David Gould

Editor's Choice

  • Google's "Android Future" & The Case For Microsoft

    By David Gould - December 28, 2012 | Tickers: AAPL, GOOG, MSFT | Editor's Choice

    The smartphone market has seen tremendous innovation, but I think one issue that has not been addressed enough is that innovation breeds competition. There are virtually no barriers to entry in this kind of high-growth tech innovation: today's winners become yesterday's fads, and the market barely takes time to notice. Accordingly, multiples can stay hot for an irrational time as cutting-edge substitutes start to make inroads. Apple shareholders more »

  • Facebook Vs. Groupon: Which Has a Brighter Future?

    By David Gould - December 28, 2012 | Tickers: FB, GOOG, GRPN | Editor's Choice

    If you are interested in buying shares of social media companies, you have to take a look at mobile trends. Smartphones and tablets are taking over the industry--the latter's shipments, for example, have narrowed to a ratio of 1:2.5 relative PC shipments. Companies that are best capable of targeting this high-growth market are well positioned for upside; those that are falling behind it face increasingly large barriers more »

  • Challenges Ahead For This Tech Stock

    By David Gould - December 28, 2012 | Tickers: EMC, STX, WDC | Editor's Choice

    Data storage device makers have seen terrific gains and continue to trade at low multiple. Even more impressively, a large number still have impressive free cash flow yields and clean balance sheets. However, the market is still facing several headwinds that could cause contraction after recent gains. Does the reward justify the risk? Below, I review several producers with this question in mind.

    No Positive Catalyst For Seagate (NASDAQ: STXmore »)

  • Buy AOL and Hedge With This Stock

    By David Gould - December 28, 2012 | Tickers: AOL, DMD, GOOG | Editor's Choice

    If you are interested in buying shares of a media advertising business, I recommend looking at turnaround plays and hedging with more diversified picks. Investors should look particularly at the media platform's future in mobile and whether it is taking the right steps to be relevant in the smartphone age. Below, I review two key stocks with this focus in mind.

    Why You Should Buy AOL (NYSE: AOL)

    AOL more »

  • Could This Stock Be Netflix'd?

    By David Gould - December 14, 2012 | Tickers: NFLX, OUTR, P | Editor's Choice

    If you are looking to back a stable media business, you naturally have to consider the competition. Are there free alternatives? More convenient alternatives for consumers? Could there be a secular shift? If, say, a major producer is about to replicate essentially your same product and promote it widely to their existing customers, you may have problem. I find that Netflix and Pandora in addition to rising competition face significant more »

  • Why You Should Go Monster On Beverage Stocks

    By David Gould - November 21, 2012 | Tickers: KO, MNST, PEP | Editor's Choice

    It seems like soda and soft drinks are almost always featured in the daily media these days. From Mayor Bloomberg's proposal to tax large soda drinks to the indicting federal investigation of 5-Hour Energy Drink, the issues seems to be health concerns, health concerns, health concerns. But hasn't it always been so? Consumers are well aware of the dangers of high fructose corn syrup, and, in the grand more »