Adam Levy

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  • A Great, Extraordinary, Endeavoring Company

    By Adam Levy - July 31, 2013 | Tickers: MCD, PNRA, SBUX | Editor's Choice

    I’m not afraid to let people know I love Starbucks (NASDAQ: SBUX). The company transforms coffee from a commodity to an experience. Any one of its 19,000-plus stores provide the perfect setting for working, studying, reading, or (my favorite) picking up blondes. Oh, and baristas will serve you coffee too.

    In its latest earnings report, Starbucks roasted all analysts’ estimates, sending the stock up more than 6%. While more »

  • Everyone Wants Readers Except Google

    By Adam Levy - June 25, 2013 | Tickers: AOL, FB, GOOG, LNKD

    Earlier this year, Google (NASDAQ: GOOG) announced it will close the doors on Google Reader, a widely used RSS reader the company has offered since 2005. With the Internet giant closing the book on the beloved news aggregator on July 1, millions of users are scrambling to find a replacement, while several high profile companies look to provide an alternative.

    Why Google is ditching

    A post on the Google Blog more »

  • Coming Soon to Theaters ANYwhere

    By Adam Levy - June 25, 2013 | Tickers: RGC, SNE, DIS

    If you thought video piracy was a big issue in America, it’s even more rampant abroad. The phrase “Chinese bootleg” isn’t even the half of it.

    In Korea, where the average internet connection speed trounces that in the States, piracy is a huge issue for film studios. That’s why Disney (NYSE: DIS) and Sony (NYSE: SNE) have started experimenting with streaming video options while films are still more »

  • Little Games, Big Impact

    By Adam Levy - June 24, 2013 | Tickers: MSFT, NTDOY.PK, SNE

    Sony (NYSE: SNE) and Nintendo (NASDAQOTH: NTDOY.PK) aren’t afraid of mobile gaming. But the facts are that mobile game revenue surpassed portable console games at the end of last year and user engagement on smartphones and tablets continues to rise. Both companies could take a lesson from Nokia, the one-time champion of mobile phones, which didn’t see iOS or Android as threats either. We all know how that more »

  • Can Intel Save PCs?

    By Adam Levy - June 20, 2013 | Tickers: AMD, AAPL, INTC

    While none of the announcements at Apple’s (NASDAQ: AAPL) WWDC last week were altogether breathtaking - although some choice words from Phil Schiller may have made some people gasp - the company’s product refreshes indicate two significant trends in the PC industry: consumers want laptops that last longer, as well as more powerful desktops.

    Apple tapped Intel (NASDAQ: INTC) for both tasks, as it's the only chipmaker capable of more »

  • @Facebook Wants to be Like #Twitter

    By Adam Levy - June 19, 2013 | Tickers: FB, GOOG

    Hashtags are permeating our conversations, even when they have almost no use. The other day a younger friend sent me a text message with a hashtag in it. It was weird.

    On social sharing sites like Twitter and Pinterest, hashtags are useful for group conversations so that others can easily join in. That’s why it’s no surprise the social network, Facebook (NASDAQ: FB), is adding hashtags to its more »

  • Best Buy Is Becoming a Tech Mall

    By Adam Levy - June 17, 2013 | Tickers: BBY, MSFT | Editor's Choice

    Best Buy (NYSE: BBY) is no stranger to window shopping. Now, after a recent deal with Microsoft (NASDAQ: MSFT), the company is hoping customers will do more Windows shopping. Microsoft will open Windows Stores inside 600 Best Buy locations in the coming months. The move adds another vendor to Best Buys increasing portfolio of stores-within-a-store, as Best Buy evolves into a tech mall.

    The new Best Buy

    This is the more »

  • What Can DirecTV Do With Hulu?

    By Adam Levy - June 14, 2013 | Tickers: DTV, DISH, NFLX

    In an earlier article, I predicted DirecTV (NASDAQ: DTV) would be the likeliest winner of the most recent bidding war for Hulu. Through some crazy magic, or perhaps dumb luck, it appears as though I was right. Early reports are that DirecTV will acquire the video streaming platform by month’s end for just over $1 billion.

    Hulu can definitely improve DirecTV’s offerings, and, perhaps more importantly, DirecTV can more »

  • Pandora's Broadcasting Its Message

    By Adam Levy - June 14, 2013 | Tickers: AAPL, CCMO.PK, P

    Pandora (NYSE: P) investors know the company is trying to get more local, particularly in its advertising, but this one came out of left field. Pandora just bought a radio station in Rapid City, South Dakota - KXMZ “Today’s Hits Without Rap!” The move is a legal maneuver, a brilliant one at that, to help reduce its content costs. But the move could pay-off even more in the long-term than more »

  • Is Christine Day Worth $2 Billion

    By Adam Levy - June 13, 2013 | Tickers: GPS, INTC, LULU, UA

    Lululemon Athletica (NASDAQ: LULU) lost over $2 billion of market cap on Tuesday, after CEO Christine Day announced her resignation with the company’s first quarter results. Despite cries for her resignation since the company’s see-through pants debacle earlier this year, the big names in the stock apparently felt her announced departure was mistimed. So, estimate beating earnings results notwithstanding, the stock plunged 17.5%, seemingly all on the more »

  • Pros and Cons of This Cloud Acquisition

    By Adam Levy - June 13, 2013 | Tickers: ET, IBM, MSFT, ORCL, CRM (NYSE: CRM) announced its plans to acquire cloud-based digital marketing company ExactTarget (NYSE: ET) last week. The deal has Salesforce paying a 53% premium for ExactTarget, which is clearly a big win for the takeover target’s shareholders. The market is unsure if the deal is so great for Salesforce.

