AOL

  • Yahoo!’s Strategy Favors Investors

    By Dan Moskowitz - August 19, 2013 | Tickers: AOL, GOOG, YHOO

    Daniel Loeb, hedge fund manager of Third Point (more than $14 billion in assets), recently exited his Yahoo! (NASDAQ: YHOO) position. This has led many investors to think that Yahoo! has seen its near-term peak in regards to stock appreciation. But this might be errant thinking. 

    Relentless aggression

    CEO Marissa Mayer isn’t shy when it comes to inorganic growth. She understands that Yahoo! is looked at as a dinosaur more »

  • Facebook Remains in Denial Regarding Teen Usage

    By Mark Holder - August 16, 2013 | Tickers: AOL, FB, YHOO

    Despite more and more reports that have documented in detail how the younger generation continues to leave the leading social network, Facebook (NASDAQ: FB) continues to deny losing that user base. Even with the questions regarding losing the most coveted crowd in social network land, the biggest risk to a negative investment thesis has been the company's ability to increasingly monetize its existing and slowly growing user base around more »

  • Millennial Media Gets Cheaper

    By Mark Holder - August 15, 2013 | Tickers: AOL, GOOG, MM

    Another quarterly report and another major selloff of the Millennial Media (NYSE: MM) stock. Investors not reading the report would probably suspect that the leading independent mobile advertising company released earnings that didn’t meet estimates. The nearly 19% loss on top of an 8% loss on the day earnings were released undoubtedly must’ve been due to extremely negative numbers.

    The sell off was actually caused by a couple more »

  • How Should You Play This Big Advertising Tie-Up?

    By Robert Hanley - August 15, 2013 | Tickers: AOL, OMC, IPG

    In July 2013, global advertising giants Omnicom Group (NYSE: OMC) and France-based Publicus Groupe announced a merger of equals, thereby creating an entity that recorded $22.7 billion in revenues during 2012 and has a gold-plated list of Fortune 500 clients.  Their intention was likely to protect their existing advertising businesses and client rosters, in the face of competition from rising digital ad network operators, like AOL (NYSE: AOL).  Despite more »

  • What You Want in an Internet Investment

    By Dana Blankenhorn - August 15, 2013 | Tickers: AOL, IACI, PCLN

    What you want most from an Internet investment are data and transactions. Data, in the form of databases people access regularly, provides a continuing stream of income. Transactions, the purchase of goods and services through a site's infrastructure, are the key to real success.

    This can be illustrated by looking at a few companies that emerged from the dot-com bubble of the 1990s and that have survived to this more »

  • Can More Online Advertising Increase Profits?

    By Erik MacLennan - August 13, 2013 | Tickers: AOL, FB, GOOG

    With ever-increasing popularity in the internet and social media, the big companies behind these services are trying to up their profits without keeping the consumer's best interests at heart. Being subject to advertisements online has been a fact of life for many internet users, and has been working for companies for many years. For many internet-based companies, this method of money-making has been crucial to their success. It is more »

  • Huge Opportunities for Online Advertising

    By Erik MacLennan - August 8, 2013 | Tickers: AOL, FB, GOOG

    With ever increasing popularity in the internet and social media, the big companies behind these services are trying to up their profits, without keeping the consumer's best interests at heart. Being subject to advertisements online has been a fact of life for many internet users, and has been working for companies for many years. For many internet-based companies, this method of money making has been crucial to their success more »

  • A resurgent AOL

    By Anurag Singal - August 8, 2013 | Tickers: AOL, GOOG, GRPN, YHOO

    AOL Inc's (NYSE: AOL) Q2 earnings gave market participants a lot of reasons to cheer. Riding high on strong earnings, the online media and brand company announced an ambitious $405 million acquisition of the ad platform vendor Adap.TV. Shrinking revenues from the traditional subscription business has made the foray into the ‘ad-run content’ business, a strategic necessity

    Quarter Recap

    In the corresponding quarter last year, AOL had a more »

  • This Company's Virtuous Circle Can Only Grow so Far

    By Reuben Brewer - August 7, 2013 | Tickers: AOL, AAPL, NFLX

    Netflix (NASDAQ: NFLX) announced solid earnings for the second quarter, but didn't add enough subscribers to appease Wall Street's expectations. The shares fell. Although the company continues to add subscribers, there will come a point when its mature markets are saturated. Investors could jump ship fast when that happens.

    In the second quarter, Netflix added 630,000 new domestic subscribers and 610,000 international subs. The top and more »

  • Can Yahoo! Continue Its Excellent Run?

    By Meena Krishnamsetty - July 18, 2013 | Tickers: AOL, BIDU, MSFT, YHOO

    Yahoo! (NASDAQ: YHOO) has appreciated by about 70% in the last year as the company’s sale of its assets has created shareholder value and generally left the markets with a favorable impression of new CEO Marissa Mayer. Thanks to cost cutting, even though Yahoo! experienced a decline in revenue in the first quarter of 2013 versus a year earlier, the company recorded about a 10% increase in operating income more »

  • Is This the Best Internet Turnaround Play?

