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Why I keep bashing Yahoo(YHOO) and AOL(AOL)
2010-03-03 12:00:00 I might be one of the more vocal critics of Yahoo and AOL (and of web conglomerates in general) but to be honest, these companies are not making it easy for those defending them. It seems like almost every week I hear news that is truly stunning (not in a positive way) about these 2 ...
New Stock Pick: Long Research in Motion(RIMM) / Short Yahoo(YHOO)
2010-03-02 12:00:00 To many, this might look like an odd pair to trade. And in many ways, I agree that it is. I was looking at my screen today trying to see the better opportunities and I thought the best opportunity right now is Research in Motion (RIMM). Yes, it continues to be under attach from both Apple(AAPL) ... More About: Yahoo , Stock , Research In Motion
March 2010 Top US dividend stocks in the S&P500!
2010-03-01 12:00:00 It is the time once again to do an update of what has become one of the more anticipated posts on IntelligentSpeculator as we do a summary of the best candidates for dividend stocks when investing in the broad US markets and more specifically in the S&P500 index! As always, I urge investors to look at ... More About: Stocks , March
Financial Ramblings
2010-02-28 01:46:00 I’m a bit sad to see the end of the 2010 Vancouver Olympics now hours away, I know that is what makes them special, but it just made for 2 incredible weeks filled with good moments, emotions, incredibly inspiring stories and more. Without further wait, here are the best posts I had a chance of reading ... More About: Commentary , Financial
Stock reviews: Internet content companies
2010-02-26 12:00:00 I often see all internet companies classified together and honestly it’s just not right to group them all together. One of the categories that is easier to understand is the web content companies. These are companies that are basically media companies, they do not sell products or services, they generally do two simple things: -Produce content -Sell ... More About: Internet , Companies , Reviews , Stock , Content
Top 100 Commodity, Materials and Energy ETF?s
2010-02-25 12:00:00 I have written a few series about ETF’s but this time I went for another side of the story! I have been public about my good feelings for ETF’s and why they will eventually take over mutual funds but one of the most amazing things is how many different things can be done with ETF’s! ... More About: Energy , Materials
Time to be a contrarian???
2010-02-24 12:00:00 Goldman Sachs recently published its list of the stocks most commonly held by Hedge Funds as of the end of last quarter which obviously makes a very interesting list. Hedge Fund managers are generally regarded as the best and smartest investors. Why? Because generally the best managers will end up there where high returns are ... More About: Time
Anxious to invest in social web?
2010-02-23 12:00:00 I have written a few times about the anticipated IPO’s by Facebook, Twitter and LinkedIn and while all three continue to gain importance in the internet sphere, we do not have any more details about the timing of their public offerings. All networks are doing their best to show that they are the “popular choice”. ... More About: Social , Invest
New stock pick: Long EBAY/Short KNOT
2010-02-22 12:00:00 After closing 2 trades last week, I will probably be making at least 1 new trade in the next few weeks and I’m now ready to get back in the line of fire. The new trade is a bit risky because of I am going short a stock that was just crushed after announcing more ... More About: Ebay , Stock , Long , Pick
Financial Ramblings
2010-02-22 01:24:00 What a great year of sports. The FIFA World Cup is now only a few years and the Vancouver Winter Olympics are now into their 2nd full week with a very big hockey match tonight (Canada vs USA). So yes, I have been doing a lot of tv watching in the past few days and ... More About: Commentary , Financial
Top Single Country ETF?s
2010-02-19 12:00:00 It seems like every week, a new country has an ETF to its name. Last week I had taken a quick look into the difference between investing in a country’s currency or its stock market and while doing that I had the opportunity to take a look at all of the single country ETF’s that ... More About: Country , Single
Is the worst to come for emerging countries?
2009-09-18 13:00:00 It has been written about somewhat but continues to be ignored by most.. There will be consequences to the massive actions taken by worldwide governments to avoid the collapse of the world economy. Governments around the world have spent or promised tens and hundreds of billions of dollars to stimulate their domestic economies. Of course, ... More About: Countries
Adobe late in the game?
2009-09-17 13:00:00 Adobe just made a very surprising acquisition yesterday as it confirmed it had agreed to buy Omniture Inc for $1.8 billion. The announcement was met with skepticism as the stock lost 6,4% of its value during the day despite the Nasdaq being up 1,42%, quite an underperformance. As in any move, there are many reasons ... More About: Adobe , Game , The Game , Late
Did Apple stumble and create the Iphone killer?
2009-09-16 13:00:00 Apple is a brilliant company, no doubt about it. But what has been coming out of the Ipod touch in the past few days is truly fascinating. Maybe Apple has an end play for this and it might come out on top but it is not exactly clear that it will. To get you back ... More About: Apple , Iphone , Stumble , Killer , Create
Steve Jobs is back, time to buy Apple?
