Alcatel-Lucent Launches Tiny New Cell Phone Antenna System
Filed under: International Markets, Launches, Industry, Internet, Competitive Strategy, Alcatel-LucentADS (ALU), Smartphones, TechnologyThis is a technology truism: "New technology breeds more new...
View ArticleImproving Hotel Occupancy Levels Spell Upside for Priceline's Stock
Filed under: Industry, Competitive Strategy, RecessionPriceline.com Incorporated (PCLN) mainly competes with Expedia, Travelocity and Orbitz in online travel services like bookings for air tickets,...
View ArticleKayak Worth $800 Million Though Google-ITA Deal Is Concerning
Filed under: Industry, Goodyear Tire and Rubber (GT)We recently launched coverage of Kayak with a roughly $800 million valuation. Unlike online travel agencies like Expedia (EXPE) or Priceline (PCLN),...
View ArticleARM Holdings Licenses Chip Makers
Filed under: Industry, Internet, Competitive Strategy, iPhone, Smartphones, TechnologyARM Holdings (ARMH) is far away from Silicon Valley. Its headquarters are on the campus of Cambridge University in...
View ArticleApplied Materials Net Jumps Sixfold; Predicts Bigger Profits in 2011
Filed under: Earnings Reports, Forecasts, Industry, Market Matters, Applied Materials (AMAT), TechnologyApplied Materials (AMAT) is the world's largest semiconductor producer. The company has...
View ArticlePimco's Gross Sells All U.S. Government Holdings
Filed under: International Markets, Industry, Market Matters, Commodities, Federal ReserveThis is indeed a dramatic move. The world's largest bondholder, Pacific Invest Management Company, dubbed...
View ArticleBuyback Letter Newsletter: Mid Month - March 2011
Filed under: Industry, Stocks to Buy, Stock PicksOur recommendations center on a collection of five stocks that we believe, as a group, will outperform the market this month. The Buyback Premium...
View ArticleWill Buffett Back Away from His Deal with BYD, the Chinese Auto Maker?
Filed under: Bad News, Industry, Competitive Strategy, ChinaWarren Buffett invested $232 million in BYD (BYDDF), a Chinese auto maker during the financial crisis, as reported by Reuters. As of December...
View ArticleStarbucks and Green Mountain Coffee End Battle for Single Cup Roasters
Filed under: Deals, Products and Services, Industry, Competitive Strategy, Starbucks (SBUX)The market for single cup roasters is estimated at $4 billion, according to Reuters. Single cup coffee...
View Articlee-Book Lending -- the Next New Thing
Filed under: Launches, Industry, Consumer ExperienceThe publishing industry is experiencing an new and booming business in e-books. According to Forrester Research, consumers spent $1 billion on...
View ArticleChasing Value: A Chinese Trade Deficit?
Filed under: International Markets, Industry, Competitive Strategy, Exxon Mobil (XOM), China, Chevron Corp (CVX), PetroChina Co Ltd ADR (PTR), Chasing Value[TM], Oil, Aluminum Corp of China ADS (ACH),...
View ArticleWill U.S. Steel Benefit as Japan Rebuilds?
Filed under: Earnings Reports, Products and Services, Industry, U.S. Steel (X), CommoditiesThe crisis in Japan will require all sorts of construction materials for rebuilding destroyed buildings and...
View ArticleUranium Stocks Hammered in the Wake of Tragedy in Japan
Filed under: Major Movement, International Markets, Industry, Market Matters, Commodities, Headline NewsEvery major crisis has its winners and losers. With the Japanese crisis, most prominent may be...
View ArticleCement Companies Could Benefit from Japanese Disaster
Filed under: International Markets, Products and Services, Industry, Commodities, Headline NewsThe rebuilding of Japan will require large amounts of basic materials. One such material is cement. Cement...
View ArticleKorea, China and India Invade U.S. Oil Fields
Filed under: Deals, Industry, India, China, Anadarko Petroleum (APC), OilAn invasion of U.S. oil fields by Asian buyers is happening. Recently, companies from Korea, China and India have bought land in...
View ArticleWhy Did ServiceSource's IPO Jump 22%?
Filed under: Products and Services, Launches, Industry, Internet, Market Matters, Personal Finance, Headline News, TechnologyDo you remember the dot-com IPOs? Just the term dot-com captured the...
View ArticleBanks Lobby Against Risk Retention on the Loans They Make
Filed under: Industry, Market Matters, Allstate Corp (ALL), Bank of America (BAC), Wells Fargo (WFC), Federal Reserve, Financial CrisisLet's go back to the financial crisis and the practices that...
View ArticleMiners Hedge Copper Inventories as Demand from China Slows
Filed under: International Markets, Industry, China, BHP Billiton Ltd ADR (BHP), Freep't McMoRan Copper (FCX), CommoditiesCopper was the darling of commodity traders. The price rallied from about...
View ArticleStorage Software Worth 22% of NetApp's Stock Value
Filed under: Industry, Internet, Dell (DELL), Hewlett-Packard (HPQ), International Business Machines (IBM), EMC Corp (EMC), Symantec Corp (SYMC)NetApp (NTAP), the fourth-largest player in the external...
View ArticleSupply Concerns Send Corn Prices to a Record High
Filed under: Major Movement, International Markets, Analyst Reports, From the Boards, Industry, Market Matters, Personal Finance, Commodities, Headline NewsHere's an interesting story, which speaks...
View Article