Mac Share Increase: Good News For Apple?
According to MacDailyNews, Apple’s (AAPL) Mac is gaining share at a fairly rapid pace. The firm doing the measurements, Net Applications, may have a strange way of collecting the data which is based on…
All Work
Douglas A. McIntyre
Buffett’s Dirge For The Newspaper Industry
In among all of Warren Buffett’s famous annual comments to his shareholders, amidst the success of the business and the announcement that he was looking for his own replacement, were his comments on the…
Toyota Loses Gas As GM Gains Speed
Shares in Toyota (TM) were down 3.9% in Tokyo trading over night. The Nikkei was down, but not nearly that much. It may be dawning on Wall St. that the big Japanese car company…
YouTube Goes Little To Get Big
Google’s (GOOG) YouTube is going around town cutting video distribution deals with smaller players like the NBA and Wind-up records. The video sharing site says it now has over 1,000 of these tiny partnerships.…
The Steady Drum Beat: Microsoft Should Buy Yahoo!
Analysts regularly suggest that Microsoft (MSFT) should buy Yahoo! (YHOO) to help the big software company’s flagging internet fortunes. The latest advice on the matter comes from UBS where the Internet analysts clearly don’t…
Nokia Disrespects The iPhone
Management from Nokia said that Smartphone growth over the next few years will be extraordinary. Sales for phones with web access, music players and cameras were about 60 million last year. NOK says they…
Europe Markets 3/2/3002 Reuters Up, Deutsche Telekom Down
Stocks: (BCS)(BP)(BT)(GSK)(PUK)(RTRSY)(UN)(VOD)(BAY)(DCX)(DB)(DT)(SAP)(SI)(ALU)(AXA)(FTE)(STM)(V) Markets in Europe were off modestly at 5.20 AM New York time. The FTSE is down .2% to 6,107. Barclays is flat at 726. BP is up .3% to 519. BT is…
Media Digest 3/2/2007 Reuters, WSJ, NYTimes, FT, Barron’s
According to Reuters, Dell (DELL) suffered drops in both revenue and earnings sending the stock down after hours. Dell said its recovery might take several quarters. Reuters writes that Google (GOOG) is in a…
Asia Markets 3/2/2007 Toyota, Sony Down
Stocks: (CAJ)(FUJ)(HIT)(HMC)(NIPNY)(NTT)(DCM)(SNE)(TM)(CHL)(CHU)(CN)(PCW)(HBC) Markets in Asia were mixed The Nikkei dropped 1.4% to 17,218. Bridgestone was down 2% to 2430. Canon was down 2.2% to 6260. Fuji Film was down 4.8% to 4790. Hitachi was…
On Posco, Berkshire, and Buffett
From Gannon On Investing Berkshire Hathaway (BRK.B) released its annual report today – by now I expect most of you have read Warren Buffett’s annual letter to shareholders. I’ll discuss the letter as a…
DELL: A Smaller Slice of a Shrinking Pie
By Willaim Trent, CFA of Stock Market Beat Dell Reports Preliminary Revenue of $14.4 Billion; Preliminary Earnings Per Share of $0.30: Financial News – Yahoo! Finance Dell (DELL) reported preliminary results for the fourth…
Two Screening Strategies: Buyouts & Growth Stocks
By Yaser Anwar, CSC of Equity Investment Ideas Simple Buyout Screen -) Search for companies that generate enough cash from operations to pay an 8% interest rate on the debt needed to buy the…
The 2006 Restatement Tally
From AAO Weblog Great article by Steven Taub at CFO.com on Glass Lewis’ annual study on restatements. Link here. Key points: in the aggregate for 2006, restatements are up – way up. According to…
Best & Worst Healthcare and Biotech Mutual Funds
by H.S. AyoubBioHealth Investor.com Since the market’s large drop on Tuesday investors have been a little wary of the near future outlook. This may be a good time to start looking at safer, more…
Updates to recent posts
Posted by David Polonitza There have been a number of developments in some of the securities I have recently profiled: – Mohnish Pabrai continues his accumulation of Delta Financial while the price of the…
A Market Close & Possible CNBC Guest Appearance
Today we were likely saved by bargain hunting after the DJIA was down some 200 points right after the open, yet we barely closed down 30 points after having a brief moment of being…
Dell Earnings: Half Empty or Half Full?
Dell (DELL-NASDAQ) posted earnings today, sort of. The stock traded up 0.7% to $23.01 in regular trading for the day, despite the fact that no one was looking for much great news and despite…
The 52-Week Low Club
Some very large companies made today’s 52-week low list. Constellation Brands (STZ) The large distiller said 2008 earnings would be poor, and poor enough to send the stock down 15% today to $20.04. The…
Toyota Keeps A Quick Pace
Toyota (TM) sales in the US rose 12% to 187,330, maintaining a pace the US car companies simply can’t match. Sales of the core Toyota brand rose 13% to 164,812. Lexus sales lagged, up…
Market Comment From The Stock Masters
Thursday – March 1st, 2007 The Stock Market has been up and down worse than that on and off-again 11th grade girlfriend you had with a temperament to match. Makes you feel like John…