viernes, 31 de mayo de 2013

FB: Should You Be Bullish On Facebook?

Should You Be Bullish On Facebook?
by Insider Monkey

By Matt Doiron
Former hedge fund manager and current CNBC host and investing personality Jim Cramer has been bullish on Facebook (FB), which recently received an upgrade from Jefferies and BMO Capital Markets. While the stock is well above its lows, the current stock price is still under $25 and therefore significantly off its IPO price of $38. The 10-Q for the first quarter of 2013 showed that Facebook has continued to increase its revenue- the top line grew by 38% versus a year earlier- but that operating costs were also up strongly (including a near doubling in R&D expenses) and as a result operating income was about flat. The small increase in earnings was explained entirely by a lower effective tax rate. We would note that part of the increased costs was due to higher share-based compensation, and due to this as well as higher depreciation Facebook actually recorded a large percentage increase in cash flow from operations. read more »

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More on FB

Is Facebook Really Worth $58 Billion, Maybe by Gregory Stuckey

Facebook Is No Holy Grail For Small Business - Shares Fairly Valued by Valuentum

Social Media Battle: Facebook Vs. LinkedIn by Stock Picker

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YOKU: Renren (RENN +3.6%) and Youku (YOKU -0.3%) are...

1:47 PM Renren (RENN +3.6%) and Youku (YOKU -0.3%) are forming a content partnership, according to a Chinese media report (translation). The deal will reportedly lead to the integration of Youku videos on Renren's social networking platform, and provide additional Renren sharing options for the videos. Renren, which already owns second-tier Chinese video site 56.com, is getting a lift from the news. Read comments

YOKU price at time of publication: $20.72. Check YOKU price now »

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Today’s articles on Investing Ideas

Alpha-Rich Ideas

UFP Technologies: A Cheap, Low-Risk Stock With An Improving Outlook For 2013
by William Garrison

Editor's notes: This unheralded packaging company has margin growth, potential acquisitions, and a strong competitive position. Former fund manager William Garrison says this could mean 50% upside.

Texas Pacific Land - The Ultimate Buy And Hold Stock
by Investing 501

Editor's notes: Royalty growth fuels this trust's upside and systematic share buybacks curb its downside. Former hedge fund manager says shareholders "should enjoy the benefits of buying low and holding forever."

Editors' Picks

ARG - On The Cu-sp Of Growth by Nick Toor

How A Beer Game Explains Nokia's Supply Chain by Abu Bakr Hussain

Neuralstem Sees Breakthrough In Spinal Cord Injury by PropThink

Long Ideas

Intel Inside Your Portfolio by Unbigoted Research

2 Additional Catalysts Supporting My Decision To Go Long On Plains All American by Heather Ingrassia

ARG - On The Cu-sp Of Growth by Nick Toor

The Long Case For NGL Energy Partners by Microcap Bargin Hunter

Put The Top Down And Buy Ford Under $15 by StockSaints

Gilead In The Fight Against Cancer by Abba's Aces

Liberty Media Actions Continue To Boost Sirius XM Share Price by Crunching Numbers

Atmel: The Turnaround Story by Ivan Jimenez

QAD's Transition Proceeding - Shares Remain Undervalued by Mark Gomes

McDonald's Is A Decent Long-Term Investment by Fundamental Analyst

D.R. Horton's Stock Is Set To Soar by Fundamental Analyst

The Arena Pipeline Potential by Spencer Osborne

How A Beer Game Explains Nokia's Supply Chain by Abu Bakr Hussain

Cash America Business Analysis by FAF Research

The Development Of The WP580 Will Play A Key Role In The Growth Of Westport Innovations by Heather Ingrassia

Smithfield Foods: Shareholders Receive A Fair Premium With A Politically-Sensitive Deal by The Value Investor

