Steven Heller

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  • Has the House of Mouse Become the Ultimate Gamer?

    By Steven Heller - November 21, 2012 | Tickers: ATVI, EA, TTWO, DIS, ZNGA | Editor's Choice

    As a gaming company, keeping up with the joneses is a difficult task.  A large populous of casual gamers have abandoned their consoles, replacing them with smartphones and tablets.  This sea change has put pressure on gaming companies to recoup lost revenues from mobile platforms.  Subscription based models and new digital endeavors remain crucial to future success.  So far, the results have been mixed. 

    Electronic Arts (NASDAQ: EA) has attacked more »

  • Why the Club King Won't be Dethroned

    By Steven Heller - November 12, 2012 | Tickers: AMZN, COST, DG, TGT, WMT | Editor's Choice

    Before investing in a company, it’s a good idea to get a sense of its overall picture.  A great way to accomplish this is with a SWOT analysis.  It examines a company’s strengths, weaknesses, opportunities, and threats, in a manner that makes it easy to gain perspective.  Once you’ve considered these factors, it’s easier to determine how the growth story factors into the equation. 

    Let’s more »

  • Here’s the Latest Cable Cutting Data

    By Steven Heller - November 8, 2012 | Tickers: CMCSA, DTV, DISH, TWC, VZ

    There’s been a lot of debate surrounding the topic of ditching your cable plan in lieu of internet streaming.  I’ve taken both sides, by writing about companies that would benefit from a mass cord-cutting movement, and by discussing how cable companies could remain in control.

    Today we’re not here to debate the promise and peril of this topic.  Let’s examine the most recent cold-hard-data available to more »

  • Cut Your Cable and Invest in These Companies

    By Steven Heller - November 8, 2012 | Tickers: AMZN, AAPL, GOOG, NFLX, TWX

    Cable subscribers are wising up to the idea that the internet will one day satisfy all of their entertainment needs.  With the growing options available, it’s not surprising users are starting to cut the cord.  According to estimates, about 2-3 million subscribers have canceled their cable subscription since 2008.  That's a small percentage compared to the 103 million cable subscribers, but it's a growing trend.  Are these more »

  • Expect a Pop When this Company Reports

    By Steven Heller - November 5, 2012 | Tickers: KO, PEP, SODA

    Soda Stream International (NASDAQ: SODA) is set to report earnings on Wednesday.  This small cap company has been growing hand over fist ever since entering the lucrative US beverage market.  For the quarter, analysts are expecting 50% growth in earnings and 36% growth in revenues from the previous year.  That translates to $0.72 cents a share, on revenues of $103.5 million.  Expectations are certainly high, even for a more »

  • Here’s What SodaStream’s SWOT Analysis Revealed

    By Steven Heller - November 5, 2012 | Tickers: KO, DPS, GMCR, PEP, SODA

    Before investing in a company, it’s a good idea to get a sense of its overall picture.  A great way to accomplish this is with a SWOT analysis.  It examines a company’s strengths, weaknesses, opportunities, and threats in a manner that makes it easy to gain perspective.  Once you’ve considered these factors, it makes it easier to determine how the growth story factors into the equation. 

    Let more »

  • Here’s What Google’s SWOT Analysis Revealed

    By Steven Heller - October 31, 2012 | Tickers: AAPL, FB, GOOG, IBM, MSFT | Editor's Choice

    Before investing in a company, it’s a good idea to get a sense of its overall picture.  A great way to accomplish this is with a SWOT analysis.  It examines a company’s strengths, weaknesses, opportunities, and threats, in a manner that makes it easy to gain perspective.  Once you’ve considered these factors, it makes it easier to determine how the growth story factors into the equation. 

    Let more »

  • Online Video: An Unfolding Megatrend

    By Steven Heller - October 29, 2012 | Tickers: AOL, CMCSA, GOOG, NWSA, DIS | Editor's Choice

    More than 100 million Americans watch video content online.  This number has risen 43% from the previous year and there are no signs it’s letting up.  The explosive growth of smartphones and tablets has leaped online video viewership to the next level.  You can thank innovation and science later.  In the meantime, welcome to the exciting world of megatrend investing. 

    A megatrend should be so easy to understand that more »

  • Here is the Secret Recovery Stock

    By Steven Heller - October 24, 2012 | Tickers: BASFY.PK, DD, MON, SYT, DOW | Editor's Choice

    The current state of the economy isn’t quite ready to spawn the next bull market.  That’s because it’s missing the key ingredient of housing.  Without a healthy appetite for housing, the economy will likely continue puttering along with more signs of anemia.     

    According to the National Association of Realtors, for every two homes sold, one job is created in the US.  Each home sale touches over eighty more »

  • Will This Company Turn Things Around?

    By Steven Heller - October 23, 2012 | Tickers: AOL, FB, GOOG, MSFT, YHOO | Editor's Choice

    AOL (NYSE: AOL) has been in transition ever since the dot-com bust.  Before then, they had one of the greatest monopolies of all time.  If you were an early surfer of the Internet, chances were high you were an AOL dial-up subscriber.  Chances were even higher you were hit with a busy signal on your first attempt.  But that didn’t matter.  At the time, AOL had an untouchable business more »

  • Three Potential Multibaggers

    By Steven Heller - October 17, 2012 | Tickers: AAPL, EBAY, ILMN, IBM, NUAN

    Growth investors are a lot like detectives in that we collect evidence to determine if a company has home-run potential.  We look for clues that offer reasons why companies deserve a more detailed review.  But where should you start? 

