The Week Ahead (15 April 2007)
The Economic Calendar shows three potentially important news releases this week: Monday’s retail sales report (Consensus 0.6%, 0.9% less autos) CPI on Tuesday (Consensus 0.2% core, 0.6% headline)...
View ArticleYHOO: Hey Yahoo! Where’re the Revenues?
Yahoo! (YHOO) Reported First Quarter 2007 Financial Results and investors didn’t have to read far to find disappointing news. Revenues were $1,672 million for the first quarter of 2007, a 7 percent...
View ArticleGOOG: Google Solves Mystery Over Whereabouts Of Yahoo’s Revenues
Google Announces First Quarter 2007 Results: Financial News – Yahoo! Finance Google reported revenues of $3.66 billion for the quarter ended March 31, 2007, an increase of 63% compared to the first...
View ArticleAll Over But the Yodeling: Comparing Conference Calls for Yahoo and Google
Google’s results solved the mystery over the whereabouts of Yahoo’s revenues. With twice the revenue base growing nine times as quickly, there just isn’t much of a competition going on. The differences...
View ArticleMOT: Motorola’s Cash Flow Backstop Confers Confidence
The following article was previously published at RealMoney on Sept. 10, 2007. Though I consider myself a longer-term investor, I like to take a look at the stocks with unusual option activity on...
View ArticleYHOO: Not Shouting Yahoo! Over Yahoo!
This article was originally posted at RealMoney on Sept. 11, 2007. As I noted in my Motorola column, I like to take a look at the stocks with unusual option activity on StockPickr to see if there is...
View ArticleMy Picks for RealMoney are Off to a Good Start
This article is a reprint of my December 19, 2007 RealMoney column. An Update of My September 2007 Stock Picks My picks in September had winners and losers, but fortunately more of the former Closing...
View ArticleYHOO: Nothing to Shout Yahoo! Over
Last September, I said I was skeptical about Yahoo (YHOO) in a post titled YHOO: Not Shouting Yahoo! Over Yahoo! So, will Yahoo! reward a patient approach? It doesn’t look that way to me. Its free cash...
View ArticleGOOG: Is Google a Value Stock?
This article is a reprint of my February 5, 2008 RealMoney column In the wake of Google’s (GOOG - Annual Report) disappointing earnings results and Microsoft’s (MSFT - Annual Report) premium bid for...
View ArticleDBD: Diebold Takeout Offer Making Me Look Stupid
I should probably learn to take the money and run more quickly. Back in December I wrote about Diebold (DBD) at about $33 per share and said investors should probably look elsewhere due to earnings...
View Article
