Internet Software and Services

  • Resumes Not the Only Problem With Yahoo

    By Tim Brugger - May 8, 2012 | Tickers: AOL, GOOG, NWSA, YHOO

    It’s only been five months, but what an impact new CEO Scott Thompson has had on what was already a company striving to find its way. What's really unfortunate for Yahoo! (NASDAQ: YHOO) shareholders and potential investors is there were more than enough concerns before the recent PR problems surfaced. Though difficult to pin the slide in stock price and investor confidence on one thing - the failed sale more »

  • LinkedIn: Heed the Woes of Netflix

    By Tim Brugger - May 4, 2012 | Tickers: GOOG, LNKD, MWW, NFLX

    If you happened to catch previous articles on LinkedIn (NYSE: LNKD) it’s likely you were one of the many that lined up to lament the outlandish notion that LinkedIn was woefully overvalued. At a bazillion times both past and future earnings, not to mention a market cap of over $12 billion for a company that will generate a total of $880 to $900 million in revenues in 2012 - it more »

  • The Barnes & Noble Deal: Microsoft Scores Another Win-Win

    By Tim Brugger - April 30, 2012 | Tickers: AMZN, BKS, CPSI, GOOG, MSFT | Editor's Choice

    A lot has happened since the Barnes & Noble article written the first week in January. Certainly today’s announcement of a partnership with Microsoft to crank up the Nook business is getting all the headlines – as well it should. But that’s not the whole picture for the once beleagured book store.

    The huge gains for Barnes & Noble (NYSE: BKS) shareholders comes on the heels of what now seems an more »

  • A Call to Amazon Investors Everywhere: Whatever Happened to Earnings?

    By Tim Brugger - April 27, 2012 | Tickers: AMZN, GOOG, NFLX

    There's little doubt this article is going to ruffle a few feathers, but try and understand. It's nothing personal, simply a rhetorical question if you will – whatever happened to earnings? Now, Amazon.com (NASDAQ: AMZN) doesn’t quite have the fanatical shareholder community of say, an Apple – but it’s getting pretty darn close. The earning’s call on the 26th appears to have left investors hyper-ventilating more »

  • Where Does Netflix Go From Here?

    By Tim Brugger - April 26, 2012 | Tickers: AMZN, GOOG, NFLX, OUTR, VZ

    A 30% drop in share price over a month's time - let alone almost 15% in a day - is always going to leave a mark. However for those who caught earlier articles, the precipitous drop should not have been surprising. Netflix (NASDAQ: NFLX) was primed to come back down to earth for a host of reasons. As painful as it may be, the stock is just now trading at what more »

  • Avoid the Panic! Buy when The Streets are Bloody!

    By Richard Birecki - April 19, 2012 | Tickers: GOOG

    Google's (NASDAQ: GOOG) shares made a recent peak in after hours at just under $660 a share upon announcing earnings that beat expectations. However, they also announced a stock split of common shares that investors got in a huff about because some "experts" told them that their voting power was being diluted, which is simply farcical, both practically and in theory.

    Video: The Google share split explained

    Practically because more »

  • Microsoft Bings Facebook to Avoid Being Googled

    By Richard Birecki - April 16, 2012 | Tickers: AAPL, GOOG, MSFT, MMI, YHOO

    The idea of Microsoft (NASDAQ: MSFT) sending Bing over to Facebook in exchange for an additional stake in the company was recently floated by a Microsoft analyst, and to me it's a no-brainer.

    Microsoft introduced Bing three years ago in an attempt to stave off total search domination by Google and the resulting war chest they would amass from this cash cow, which would finance an attack on Microsoft more »

  • The Week That Was: Alcoa, Microsoft, AOL and Nokia

    By Tim Brugger - April 16, 2012 | Tickers: AA, AOL, MSFT, NOK

    As bad as last week was – the 5-day stretch ended up being the worst so far in 2012 – imagine what it would have been if not for Alcoa? After announcing extremely impressive earnings the leader in all things aluminum almost single-handedly propped up the market – almost.

    As investors shifted their gaze toward Spain–Greece is SO last month – and the continued debt problems plaguing the region, shareholders figured enough already more »

  • Netflix Buyout Tourney- Final 4 + Championship Round-- Amazon vs. Google

    By Richard Birecki - April 11, 2012 | Tickers: AMZN, CMCSA, GOOG, NFLX, TWX

    We started with 8 teams in the Netflix (NASDAQ: NFLX) buyout tourney, and are down to the Final Four.

    1) Google vs. 4) Comcast

    2) Amazon  vs. 6) Time Warner

    Fast forward- Google blows out Comcast (NASDAQ: CMCSA), who was a pretender, and Amazon edges Time Warner (NYSE: TWX), though not by much, simply because the idea of HBOGO content, plus the streaming Netflix content is beyond appealing to me more »

  • Patent Deal Good for AOL, But What About Microsoft?

    By Tim Brugger - April 11, 2012 | Tickers: AOL, IBM, MSFT, ORCL, RGS

    Yesterday’s announcement that Microsoft (NASDAQ: MSFT) had signed a definitive agreement to purchase 800+ patents from online content and internet services provider AOL (NYSE: AOL) was certainly a boon for AOL investors. The stock immediately jumped about 45% to the highest close in a year and half. Why all the hullabaloo? Shareholders love to get paid when management unlocks value, the other is it bought AOL management a bit more »

  • Google's Earnings Will Surprise on the Upside

    By Richard Birecki - April 11, 2012 | Tickers: AOL, AAPL, GOOG, MSFT, YHOO

    Two straight earnings reports from Google defied the gravity of Wall Street's expectations and sent the stock up like a hot air balloon. Last quarter, however, Google (NASDAQ: GOOG) underperformed despite its core revenue driver, search advertising, seeing an increased number of clicks.

