Archive for the ‘Market Commentary’ Category

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 ...

Hershey is Ripe for Pickin’

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 ...

Microsoft’s Best Move Yet!

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 ...

An “Alternative” Way to Profit

Monday, April 21st, 2008

As I was taking my daily “stroll” through TickerHound.com, I came across a question on a topic that I’ve been extremely interested in lately: Alternative Energy. The Big Picture We all know that we’re at major crossroads both from a political and economic perspective right now.  The United States and our allies ...

Do You Have a Monster in Your Portfolio?

Tuesday, April 15th, 2008

Yesterday on TickerHound.com, a member asked: "What do you think about Monster.com?". I haven't thought about this company for a long time.  But once I started to really take stock of our current economic climate and Monster's business model, I began to see why I needed to tell all my friends ...

Why Microsoft Should be Shaking in its Boots

Tuesday, April 8th, 2008

A TickerHound member asked: “What do you make of Google's latest announcement? Is "App Engine" a new business model for Google or is it designed to help them sell more ads?” I’ve been following this situation since Google made the announcement yesterday and I personally think this was Google’s big ...

Google to buy Expedia? No way!

Thursday, April 3rd, 2008

I saw this question come up on TickerHound the other day and just had to write a post on it. A member asked, “Expedia's been up this week on Google acquisition rumors - what do you think?” read more>> Ok, now I might have to eat my hat on this one but ...

XM & Sirius’s Biggest Problem May Not be the FCC

Wednesday, March 26th, 2008

So there was a pretty interesting Q&A exchange that appeared on TickerHound this week. A member asked, “If Sirius and XM get approval from the FCC is it time to buy?” – click here to read the entire question. One of the members was leaning towards the Bearish side of the argument…and ...

The 3 Problems with the Financial Services Industry

Wednesday, March 26th, 2008

Here are the main problems with the financial services industry as I see it: 1. Broker/Client Interests are NEVER Aligned You may be asking, “Well if I make more money doesn’t my broker make more money? And isn’t that good for the both of us?” Theoretically, yes. However, as ...