The Case For PC Subscriptions For Movies
NetFlix (NFLX) will begin to stream movies and TV shows to customers as part of their DVD rental service. The market’s concern is that the space is getting crowded with companies like Amazon (AMZN),…
All Work
Douglas A. McIntyre
Europe Markets 1/16/2006 ST Micro Up Sharply
Stocks: (BCS)(BT)(BP)(GSK)(PUK)(RTRSY)(UN)(VOD)(BAY)(DC)(DB)(DT)(SI)(ALU)(AXA)(FTE)(V) Markets in Europe were narrowly mixed at 5.30 AM New York time. The FTSE was off .1% to 6,257. Barclays was down .5% to 764. BP was up .2% to 550. BT…
Media Digest 1/16/2006 WSJ, Reuters, NYTimes, FT, Barron’s
According to The Wall Street Journal, Pfizer (PFE) may cut thousands of jobs and change the way it develops and market drugs. According to Reuters, Nigeria favors seeing the results of a February production…
Asia Markets 1/16/2006 Yahoo Japan Up, Japan Air, Cathay Pacific Down
Stocks: (CAJ)(FUJ)(HIT)(HMC)(NIPNY)(NTT)DCM)(SNE)(TM)(CHL)(CN)(PCW)(HBC) Markets in Asia were narrowly mixed. The Nikkei was down a small fraction to 17,202. Bridgestone was up 1% to 2615.Canon was flat a 6440. Fuji Film was down 1% to 4720.…
Morningstar Analysts Seem Confused
By Chad Brand of Peridot Capitalist I’ll gladly send a complimentary Peridot Capital 2007 Select List to the first person who can explain how this graphic from the Wall Street Journal Online ("When Buying…
Best and Worst Performing Stocks
From Ticker Sense The tables below highlight the best and worst performing stocks in the Russell 3000 over the past 5 days, the past 3 months, and year to date. After falling from $16…
Looking for Some Action?
From Ticker Sense From our large earnings database that we use for numerous research pieces for our Mini Institutional service, we found the stocks in the S&P 500 that are the most volatile on…
Analyzing Johnson & Johnson (JNJ)
By Yaser Anwar, CSC of Equity Investment Ideas JNJ will announce its 4th Q sales and earnings results on Tuesday, January 23. The Street projects an in-line Q, with sales of $13.6 billion, up…
Steve Jobs’ Leave Of Absence
Steve Jobs has finished what he needs to do for Apple (AAPL) in 2007. The iPhone and iTV initiatives are launched. The new MacBooks are out. iPod sales will undoubtedly set a record in…
Microsoft And Ask.com Go Searching For Users
The rich get richer. According to Comscore, December online search query volume rose 30% from a year earlier. Google (GOOG) and Yahoo! (YHOO) picked up tiny bits of share. A few tenths of a…
BP Gets An “F”
James Baker, the former US Secretary of State has been busy writing recently. He was involved in the Iraq report, written for the President. And, in just the last two days, he handed British…
Sony Management Files For Unemployment
Nomura, the largest brokerage firm in Japan, has reported that the Playstation3 will only hit 75% of its sales goal for the period ending March 31, 2007. Their financial forecast is that Sony will…
Google’s Headache: Why YouTube Can’t Make Money
One of the criticisms of Google (GOOG) is that it still gets 99.99% of it revenue from text advertising using its search technology. Google spreadsheets, Google finance, Google earth, Google this, Google that. None…
Citigroup At $55: A Break-Up Analyst Hits The Number
In September 2005, the chief analyst at BankStocks ran a break-up model on Citigroup (C). Based on the work, Citi would be broken into four companies and each would be a listed company: 1)…
Is Sprint Worth 60% More Than Its Current Value? Break-Up Analysis (Revision 1)
Private equity firms and M&A operations are constantly trying to find dislocations between where the stock market values a company and how it might be valued if it were broken into pieces. The new,…
Skype TV
Wall St. has to wonder what the fine print looks like in the sales documents from the Ebay (EBAY) purchase of Skype. It must read that, after we buy your VoIP company for a…
Europe Markets 1/15/2007 Smith’s Group Up, Alcatel-Lucent Down
Stocks: (BEA)(BCS)(BP)(BT)(GSK)(PUK)(RTRSY)(UN)(VOD)(BAY)(DCX)(DB)(DT)(SAP)(SI)(ALU)(AXA)(FTE)(V) Markets in Europe were up at 9 AM New York time. The FTSE rose .5% to 6,270. BEA Systems was up 2.2% to 426.5. Barclays was up 1.6% to 772. BP was…
GE Fights Mediocrity
GE must be getting sick of a stock price which still sits below where it was five years ago. The company is talking about selling its underperforming plastics unit. And, now it is buying…
Media Digest 1/15/2007 Reuters, WSJ, NYTimes, Barron’s, FT
According to Reuters, GE (GE) is buying the aerospace unit of Britain’s Smith Group. The price is $4.8 billion. GE hopes to use the business to take advantage of the growing order base of…
Asia Markets 1/15/2007 China Unicom, Sony Rise
Stocks: (CAJ)(FUJ)(NIPNY)HIT)(HMC)(NTT)(SNE)(TM)(CHL)(CHU)(PCW)(HBC) Asia markets rallied The Nikkei was up .9% to 17,210. Bridgestone was down 1.1% to 2590. Canon was down .9% to 6480. Fuji Film was up 1.1% to 4770. Hitatch was up…