Douglas Ehrman

Editor's Choice

  • Why Bristol-Myers Is Worth a Look

    By Douglas Ehrman - November 28, 2012 | Tickers: BMY, JNJ, PFE | Editor's Choice

    From time to time, investors get fixated on a given company and romanticize every piece of news to fit their particular predilection on the stock. I have been bullish on Bristol-Myers Squibb (NYSE: BMY) since mid-August, noting that every success the company registers is ignored, but every misstep is severely punished. While the stock is up about 2.5% since I first commented on it, I can admit that my more »

  • Has JPMorgan Succumbed to Peer Pressure?

    By Douglas Ehrman - November 23, 2012 | Tickers: BAC, C, JPM | Editor's Choice

    When the “London Whale” story broke, JPMorgan Chase’s (NYSE: JPM) CEO Jamie Dimon’s initial reaction was to refer to the incident as a “tempest in teapot.” The reaction played very poorly in the press and Mr. Dimon quickly changed his tune, going into damage-control mode. A few quarters of earnings later, and with the appointment of some new blood to the executive management suite in the rearview, what more »

  • Amazon’s Hidden Cash Machines

    By Douglas Ehrman - November 17, 2012 | Tickers: AMZN, AAPL, NFLX, OUTR, VZ | Editor's Choice

    Amazon (NASDAQ: AMZN) is most recognizable as the world’s leading online retailer and as the company that got into the tablet market via the e-reader. It is the company’s less known sources of revenue, however, that make it a gem despite a fairly rich valuation – the company is trading at a forward P/E of 127. While one of these sources is not likely to exist for much more »

  • Apple: The Inertia of Opinion

    By Douglas Ehrman - November 14, 2012 | Tickers: AMZN, AAPL, GOOG, MSFT | Editor's Choice

    Few companies and their stocks are more written about, talked about and debated than Apple (NASDAQ: AAPL). This stems in part from the company’s position of dominance in the market and partially from the intense emotion that the company and its products evoke in consumers and investors. As you consider the breadth and direction of the coverage that the company receives, an interesting trend can be observed: the prevailing more »

  • Annaly’s Strategy Expansion

    By Douglas Ehrman - November 14, 2012 | Tickers: AGNC, NLY, CXS.DL | Editor's Choice

    There are typically two appropriate responses when a company makes a major shift in its central strategy, particularly when that company is in the business of managing money. The first is to recognize it as a necessary part of a changing environment and praise management for its ability to dynamically adapt to new conditions. The second is to see it as a serious warning sign and quietly find the exit more »

  • Netflix: Icahn-ic Brand or Unopened Pandora’s Box?

    By Douglas Ehrman - November 13, 2012 | Tickers: AMZN, AAPL, MSFT, NFLX, P | Editor's Choice

    Ever since activist investor Carl Icahn jumped into the breach, Netflix (NASDAQ: NFLX) has shown some signs of life. After establishing a 10% ownership interest in the company, Mr. Icahn has been actively hinting at a hostile takeover while pushing an acquisition play by another tech giant. While the turmoil has suddenly made the company interesting again, opinions as to its viability for acquisition are very mixed. With 30 million more »

  • Why Microsoft is the Most Interesting Name in Tech

    By Douglas Ehrman - November 7, 2012 | Tickers: AMZN, AAPL, GOOG, MSFT, P | Editor's Choice

    Regardless of your personal preferences between Microsoft (NASDAQ: MSFT), Apple (NASDAQ: AAPL), Google (NASDAQ: GOOG) and Amazon (NASDAQ: AMZN) products, recent moves out of Redmond have made Microsoft the most interesting play in technology. This is not to say that the other three are not in arguably more enviable and stronger positions; rather, Microsoft seems to be at the cusp of a potential rebirth that is worth watching. It is more »

  • Three Points to Define a Surface

    By Douglas Ehrman - October 28, 2012 | Tickers: AMZN, AAPL, GOOG, MSFT | Editor's Choice

    In geometry, while two points can define a line, it requires three to define a plane or a surface. After the launch of the new Microsoft ) Surface, there are three critical points which are needed to fully define the scope of the new device’s success. The inclination for most critics is to apply the same standards and metrics that have been used in recent Apple ) launches as legitimate measures more »

  • Will Apple Open Pandora’s Box?

    By Douglas Ehrman - October 26, 2012 | Tickers: AAPL, FB, NFLX, P | Editor's Choice

    Despite the fact that Pandora (NYSE: P) is the most popular online radio provider, the company’s stock has been whipsawed up and down this week based on news from Apple (NASDAQ: AAPL). When Apple left any mention of music out its Tuesday announcement of its holiday product line, Pandora surged 8%; the feeling was that if Apple was staying on the sidelines, Pandora was in a better position to more »

  • Showrooming Counterstrike

    By Douglas Ehrman - October 22, 2012 | Tickers: AMZN, BBY, TGT, WMT | Editor's Choice

    As traditional brick-and-mortar retail locations continue their struggle to thrive, showrooming has become one of the greatest threats to their very survival. The practice refers to the increasing tendency of consumers to actively shop for various items in stores, enjoying the benefits of both the tactile experience and the salesperson’s knowledge, only to purchase them more cheaply online. So rampant has the practice become that it is practically the more »

