Archive for the ‘Market Commentary’ Category
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. ...
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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 ...
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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 ...
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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 ...
Posted in Market Commentary | 4 Comments »
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 ...
Posted in Market Commentary | 2 Comments »
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 ...
Posted in Market Commentary | 1 Comment »
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 ...
Posted in Market Commentary | 2 Comments »
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 ...
Posted in Market Commentary | 6 Comments »
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 ...
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