Archive for the ‘Market Commentary’ Category

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 ...

Why Buffett Would Never Buy Google

Monday, March 17th, 2008

Yesterday on TickerHound.com, a member asked, “Would Buffett really buy Google?” The question was based on a Fool.com article (click here to read it) that quoted this year’s Berkshire Annual Shareholder Letter where Buffett writes, “It's far better to have an ever-increasing stream of earnings with virtually no major capital requirements. ...

The Next Google(s)

Thursday, March 13th, 2008

I was inspired to write today's article based on a question I saw come up on TickerHound a couple of weeks ago: chidog47 asked:  "How can someone invest in private companies such as Facebook?" You can click here to read some of the answers.  But I wanted to go a bit deeper ...

Google Ads - The Real Story

Saturday, March 1st, 2008

So the talk of the tape last week was obviously Google (Nasdaq: GOOG). The Mountain View search giant has been on a downward spiral since the end of last year and showed no signs of letting up now. In fact, the stock is down over 33% in 2 months alone ...

Is Hershey the Value Play of the Year?

Sunday, February 24th, 2008

A great question appeared on TickerHound the other day that really caught my eye. One of our members asked: “Is Hershey going to be the biggest value play of the year? This has to be something Buffett would be licking his chops over - and not just because the chocolate is ...

Finance is Personal

Saturday, February 23rd, 2008

From personal experience I know how difficult it is to make even the most basic personal financial decisions - choosing a bank, a credit card, a loan, a broker, etc. - it's downright nerve racking!  Even after you make a decision you go over it in your head a thousand ...

Yahoo To Reject Microsoft?

Saturday, February 9th, 2008

Considering our technical problems yesterday, it’s rather ironic that I had planned to write an article on two tech companies – Microsoft (Nasdaq: MSFT) and Yahoo! (Nasdaq: YHOO). As I’m sure you know these companies have been making a ton of headlines this week.  After both found themselves unable to successfully ...