John Moore

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  • Why Gogo Will Succeed

    By John Moore - August 2, 2013 | Tickers: SATS, GOGO, IRDM, LORL

    Note: This article has been amended to better reflect Iridium's relationship with Gogo and its agreement with CalAmp.

    Shares of Gogo (NASDAQ: GOGO) have bounced around the $10-$16 range since its IPO -- down nearly 20% since its debut. Bad initial month notwithstanding, the Itasca-based in-flight Wi-Fi provider raised $187 million in its initial public offering. This capital will help bolster Gogo broadband technology that allows flyers to connect more »

  • Mortgages and Housing: We're Back in Business!

    By John Moore - July 26, 2013 | Tickers: JPM, LEN, WFC

    America's big banks are having quite a second quarter. The second-quarter earnings reports show both investors and banking customers are looking for answers on how the rise in interest rates will shape the country's economic expansion. The two American bellwether banks, JPMorgan Chase (NYSE: JPM) and Wells Fargo (NYSE: WFC) have performed well in the second quarter. JPMorgan Chase had a 31% quarterly profit surge while Wells Fargo more »

  • Why Angie's List Beats Yelp

    By John Moore - July 2, 2013 | Tickers: ANGI, GOOG, YELP

    Indianapolis based Angie’s List (NASDAQ: ANGI) has been lifted to a buy rating. The stock's price target was lifted from $29 to $31 per share by the Midwestern firm Stifel Nicolaus. Northland Capital Partners previously (Spring of 2013) raised its price target for Angie’s List shares from $24 to $30. Angie’s List, the consumer-based referral membership for local service providers and professionals is slowly but surely more »

  • MakerBot Acquired by Stratasys for $403 Million

    By John Moore - June 24, 2013 | Tickers: DDD, ADSK, SSYS

    Another day, another tech merger. Admittedly, Brooklyn-based start-up MakerBot is the last company I thought would be involved in a merger. MakerBot agreed to sell itself to 3D printing rival Stratasys (NASDAQ: SSYS) in a deal valued at $403 million. This all-stock mega deal is just another example of how 3D printing or content-to-print has gone mainstream. MakerBot will become a subsidiary of Stratasys, keeping the existing MakerBot board and more »

  • Weyerhaeuser's $2.65 Billion Forest

    By John Moore - June 21, 2013 | Tickers: LPX, UFPI, WY

    Weyerhaeuser (NYSE: WY) will buy 645,000 acres of timberland from Longview Timber  for $2.65 billion. Weyerhaeuser plans to fund the deal with a 50-50 split of equity and debt that would total $2.45 billion. This company – and the timber industry in general – has been systematically positioning itself for the housing recovery. Who says only tech companies can mega-deal?

    Weyerhaeuser has spent the past few years optimizing its more »

  • Responsys or Constant Contact Anyone?

    By John Moore - June 9, 2013 | Tickers: ADBE, CTCT, MSFT, MKTG, CRM

    The $2.5 billion acquisition of ExactTarget by Salesforce is just the latest blockbuster deal in the web marketing space as enterprise software companies look for value in online marketing. This deal puts the major software vendors on the prowl for marketing assets.

    So who's the next acquisition candidate?

    Responsys and Constant Contact

    By Labor Day, Adobe or Microsoft must acquire an Email Service Provider (ESP). Adobe has built more »

  • This Company Has a Cloudy Future

    By John Moore - May 28, 2013 | Tickers: ADBE, ET, RHT, SYMC

    Adobe Systems (NASDAQ: ADBE) is abandoning its packaged-software business and using the software-as-a-service (SaaS) model for its web design tools. They plan to use their Creative Cloud subscription-based service to deliver products. Adobe has been scrambling since Steve jobs penned his famous, "Thoughts on Flash" memo. Adobe has been losing the web creative class (web designers and developers) ever since.

