unfold this week won't matter to the stock price other than a short-term blip. Read the full article at Seeking Alpha. Disclosure: Long AAPL. Please review the disclaimer page for more details. 

Verizon completes the AOL merger that distracted investors on the valuation of the stock. The domestic pricing wars are starting to lose steam. Verizon provides the best valuation the stock has offered in several years. With the closing of the AOL (NYSE: AOL ) deal, Verizon Communications (NYSE: VZ ) can now move forward. While AT&T (NYSE: T ) is surging to new highs building off the April surge in the stock, Verizon is down after going forward with AOL. Part of this is due to some excitement building for the DirecTV (NASDAQ: DTV ) merger, but the market appears to be overlooking Verizon now. Read the full article on Seeking Alpha. Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Ambarella had traded wildly in the last month. Negative research caused the stock to collapse from recent highs. Depending on an investors perspective, the stock trades at a mixed valuation not suggestive of a collapsing price. The recent drama surrounding Ambarella (NASDAQ: AMBA ) needs some perspective for the bull and bear cases. The stock has seen substantial gains since the IPO back in 2012 with some of the gains during the last couple of months seeming a little frothy. One has to wonder why an investor would buy a stock for $130 when it traded for around $70 only a month ago. Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Fitbit completed a successful IPO last week. The stock has continued rising after the IPO following the path of GoPro. The market valuation of Fitbit and lack of scarcity value makes it unlikely that Fitbit follows the GoPro path to $100. The hot IPOs of the last couple of years generally fit into two categories: ones that soar on day one and peak and those that continue rising after the IPO to extreme levels. Either way, the stocks quickly obtain lofty valuations that make it difficult to own the stock going forward. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

GrubHub trades close to all-time lows. The online takeout ordering and delivery service faces a competitive environment while at the same executives are cashing in stock options and dumping shares. The stock will eventually reward investors though the timing is a major concern in the short term. GrubHub (NYSE: GRUB ) traded down to post-IPO lows on the heels of executives unloading shares. The online takeout ordering service is uniquely profitable for an early stage Internet marketplace, yet the stock isn't catching on with investors. Read the full article  at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Williams rejects unsolicited bid for $64 and plans to explore strategic alternatives. Energy Transfer Equity proposes that a merger with Williams will provide a higher dividend and growth. The lack of details from Energy Transfer Equity makes it difficult to understand how it can propose a higher dividend after shifting to a C corp. The proposed offering doesn't provide much of a premium to where Williams likely trades in 2016 as a standalone stock. On the headlines only, it is initially difficult to see how a $48 stock could turn down a $64 offer. In the case of Williams Companies (NYSE: WMB ) , the executives did just that. Read the full article on Seeking Alpha. Disclosure: No position mentioned. Please review the disclaimer page for more details.