2009-09-14 13:00:00 I was sent a link to this video from one of our readers, it is a touching video and one that strikes many of us who can relate in one way or another to what Steve Jobs went through. There is no doubt, Apple ’s future has often been linked to Steve Jobs ’ health. While it ... More About: Time
Money being poured in ETF?s
2009-09-10 13:00:00 Exchange traded funds, known by most as ETF’s have been the latest trend in both institutional and retail investing and we have been very strong believers in the fact that ETF’s represent a great asset class to build a portfolio with. And so investors have been sending much of their money into ETF’s, to the ... More About: Commentary , Money
Should Google compete with Goldman Sachs?
2009-09-09 13:00:00 Should Google start trading stocks to gain additional cash flows? Probably not no. But it certainly could. Think about it for just a few minutes. Who knows more about what customers are looking for than Google? If customers are searching 20% more for a new Toyota model while they are looking 20% less for the ... More About: Commentary , Goldman Sachs , Compete
Labour Day weekend!!!
2009-09-07 13:00:00 Hello everyone, yes indeed, today as you guessed, there is no post, labour day obliges and with the great weather, no one is complaining:) More About: Labour , Weekend
Paying millions for a domain name? Crazy? Not so fast?
2009-09-04 13:00:00 I always enjoy reading those mainstream media articles that discuss domain name auctions. To many, someone paying $5.1 million for a domain name such as Toys.com is insane and a bad business decision. I really think that most of these articles do not take the time to analyze the investment. Imagine you have a ... More About: Domain , Domain Name , Crazy , Fast , Millions
Time to dump Ebay
2009-09-02 13:00:00 I have written a few times about Ebay since starting to write on IntelligentSpeculator, and generally been positive about the stock. In fact, it was even one of my 4 stock picks for the 2009 year (in a competition I am still leading by the way!). Basically, one of my beliefs was that analysts ... More About: Time
6 things to look at before buying an ETF
2009-08-31 13:00:00 This will be to no surprise for any regular readers but we at IntelligentSpeculator are fans of ETF’s, they provide such an easy and transparent to trade the markets. There are of course many reasons to use them but generally, I think they are the most appropriate investments for smaller portfolios. Let’s be honest, ETF’s ... More About: Buying , Things
Financing Ramblings
2009-08-29 21:09:00 This week was another down week for Natural Gas as it merely escaped slipping undr the psychological 3$ level. How much lower can it go? Without further wait, here are some of the better posts/articles that I read this week:) -I always wonder why people argue that a .50 or 1% difference in management fees (especially ... More About: Financing
Do small caps offer diversification?
2009-08-28 13:00:00 It is often said that a portfolio will offer a better return, especially compared with its risk when diverisification is used. Of course, there are many many different ways to view diversification but generally, investors diversify their portfolio through asset classes and among them. For equity, generally the biggest portion of a portfolio, that diversification ... More About: Small , Diversification , Offer
Jetblue uses ?brilliant marketing??
2009-08-26 13:00:00 Since it was created (probably many many centuries ago), marketing has always been about getting attention, getting a message or an idea across and more often than not, it is just about getting its name out there. In the Airline industry, that is always quite a challenge as most consumers have only one criteria ... More About: Marketing , Brilliant , Jetblue
Why Apple (AAPL) will be almost impossible to stop
2009-08-24 13:00:00 Remember those days when the RIAA was complaining about customers no longer buying music? Well, turns out they are although the model has changed. And so has the power as it has shifted towards Apple . Thanks to this nice graph from Sillicon Valley Insider, we can get a better idea of how dominant the company ... More About: Commentary , Stop , Impossible
Financial Ramblings
2009-08-22 17:51:00 A lot of interesting things going on in the markets but the collapse in prices of Natural Gas (it just hit a 7 year low even as oil prices continue to go higher, a trend few believed possible even a few months ago, and yet it keeps going and going, as well as the hype ... More About: Financial
The best business model??
2009-08-21 12:00:00 What would you do if you could have a business model with almost no risk, a 70% profit margin at worst and no innovation or research to work on? That is pretty much what the lotter business enjoys. Even though they make the headlines when they offer prizes that can often reach hundreds of millions ... More About: Business , Model
Emerging makets vs Frontier markets
2009-08-19 12:00:00 In 2009, the world is seen by many as smaller than ever, or “flatter than ever”. That is certainly true of finance as capital flows around the world. However, countries have very different levels of structure which can result in different degrees of complexity in their capital markets. In geographical terms, the investments are usually ... More About: Markets , Frontier
Think Japan being out of a recession will help stocks go higher? Think agai
2009-08-17 13:00:00 The spectacular rise in North American markets in 2009 has created the fear of a rellapse as many think the market might be overly positive. This weekend was a good example of why. Japan , the world’s #2 economy, is out of a recession with an impressive 3.7% expansion in the last quarter. But if you ... More About: Commentary , Stocks , Higher , Recession
Financial Ramblings
More articles from this author:2009-08-15 18:25:00 I should be able to visit Vietnam in 2010, and had been looking into ways to invest in this frontier country for a couple of years now, it is now possible so what better than inserting a nice image of the country in this post:) -I had been looking for this for a while, an ETF ... More About: Financial 1, 2, 3, 4, 5 |
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