    Search

    The increase was offset by a lower average cost per click (an 8% decrease compared with both Q4 2010 as well as Q3 2011), which more »

  • NetSuite: Sugar-Coated Valuation?

    By Scott Wilson - April 11, 2012 | Tickers: MSFT, N, SAP

    ERP (enterprise resource planning) systems are software platforms designed to help companies streamline information flow across an organization. While most businesses regard them as mission critical, ERPs suffer from a reputation of entailing a long, hairy monster of an implementation process due to the multitude of inputs and diverse operating resources of an individual company. From the vendor’s perspective, however, the upside to this front-loaded investment is that once more »

  • The Netflix Buyout Tourney- Apple vs. Time Warner

    By Richard Birecki - April 10, 2012 | Tickers: AAPL, CMCSA, NFLX, TWX, VIA


    In the continuing battle to see who will buy Netflix (NASDAQ: NFLX), we enter into the bottom half of our eight team tournament, with Google and Amazon already scoring victories, it's time to see which of the following companies will join them in the "Final Four."

    In today's match-ups, 5 seed Viacom takes on 4 seed Comcast, and 3 seed Apple takes on 6 seed Time Warner.


    Apple more »

  • The Week that Was: Groupon, Ford, GM and Target

    By Tim Brugger - April 9, 2012 | Tickers: F, GM, GRPN, TGT

    The reaction to the job numbers announced on Friday has continued the market’s recent slump. But before investors become too concerned, it's worth noting that the price movements we’ve seen the last few trading days in particular is to be expected. Recoveries take time to gain traction – which of course is necessary for a sustained return to a growing market. Not there yet of course, but many more »

  • Netflix Buyout Tourney- Round 1- Google, Amazon

    By Richard Birecki - April 4, 2012 | Tickers: AMZN, GOOG, NFLX, OUTR, WMT

    With March Madness having come to a close I'm still in the mood for one game elimination tourneys.

    As I wrote in my last column, Netflix is facing some serious competition in streaming video, its success having attracted a lot of big fish to its waters. With Netflix's streaming business operating on low margins, and the increased price of content due to bids from the other giants, it more »

  • Netflix Swims with the Fishes

    By Richard Birecki - April 2, 2012 | Tickers: AMZN, GOOG, NFLX, OUTR, VZ

    Netflix (NASDAQ: NFLX), the well run, innovative company which dispatched Blockbuster to the nether world, who, with great foresight embraced streaming video, has seen its success attract a lot of big fish to its market, and I think we're about to see a feeding frenzy.

    "What?! Blasphemy!" you shout, "Netflix was first mover in internet video, giving them the advantage and the ubiquitous brand recognition so sought after by more »

  • "The Most Interesting Company in the World"- Faces Down Its Biggest Threat

    By Richard Birecki - March 27, 2012 | Tickers: AAPL, GOOG

    The dictionary defines it as "search," its coffers are stuffed with $44 billion in cash, its Android operating system runs the majority of smart phones on the planet, Google X labs make Star Trek seem stoneage; it is- "The Most Interesting Company in the World."-- "I don't always surf, but when I do, I prefer Chrome."

    Adding to its folklore Big G has entered the ring to take on more »

  • Yahoo Changes Continue: Too Little, Too Late?

    By Tim Brugger - March 26, 2012 | Tickers: DISCA, IACI, YHOO

    The effort to re-invigorate -- perhaps more accurately, re-invent -- Yahoo (NASDAQ: YHOO) is far from over. Even with the recent announcement of three new board members, many investors – including the largest shareholder outside the Yahoo ranks Daniel Loeb – are not impressed.

    At first glance the appointments of past COO of Discovery Communications (NASDAQ: DISCA) Peter Liguori, Executive VP of American Express John Hayes, and Thomas McInerney, soon-to-be former CFO of competitor more »

  • The Week that Was: FedEx, eBay, Amazon and Brookfield Infrastructure

    By Tim Brugger - March 26, 2012 | Tickers: AMZN, BIP, EBAY, FDX, UPS

    Though the week ended on a down note – the market itself didn’t perform well, and then there was that teeny little trading glitch on Friday that blew up Apple stock trading for a while – fundamentally little has changed. Opportunities remain across multiple industries and there are also a couple of over-bought stocks that bear a serious looking into.

    FedEx

    Not exactly an afterthought lingering in the shadow of industry more »

  • This Isn’t Your Dad’s IBM

    By Tim Brugger - March 17, 2012 | Tickers: DELL, HPQ, IBM, MSFT | Editor's Choice

    Coming off a stellar quarter and fiscal year, it shouldn’t be surprising new CEO Ginni Rometty is feeling a bit giddy. The first woman CEO in IBM’s (NYSE: IBM) long, storied history is a testament to a company that has worked hard to re-invent itself.

    It wasn’t that long ago IBM was sitting atop the technology world as the clear leader in all things IT. And – as more »