domingo, 30 de junio de 2013

GOOG: "It is time to break up Google (GOOG)," writes...

9:00 AM "It is time to break up Google (GOOG)," writes Richard Sennett of the London School of Economics. "The problem is simple: the company is just too powerful, as are Apple (AAPL) and many other big tech groups." Sennett harks back to when the Supreme Court broke up Standard Oil in 1911, when "an overmighty business was shattered into 33 shards." He also cites the progressives of a century ago, such as Herbery Croly, who believed that successful start-ups would extinguish competition and become monopolies. Breaking them up "would set talent free." Read comments

GOOG price at time of publication: $880.37. Check GOOG price now »

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Today’s articles on Macro View

Editors' Picks

Chart Of The Day, Fed-Tightening Edition by Felix Salmon

Market Outlook

China Will Likely Have A Big Impact On Our Markets The Latter Half Of 2013 by John Mylant

Gold & Precious Metals

The Only $1 Stock You Should Buy Today by StreetAuthority

Why Gold? by Thomas J. Feeney

Analyzing The 2008 Silver Drop: What Should Investors Look For In A Silver Bottom by Hebba Investments

Commodities

Carbonate Triangle's Cold Lake Investment Guide: Devon Energy Edition by Stephan Dube

Economy

Is China The Elephant In The Room Behind Rising U.S. Interest Rates? by Kapitall

Time For A Helicopter Money Drop On Main Street Using Higher Interest Rates by Steven Hansen

Chart Of The Day, Fed-Tightening Edition by Felix Salmon

Weighing The Week Ahead: What Do Higher Interest Rates Mean For Stocks? by Jeff Miller

What's Not To Understand About The Bond Market Exit? by John M. Mason

Forex

Forex Market Update: Metals Disconnect by Kevin Yen


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Today’s articles on Investing Ideas

Breaking Alpha-Rich Articles (for Pro Subscribers or those with free trial)

Dolan Out The Cash by Colin King

Expensive Shoes But Cheap Shares At Foot Locker by Money Investor

One Test Could Add Significant Value At Chembio by Paul Nouri

Time For Asta Funding To Fund Its Own Buyback by Whopper Investments

Long Ideas

Microsoft Could Trounce Apple This Summer by Little Apple

STR Holdings Is An Attractive Takeover Target by Sneha Shah

CalAmp: Currently Under The Radar, But Heading For The Clouds by David Zanoni

The Conglomerate And Minority Discount For Kimball International Is Unwarranted by John Leonard

Merck KgaA: The Leader In Liquid Crystals Has Solid Long-Term Growth Prospects by The Outsider

Beating The Chinese Musical Chairs Game by The Scepticist

KB Home: West Coast Homebuilder Positioned For Growth by David Guarino

TRW: Stock Could Go Higher Still by ThinkNum Strategist

Sinclair Broadcast: A Growth Story by ONeil Trader

Home Inns & Hotels: Ready To Check In by Investment Biker

Silver Spring Networks: A Potential Multi-Bagger In The High Growth Smart Grid Market by Investment Biker

MaxLinear: Progress Towards Sustainable Profitability Will Drive Shares Higher by Helix Investment Research

Nu Skin: Cash Is King And This MLM Is Printing It by Marshall Hargrave

Tesla: A Curious Convergence Of Opportunity To Petition For A Stock Break Out by Julian Cox

ArcelorMittal: The Reversal Is Coming by Marshall Hargrave

Short Ideas

Facebook's Valuation Is Still Too Optimistic by Mercenary Trader

Quick Picks & Lists

3 Discounted Stocks On The Verge Of A Huge Rebound by StreetAuthority

Erickson Air-Crane: Big Risk, Big Reward by Ben Homan

Smartphone Operating System Wars by George Kesarios

Cramer's Picks

Cramer's Lightning Round - Millennial Media Is A No Fly Zone (6/28/13) by SA Editor Miriam Metzinger

Cramer's Mad Money - 6 Things To Watch In The Week Ahead (6/28/13) by SA Editor Miriam Metzinger