    Let’s take a look at the pros and cons of Salesforce’s latest acquisition, and then come more »

  • Amazon and Viacom Burn Netflix

    By Adam Levy - June 7, 2013 | Tickers: AMZN, NFLX, VIA

    Amazon (NASDAQ: AMZN) and Viacom (NASDAQ: VIA) came to a deal recently that will provide Amazon Prime subscribers exclusive streaming access to a slew of popular programming. The deal came almost immediately after streaming king Netflix (NASDAQ: NFLX) allowed its contract with the media company to lapse at the end of May, and is only the latest effort from Amazon to compete with Netflix in on-demand streaming video.

    Let’s more »

  • Lifting the Cloud of Pessimism

    By Adam Levy - June 7, 2013 | Tickers: FB, GOOG, SBUX

    Since its IPO burned a lot of early investors, Facebook’s (NASDAQ: FB) stock has suffered from a cloud of pessimism. Any news on the company is rarely viewed favorably. Year-to-date, the stock is down more than 16% while the S&P 500 has climbed 11.5%. This makes shares attractive once again, as the market has beaten down the stock based on several concerns that I believe they're more »

  • 5 Reasons to Hold On to This Energy Company

    By Adam Levy - June 7, 2013 | Tickers: HAL, NOV, SLB

    11% of the S&P 500’s value is derived from energy stocks. I have the same amount of my retirement portfolio allocated toward the energy sector as well. But unlike the S&P 500, my energy portfolio consists of just one company - National Oilwell Varco (NYSE: NOV).

    Since buying the company, and making a CAPS pick, last fall, the stock has underperformed the market by about 20%. Meanwhile, plenty more »

  • New Consoles, New Games

    By Adam Levy - June 5, 2013 | Tickers: ATVI, EA, TTWO, DIS

    With a new round of gaming systems hitting the market, game developers have a prime opportunity to gain market share and establish new brands. Right now, game makers are working on the must-have game for the PS4 and Xbox One. A large portion of these companies’ 2013 and 2014 revenues will depend on these franchises.

    Activision Blizzard (NASDAQ: ATVI) has had several great successes recently in console gaming. Chief among more »

  • How to Invest in (the Internet of) Things

    By Adam Levy - June 3, 2013 | Tickers: BCOM, CSCO, INTC, IBM

    When I entered college, the laundry machines in the basement of my dorm building would send you an email when your laundry was done. The system was pretty slick, and cut down on the waiting time in a building packed with hundreds of students and only about 16 washing machines.

    This was just the beginning of the “Internet of Things” whereby everyday devices are connected to the internet, and send more »

  • The Day the Market Opened Pandora's Box

    By Adam Levy - June 3, 2013 | Tickers: P

    The stock market is a confusing beast. We all know the value of a company doesn’t really change by the minute, but its value on the market might change from say $3.36 billion at the opening hour of trading, to just $2.84 billion at the close. Such was the case of Pandora (NYSE: P) on May 24.

    So, what changed? Is the story at Pandora fundamentally different more »

  • Forget Smart TVs, Give People a Box

    By Adam Levy - June 2, 2013 | Tickers: AAPL, MSFT

    In an age where smart TVs are increasingly popular, there sure are a lot of over-the-top devices bringing smart capabilities to television sets. Microsoft (NASDAQ: MSFT) recently revealed the Xbox One focusing more on its entertainment features than its gaming capabilities. Amazon is reportedly working on a Roku/Apple TV rival. And Intel is rumored to be working on a set top box that replaces traditional pay-TV options.

    These companies more »

  • Eat My Shorts

    By Adam Levy - May 31, 2013 | Tickers: CMG, PNRA, YUM

    It’s really easy to make a short case for Chipotle Mexican Grill (NYSE: CMG) these days.

    Step 1: Point to its recent performance. Shares are up more than $100 in the last six months. Clearly, it’s run too far too fast.

    Step 2: Make a fuss over how high its P/E ratio is. Currently trading around 40 times earnings, Chipotle is priced at nearly a 100% premium more »

  • Marissa Mayer: Gaming Acquisitions

    By Adam Levy - May 30, 2013 | Tickers: GOOG, YHOO

    To paraphrase 50 Cent, Marissa Mayer loves acquisitions like a fat kid loves cake. Before the financial gurus finished breaking down Yahoo!’s (NASDAQ: YHOO) Tumblr acquisition, Mayer went ahead and snatched up the cross-platform gaming backend PlayerScale - the company’s sixth acquisition in May.

    The acquisition gives Yahoo! a foothold in mobile gaming helping fill a gaping hole in Yahoo!’s mobile portfolio. At the same time, the data more »

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