    By Dan Moskowitz - July 17, 2013 | Tickers: AOL, GOOG, YHOO | Editor's Choice

    AOL (NYSE: AOL) has rewarded its shareholders handsomely over the past several years, and it seems as though quality leadership might lead to stock appreciation in the future. While there are definitely some bright spots, some concerning factors are being overlooked by investors.  

    The good news

    CEO Tim Armstrong has done a good job turning around the company. He understands industry trends and plans accordingly. He also believes that the more »

  • Can Yahoo Continue Its Excellent Returns?

    By Meena Krishnamsetty - July 14, 2013 | Tickers: AOL, BIDU, GOOG, MSFT, YHOO

    Yahoo (NASDAQ: YHOO) has increased in price by about 70% in the last year, as the company’s sale of its assets has created shareholder value and generally left the markets with a favorable impression of new CEO Marissa Mayer. Thanks to cost cutting, even though Yahoo experienced a decline in revenue in the first quarter of 2013 versus a year earlier the company recorded about a 10% increase in more »

  • Three Internet Content Creators Changing With The Times

    By Reuben Brewer - July 11, 2013 | Tickers: AOL, DMD, IACI

    As the Internet has matured, new business models have replaced unsuccessful ones. Today, companies like AOL (NYSE: AOL), IAC Interactive (NASDAQ: IACI), and Demand Media (NYSE: DMD) are using ad supported content and subscription services to build lasting businesses.

    The Walled Garden

    AOL, before its merger with and subsequent separation from Time Warner, was the leading dial up Internet access company. When the Internet was in its infancy, AOL made more »

  • A Few Reasons Why Yahoo! Is Getting Better

    By Nicholas Kitonyi - July 8, 2013 | Tickers: AOL, GOOG, YHOO

    In a few days, Marissa Mayer will mark her first anniversary as the president and CEO of Yahoo! (NASDAQ: YHOO). The former Google (NASDAQ: GOOG) vice president for location and search was appointed CEO of Yahoo! on July 16, 2012, at a time when the company was experiencing some of its toughest times since inception.

    Just before Mayer’s appointment, Yahoo! had hired and fired two CEOs in less than 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 »

  • An Insider Bought 28,000 Shares of This Internet Company

    By Meena Krishnamsetty - June 17, 2013 | Tickers: AOL, MSFT, YHOO

    According to a Form 4 filed with the SEC, Fredric Reynolds, a member of the board of directors at AOL (NYSE: AOL), purchased 28,000 shares of the stock on May 29 at an average price of $34.26 per share. Insider purchases should reflect confidence in the company; otherwise, according to economic theory, company insiders should prefer to diversify their wealth. Studies tend to show a small out-performance effect more »

  • Tale of the Tape: Insider Buying at Three Large Companies

    By John Macris - June 16, 2013 | Tickers: AOL, CUK, LNCO, LINE

    One of my weekly rituals as an investor is to review insider activity through the SEC Form 4 filings. Corporate executives and board members (“insiders”) are required to fully disclose their stock purchases pursuant to the Securities Exchange Act of 1934 and the Investment Company Act of 1940.

    Individual investors can benefit greatly from studying insider activity. Whether you are taking a sector view or considering an individual company, learning more »

  • How the NSA Affects Your Investment

    By Tyler Wofford - June 14, 2013 | Tickers: AOL, AAPL, GOOG, MSFT

    Mozilla, the creator of Firefox, believes the NSA should mind their own business and stop monitoring our conversations altogether. In fact, they are the head figure that is protesting government surveillance. While Mozilla wasn't involved in the scandal, several companies, which already get a huge amount of press coverage, were. After all, it has been said that this scandal is larger than Watergate. 

    Mozilla's petition

    Mozilla has started more »

  • AOL Growth Saga Continues

    By Mihir Mehta - June 12, 2013 | Tickers: AOL, GOOG, YHOO

    Around 3 months back, when I wrote this article, it was an eventful period for AOL (NYSE: AOL), as it had posted a revenue growth on a y-o-y basis for the first time in 8 years. The impressive thing is that it has maintained that feat by delivering good growth in Q1. Its share price took a good beating because the results fell short of Street expectations. But in spite more »

  • Yahoo!: Big Deals, Big Steals

    By Marie Palumbo - June 10, 2013 | Tickers: AOL, FB, GOOG, MSFT, YHOO

    Let’s be frank for a moment: recently, Yahoo! (NASDAQ: YHOO) has been the ugly duckling of the Internet. From search engines to social media, it can’t seem to find a way to be cool. Faced with this harsh reality, Yahoo! is attempting to change.

    Yahoo!’s desire to change has resulted in a complete overhaul of the company, including major changes in personnel. CEO Marissa Mayer’s attempts more »

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