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Windsun33

Windsun33
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Latest  |  Highest rated
  • The FCC is exploring whether online video sites such as Hulu and YouTube (GOOG) should be governed by the same rules as traditional pay-TV providers. Any move in this direction could have huge implications, potentially giving video sites the right to carry channels content owners have been unwilling to license (and thus representing major new competition for traditional providers), while also requiring them to carry less popular content.  [View news story]
    Since when did the FCC have jurisdiction over the internet?
    May 23 01:15 PM | 0 Likes Like |Link to Comment
  • Dumb Money Sold In May And Went Away [View article]
    The dumb money are those that sell in May and stay out. Once Greece finally sinks into the ocean, things will get better (unitl the next crises).
    May 23 12:19 PM | 0 Likes Like |Link to Comment
  • 3 Reasons To Buy JP Morgan While The Stock Is Cheap [View article]
    I am looking at picking up some JPM, but right now the market seems be running in fear from Greece, so not jumping in just yet. I have enough falling knives in my portfolio, don't need any more.
    May 23 10:17 AM | 0 Likes Like |Link to Comment
  • Maybe Facebook (FB) won't prove a major boon for newspapers after all: AppData reports the Washington Post (WPO) and The Guardian have each seen dramatic falls in monthly users for their Facebook "social reader" apps, following news feed changes. Peter Kafka is pleased. "I don’t need to automatically know what my friends are reading — I only want to know about the articles they want me to read." Many users might not be crazy about sharing all of their reading activity either.  [View news story]
    Been seeing a lot of comments like this lately. We tried FB advertising for a short while a year or so ago, and ROI was horrible - CTR was fairly good, but conversion rate was in the .0004% range.
    May 22 01:56 PM | 0 Likes Like |Link to Comment
  • Patriot Coal (PCX -28.6%) plunges and is pulling all coal stocks (KOL -1.8%) lower, due to a report the company has fielded informal pitches from bankruptcy advisors. Last week, PCX delayed a refinancing after disclosing a potential contract cancellation from a key customer. ACI -7%, JRCC -6.3%, ANR -5.1%, BTU -3.8%, WLT -3.5%, CNX -2.3%.  [View news story]
    Only way I can see this getting better is if one of the other mega-miners makes a buyout on it. For a speculative play, it has a lot of upside possible, but it could also go to zero.
    May 22 12:31 PM | 0 Likes Like |Link to Comment
  • CalSTRS plans to keep the heat on Wal-Mart (WMT +0.7%) by using its 5.3M shares to vote against the entire sitting board at the company. It's not a shocker considering the teachers retirement fund filed suit against the company two weeks ago and has been a vocal shareholder in the past. (Previous: Proxy firms on WMT vote) [View news story]
    Anything that the CA teachers union wants to vote for, I will vote my shares against it. Stupid whiners - Walmart hit new highs and they complain.

    I am afraid that any board that meets with the teacher union fund will be really bad for business.
    May 22 12:07 PM | 4 Likes Like |Link to Comment
  • It's happening again. Facebook (FB -7%) dives in early trading to $31.65 - shares are now down 17% from their $38 IPO price, though the company's multiples are still high. If Facebook doesn't soon reverse course, class-action suits over last week's increase in its offering price may just be a matter of time. (also)  [View news story]
    Hype + Hopium overcomes common sense.
    May 22 10:03 AM | 0 Likes Like |Link to Comment
  • The Nasdaq surges 2.1%, led by a monster move in Apple, +4.5%. The stock has been beaten mercilessly over the past month as the hype in Facebook boiled over. Now the investor choice (among others!) is Facebook at 75X earnings or Apple at 13X.  [View news story]
    Most people (except addicts) could abandon FB today and not affect their lives much. Apple, not so much. Yeah, tough choice...
    May 21 12:46 PM | 0 Likes Like |Link to Comment
  • The Final Nails In The Dot-Com Coffin: Facebook And Apple [View article]
    Comparing FB to the early auto industry might be instructive in more ways than one.

    In the early 1900's there were hundreds of car companies. Very few of those survive today, even as part of GM+Ford+etc. And from what I can find out, none of the first 50 or so have survived in any form.

    FB is what.. # 8 in this field?
    May 21 12:43 AM | 1 Like Like |Link to Comment
  • Facebook's (FB +3%) weaker-than-expected debut is leading to a massive selloff in Facebook-related plays, and (to a lesser extent) Internet stocks in general. ZNGA -13.3%. RENN -9.4%. GSVC -12.4%. SVVC -18.6%. P -6%. GRPN -4.9%. YELP -4.4%. QPSA -5.1%. Facebook is now changing hands at $39.12.  [View news story]
    Groupon has it's own problems, but not related much to Facebook.
    May 20 09:47 PM | 0 Likes Like |Link to Comment
  • The Final Nails In The Dot-Com Coffin: Facebook And Apple [View article]
    See the comment above, but I don't think that Apple really makes anything at all themselves, they design it.
    May 20 09:43 PM | 0 Likes Like |Link to Comment
  • The Final Nails In The Dot-Com Coffin: Facebook And Apple [View article]
    "..most business are not making money off Grandmas and Grandpas online.."

    You really need to get a clue about demographics. If you look at online sales, those "gramps" are one of the biggest buyers online, and THE fastest growing. They might not be buying fashion statement clothing, but a few weeks ago a guy at Adorama Camera (one of the largest) told me that seniors tended to buy a lot higher end camera equipment than most.

    They have more money, and buy more expensive gifts and cool stuff for themselves. I am old enough to be a Gramps, and in the past 6 months have spent over $11,000 online for camera gear, CD's, auto gadgets like GPS, tools, kitchen appliances, etc.

    This is from 2010, but it is even higher now http://bit.ly/L9OxDI
    May 20 09:38 PM | 0 Likes Like |Link to Comment
  • The Final Nails In The Dot-Com Coffin: Facebook And Apple [View article]
    I think your comparison with CB radio is very apt. I first set up an account a couple years ago, and after a week or two I just got tired of all the inane chatter, massive ad attacks (Including wildly flashing ones that could induce seizures [photosensitive epilepsy]). Now I check in very briefly 2-3 times a month, but even that is getting to be less and less common, since many of my family and friends seem to have pretty much stopped using it also.

    And I suspect that things will not get better - Facebook will need to monetize the ads, and quite honestly I don't think that those stating that I am the 999,999th visitor will fill the bill.

    If I was going to buy Facebook now, it would be on the short side.
    May 20 09:24 PM | 2 Likes Like |Link to Comment
  • Thoughts From The Front Line: Dr. Frankenstein's Europe [View article]
    "..cracking down on waste and corruption, and tackling widespread tax evasion by the rich..."

    Uhm, yeah, OK. Totally ignoring tons of facts, like not just tax evasion by the rich, but by everyone. Greece will leave, it is just a matter of when and how, and it will no doubt be filled with riots like Europe has not seen for decades. Greece may well end up with a dictatorship.
    May 20 04:20 PM | 4 Likes Like |Link to Comment
  • The Final Nails In The Dot-Com Coffin: Facebook And Apple [View article]
    Froth in the stock market is hardly a new thing, and you can make money on bubbles if you get out fast enough. But dotcoms are no different than any other business venture - something like 80% of all businesses founded will be gone in 10 years. Dotcoms are a bigger bubble because it is much easier to buy stock in froth than it is to invest in Neighbor Joe's Dining Empire.
    May 20 02:51 PM | 1 Like Like |Link to Comment
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