Wednesday, May 03, 2006
Skype Toolbar
Sunday, April 30, 2006
Comcast pushing telephony
Microsoft Drop
Currently, Microsoft's competition is pressuring it to take gambles in their future planning. Google recently released a beta version of their calendar program. It has amazing functionality with drag and drop features. Entering an appointment by typing out a statement is much simpler than entering an appointment in Microsoft's Outlook. Google is trying to combine their Gmail service and Calendar service into a competition for Microsoft's Outlook. Their Gmail service is nowhere near as organized as Outlook. Gmail's tagging system is a unique idea, but Outlook's folder option is easier to use with drag and drop. Blogger can be seen as a challenge for Microsoft's Word, but it's organizational ability has the same problem as Gmail. It's a list of documents in a linear organization. With more drag and drop abilities, Google's offerings can become more competitive with Microsoft. Too bad I won't be able to patent this idea now; Google has the technology to advance itself further.
Microsoft has already developed a PC based software architecture based on drag and drop organization. Now, it has to transfer this idea to the web.
Google and Microsoft have complementary ideas, either they join together or each company develops what it lacks.
Saturday, April 22, 2006
Motorola Q/ Motorola RAZR 2 (Canary) update
It'll be available with Verizon first.
Motorola's RAZR 2 / Canary
The new Razr will be narrower, have a 2 megapixel camera, and have a different outer finish. It'll be available in late 2006 or early 2007.
Thursday, April 20, 2006
Motorola Motorola ROKR E2
The new version of the ROKR will have up to 2gb removable SD Card, a 1.3 megapixel camera with flash, and bluetooth.
Home Depot
A recent article in Business Week highlighted the CEO of Home Depot, Bob Nardelli, and his efforts to revamp operations at the giant. It’s competitor, Lowe’s, stock price has soared the last few years where Home Depot has largely missed out on the housing boom. One of the reasons for this is Home Depot’s small professional sales. Lowe’s garners a lot more of the professional contractor market whereas Home Depot is more of a consumer and homeowner store. The store also has an Innovation Center where they experiment with how new products will match in their stores. All of these initiatives are to increase earnings.
However there are several flaws in this approach. One is the waning real estate boom. Even if Home Depot gains a foothold in the professional market, that market is shrinking as home sales slow. As interest rates rise, Home Depot’s backbone, homeowner’s remodeling, will find it more difficult to get home equity loans. Big renovation projects will be delayed and this effect will more hten cancel out any gain in professional sales.
The final few reasons why I would avoid Home Depot is the CEO himself. He is going against the management crowd by centralizing and consolidaqting power in the home office. His former military background is criticized as heavy handed and is leading to many top executives leaving the company. Even many of the former military officers he likes to hire., admit if his sales goals aren’t met, the executives lose their job. This leads to a heavy focus on short term volume often at the detriment of long term investment in improving the stores and customer service. The company also is at the bottom of customer service surveys conducted, both internally and externally.
While some of the short term pushes by the CEO may lead to a temporarily boost in stock price, the increase would be unsustainable. Overall this is one stock I would avoid and consider shorting.
Wednesday, April 19, 2006
Motorola's answer for the Treo/Blackberry
MOT delivered disappointing earnings; however their upcoming products look great. This new Treo/Blackberry competitor looks great.
Saturday, April 15, 2006
Yahoo CEO Compensation
http://news.yahoo.com/s/nm/20060415/bs_nm/yahoo_compensation_dc_1
"On joining Yahoo in 2001, he was granted options to buy 20 million shares, which fully vested in April 2005. From 2003 through the end of 2005, Semel sold Yahoo shares worth around $429 million."
Thursday, April 13, 2006
How the S&P 500's bad bubble-stock picks cost investors billions. By Daniel�Gross
Yahoo is shown as a bubble stock of 1999-2000 which was added to the S&P 500 in December 2000. During the next few months after the addition, the stock plummeted. This created losses for investors in index funds. Usually, investors in index funds expect to be investing in large, well-established companies instead of high-flying technology companies.
A similar case can be argued for Google's addition into the S&P 500 on March 31, 2006. It's been added near its peak. The only reason it's not being added at its peak is Google's slightly disappointing earnings last quarter. If the company follows Yahoo's pattern, the stock will be trading at a significantly lower price by the end of this year.