Are Oil Sands Producers The New 'Tobacco' Companies? by Devon Shire

One Of The Decade's Biggest Winning Stocks by Bill Gunderson

PepsiCo And Coca-Cola: What Does Their Future Hold? by Timing Best Buy

ParkerVision's Case Against Qualcomm Going To Trial by Markman Advisors

Infinera's 100G Inflection Point Moment Arrives by Inflection Point Investing LLC

6 Growth Stocks To Watch Before They Rise by FAF Research

Whole Foods Market: What Makes This Grocer A Good Buy by Equity Bytes

HCA Holdings Debt And Capital Analysis by FAF Research

Michael Kors Growth Analysis by FAF Research

Intel - Krzanich Moves Quickly Off The Blocks On Mobile Strategy With GPS Acquisition And 'Devices' Group by Sneha Shah

Yahoo: Is It Time To Say 'Slow Your Roll' Marissa? by StockSaints

Why To Add Semiconductor Manufacturing International To Your Stock Portfolio by Elisa Lemmola

Does Hewlett-Packard Have A Chance With New Thin Client Solution? by Adetokunbo Abiola

3 Reasons To Be Cautious About Tesla Motors by Trefis

Impact Of Valeant Pharmaceuticals' Acquisition Of Bausch + Lomb by Alpha Hunter

Bull Of The Day: Stamps.com by Zacks Investment Research

Service Corporation International - Acquisitions And Aging Population Create Value by The Value Investor

Trimble: A Rare Chance To Invest In A Wide Open Road by 20 Slots

These 2 Tech Stocks Are 'Must-Buy' Bargains For Value Investors by Trade In Mexico

AstraZeneca Intends To Acquire Omthera Pharmaceuticals by Alpha Hunter

Stillwater Should Buy North American Palladium: It's A Bargain by Nico Inberg

Marvell Technology Will Add Value To Its Stockholders In The Long Run by Alpha Hunter

Regeneron's Blockbuster Drug Eylea And Its Potential Competitors by Peter Geschek

Joy Global Reflects Bright Future Prospects by Fundamental Analyst

Social Media Battle: Facebook Vs. LinkedIn by Stock Picker

Neuralstem Sees Breakthrough In Spinal Cord Injury by PropThink

Why Google Is Worth North Of $1,000 by Valuentum

Lumia Strength Is Being Underestimated by Sneha Shah

One Way To Play Microsoft's Growth Curve: AudioCodes by Worthless Pennies

Sirius XM Does Not Need To Raise Prices by Stephen Faulkner

Yahoo Is Making The Big Moves Necessary For Its Turnaround by Vinayak Maheswaran

Aegerion Continues To Gain Momentum As Analysts Raise Price Targets by SciFi Advisor

Dare I Say Amarin Looks Bullish On Good News? by Quoth the Raven

DelMar Pharmaceuticals To Present Updated Phase I GBM Data At ASCO by Tech Guru

Viacom: Live Long And Prosper? by Black Coral Research

Microsoft Settles With Vringo: Is Microsoft Using Vringo In A Proxy War Against Google? by Patent News

CVS Has A Bright Future by Always Bullish

PNC Financial: Performance Outweighs Marginal Risks by Richard Tarjeft

Keryx: Attractive In Front Of Catalyst-Rich Second Half by PropThink

Dollars Can Grow On Trees by Richard Church

Marvell Technologies' Opaque Second-Half Opportunities by William Meyers

Will Intuitive Surgical Finally Be Unleashed To Over $700? by Valuentum

Revival Of Chemical Industry Will Drive Eastman's Future Growth by Market Analytics

Expect Surprises In Tesla's Upcoming Supercharger Announcement by Kevin Weng

It's All About Corn: Monsanto Up 46% In A Year by YCharts

Apple: App Store Now Makes Over $1 Billion In Profits Per Year by Elephant Analytics

The Most Overlooked Value Stocks In The Market? High Returns For Patient Investors by Mike the PhD

Imprimis' Platform Set To Bring Library Drug Formulations Quickly To Market by M. E. Garza

