Archive for May, 2008

Retailers for a Recession

Tuesday, May 27th, 2008

As I was doing my usual bout of “marathon weekend reading” I came across an interesting piece on Warren Buffett’s recent trip overseas.  For those who don’t keep tabs on the “Oracle”, Buffett has been touring Europe for the last week or so in an effort to promote Berkshire Hathaway ...

Why Google Opening up AdSense is Important

Monday, May 19th, 2008

For some reason the Microsoft-Yahoo! news got a lot more coverage on Monday than an announcement that came out of the Google camp…an announcement that I’d argue is much more significant to all three companies than Microsoft “possibly” buying Yahoo!’s search business. Google is announced that it would be opening up ...

Could 2 Small Caps Still “Dial up” Big Profits?

Monday, May 19th, 2008

For every industry on the planet, the business cycle is inevitable – start-up, growth/expansion, maturity and decline. Each part of the cycle is characterized by the different levels of economic prosperity and competition of the industry participants. Some industries go through very long and drawn out cycles – the “maturity” ...

BlackBerry vs. the iPhone

Monday, May 12th, 2008

So I see this member’s question on TickerHound yesterday: “BlackBerry or the iPhone?” In the details of the question he goes on to reference a blog post by the New York based venture capitalist, Fred Wilson, where he openly asks for feedback on what people think of the iPhone versus the BlackBerry. ...

Is Microsoft REALLY Through with Yahoo!?

Monday, May 5th, 2008

So by now it’s old news that Microsoft (Nasdaq: MSFT) has completely called off its bid for Yahoo! (Nasdaq: YHOO).  After weeks of public battling between both of their PR departments, Ballmer finally raised the white flag and called it quits this weekend. Yahoo!’s stock price promptly tanked by 15% on ...