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• Bing's Slow Climb

  By David Danna - May 16, 2012 | Tickers: GOOG, MSFT

  MSN Search, Live Search and Windows Live Search are all former search engine attempts and brands of Microsoft (NASDAQ: MSFT). From 1998 to 2009 Microsoft slowly built up the services offered through their search engine with numerous feature rollouts, but under every name Microsoft was never very successful in taking market share away from Google (NASDAQ: GOOG). However this is slowly changing as Microsoft's Bing branded search engine (or more »

• Apple Has a Deep Moat in iOS 5

  By Maxwell Fisher - May 16, 2012 | Tickers: AAPL, GOOG, RIMM

  With a number of Android 4 devices being released, people have begun to wonder if iPhone 4S can match these super devices that come with significantly better specifications. Android-based cellphones manufactured by Sony, Samsung, Motorola (soon to be part of Google (NASDAQ: GOOG) for $12.5 billion) and HTC lure smartphone purchasers with great features. Many already run on Android 4 or will be upgraded to it very soon. This more »

• Is Apple a Trap?

  By Eric Nabity - May 16, 2012 | Tickers: AAPL, GOOG, INTC, SNE

  The investment community is in love with Apple (NASDAQ: AAPL).  If analysts aren't gushing about the next expected conquest in consumer electronics, they are scheming other stock plays like Qualcomm that take advantage of those conquests.  On the financial side, there is also a lot to love.  Apple is a juggernaut that generated $142 Billion in the past year.  Profit margins are high for the consumer electronics company and more »

• Facebook IPO; the Innumerable Possibilities

  By Muhammad Bazil - May 16, 2012 | Tickers: GOOG

  From the outset of this year, Wall Street has been rambling about the Facebook IPO. This initial public offering is expected to set a landmark in the internet industry. Some analysts even argue that Facebook may move to rattle prominent big wigs like Google (NASDAQ: GOOG) and Microsoft. Another section, definitely of optimistic nature, is surefooted that it will soar to the heights of Apple. Estimated at $70 to $100 more »

• Yahoo! Needs To Stay Focused On Restructure

  By Maxwell Fisher - May 16, 2012 | Tickers: GOOG, JPM, YHOO

  Scott Thompson is the latest Yahoo! (NASDAQ: YHOO) CEO to leave the company abruptly. The reason for his departure is that recently he and his now former company have been the subject of media attention due to overstatements related to Mr. Thompson's bachelor's degree and made in Yahoo!'s SEC filings. These factual errors were discovered by an activist hedge fund led by Dan Loeb. In my opinion more »

• Google Wets Its Pants In China. Chinese Puzzle - Act Global or Look Backward

  By George Gutowski - May 15, 2012 | Tickers: GOOG, MMI

  Google (NASDAQ: GOOG) is trying to buy Motorola Mobility Holdings (NYSE: MMI) primarily to scoop up a huge treasure trove of patents and intellectual property. Anti-trust regulators around the world have in turn signed off on the deal. Except for the Chinese. China the worlds second largest economy seems to be officially sitting on its hands. They are holding up the deal. Google's track record in China is more »

• 835 Million Potential Customers

  By Danny Vena - May 15, 2012 | Tickers: BIDU, GOOG, MELI

  This is one in a series of ongoing posts detailing why I invest in various companies.  I focus primarily on non-financial intangibles that point towards the possibility of multi-bagger potential.

  What they do: Baidu (NASDAQ: BIDU) has been referred to as the Google (NASDAQ: GOOG) of China.  Baidu is not only the pre-eminent search engine in China, but they have also diversified into many areas of the web, all designed more »

• Groupon: Not so Fast

  By Andrés Cardenal - May 15, 2012 | Tickers: AMZN, GOOG, GRPN

  Shares of Groupon (NASDAQ: GRPN) were jumping more than 12% on Tuesday after the company reported earnings and revenue well above analysts’ expectations. The news comes as an important relief for Groupon shareholders who have been hit hard in recent months due to concerns over the discount site's business model and sustainable growth rate. Over the long term, however, investors need to pay close attention to the competitive environment more »

• Groupon Investors’ Selective Memory Warranted

  By Tim Brugger - May 15, 2012 | Tickers: AMZN, GOOG, GRPN

  To think it was only a month and a half ago – give or take – when the most recent “accounting irregularities” rocked the collective world of Groupon (NASDAQ: GRPN) shareholders. After what can only be called a stellar Q1, Groupon’s earlier woes seem to be long forgotten. And why not? Management was clueless, they got called on the SEC financial carpet, and it’s safe to say all should be more »

• Zuckerberg and Facebook from a Social Media Point of View

  By Erin McBride - May 15, 2012 | Tickers: GOOG, MSFT, YHOO, ZNGA

  Facebook filed an amended S-1 to its initial public offering Tuesday, raising its share price up to $38 per share. Additionally, the company is offering another 50 million shares, for a total of 337 million shares. With these new changes it could bring the company's valuation closer to $106.4 billion, a jaw-dropping number for the value of a social network.