Insider Ownership

2 Tech Stocks With Recent Intensive Insider Buying by Markus Aarnio

2 Tech Stocks With Recent Intensive Insider Selling by Markus Aarnio

Zillow's Negative Institutional And Insider Transactions Leading Up To Quarterly Earnings by Odysseus


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Today’s articles on technology stocks

Editors' Picks

MaxLinear: Progress Towards Sustainable Profitability Will Drive Shares Higher by Helix Investment Research

Application Software

Microsoft Could Trounce Apple This Summer by Little Apple

Communication Equipment

AudioCodes: Earnings Preview by David Ritchie

CalAmp: Currently Under The Radar, But Heading For The Clouds by David Zanoni

Diversified Communication Services

BlackBerry - Where To From Here? by Michael Blair

Diversified Computer Systems

Worries Over IBM's 2nd Quarter, 2013 Grow by Brian Gilmartin

Internet Information Providers

Facebook's Valuation Is Still Too Optimistic by Mercenary Trader

Zillow's Negative Institutional And Insider Transactions Leading Up To Quarterly Earnings by Odysseus

Networking & Communication Devices

Silver Spring Networks: A Potential Multi-Bagger In The High Growth Smart Grid Market by Investment Biker

Semiconductor Equipment & Materials

MaxLinear: Progress Towards Sustainable Profitability Will Drive Shares Higher by Helix Investment Research

Others

2 Tech Stocks With Recent Intensive Insider Buying by Markus Aarnio

2 Tech Stocks With Recent Intensive Insider Selling by Markus Aarnio

Smartphone Operating System Wars by George Kesarios

Employee Stock Option Costs And Goodwill Amortization by David Trainer


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Today’s articles on Dividends & Income

Editors' Picks

What's Right With The REITs by Brad Thomas

Income Investing Strategy

Retired Investors: Is It Time To Consider A New Investment Strategy? by Bob Wells

Dividend Ideas

Undervalued Energy Titan Yields 5.6% With A 6.6% Special Dividend by Mike the PhD

When To Hold And When To Fold: Atlantic Power Corp. And Just Energy Group by Roger S. Conrad

Oversold And Undervalued: This High Dividend Stock Will Profit From Growing U.S. Exports by Double Dividend Stocks

Bonds

Seeking Beta In The Bond Market: Avoid Bonds by Doug Short

REITs

Western Asset Mortgage: Why Another mREIT Dividend Cut Is Not All Bad News by Christopher F. Davis

What's Right With The REITs by Brad Thomas


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Today’s articles on Global Investing

Editors' Picks

Beating The Chinese Musical Chairs Game by The Scepticist

China

Beating The Chinese Musical Chairs Game by The Scepticist

Home Inns & Hotels: Ready To Check In by Investment Biker

Luxembourg

ArcelorMittal: The Reversal Is Coming by Marshall Hargrave

United Kingdom

Undervalued Energy Titan Yields 5.6% With A 6.6% Special Dividend by Mike the PhD

Canada

The Only $1 Stock You Should Buy Today by StreetAuthority

BlackBerry - Where To From Here? by Michael Blair


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Today’s articles on ETFs & Portfolio Strategy

Editors' Picks

Riding Russell Rejects: A Smart Summer Strategy For Small-Caps by Alan Brochstein

Portfolio Strategy & Asset Allocation

Riding Russell Rejects: A Smart Summer Strategy For Small-Caps by Alan Brochstein

ETF Quick Picks And Lists

Trading The Chaos In China by Wall Street Sector Selector


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Today’s articles on Energy Investing

Independent Oil & Gas

Carbonate Triangle's Cold Lake Investment Guide: Devon Energy Edition by Stephan Dube

Major Integrated Oil & Gas

Undervalued Energy Titan Yields 5.6% With A 6.6% Special Dividend by Mike the PhD

Oil & Gas Pipelines

Oversold And Undervalued: This High Dividend Stock Will Profit From Growing U.S. Exports by Double Dividend Stocks


