Wikimedia CommonsGoogle (NASDAQ: GOOG) does not want to be outdone by Amazon (NASDAQ: AMZN) or the dozens of national retailers which have offered massive discounts on items to bring in foot and…
MicrosoftWhich company will rule the America TV experience? Will it be primarily hardware or software based? Will it be a cable company which relies on ancient set-tops and primitive pay per view? An online…
ThinkstockIf anyone wants to understand the advantage Amazon (NASDAQ: AMZN) has over rivals who sell merchandise online, he only has to look at traffic data. Amazon has more than twice the number of…
courtesy of Sony Corp.Various reports claim that Sony Corp. (NYSE: SNE) has hired consulting firm Bain & Co. to find cost cuts at Sony Pictures Entertainment, which may total $100 million annually.…
Frank Golhen, via Wikimedia CommonsFor much of the past two years, technology has dominated both long/short exposure and long/short performance in the hedge fund world. This has changed over the past quarter with…
ThinkstockThe need for speed, whether wireline or wireless, continues to drive the direction of most of the top companies in the Robert Baird Communication Services and Technology coverage universe. The quality of…
Jon OggWe are nearing the end of earnings season, and stocks have challenged new all-time highs. Now investors are starting to think about 2014, and the notion of which stocks to buy…
courtesy of Apple Inc.When you hear about activist investor activity from Carl Icahn and Icahn Enterprises L.P. (NASDAQ: IEP) these days, you might generally think of Netflix Inc. (NASDAQ: NFLX) or Apple…
courtesy of Netflix Inc.We noted Tuesday morning that activist investor Carl Icahn could be considering a sale of all or part of his stake in Netflix Inc. (NASDAQ: NFLX). The streaming/DVD rental…
courtesy of Netflix Inc.Netflix Inc. (NASDAQ: NFLX) has been the comeback kid in media and online entertainment. The subscription movie and media player has rendered Blockbuster and other business models irrelevant, and…
ThinkstockOnline video has radically changed the way Americans consume media. People want to watch when it is convenient for them, not when network programmers want them to. The industry’s term for it…
courtesy of NetflixNetflix, Inc. (NASDAQ: NFLX) has reported earnings and this was one of our 14 top earnings reports to watch this week. The digital media player reported earnings of $0.52 per…
Jon C. Ogg Jon OggThe S&P 500 Index is hitting all-time highs and we are now deep into earnings season. This week will mark the second week of the earnings floodgates being open. 24/7 Wall…
ThinkstockAs the third-quarter earnings season gets underway, investor angst has been fueled on several fronts, not least by the continued showdown in Washington that has threatened to hijack global equity markets. As…
courtesy of NetflixGoogle Inc.’s (NASDAQ: GOOG) YouTube may be Netflix Inc.’s (NASDAQ: NFLX) biggest problem. Despite deals with content companies that now includes Sony Corp.’s (NYSE: SNE) TV operation, possible deals to…
