Archive for the ‘Market Commentary’ Category
Wednesday, June 11th, 2008
A TickerHound member asked:
Why isn't the iPhone in China?
Good question! But I think the better question is, why isn’t the iPhone in China YET?
After months of failed negotiations between Apple (Nasdaq: AAPL) and China Mobile (NYSE: CHL) – the largest mobile service provider in the world in terms of subscribers ...
Posted in Market Commentary | 1 Comment »
Monday, June 9th, 2008
It’s pretty clear that TickerHound, while certainly focused on finance, is first and foremost a web-based business. Therefore, I tend to pay a lot of attention to the web startup scene. I like to know what else is out there, what’s working, what isn’t, etc.
So when I saw this question ...
Posted in Market Commentary | 2 Comments »
Wednesday, June 4th, 2008
Typically when investors hear “pink sheet stocks” they think of tiny companies, more often bad than good, and for the analysts out there, it means a ton of work lies ahead of them. It’s infinitely harder to dig up information on small cap, thinly traded companies than it is for ...
Posted in Market Commentary | 2 Comments »
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 ...
Posted in Market Commentary | 1 Comment »
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 ...
Posted in Market Commentary | No Comments »
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” ...
Posted in Market Commentary | 1 Comment »
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. ...
Posted in Market Commentary | No Comments »
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 ...
Posted in Market Commentary | 1 Comment »
Tuesday, April 29th, 2008
Well, this was a first for me – a question on TickerHound.com was directed right at yours truly:
“Hey Wayne, what do you think about Hershey now?”
I wrote an article about 2 months ago on Hershey’s Chocolate (NYSE: HSY). In the article I discussed a merger that Hershey had arranged ...
Posted in Market Commentary | 4 Comments »
Wednesday, April 23rd, 2008
A TickerHound member asked:
“If Microsoft can't get Yahoo! then what's next for the company?”
Normally I might’ve shrugged my shoulders, suggested another acquisition candidate and considered the conversation over. Microsoft (Nasdaq: MSFT), while still a very successful company, hasn’t yet shown me that they really “get” the web.
That is until Tuesday ...
Posted in Market Commentary | No Comments »
