Tag Archive
Calling the Bottom for S&P at 800
The S&P 500 index fell another 8% this week and now sits near 6 year lows. But unlike the last market crash from 2000-02, this market is not expensive. The heavy selling has nothing to do with lofty valuations, instead, a weak economy, slowing growth, and fears of a recession are whats driving investor... »
Contrarian Approach Tells Me to go Long Amazon and Short Goldman Sachs
I have been shorting Amazon for a long time and have lost my shirt on it. But everyone hates it, which leads me to believe the stock will not be going down anytime soon. On the other hand, everyone think GS is cheap and will go up. I wonder if the stock will go... »
Media Wars – Response to Reader Comment
Reader Linda N recently commented on my post titled “ Media Wars Part 2 of 2: Focus on Content and Easy Digital Distribution “ Faisal, I think you’re missing some important points about VOD. Right now, I’m downloading independent films from Unbox, in about 40 minutes to my ZEN. I can watch on the train... »
Forward P/E Distortions: The Case of Amazon
Guest author CrossProfit submits: The current quarter for both AMZN and ATHR ends in March 2007. Trailing twelve months (ttm) PE conventionally refers to the last reported period, going back 12 months. This is the earnings for 2006. Forward PE conventionally refers to the following 12 months. This is the earnings for 2007. The current price... »
Media Wars Part 1 of 2: Walmart’s Impact to Blockbuster, Netflix, Apple, Microsoft, Amazon and Tivo.
By now, you must have heard of Walmart’s (WMT) intention to enable movie downloads via the Internet. Needless to say, this has generated a lot of buzz and publicity for Walmart. Without further ado, I want to make my opinions clear on this move by Walmart. Like their DVD rental service two years ago that... »
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