Charts are from Yahoo Finance and show the maximum range available for each stock.
"Real video iPod" delayed by display problems, studio talks - Engadget
Apple's latest ideas for a new video ipod looks amazing. Basically, the entire front of the player is for widescreen video, and it looks as if the buttons are software created that overly the image on the screen. Appears to be another leap forward for Apple's design team.
India Rising
problem with skype
Sunday, April 09, 2006
Off to the Races Again, Leaving Many Behind - New York Times
Is executive pay grossly out of proportion if they improve a company's earnings by several hundred million dollars or increase its market capitalization by several billion dollars?
It's out of pay when they don't do either.
I'll write an article later about wealth in America or any capitalistic country.
Wednesday, April 05, 2006
Big Gain for Rich Seen in Tax Cuts for Investments - New York Times
It's a good time to invest in high dividend yield stocks such as DHF and NCV. Dreyfus High Yield fund (DHF) is a closed end fund that pays dividends monthly; it's annual yield is about 10%.
Let's consider two people under the current tax laws of 15% tax on dividends and around 40% tax on income for high brackets.
Person A has five million dollars in savings and zero income. They invest all of their savings into DHF. Annualy, the stock will pay out 10% yield, giving them $500,000 annually. Under the current tax law, the tax on this $500,000 is $75,000. This leaves person A with $425,000 after taxes.
Person B has zero dollars in savings and a $500,000 in income. This person will pay 40% in income taxes and several other taxes. The tax on $500,000 would be $200,000. This person will receive $300,000 after taxes.
Person A does not work and receives $125,000 more money than Person B who works for money.
Friday, March 31, 2006
Fly for free - April 1, 2006
Ryanair in Europe sells tickets for $53 each, makes money of refreshments, luggage, and advertising.
Thursday, March 30, 2006
Google Shares Fall After Disclosing Plan: Financial News - Yahoo! Finance
By comparison, Yahoo Inc. -- a slightly older Internet company that ranks among Google's biggest rivals -- spent $407 million on capital expenditures last year."
Tuesday, March 28, 2006
USATODAY.com - Google's hidden payroll
reading the txn charts
Saturday, March 18, 2006
Sony PS3 with 60 gigabyte hard drive
Sony's delayed release of the PS3 will have a 60 gb hard drive standard. This would be great for storing videos and music in a central location of the living room. It could also lead to people converting their CDs and DVDs into a digital format able to stored on the new PS3. Other ideas are that Sony can sell music or video online directly to people's PS3.
Wednesday, March 15, 2006
Switched On: Origami is a paper tiger for now - Engadget
A PC with the ability to turn on like a PDA but surf the web like a laptop would be great.
Fool.com: Considered REITs? Buffett Has (Fool's Den) January 9, 2001
An old but good article about the tax benefits of investing in REITs.
Sunday, March 05, 2006
Craigslist Lawsuit Raises Question of Online Accountability - New York Times
Online companies aren't liable for the content published by their users.
AT&T to Buy BellSouth, Creating Telecom Giant - New York Times
AT&T Wireless was sold by AT&T to Cingular in 2004. Cingular is owned by BellSouth. Then, SBC bought AT&T and became AT&T. Now, AT&T buys BellSouth. So now, AT&T shareholders from 2004 regain some control of AT&T wireless in the from of Cingular.
Monday, February 27, 2006
Google can become the next Microsoft in 3 years
Tuesday, February 21, 2006
IIT All About - Google Video
A video showing what it takes to get into Indian Institute of Technology, and the impacts its graduates have on US business and Indian business.
Monday, February 13, 2006
Citigroup up to 50 by March 06
MOT up to 25 by March 06
Redemption
Weakness in Goog
Wednesday, February 08, 2006
HPQ Put Options
Tuesday, February 07, 2006
Publish your Investment Ideas for Money
Sunday, February 05, 2006
Railroad Stocks
According to a recent study done by a major consulting firm, a 1% increase in price can lead to a 12.3% increase in operating profit when holding other factors constant. Meanwhile cost cutting is nowhere near as profitable since the same study showed a 1% decrease in variable cost only leads to an 8.7% increase in operating profit and 1% decrease in fixed cost equals a 2.6% increase in operating profit. A careful analysis of industries that are able to raise prices, without losing customers to substitute products, can lead to some attractive stock picks.
