Archive for December 22nd, 2007
Filed under: Bad news, Industry, Consumer experience, Competitive strategy, Google (GOOG), Yahoo! (YHOO)
Yahoo! (NASDAQ: YHOO) has had several opportunities to “fix” itself recently. One was its new Panama search technology. Shareholders were eager to see it work as a better competitor to Google (NASDAQ: GOOG). So far, it has barely moved the needle.
Some analysts hoped that the company’s new management would cut costs to improve margins. A figure of 20% of the staff has been suggested. But, if anyone at Yahoo! has been pushed out beyond a few management types, no one knows about it.
Yahoo!’s hopes now appear to ride on the back of better targeting for online display ads. Delivering marketing messages based on the user’s behavior is the “next big thing” for internet advertising. Unfortunately, other web portals and Google have their own ad-serving and behavior-targeting products.
What the problem boils down to is that the market still tends to value Yahoo! on its ability to get consumers to use it to search the internet. Yahoo!’s piece of the search market is a proxy for its success or failure.
The new comScore search engine figures for November are out, and Yahoo!’s piece of that market fell .4% to 22.4% from October. It may not seem a lot, but at this rate, it would not be many months before Yahoo!’s share of market falls below 20%.
Yahoo! stock is having trouble holding $24. In late October, things seemed more promising and Wall Street believed the company would do something significant to change its business for the better. The stock traded at $33.99.
It won’t be back there again soon.
Douglas A. McIntyre is an editor at 247wallst.com.
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Filed under: International markets, Brazil, Venezuela, Newsletters, Stocks to Buy, Best Stocks for 2008
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.
“For my favorite stocks for 2008, I am looking to food-related companies in South America,” says Larry Edelson, editor of Real Wealth.
“Sadia S.A. (NYSE: SDA), a more conservative idea, is a Brazilian food producer with operations in Brazil, Argentina, Chile, Uruguay, Paraguay, and Bolivia. It is one of the largest food companies in the region. Half of its sales come from outside of South America, with Asia and the Middle East particularly large buyers.
“For the nine months ended September 30 2007, Sadia’s total revenues jumped 25%. Net income soared even more, up 156%. Trading a very conservative 12.57 times earnings, I think Sadia’s share price could easily double in 2008.
“Cresud Inc. (NASDAQ: CRESY), a more speculative idea, is an Argentina-based grower of wheat, corn, and soybeans. Cresud also raises beef and dairy cattle. Cresud’s revenues for the nine months ended September 30 soared 64%.
“Increased selling & administrative costs held income back though. But the company is now taking measures to streamline costs. I expect Cresud to shine in 2008 as food prices continue to soar. My 2008 target is $27 per share.”
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Filed under: Management, Whole Foods Market (WFMI)
 When a corporate executive begins to embrace the communication medium known as blogging, the world is generally a better place. In general, executives who blog are free from marketing censors and fluff that masks most corporate information — from press releases to scripted quarterly results announcements.
Well, that is until one of them starts blogging anonymously in order to slam the competition and spread FUD all over the place. Mr. Mackey was caught red-handed this past summer posting anonymously to Yahoo!’s (NASDAQ: YHOO) finance message boards in relation to badmouthing natural food grocery competitor Wild Oats for a period of seven years. Mackey did not reveal that it was himself disparaging his competition at the same time Whole Foods Market (NYSE: WFMI), the company he founded in 1980, was considering a merger with its largest natural foods competitor.
Continue reading Money Losers of 2007: Whole Foods CEO John Mackey
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Filed under: International markets, Stocks to Buy, Best Stocks for 2008
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.
“Nanotech has an incredibly broad application spectrum and the sector offers enormous opportunities,” explains Gregg Early in The Real Nanotech Investor.
“My conservative favorite for 2008 is Bayer (OTC: BAYRY). Although the stock is up 50% since we first added it to our portfolio less than a year ago, its return isn’t surprising given current market conditions.
“Bayer has a number of things going for it beyond its significant incorporation of nanotech into various product lines; it even sells Baytubes, proprietary ready-to-use, multi-walled carbon nanotubes. It’s also a big, safe stock.
“But it’s still undervalued relative to its pharma competitors. And it’s a German company that has the spending power of a euro-based firm with significant exposure in every major developed and developing market in the world.
Continue reading Best Stocks for 2008: Nanotubes boost Bayer (BAYRY)
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Filed under: Earnings reports, Forecasts, Walgreen Co (WAG), Adobe Systems (ADBE), Best Buy (BBY), Circuit City Stores (CC), Darden Restaurants (DRI), FedEx Corp (FDX), Research in Motion (RIMM), Goldman Sachs Group (GS), Morgan Stanley (MS), TD AmeriTrade Holding (AMTD), Oracle Corp (ORCL), Red Hat Inc (RHT), Palm Inc (PALM), Bear Stearns Cos (BSC)
As the holidays loom, not to mention the end of the quarter, here are some highlights of this past week’s earnings coverage from BloggingStocks:
Continue reading Earnings highlights: Financials, techs, retailers, and more
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Filed under: Products and services, Launches, Marketing and advertising, Entrepreneurs
 To an inordinate degree of fuss, British rock group Radiohead self-released its seventh album, In Rainbows, on its website back in October, employing a pass-the-hat pay model whereby downloaders could pony up what they wished for the album, from as much as 100 pounds (about $200) to as little as virtual pocket lint.