    I started by taking a page from fellow Fool, Jeremy Bowman, and his How to Find 10-Baggers piece.  To reiterate, Jeremy defines finding a 10-bagger by identifying a company that meets more »

  • A Reality Check for the Most Important Stock

    By Steven Heller - October 4, 2012 | Tickers: AAPL, DWA, MSFT, NOK, TWX

    For an investor, following the developments of the world’s most important companies is as crucial as following macroeconomic trends.  This elite class of companies acts as a force of gravity to the universe of stocks.  Understanding their trajectories may offer clues to where the general market is headed. 

    In today’s market, that means keeping up with the developments of Apple (NASDAQ: AAPL).  It’s popular belief to regard more »

  • This is the iPhone 5 Supplier to Buy

    By Steven Heller - September 26, 2012 | Tickers: AAPL, GOOG, INTC, MSFT, NUAN | Editor's Choice

    Apple’s (NASDAQ: AAPL) iPhone 5 is shaping up to be a blockbuster.  More than five million were sold in the first weekend, which should bode well for component companies.  However, owning these suppliers hasn’t necessarily been as fruitful as the all mighty King.  Is it possible they’ve been blinded from Apple’s halo? 

    For the strategic investor, this could be an untapped opportunity Mr. Market has overlooked more »

  • These 33 Commandments Should be Set in Stone

    By Steven Heller - September 21, 2012 | Tickers: AAPL, CMG, GOOG, IBM, MCD

    As investors, we often fail to reflect on our past experiences that brought us to where we are today.  Investing is a lifelong endeavor and sometimes it pays to take a gander in the rearview mirror from time to time.  Finding your own path is the single most important step towards building the right portfolio.  Throughout the years, I’ve collected some best practices I integrate into my investing approach more »

  • The Smartphone Didn’t Kill This Company

    By Steven Heller - September 20, 2012 | Tickers: AAPL, GRMN, GOOG, HON, NOK

    The smartphone merged many functions into one package, which has forced many standalone products into obsolescence.  It’s brought death to your GPS, music player, address book, portable gaming device, and then some.  How did GPS giant Garmin (NASDAQ: GRMN) manage to survive the carnage that smartphones brought onto so many industries?  You would think they would’ve been left to the wayside.  And in many ways, they have.  Shares more »

  • This Growth Story Has Just Begun

    By Steven Heller - September 17, 2012 | Tickers: EXPE, GOOG, PCLN, TRIP, YELP

    There is a world of travelers out there and the TripAdvisor (NASDAQ: TRIP) story is just getting started.  Having recently spun off from Expedia (NASDAQ: EXPE), the company stands to become an even greater version of the world’s greatest online traveler community.  The competition is intensifying, but TripAdvisor offers a more comprehensive suite of information than its peers.  They are in position to reap the benefits from the continued more »

  • Will This Internet Company Succeed Offline?

    By Steven Heller - September 17, 2012 | Tickers: DFS, EBAY, GOOG, PAY

    Great companies know where to focus.  They know their strengths and how to leverage their best qualities.  If they succeed, shareholders reap the benefits over the long-term.  When a company reaches a certain market saturation, new directions become integral to future success.  For an Internet company, it means making the jump beyond cyberspace and establishing a presence in the bricks-and-mortar world. 

    Google (NASDAQ: GOOG) is no stranger to such strategies more »

  • Facebook Should Buy This Company

    By Steven Heller - September 14, 2012 | Tickers: FB, GRPN, OPEN, TRIP, YELP

    Facebook’s (NASDAQ: FB) massive network could be the perfect fit for the right business.  A great acquisition would help improve public sentiment that management can deliver.  It would diversify their revenue while giving the said business a huge distribution chain.  And it could be a long-term win-win for all the parties involved – including shareholders. 

    Today we’re going to examine four growth companies and identify which one best complements more »

  • Amazon: All Smoke and No Fire?

    By Steven Heller - September 12, 2012 | Tickers: AMZN, COST, MSFT, NFLX, TGT

    Amazon.com (NASDAQ: AMZN) will go down in the history books as the company that changed the way the world competitively shops.  It has put brick and mortar retailers on notice, potentially numbering their days.  But just because they shot Jesse James doesn’t make them Jesse James. 

    Amazon’s aggressive culture of ruthless undercutting, big investing, and huge growth potential have been working together to boost shareholder conviction.  The more »

  • The Death of Google Search

    By Steven Heller - September 12, 2012 | Tickers: AAPL, GOOG, IBM, MSFT, NUAN

    Google’s (NASDAQ: GOOG) business model is pretty straightforward.  Everything is hinged upon growing loyalty to Google.com.  The more users search, the more they can charge for advertising, and that makes shareholders happy.  Their approach has been to develop killer products and services that keep users in the Google mindset.  How many people really use Gmail and Bing?  Often imitated, but hardly duplicated, their search engine has given them more »

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