Amazon, Barnes and Noble, and Apple now have to compete with free eBooks from the public libraries that play on $100 android tablets or directly from your cell phones. Is the commercial eBook/eReader business model DOA? It certainly looks like it...
A fundamental investor's look at the macro picture and lodging earnings sees pretty much nothing but bad news. Apparently, the mainstream media doesn't take a fundamental investor's view. Retractions, anyone???
For those who don't see the forest due to all of that tree bark getting in the way, allow me to outline the synergistic advantages Google is building through the prolific growth of the Android platform...
Yeah, I said RIM was looking more and more like a short right before they released their new flagship product! So, after the release, should I change my mind?
I query, have we entered into a double-dip recession? I’ll answer my own question here, No! The positive GDP prints and “green shoots” were the direct result of government bubble (re)blowing through fiscal and monetary stimulus, culminating in QE v1.5. As the effects wear off, we start to see were the economy really stands - and which economically and consumer sensitive sectors are flying on borrowed time.
If One Product Which Was Responsible for 70% of Your Earnings Was Under Assault by the Biggest Tech Companies In the World Through Potentially Better Products Entering Into an Economic Downturn, Would You Bet the Farm on That Stock at a rich PE?
It appears to be official. Apple’s iPhone is no longer the fastest growing smart phone in the world’s largest and most important smart phone market – the US! Considering the iPhone is 45% of revenues and nearly 70% of profits, Appolytes, should take notice. The Android Now Cometh!
The Spanish banks rallied after the (faux) stress tests, just to have reality spank them the following week. This time around, will the revolution be televised, or covered through a blog?
European banks are already struggling to collect from fellow defaulted, sovereign (allegedly) backed banks yet we are hearing that there is no need to model in default or restructuring in the European bank stress tests. Of Iceland, Greece, Portugal, Ireland and soon Hungary are all just one-off occurrences.
