Peter Harengel

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  • Which Social Media Company has an Enduring Economic Moat?

    By Peter Harengel - March 18, 2013 | Tickers: AMZN, ANGI, BIDU, BRK-A, KO, EBAY, GRPN

    Not even the social media sector is immune from the need for an economic moat that allows for a company to survive.

    In a book about Warren Buffett, “The Snowball: Warren Buffett and the Business of Life,” by Alice Schroeder, the economic moat of a company was described as the assets that protected it against competition and time. While every company in the social media sector is hoping to construct more »

  • Play the Rebound of Apple with Cirrus Logic

    By Peter Harengel - February 23, 2013 | Tickers: AAPL, CRUS

    With Apple (NASDAQ: AAPL) falling from favor and its share price down for the last week, month, quarter, six months and year, some investors are naturally looking to play the rebound. One of the best ways to profit from that could be to go long on Cirrus Logic (NASDAQ: CRUS), which has fallen due to Apple being its biggest customer.

    Like Apple, the share price of Cirrus Logic is off more »

  • When it Comes to Social Media: "Don’t Believe the Hype"

    By Peter Harengel - February 21, 2013 | Tickers: ANGI, FB, FFNTQ, GRPN, ZNGA

    After Zynga (NASDAQ: ZNGA) beat the estimates of Wall Street with its recent earnings and is up sharply, investors should heed the advice of Chuckie D of Public Energy: “Don’t believe the hype.”

    The social media sector consisting of companies such as Zynga, Groupon (NASDAQ: GRPN), Angie’s List (NASDAQ: ANGI), and FriendFinders Network (NASDAQOTH: FFNTQ) is lacking in one key ingredient: an economic moat, which protects the business more »

  • Will Microsoft Now Get the Respect It Deserves?

    By Peter Harengel - February 1, 2013 | Tickers: AAPL, BBRY, MSFT, NOK

    Even though Microsoft (NASDAQ: MSFT) is the force behind Nokia’s (NYSE: NOK) improving smartphones sales due to the Windows Operating System, it is Nokia’s stock that is up more than 130% for the last six months with Microsoft’s down almost 2% for the same period.

    Obviously, Microsoft is a far bigger company than Nokia with a market capitalization about fifteen times as large, but the success of more »