TMT Analyst

Stocks that benefit from Facebook's IPO

2012-01-28T01:41:00.000-05:00

By most accounts, Facebook’s IPO should raise $10 billion. What will FBOK do with its part of all that cash? The same thing Google has been doing. Buying up other companies to build up its ecosystem to ensure its longevity as well as assure investors that it is not a one trick pony. Google, several years ago, acquired several companies such as YouTube and DoubleClick and about a hundred more

Yahoo! Pack it up pack it in...

2011-06-23T05:46:00.001-04:00

There comes a time in a company's lifetime when insurmountable competitive forces and unfavorable industry dynamics draws the business model into the decline phase. Yahoo! has approached that moment. In our last write-up on Yahoo! seen here, we outlined several steps management and the board should take to increase shareholder value culminating into the inevitable final step - a sale. At the

Valuevision Media: Our Top Small Cap Media Pick.

2011-05-01T09:35:00.002-04:00

ValueVision Media (VVTV) is set to report earnings on May 11, 2011. Research firm Piper Jaffray is calling for revenues of $146.7 million, Adjusted EBITDA of ($0.962), and GAAP EPS of ($0.73). We think those estimates are easily beatable and the shares are likely to rally post the earnings. Friday’s favorable decision from Liberty Interactive regarding the bondholder lawsuit should be viewed as

Get home security systems

2011-02-05T15:43:00.002-05:00

Get it here

AOL Post earnings comments

2011-02-05T15:22:00.004-05:00

AOL reported 4Q10 results this past week of $596MM in revenue above the Street and Adjusted EBITDA of $149MM also better than the Street.O&O Domestic Display Revenue was $140MM (up 24% Q/Q). Comments from the call follow from AOL IR: Get home security systems http://www.5linx.net/TMTADVISORS/products.asp DISPLAY Now, midway through Q1 2011, our salesforce is operating in a structure

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2011-01-29T18:30:00.003-05:00

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R&D Tax Credit Could Boost Companies EPS

2011-01-27T11:57:00.000-05:00

Netflix's EPS benefited by 3 cents due to the R&D tax credit as a result of the passage of the tax bill in December. Most companies are likely to take the credit in the fourth quarter leading to upside to EPS estimates. Most Street estimates do not reflect that credit.

Microsoft Earnings Preview

2011-01-27T11:43:00.002-05:00

Microsoft is scheduled to report earnings this evening. The Street is expecting revenues of $19.17 billion and EPS of $0.68 The March quarter is estimated to produce $16.06 billion in revenues and EPS of $0.56. This suggest a cautious tone as the historical revenue decline have averaged 10% versus the 16% decline implied by the Street guidance. Street sentiment is positive on the stock with

Google CEO to Step Down in 2009

2011-01-21T08:14:00.001-05:00

We hate to brag but we did see this coming and wrote about it in Google CEO to Step Down in 2009, except that we were a bit early. It was clear to us then that Schmidt had political aspirations and we continue to believe that he does. The spat with the founders over China may have been the tipping point. Page: From Nerd to Jack Welch? Probably not. In the times we have been near him, he did not

Doughtery and Co. Defends VVTV, ups price target

2011-01-18T23:17:00.000-05:00

The firm does so after VVTV shares declined 6% and following a series of management meetings. • VVTV’s strategy is to deliver great content across multiple categories to drive customer growth. Improved sourcing and merchandising decisions are driving higher margins and distribution costs are deflating. Gross margin dollar growth is leveraging VVTV’s fixed operating expenses, producing an EBITDA

Bernstein sees Apple weakness as buying opportunity

2011-01-18T06:51:00.000-05:00

The firm believes that the 6% decline in the stock in reaction to the news from Steve jobs is a buying opportunity. We agree. Plus earnings must be stellar for them to make this announcement in front of it. We are hoping he makes a speedy recovery.

Our Mosaic Theory on our VVTV Acquisition Thesis

2011-01-17T21:08:00.004-05:00

We have been getting lots of push back about our ValueVision Media (VVTV) acquisition thesis with some stating that we are being sensational, see that write-up here. [Our other analysis on the company was never questioned.] Thus, we decided to expand on our thinking. So here goes and note that our thesis is based purely on mosaic theory. Reasons why we believe VVTV is a take-out candidate: 1.