  As the number rises, a few vocal complainers more »

• The Cheap Smartphone Market Battle

  By Peter Pham - May 15, 2012 | Tickers: AAPL, GOOG, EWY

  I have to question why a company that has over 30% of the smartphone market in China would want to play around at the entry-level position, diverting resources to get involved in a fight with Motorola Mobility (*cough* Google (NASDAQ: GOOG) *cough*) and HTC over the sub 1,600 Yuan market.  But, that is exactly what Samsung Corp. is doing.  Normally when one has established themselves in a certain portion more »

• Analyst Rating Will Hurt Nokia in the Short Term

  By Tim Brugger - May 14, 2012 | Tickers: AAPL, GOOG, MSFT, NOK

  It may turn out to be a couple (more) difficult days as Nokia kicks off the week’s trading. The stock is sure to see additional pressure as investors absorb the latest guesstimates from long-time Nokia (NYSE: NOK) analyst Andy Perkins – rated in the middle of the pack by StarMine for his earnings estimates – now that he’s jumped off the Lumia 900 wagon train. Mr. Perkins recently had this more »

• Yahoo SOS- (Sell our Selves) Google Drowning Us

  By Richard Birecki - May 14, 2012 | Tickers: GOOG, MSFT, YHOO

  Supposing I you are on some low lying islands in the Pacific, and I told you, "You know Global Warming is going to have your whole island under water within two years."
  "Yeah, yeah, I know," you respond. "We all know about global warming.
  "No, you didn't listen to me. The speed at which of a Huge nearby glaciers is speeding algorithmically, which will singularly affect your cash cow more »

• Google's Mobile Strategy is Paying off

  By Andrés Cardenal - May 14, 2012 | Tickers: AMZN, GOOG, ORCL, YHOO

  ComScore has released its Mobile Metrix report, which examines mobile media usage across both apps and mobile web browsing, and the data shows that Google (NASDAQ: GOOG) is being quite successful in mobile traffic. A nice victory for Google and its management team, which have taken considerable heat through the years for deploying resources and energy into Android, without a clear time horizon for profitability.

  According to the numbers from more »

• Microsoft's New Venture Shows Key Strategy

  By Maxwell Fisher - May 14, 2012 | Tickers: AAPL, ARMH, GOOG, INTC, MSFT

  It is fair to say that with all the hype Apple’s (NASDAQ: AAPL) iPad has generated, all eyes seem to be on the company to see how it could possibly improve or where it plans to go from here. Strategically, Microsoft (NASDAQ: MSFT) has used this as its ‘smokescreen’ for its moves for world dominance.

  Tongue-in-cheek aside, there are several things that are making 6^th and 7^{th more »}

• Is Intel’s Medfield the Beginning of the End for ARM?

  By Steven Heller - May 13, 2012 | Tickers: ARMH, GOOG, INTC, LNVGY.PK, MMI, NVDA, QCOM

  There is little doubt Intel (NASDAQ: INTC) is aiming for a come from behind victory in the mobile computing space currently dominated by ARM Holdings (NASDAQ: ARMH).  ARM has had a competitive advantage in this space for what feels like forever, their chips by nature are more power efficient, making them more suitable for mobile designs.  Thanks to a little help from our old pal, Moore’s Law, the sands more »

• Why iTV will be Big and Important to Apple's Ecosystem

  By Marc Vigod - May 11, 2012 | Tickers: AAPL, GOOG

  News hit today that Foxconn is in preparation for building the Apple iTV.  iTV will be a big revenue driver for Apple (NASDAQ: AAPL) but more important than that, it will strengthen the Apple ecosystem in significant ways.

  I suspect we'll see iTV launched in late 2012 or possibly the first half of 2013, based on noise levels out there today.  Once it ships, it will become yet another more »

• Will 2013 be Another Stellar Year for Apple?

  By Bobby Fisher - May 11, 2012 | Tickers: AAPL, GOOG

  Apple (NASDAQ: AAPL) has reported  spectacular results for the March quarter and once again taken Wall Street by surprise.  On a year on year basis, profit nearly doubled to $11.8 billion on sales of $39.2 billion which works out to an EPS of $12.30 a share.  This was well above the consensus estimates of revenues of $36.81 billion and an EPS of $10.04 per share more »

• 4 Huge Challenges Holding Yahoo! Back

  By Maxwell Fisher - May 11, 2012 | Tickers: GOOG, MSFT, YHOO

  Previously, we discussed Yahoo!’s (NASDAQ: YHOO) performance in the mobile search market in comparison to Google (NASDAQ: GOOG) and Microsoft’s (NASDAQ: MSFT) Bing. To justify a relatively bleak assessment, it is important to take into account Yahoo!’s leadership and the possibility of new directions with another leader at the helm.

  What Happened

  Last week it was revealed that Yahoo!’s Chief Executive Officer Scott Thompson apparently lied more »

• Is Yahoo! Headed in the Right Direction?

  By Maxwell Fisher - May 11, 2012 | Tickers: GOOG, MSFT, YHOO

  There has been an interesting trend as of late to gauge the best search engine called the Google (NASDAQ: GOOG) vs. Yahoo! (NASDAQ: YHOO) War. The rules are simple: Open two windows, one Yahoo and one Google, type in an incomplete sentence, and see what the auto-complete feature reveals. Different players make up different standards for winning and losing. Some win by being the funniest, others by which one correctly more »

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