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Monthly Archives: March 2010

Consumer Purchase Plans: iPad Trumps Kindle

Research that tries to forecast consumers' buying plans is notoriously inaccurate. It is hard to determine what someone will buy if they have not seen it. Purchase intent based on brand ...
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Health Care Reform Moves To The Court

Health care reform, barely hours old, has begun its way into the legal system. It is a process that could take years. Attorneys general from 12 states are planning to ...
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Media Digest 3/23/2010 Reuters, WSJ, NYTimes, FT, Bloomberg

Reuters:   Google (GOOG) risks China's wrath by its challenge to censorship Reuters:   China expressed both regret and anger at Google's move. Reuters:   The head of the Chicago Fed said the ...
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China Will Block Google’s Hong Kong Site

China has not come as far as it has in its battle with Google (GOOG) over censorship not to deliver the final blow. Google says it will close its site on ...
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Secondary Offerings Keep Coming (KALU, SOMX, MEE, VSAT)

The secondaries are coming! The secondaries are coming!  Actually, that should be that the secondary offering wave is still coming on strong.  Early last week we gave a deep review ...
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Starbucks Dividend Alert… Some Say (SBUX)

Since the end of 2009, we have moved far beyond the waves of cost cuts and dividend cuts.  Since then we have shown that many companies would actually raise their ...
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Google Looks To Be Already Out Of China (GOOG, BIDU)

Google Inc. (NASDAQ: GOOG) has been on its way out of China for some time.  The search engine leader has said it was reconsidering its China stance, but the damage ...
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BioHealth Business Daily (CTIC, DNDN, MNKD, VPHM, SOMX, SQNM, TEVA, RNN, BIIB)

Monday is seeing many winners and losers in the healthcare sector on the heels of the health care reform passage in the House of Representatives this weekend.  We are focusing ...
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Chinese Trade Deficits-Don’t bet the Farm or the Yuan

China’s trade minister recently said that China may see a trade deficit for March 2010. The combination of a Chinese March trade deficit and US saber-rattling on the need for ...
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If Palm Is Still Around, It Has An AT&T Deal

Palm (PALM) has set a deal to sell its handsets though AT&T (T) Wireless. Unfortunately, the relationship does not begin "for a few months." Palm will market its Palm Pre ...
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Financial Reform Needs More Work

By Heather Horn of The Atlantic Wire Health care reform is finished--at least for now. That means, in the words of popular Barry Ritholtz, "we can get to what I ...
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E*TRADE New Good CEO, Bad Split Idea (ETFC, C)

E*TRADE FINANCIAL Corporation (NASDAQ: ETFC) is a smart enough company that it should have known better about one issue.  It was smart on another.  The troubled online broker has finally ...
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Today’s Best Market Rumors (3/23/2010

Updated throughout the day. Google (GOOG) will close its China search engine today  (FT) Germany will put a tax on banks to cover the costs of a future credit crisis ...
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The Twitter-24/7 Wall St. Daily Stock Watch 3.23

Twitter has, by most estimates, 75 million visitors a month, which makes it one of the largest social networks in the world. All major media companies are on Twitter ...
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Top 10 Analyst Upgrades and Downgrades (AKAM, BA, FTO, HANS, IACI, MA, MDT, OMX, VRSN)

These are this Monday's top ten analyst upgrades, downgrades, and initiations seen in Wall Street research calls: Akamai Technologies Inc. (NASDAQ: AKAM) Cut to Hold at Citigroup. Boeing Co. (NYSE: ...
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