Blog Profile / Great Speculations
| URL : | http://blogs.forbes.com/greatspeculations/ | |
|---|---|---|
| Filed Under: | Business & Finance / Investing | |
| Posts on Regator: | 6414 | |
| Posts / Week: | 54.6 | |
| Archived Since: | February 24, 2011 | |
Blog Post Archive
Verizon’s LTE Advantage Is Paying Off Big Time
After the end of the second quarter, Verizon will begin its second round of LTE deployment which will see capacity additions to existing markets through the use of small cells and the deployment of AWS spectrum which it acquired from the cable companies last year.
China Has Growth But We’re Tapping The Brakes On Ford At $15
Given the volumes now, Ford can no longer be treated as a small fish in a big pond. Ford now sells more cars than Toyota in China and its sales could top 1 million in 2013.
Will Sprint’s Final Clearwire Offer Seal The Deal?
Sprint said that the sweetened offer was its ‘best and final’ one, implying that it isn’t willing to enter into a protracted bidding war to acquire the remaining nearly 50% of Clearwire that it doesn’t already own.
Chevron Can Bubble To $145 On Improving Production Outlook
Our valuation adjustments were primarily based on the positive upstream production outlook as well as stable long term growth seen in crude oil and natural gas prices.
Salesforce Earnings: Climbing Costs Can Offset Revenue Growth
We expect it to continue to post double digit growth driven by the growing adoption of its Sales Cloud and Service Cloud offerings.
Nokia Needs New Lumias To Spur U.S. Windows Phone Adoption
The U.S. smartphone market is extremely crucial for handset makers since success here generally translates into positive consumer sentiment in the other markets as well. It is therefore important that Nokia figures out the U.S. market, where it has historically lagged rivals.
Pandora’s Earnings: Can The Mobile Business Tune In Big Growth?
As the overall listener hours growth is slowing down, Pandora is diverting its resources towards expanding its sales team and selling more of its mobile ad inventory directly to advertisers.
Nikkei Tanks 7%, U.S. Stocks Struggle For Support
World markets reacted overnight to the major reversal in U.S. markets yesterday and are down big this morning. Japan is getting hit the hardest, with the Nikkei 225 down 7%.
Why Stocks Are On Solid Footing And This Is No Bubble
Investors need to beware those selling doom and gloom.
Bernanke Speaks, Stocks Rock On
Stocks love it when Ben Bernanke speaks. The SPY is up about 0.5% this morning, catching a lift shortly after 10:00 a.m. when the Federal Reserve began his testimony before Congress' Joint Economic Committee. In his statement and remarks, Bernanke played down the idea of slowing the pace of asset purchases by the Fed.
Wal-Mart’s Worth $80 Despite Soft Quarter
There were some underlying positives for the retailer, including steady growth in the international business and a firm control over operating expenses.
Business And Financial Insurance Bolster Travelers’ $94 Fair Value
We expect insurance rate increases across the industry as companies try to look for profitability from underwriting to compensate for a decline in investment income.
A Closer Look At Baidu’s Rising Costs And $105 Value
Facing increased competition and a trend towards mobile Internet, the mobile strategy will help Baidu differentiate itself against competitors and enhance its market share in the mobile search market and mobile monetization.
Amazon’s Thin Margins Do Not Support Sky-High Valuation
Amazon is in a competitive, low margin business that cannot justify the profit growth implied in its valuation.
Apple Sours As Cook Gets Grilled, Metals No Fun Either
Firstly, I want to send our thoughts and prayers to those affected in the Oklahoma region by the tornados. These types of natural disasters are becoming way too common. European markets are taking a small breather as Japan was able to add another positive day. China is now positive Year-To-Date, as it’s seeing some commitment to its recent strength.
Wal-Mart Fattens Up On Poor America With 25% Of U.S. Grocery Sales
One extraordinary reflection of declining fortunes for the typical American is the ascendancy of Wal-Mart in grocery sales. It has had no problem increasing revenues and income in even the worst economic times. Indeed no other major retailer managed to continue growing throughout the last two recessions.
Stock Market Comparisons To 1995 Do Not Fit
There have been a lot of comparisons of this year to 1995. The main reason for the comparison: The very impressive return so far this year is similar to the return in 1995 at this time.
Banks Stay Strong, Google Looking Golden
Banks have been a nice focus in the past two weeks as they set up again for additional trades. At this point, I believe you could stay with them.
Sina’s Growth Rides The Ad Market Recovery And Weibo Monetization
While the outlook in the Chinese Internet advertising market looks mixed in the short term, we expect the company to leverage its partnership with Alibaba to gradually boost its revenues.
BlackBerry’s Q5 And Cross-Platform BBM Support Are Key To Its Comeback
The cross-platform functionality removes the exclusivity that had for years served BlackBerry well in attracting new subscribers and is probably an admission of the fact that the messaging service is no longer a big differentiating factor given the huge popularity of third-party apps such as WhatsApp and WeChat.