One of these industries is the railroad industry. The only viable low cost long haul substitute to rail transportation is commercial trucking. Since trucking requires more fuel per lb. then railroads, the high price of gasoline has put trucking companies at a disadvantage. Railroads are able to pass along the increase their fuel costs and raise prices to improve profitability without the risk of losing customers to trucking companies. Also railroads are benefiting from the continuing rise in cross-Pacific shipping and the soaring demand for coal as a powerplant fuel.
Even though many railroads company’s stocks have undergone a dramatic rise in the past 12 months, Burlington Northern Santa Fe Corp (BNI) still has room left for appreciation. It recently announced an increase in its freight surcharge program and signed an agreement with the Canadian National railway to share track and terminals in certain locations. The company has earmarked $400 million for track and facilities expansion between high demand locations and is adding locomotive capacity with advanced technology to monitor track usage. So don’t let the company’s high share price scare you ($78.75) or its $25 rise over the last year scare you, this company is going higher.
Saturday, February 04, 2006
Nickel Options
Tuesday, January 31, 2006
Google crashing in after hours
Sunday, January 29, 2006
Saturday, January 28, 2006
Options Profit Analyzer
The significant risk of options is that they can become worthless if they expire 'out of the money'. An option to buy a stock at $50 when the stock is trading at $45 would be worthless upon expiration. All of an initial investment can be lost.
Options Profit Analyzer is a calculator based only on the option's intrinsic value. It does not factor in premium costs since premium is determined by the people of the market. The profit is based on a person buying an option at low price and selling it at a higher price before the option expires. Options are sold in contracts, with each contract representing 100 options. Here's how the Options Profit Analyzer works. This calculator can calculate for puts and calls. To calculate profits for a call option, place a higher expected stock price than the strike price. To calculate profits for a put option, place a lower expected stock price than the strike price. "
Thursday, January 26, 2006
'India Everywhere' in the Alps - New York Times
Sunday, January 22, 2006
Great trade on Google's drop
Saturday, January 21, 2006
Light Reading - VOIP - Google Is Overvalued - Telecom
A great technical article about Google's current and future valuation.
Thursday, January 19, 2006
10 Hot Techs That Aren't Apple or Google
Great article about tech stocks that are poised to move up.
Tuesday, January 17, 2006
TXN trading range
Saturday, January 14, 2006
Dueling Fools: Options Bull [Fool.com: Commentary] January 12, 2006
Wednesday, January 11, 2006
CSCO moving up to 20
Sunday, January 08, 2006
Friday, December 30, 2005
txn stalling
Sunday, December 25, 2005
Take It From Japan: Bubbles Hurt - New York Times
An article about the aftermath of the Japanese real estate bubble and bad loans
Friday, December 23, 2005
a reminder of Japanese real estate
Wednesday, December 21, 2005
House prices are too high
8' Marble Columns - $1200
Marble Balusters - $25
Wrought Iron Gate - $2000
Available at http://www.geocities.com/malabarcoasttrade/
Investing in India
If you're trying to invest in India from America, you might have reognized that your options are limited or non-existent. India is the world's second most populated country with roughly one billion people. In addition to its population, its economy has also recently emerged as showing incredible growth. As of 2003, the country's GDP (a measure of its economic output) is growing at a rate of seven percent. Despite this growth, only two stocks allow you to invest in Indian companies from America: the India Fund (Ticker IFN) and the Morgan Stanley India Investment Fund (Ticker IIF). Both of these are exchange traded funds (ETFs). They are basically mutual funds that trade like stocks during the day. More information can be found at a good source for ETFs the ETFConnect website.
The website provides basic information like the fund's objective, its historical performance, and its top holdings in India.
One of the things to keep in mind when investing is the fund's premium or discount. Since you are buying a share of a group of holdings you may not be paying the actual worth of the holdings themselves. When an ETF is trading at a premium, the price of an ETF share is actually more than the value of the underlying assets. At a discount, the opposite is true. The ETFConnect website shows you the stock's recent permium or discount on the upper left. As of December 26, 2003, IIF is trading at a significant premium, and IFN is trading at a smaller premium.