The band has kept mum on the actual download figures, as well as their take, but a comScore study on In Rainbows‘ early success estimated that just 38% — less than two in five downloaders — bothered to put up anything at all. comScore’s findings — which Radiohead has disputed — suggest the band gave out some 744,000 copies of the record for free, not to mention all those unrestricted downloads that bewilderingly saturated the file-sharing piracy sites, despite their free availability.
Continue reading Money Losers of 2007: Radiohead — Hail to the thieves?
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Filed under: Newsletters, Stocks to Buy, Best Stocks for 2008
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.
 “My favorite conservative idea for 2008 is Apollo Investment Co. (NASDAQ: AINV),” says Adrian Day, editor of The Global Analyst.
“The company makes investments of debt and equity to medium-sized businesses, and a Regulated Investment Co. pays out most of its net income in dividends. Like other RICs, the dividends tend to be high and growing, but also like other RICs, it was caught up in the market turbulence of the past few months affecting all finance companies.
“Apollo Investment, the public arm of the eponymous New York private equity firm, came out just over three years ago. It is large ($2.2 billion market cap), financially conservative, and tends to do larger deals than most similar outfits.
“Its average investment is now just over $47 million, and as the fund grows, this should get larger still. It has investments in 67 companies, just over half of which is in sub debt.
Continue reading Best Stocks for 2008: Income potential from Apollo Investment (AINV)
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Filed under: Management, Internet
The Securities and Exchange Commission has unveiled a new internet tool, the Executive Pay Finder, to make it easier for investors to research and compare executive compensation at public companies.
Chairman Chris Cox said that “Gone are the complicated data expeditions that forced investors to hunt through financial statements. The result is quicker and better analysis, and better-informed shareholders.”
For now, the service only provides data on the top 500 U.S. companies that have filed proxy statements with the SEC, but it’s a pretty cool tool.
Here’s the summary table for Coca-Cola (NYSE: KO), and you can compare the compensation of officers by position with those at other companies, all in the same table. Here is a comparison with PepsiCo (NYSE: PEP).
You can even import the results to an Excel spreadsheet if you’re feeling especially anal retentive.There’s nothing new here, but it’s good to see the SEC making an effort to make important disclosures more accessible to investors.
Now if only Cox and his fellow commissioners would stop making it harder for shareholders to actually effect change at the companies they own.
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Filed under: International markets, Brazil, Newsletters, Stocks to Buy, Best Stocks for 2008
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.
“Banco Santander (NYSE: STD) is a ’swashbuckling Spaniard,’” jests Frida Ghitis, contributing editor for Global Investing.
In referring to her conservative favorite for 2008 she explains, “While the big ships of the financial industry struggled to weather a storm of their own creation in the credit markets, a solidly built craft sailed full speed ahead undeterred by the turbulence, proudly flying the Spanish flag into new and old markets.
“Banco Santander, which trades as an ADR in the US, apparently managed to tack clear of the siren call of easy subprime money in America. Instead, following in the tradition of the conquistadors, it went in search of new riches in the old world and the new.
“With branches in Europe, Africa, and the Americas, Grupo Santander has grown to become the largest bank in Europe by market capitalization, even as its competitors see their market cap wither during difficult times.
Continue reading Best Stocks for 2008: Latin America banks on Banco Santander (STD)
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Filed under: Other issues, Products and services, Management, Southwest Airlines (LUV), JetBlue Airways (JBLU), Oil
 When JetBlue Airways Corp. (NASDAQ: JBLU) shoved founder David Neeleman out from his CEO position in May, he described it as a “natural evolution of our leadership structure.” Wow, that’s more spin than you see at a dreidel at Hanukkah.
To say that things haven’t gone JetBlue’s way in 2007 may be an understatement. in February, thousands of fliers were left stranded in jam-packed aircraft that never took off because of inclement weather. To Neeleman’s credit, he quickly owned up to the blunder and enacted a “bill of rights for customers” and apologized until he was blue in the face — no pun intended.
Since his departure, Neeleman tried his hand at blogging, though his “flight log” hasn’t had a new entry since November. Maybe he’s busy counting his money. InsiderScore estimates that he’s sold more than $30 million worth of stock over the past 18 months. That should help heal his wounded pride. Too bad that investors aren’t so lucky.
Continue reading Money Losers of 2007: JetBlue’s David Neeleman hits turbulence
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