  • The Cloud Versus The Device

    By Douglas Ehrman - October 20, 2012 | Tickers: AAPL, GOOG, MSFT | Editor's Choice

    Ever since Google (NASDAQ: GOOG) introduced Google Apps, the company has made increasing inroads at changing how businesses, governments and individuals work. Where the classic software model, most completely embodied by Microsoft (NASDAQ: MSFT), has persisted for decades, cloud computing is gaining acceptance rapidly. Given the clear dichotomy between these two models, we now have a framework by which to consider how the next advances in computing will take place more »

  • Intel’s Appeal Continues to Rise

    By Douglas Ehrman - September 28, 2012 | Tickers: AAPL, GOOG, INTC, MSFT | Editor's Choice

    While Intel (NASDAQ: INTC) shares dipped nearly 9% since the company reduced guidance earlier this month, this has pushed the dividend yield to 4% and given investors an even more attractive entry point for this solid core holding. Not only does Intel continue to be one of the most skilled companies at managing its public face, its growth prospects are improving heading into the new year. The company is scheduled more »

  • Trading Apple's Woes

    By Douglas Ehrman - September 25, 2012 | Tickers: AAPL, GOOG | Editor's Choice

    Depending on one’s perspective, Apple (NASDAQ: AAPL) either had a few hiccups to start the week or finally showed that there might be a real crack in its armor.

    When the numbers on initial sales were released, despite their impressive magnitude, they were somewhat behind expectations; Apple’s Maps has received severe criticisms from a number of sources; and the brawl at Foxconn Technology Group’s Chinese factory cost more »

  • Freeport-McMoRan: An Even Stronger Buy on the Fed

    By Douglas Ehrman - September 14, 2012 | Tickers: ABX, FCX, GG, SCCO | Editor's Choice

    Earlier this week, I referred to Freeport-McMoRan Copper & Gold (NYSE: FCX) as a double-barreled buy based on the apparent strength in both the copper and gold markets. Now that the Federal Reserve and “Helicopter Ben” – no more doubting where that nickname came from – have fired both of those barrels squarely into the U.S. economy, skipping QE3 in favor of QE4-Ever, the stock has only gotten more attractive.

    While the more »

  • iPhone 5 Opens the Door for Competitors

    By Douglas Ehrman - September 13, 2012 | Tickers: AAPL, T, GOOG, MSFT, VZ | Editor's Choice

    At the risk of putting my head in the proverbial lion’s mouth, or of signing up for a barrage of hate mail from the Apple (NASDAQ: AAPL) faithful, the release of the new iPhone 5 was not the type of giant leap forward that we have come to expect from Cupertino.

    While there is plenty to be impressed about with the new device, and plenty of market prognosticators are more »

  • Freeport-McMoRan a Double-Barreled Buy

    By Douglas Ehrman - September 12, 2012 | Tickers: ABX, FCX, NEM, SCCO | Editor's Choice

    In the clamor created by last Friday’s jobs report in the precious metal markets, it easy to focus on the best ways to play gold and silver and overlook base metals like copper. Based on a wide array of global macroeconomic inputs, copper looks well positioned to appreciate into rising demand for the rest of the year. Freeport-McMoRan Copper & Gold (NYSE: FCX) gives investors broad exposure to both copper more »

  • Does Kindle Fire HD Torch the iPhone 5 Release?

    By Douglas Ehrman - September 7, 2012 | Tickers: AMZN, AAPL, GOOG | Editor's Choice

    It has been a week of critical product launches by some of the biggest names in technology, but perhaps none will prove as important as the release of Amazon's (NASDAQ: AMZN) new Kindle Fire HD. While it is nearly impossible that anything short of the second coming could fully upstage the pending release of Apple’s (NASDAQ: AAPL) iPhone 5, Amazon’s new product line should give the men more »

  • New Age vs. Stone Age: Payments in the Digital World

    By Douglas Ehrman - August 30, 2012 | Tickers: DFS, EBAY, GOOG, MA, V | Editor's Choice

    Joseph Schumpeter’s concept of creative destruction rarely proceeds along a clean or linear path. This idea, for all of the non-economics-geeks, states that in order for new economic developments to take root, they must, by definition, destroy those that came before them. In the context of digital payments, this means that in order for systems like Google’s (NASDAQ: GOOG) digital wallet to succeed, it must destroy the old more »

  • Is Google the Real Tech King?

    By Douglas Ehrman - August 23, 2012 | Tickers: AAPL, GOOG, MSFT, YHOO | Editor's Choice

    While Apple (NASDAQ: AAPL) is setting records for the largest market capitalization in history, crossing the $623 billion threshold, Google (NASDAQ: GOOG) may be quietly perching on the throne as the true king of technology.

    Despite Apple’s popularity as an iconic American brand and the near cult-like loyalty of many of its customers, Google’s Android has taken over as the leader in smartphones. The release of Google’s more »

  • Discovering PayPal’s Golden Niche

    By Douglas Ehrman - August 23, 2012 | Tickers: ARO, AAPL, DFS, EBAY, GOOG | Editor's Choice

    The announcement that Discover Financial Services (NYSE: DFS) will now make it possible for PayPal, a unit of eBay (NASDAQ: EBAY), to be used in stores seems to have received only tepid excitement. Much of what has been written about the deal seems to focus on the problems consumers have had with PayPal in the past, and the expected barriers to adoption that exist. While many of these positions have more »

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