12/26/2003
Tuesday, December 20, 2005
Tobacco's effect on US healthcare
Monday, December 19, 2005
Inverted Yield Curve
NY Times story about inverted yield curves predicting recessions.
Tuesday, December 06, 2005
Where did all the money go?
Sunday, December 04, 2005
Thursday, December 01, 2005
TXN to 36
Chart from Yahoo Finance.
Monday, November 21, 2005
Turn around for GM
Graph from Yahoo Finance.
Sunday, November 20, 2005
TXN trading range
How can eBay use Skype?
Friday, November 18, 2005
P/E Ratio
Tuesday, November 08, 2005
How much can click fraud affect Google's stock price and earnings?
Monday, November 07, 2005
Saturday, November 05, 2005
Friday, November 04, 2005
Stock100.com
http://stock100.com/plotForecast.asp?symbol=GOOG&history=200&future=30
Monday, October 31, 2005
Google Wants to Dominate Madison Avenue, Too - New York Times
Great article about Google's rise in advertising.
Saturday, October 29, 2005
Wednesday, October 26, 2005
Fwd: Google Alert - "merger"
Sify - Taramani,Chennai,India
Mumbai: The Reserve Bank of India, in a bid to smoothen the merger/amalgamation of Urban Cooperative Banks (UCBs), has proposed to permit the acquirer UCB to ...
See all stories on this topic
The Age (subscription) - Melbourne,Victoria,Australia
Australia's competition watchdog said that it would not oppose a proposed merger between pharmaceutical firms Sigma Co Ltd and Arrow Pharmaceuticals Ltd. ...
See all stories on this topic
Forbes - USA
The company said in a statement that it is premature to be engaged in the discussion on possible merger or acquisition activities before the outcome of the ...
See all stories on this topic
Reuters - USA
... O: Quote, Profile, Research) and LBW Holdings, Inc., an affiliate of Bain Capital Partners, LLC, on Tuesday said they have agreed to terminate their merger plan ...
See all stories on this topic
VNUNet.com - Haarlem,Netherlands
... Hall, where both institutes' votes were revealed simultaneously, the ICAEW fell agonisingly short of the two-thirds majority required to push the merger through ...
See all stories on this topic
WFMY News 2 - Greensboro,NC,USA
Greensboro, NC -- The two architects of the merger between Jefferson Pilot and Lincoln Financial say the deal will eventually bring Greensboro more jobs and won ...
See all stories on this topic
PR Newswire (press release) - New York,NY,USA
25 /PRNewswire-FirstCall/ -- Trinity Bank (OTC Bulletin Board: TYBN) announced that its shareholders approved the proposed merger with Citizens South Bank, the ...
Resource Investor - Herndon,VA,USA
... responsible for hydrocarbons was suspended yesterday on allegations of misconduct following an attempt to intervene in Sasol Oil's mooted merger with Engen ...
See all stories on this topic
Bangkok Post - Thailand
... The pending merger did not deter Siebel from announcing a new CRM strategy and vision for customer adaptive solutions designed to eliminate the gap between ...
Forbes - USA
UBS Investment Research reiterated a "buy" rating on Oracle (nasdaq: ORCL - news - people ) and said the company's acquisition of Siebel Systems (nasdaq: SEBL ...
See all stories on this topic
This once a week Google Alert is brought to you by Google.
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Wednesday, October 12, 2005
Apple introduces video services
http://www.apple.com/itunes/
Monday, October 10, 2005
Saturday, October 08, 2005
Flash Drives Make Any Computer 'Personal': Financial News - Yahoo! Finance
Flash drives with built in software such as Migo allow users to carry their personal settings and files to any computer. Apparently, plugging in the USB flash drive will allow access to personal documents, e-mail, and internet favorites. It's a great idea for people who work in places with several computers and move among them, such as a hospital.
Monday, October 03, 2005
LU at 3.31
Saturday, September 24, 2005
Saturday, September 10, 2005
LU at 3.17
Monday, July 18, 2005
IBM profit rises, shares up nearly 5 pct
I really have to wonder why analysts months ago downgraded this stock and it fell down to 72. Now, its back to 85 in after hours trading after it reported strong profits this quarter. This has been another example of the street over reacting to disappointing short term results for a solid company.