    To add insult to injury, Steve Job's HTML5 fetish more »

  • Forget Dell, Buy Lenovo

    By John Moore - May 3, 2013 | Tickers: DELL, LNVGY.PK, BX

    Blackstone (NYSE: BX) withdrew its bid for Dell (NASDAQ: DELL). The reasons for the withdrawal were not immediately clear, but it's safe to say Blackstone didn't like what it saw while examining Dell's financials. Blackstone knows a thing or two about financials; its first-quarter profit rose 28% to $628 million. Even Blackstone knows it doesn't posses the creativity, innovation, and patience needed to turn Dell around more »

  • The Mild Depression: Downwardly Mobile Profits

    By John Moore - May 2, 2013 | Tickers: AMZN, CPB, DG, NFLX

    The Elephant in the room is real — and won't go away. In the western world, the economy has been down since 2007, and, presently, the economic world is in depression. There, I said it. No one wants to use the "D" word, but I must because it's true. The truth is, the world is in a mild economic depression. The BRIC countries have been the exception, but even more »

  • Why Netflix Is Smashing The Competition: It's The Economy

    By John Moore - April 30, 2013 | Tickers: CMCSA, NFLX, TWX

    Customers and hedge-fund investors are tired of paying for cable. The persistently high cost of cable will continue to drive consumers to Netflix (NASDAQ: NFLX). Netflix provides "real" value people crave in these economic times. Like a scheming congressman, cable providers are scrambling to get on top of a bad situation. Many have simply clipped cable from the herd and left it to die in the wilderness — buying Netfilx in more »

  • Netflix Takes a Bow

    By John Moore - April 18, 2013 | Tickers: AMCX, CMCSA, DISH, NFLX, STRZA, TWC

    Netflix (NASDAQ: NFLX) continues to be one of the best S&P 500 stocks of 2013. Not that long ago Netflix was the object of scorn for many of its own customers as well as investors. Those days are long gone. The stock is up over 100% within the first quarter of 2013, and shares now trade around $176, up from a 52-week low of $53 a share. Would you more »

  • Money for Nothing, Clicks for Free

    By John Moore - April 16, 2013 | Tickers: ET, CRM, WDAY

    ExactTarget (NYSE: ET), Workday (NYSE: WDAY), and Salesforce (NYSE: CRM) are poised to take advantage of a post-proprietary SaaS landscape. These firms have a healthy customer base and a keen eye for acquiring firms that specialize in using open source technologies to generate real profits.

    In the software-as-a-service (SaaS) industry everyone is looking for something: scalability, flexibility, management, hardware utilization, even community. The SaaS industry has delivered strong earnings for more »

  • Money for Nothing, Clicks for Free

    By John Moore - April 16, 2013 | Tickers: ET, CRM, WDAY

    ExactTarget (NYSE: ET), Workday (NYSE: WDAY), and Salesforce (NYSE: CRM) are poised to take advantage of a post-proprietary SaaS landscape. These firms have a healthy customer base and a keen eye for acquiring firms that specialize in using open source technologies to generate real profits.

    In the software-as-a-service (SaaS) industry everyone is looking for something: scalability, flexibility, management, hardware utilization, even community. The SaaS industry has delivered strong earnings for more »

  • Netflix Takes a Bow

    By John Moore - April 16, 2013 | Tickers: AMCX, CMCSA, DISH, NFLX, STRZA, TWC

    Netflix (NASDAQ: NFLX) continues to be one of the best S&P 500 stocks of 2013. Not that long ago Netflix was the object of scorn for many of its own customers as well as investors. Those days are long gone. The stock is up over 100 percent within the first quarter of 2013, and shares now trade around $176, up from a 52-week low of $53 a share. Would more »

  • Money for Nothing, Clicks for Free

    By John Moore - April 13, 2013

    ExactTarget (NYSE:ET), Workday (NYSE: WDAY), and Salesforce (NYSE:CRM) are poised to take advantage of a post-proprietary SaaS landscape. These firms have a healthy customer base and a keen eye for acquiring firms that specialize in using open source technologies to generate real profits.

    In the software-as-a-service (SaaS) industry everyone is looking for something: scalability, flexibility, management, hardware utilization, even community. The SaaS industry has delivered strong earnings for more »

  • The PC Will Never Die

    By John Moore - April 11, 2013

    Abacus abstract by aussiegall - licensed under Creative Commons

    May you live in interesting times. This ancient Chinese curse has been the new world order for the PC since the first iPhone burst on the scene. The PC has lost its luster—this is true, but talk of the PC being dead is just not valid. Most people who do "real" work do it on a PC—a tablet just won more »