Short Ideas

Yelp: Reasons For Skepticism Of Its Growth by Madhusudan Rao

Going Negative On Pinnacle Entertainment 3 Years After My Bullish Call by Chad Brand

Is Tesla Motors Turnaround Fairly Priced? by Fundamental Analyst

Short Revolution Lighting Ahead Of The Next Equity Raise by Green Energy Addict

See What Happened To Short Interest In These Chinese Stocks by Justin Giles

Musings On Minneapolis: Uni-Pixel Is Moving... Backwards by Aristides Capital

OCZ: Game Over, Part 2 by Austin Craig

Death Is Knocking On BioFuel Energy's Door by Green Energy Addict

Quick Picks & Lists

The Future Of Omega-3 Based Lipid Management: All Eyes On Amarin by Steve Rosenman

Take Advantage Of The Good News In Housing With These 3 Stocks by Kapitall

2 Outperforming Japanese Stocks With Encouraging Sales Trends by Kapitall

Boeing Still A Bargain At $100; GE Adopts Completely Different Aviation Strategy by Unbigoted Research

Syntroleum Up On Increased Volume And No News by Robert Wagner

Avago: Another Smart Phone Supplier Blasting Through Estimates by Bret Jensen

Why DirecTV's Value Comes In Clearer Than Dish by Safety In Value

2 Medical Services Companies Showing Strong Earnings by Wonderful Wizard

Payday Lenders Analysis: Which Is The Best ? by FAF Research

Fighting The Death Of The PC by Fusion Research

Beware Of The Japanese Solar Boom While Buying Stocks by Sneha Shah

2 Stocks To Buy On Recent Positive Earnings by The Oxen Group

Housing Is Not In A Bubble, But Housing Stocks Are Not Cheap by George Kesarios

Coinstar: One Analyst Sees 80% Upside by Bret Jensen

Still Bullish On Apple - But For How Long? by EnhydrisPECorp

Smithfield Foods Buyout By Shuanghui May Cause These U.S. Food Companies To Pop by David White

3 Medical Device Small Caps Trading Below Lowest Target Price by Kapitall

How General Electric And UnitedHealth Group Can Help You Profit From QE by Logan Corbin

Is Novo A Threat To Arena, Vivus, And Orexigen? by Spencer Osborne

2 Buys, 1 Sell In This Year's Biotech Surge by Richard Cox

Cramer's Picks

Cramer's Mad Money - The Great Gatsby Index Revisited (5/30/13) by SA Editor Miriam Metzinger

Cramer's Lightning Round - I Should Have Gone Back To Dover (5/30/13) by SA Editor Miriam Metzinger

Fund Holdings

Hedge Funds Are Selling 2 Stocks With ROA, ROI Below Industry Averages by Kapitall

3 Oversold Foreign Stocks Favored By Institutional Investors by Kapitall

Hedge Funds Are Buying These 3 Low P/E Greek Shipping Small Caps by Kapitall

Insider Ownership

Insiders Are Buying 2 Outperforming, High Growth Small Caps by Kapitall

IPO Analysis

IPO Preview: Epizyme by IPOdesktop


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YHOO: Citing a jump in complaints about hacked...

11:07 AM Citing a jump in complaints about hacked accounts, BT is abandoning Yahoo Mail (YHOO) as the e-mail platform for its broadband services in favor of home-grown BT Mail. 6M Yahoo Mail accounts will be migrated. Meanwhile, Tumblr continues to roll out fresh ad formats. A month after adding sponsored posts (similar to Facebook's Sponsored Stories) to its mobile apps, Tumblr has brought them to its Web dashboard; initial partners include Ford, AT&T, and Viacom. Marissa Mayer has stated Tumblr could see premium and retargeted ads, and Tumblr CEO David Karp has touted his service's potential to enable "creative brand advertising" that breaks traditional display ad molds. Read comments

YHOO price at time of publication: $26.29. Check YHOO price now »

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