Sunday, July 10, 2005
IBM, SIE rally to highs
Wednesday, July 06, 2005
NCV: Summary for NICHOLASAPPLGT CV IN - Yahoo! Finance
Nicholas Applegate Convertible & Income Fund yields 12.5 cents per month, and its current price is $15.80. Its got one of the highest yields I've been able to find among income stocks.
Friday, June 24, 2005
Thursday, June 23, 2005
Monday, June 20, 2005
Lucent moving up in 5 days
Lucent has gone from 2.9 to 3.1 in five days. No significant news exists with the price movement.
Sunday, June 12, 2005
APP.COM - John Dorfman: Book value isn't perfect, but it has its uses
Stocks are recommended based on a low current ratio of stock price to book value, ie the actual value of the company.
Friday, June 10, 2005
Citi Dividend Platinum Select Cash Back Card
Saturday, June 04, 2005
Wednesday, June 01, 2005
Yahoo! Mutual Fund Top Performers
Provides a good place to find what companies the top mutual funds are holding.
Tuesday, May 31, 2005
Sunday, May 29, 2005
Scottrade
Scottrade has the lowest fees for a beginning investor. At $7 for both market and limit orders, their fees are lower than those of Ameritrade, Etrade, or other discount brokerages. Another benefit is local branches in major cities, which make it easier to drop off deposits. Opening an account requires about $500. Although other services like Ameritrade Izone and Brown Co can offer trading stocks for $5 commissions, they require a $5,000 and $10,000 account minimums, respectively. Scottrade offers low rates set at $7 without additional fees and good customer service at local branches.
Friday, May 27, 2005
Hedge Funds Are Stumbling but Manager Salaries Aren't - New York Times
The biggest bucks are made here. Absolutely astonishing amounts of cash made in one year. Apparently, the top hedge fund managers can make anywhere between $300 million to $1 billion in a year.
Monday, May 23, 2005
Klipfolio to track stocks
Download Klipfolio here.
Download the Stock Klip here.
Find other Klips at the Klipfarm. Other Klips can check your Hotmail, Yahoo Mail, or POP3 e-mail.
To set up the NY Times news service, right click the face (RSS reader) and enter one of the XML URLs found at the NY Times RSS Section.
Saturday, May 21, 2005
TXN hits new 52 week high
TXN hit a 52-week high of 27.86 this week. It seems to be stalling in the mid 27 range.
Monday, May 09, 2005
Lucent Surge
Lucent was up 13 percent in one day, up 0.34 to 2.92. Barron's report stating the stock may have hit a bottom and it could be a takeover target.
Monday, May 02, 2005
Sunday, April 24, 2005
Smartmoney.com: Ahead of the Curve: Who's Afraid of the Big Bad Bear?
This article talks about the undervalued stock market, and the possibility of a forty percent increase in the market. Other issues are the tax policy, Chinese currency, and possible trade tariffs.
Thursday, April 21, 2005
SIE: Summary for SIERRA HEALTH SVS - Yahoo! Finance
Stocks been bouncing around between 59 and 62. Could be a good buying opportunity for later. Currently down at 59.54.
IBM: Summary for INTL BUSINESS MACH - Yahoo! Finance
A huge sell off in IBM this past week. Stocks gone from a highof 99.10 to 72.01 after reporting weak earnings this quarter. Five year low is around the low 60s. The P/E is a low 14.78.
Wednesday, April 20, 2005
Free iPod
If you want a new credit card, sign up for this, and you might get a free iPod also. Current credit cards available are Bank of America Power Rewards Platinum, Citi Platinum Select, Citi Platinum Select for Students, and GM Card.
Sign up for Napster's 14 day free trial>wait one-three days for confirmation on freeipods.com>cancel Napster>get five more people to do the same
Here's the basics: sign up for free, sign up for a trial of a service, and refer five other people to do the same.
Friday, April 15, 2005
Dreyfus High Yield Fund (DHF) Price Drop
http://www.google.com/search?hl=en&q=DHF
Thursday, April 14, 2005
Sierra Health (SIE) Price Drop
http://www.google.com/search?hl=en&q=SIE