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Sunday Morning Briefing

Must-Reads for Sunday, June 30

1. James Altucher: Why The Stock Market Is A Sucker's Game Right Now (And What Stocks I Own) by James Altucher

2. Retirement Portfolio For Maximum Income Growth by Doug Meeks

3. What's Right With The REITs by Brad Thomas

4. What's Wrong With The REITs? by Thomas Sobon

5. Sleep Well At Night With This Dividend Aristocrat You Can Buy Right Now by Brad Thomas

6. Finding Value In The Materials Sector Is A Material Thing by Chuck Carnevale

7. Forget Arena Vs. Vivus - Zafgen May Be The Ultimate Winner by Stephen Simpson

8. Chart Of The Day, Fed-Tightening Edition by Felix Salmon

9. Western Asset Mortgage: Why Another mREIT Dividend Cut Is Not All Bad News by Christopher F. Davis

10. Dolan Out The Cash by Colin King

Most Popular

4 Good-Yielding Stocks With Low Price To Free Cash Flow And Low Debt by Arie Goren

Dolan Out The Cash by Colin King

ArcelorMittal: The Reversal Is Coming by Marshall Hargrave

Real-time Market Update

Market Currents


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FB: Facebook's Valuation Is Still Too Optimistic

Facebook's Valuation Is Still Too Optimistic
by Mercenary Trader

Is Facebook an attractive shorting opportunity at current levels? We think the answer is yes, and here's why.
The stock trades with a premium valuation despite major growth challenges, and the social media industry is becoming fragmented as competition picks up. read more »

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More on FB

Traders, Liking Facebook, Pick Up Call Options As Stock Rallies by Interactive Brokers

What Are The Downside Risks For Facebook? by Trefis

Will Facebook Ever Make It? by Tom Lloyd

Other articles that mention FB

Groupon Remains Resilient During Sell-off by Northrop Puckett

Wall Street Breakfast: Must-Know News by Wall Street Breakfast

Should You Buy LinkedIn, Facebook Or Yelp? by Todd Campbell


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sábado, 29 de junio de 2013

Today’s articles on Macro View

Market Outlook

Distorted Housing Market Gives False Hope by Carlos X. Alexandre

Understanding The Schizophrenic Fed's Risk-On/Risk-Off Messages by Joseph Stuber

Do You Know How To Handle A Bear Market? My Answer: With Faith by Bob Wilson

Today's Market: 4 Stocks Looking To Move Higher While 1 Stalls Out by Matthew Smith

The Risk Of Becoming A Permanent Optimist by Cullen Roche

Gold & Precious Metals

The Silver Lining In The Dark Clouds Over Precious Metals by Moneyline

Finally, A Reason To Buy Gold Miners by Stanley Barton

What It Really Costs To Mine Gold: As Defined By The Experts by Itinerant

Why I Don't Own Gold by Robert Wagner

Central Fund Of Canada: Down With A Discount by Pine Research & Trading

I Was Wrong: Gold Has Been A Terrible Investment by Craig Brockie

Ian Gordon: Who Killed The Gold Price? by The Gold Report

How To Remain Bullish On Gold by Visual Capitalist

Commodities

Commodities Today: Rotation Into Oil From Gold Underway by Matthew Smith

Economy

The Economy Is Quickly Headed South - QE4 To Follow by Dave Kranzler

Michigan Consumer Sentiment: June Final Beats Expectations by Doug Short

How To Survive When Prices Double Every Day And A Half by Dennis Miller

How Resilient Is The U.S. Economy? by Evariste Lefeuvre

World Growth by Marc Chandler

Irrational Tapering Fears by George Liu

The Federal Reserve Loses Its Cool by John M. Mason

Is This the End Of The 'Money Printing' Era? by Cullen Roche

An Odd Decoupling In The U.S. Private Service Sector by AllianceBernstein

Forex

After Dollar Finishes Q2 On Firm Footing, What Next? by Marc Chandler

We Have Been All Over The Aussie Dollar Lower Trade by Emerging Money

Fear Of Losing And Currency War by Evariste Lefeuvre

FX Traders, Beware Of Changing Rules by Sean Bellamy McNulty


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