While this optimism ultimately may prove to be valid if interest rates stay this low for many years to come and if earnings continue to grow, there is also a very real chance that many market participants will get badly burned. Most of this year's stock returns for the overall market are coming from Amazon,...Read More

As earnings season continues to develop, we have seen a bit of divergence in favor of value stocks. Companies that have been out of favor, due to difficult short-term business conditions, and that have incredibly low valuations have outperformed glamor stocks that trade at high multiples, based on the perception of safety. It is essential...Read More

It seems that Microsoft insider Satya Nadella is the favorite to replace Steve Ballmer as the CEO.  Nadella’s broad set of experiences at Microsoft from Windows to the Cloud should position him to have a good understanding of the technological direction that the company needs to go in.  I also really respect that he has...Read More

The article below provides an interesting glimpse, comparing today’s Nasdaq to the bubble of the late 1990’s.  There is no doubt that conditions in the index aren’t anything near as frothy as during that period, particularly for the “old” technology stocks such as Cisco (CSCO), Microsoft (MSFT) and Intel (INTC).  Even newer stocks that are...Read More

Here is Tim Travis’ research report on Google (GOOG) on July 23rd 2012.   http://seekingalpha.com/article/740301-google-buy-and-hold-as-seeds-begin-to-sprout-updateRead More

Here is Tim Travis’ research report on Google (GOOG) on July 11th 2012.   http://seekingalpha.com/article/714831-google-buy-and-hold-as-seeds-begin-to-sproutRead More

I’m really looking forward to seeing Facebook’s (FB) earnings on Thursday.  Everyone will be watching the company’s revenue growth to see if it continues to decelerate.  Facebook is a tremendous business but to warrant its massive market cap the company must meet exceptionally high standards.  While they certainly may be capable of doing so, as...Read More

The roller coaster that is Yahoo (YHOO) has made an abrupt change of course bringing on Marissa Mayer from Google as its Chief Executive Officer.  Mayer is very young (37) and she has a great background having been very successful in many of Google’s most important businesses.  It is very important that Yahoo get’s this...Read More

I found this excellent article on valuing Facebook (FB).  The author Henry Blodget makes a lot of good points at why Apple (AAPL) and Google (GOOG) offer much more attractive opportunities due to their cheaper valuations, and explosive growth prospects.  Enjoy the article: http://www.businessinsider.com/what-is-facebook-worth-2012-5 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE...Read More

http://seekingalpha.com/article/714831-google-buy-and-hold-as-seeds-begin-to-sprout INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More