NewsCorp to Sell MySpace

2011-01-16T17:51:00.002-05:00

NewsCorp finally admitted today that it is seeking to sell MySpace becoming the second major media company after AOL to admit that they cannot effectively manage new media companies. We stated in a previous write-up that Google should look to buy MySpace, seen here, but we now think maybe FaceBook should look to buy MySpace. Both companies make good suitors to us.

Avalon (AVL) - A Clean Tech, rare earth metal stock worth considering

2010-12-27T10:17:00.000-05:00

We are stepping away for a moment from our main coverage of tech, media, and telecom stocks to highlight, Avalon Rare Metals (AVL), a Clean Tech stock we believe has enormous potential. If you are hesitant to buy gold and silver because of the hype surrounding the precious metals this year, then this rare earth metal stock is worth considering. This will also start our coverage of Clean Tech

Buying opportunity on Valuevision shares

2010-11-19T09:26:00.001-05:00

ValueVision posted a great quarter with sales growth that bested its two competitors QVC and HSN and posted its first EBITDA positive quarter in over two years. The shares round tripped, first spiking 7% but ending down 8% for the day, due, we believe, to some profit taking. This presents a buying opportunity for the shares, which are worth over $7 by the end of 2011, according to our math.

Hulu lowers price and offers referral service

2010-11-17T08:09:00.000-05:00

Hulu has lowered its price to $7.99 and is offering a referral service to existing subscribers. Thanks for being a subscriber to Hulu Plus during our preview. We've been hard at work refining our existing applications, expanding the device coverage, and extending our content lineup. We're excited to announce that today, Hulu Plus is officially launching out of preview to anyone in the U.S. for

Microsoft sold 1M Kinect in 10 days

2010-11-15T22:01:00.000-05:00

Microsoft states that it is on pace to sell 5 million by the end of the year. Kinect launched in the U.S. on November 4th and then followed by Europe on November 10th and will launch in Asia on November 18th and Japan on November 20th.

Meida execs with their head in the sand on cord-cutting

2010-11-13T07:19:00.000-05:00

Media executives, with the exception of DirecTV, appear to deny the existence of the cord-cutting phenomena that is gripping the country and is likely to grow stronger over the next few years. DirecTV is addressing it head-on with their Cinema initiative, but others from both the content and distribution side, are flat out denying it, with NewsCorp's CEO stating that he "does not get this

NewsCorp has already denied interest in Yahoo!

2010-11-13T06:52:00.001-05:00

With the recent talk about NewsCorp's interest in buying Yahoo!, we thought to go back the the company's recent public comments on this. During the 3Q10 conference call, responding to that very question from Credit Suisse analyst Spencer Wang, CEO Chase Carey essentially denied interest in pursuing Yahoo!. In addition, NewsCorp has failed at managing MySpace so what makes them think they can do a

More value for ValueVision in the hands of ComCast

2010-11-12T06:52:00.004-05:00

ValueVision shares are likely to benefit from an improvement in both sales and EBITDA, with Adj. EBITDA likely turning positive, when they report 3Q10 results next week, November 18th. Plus Comcast, after the NBC deal is consummated, is likely to take hold of ValueVision and grow it into a very competitive television shopping network. The distant no. 3 home shopping television network once saw

Google should look to buy MySpace

2010-11-12T06:38:00.002-05:00

This make sense to us. NewsCorp is having a difficult time driving this business back to growth and profitability. This is likely because traditional media companies do not have the necessary vision to manage and grow prominent Internet assets. Time Warner gave up on AOL and Newscorp should do the same with MySpace. However, MySpace is not, we believe, in the best fundamental position to be

Microsoft's End Game in Search - Baidu

2010-10-27T22:22:00.001-04:00

Now that the search alliance with Yahoo! is firmly in place, Microsoft should look elsewhere for search penetration, in particularly China, and look into the “long-term” possibility of acquiring Baidu. China is the fastest growing market for online search and holds the most promise in terms of incremental monetization potential. If Microsoft has serious intentions of taking global market share

AOLHOO or HOOAOL: Two Wrongs Won't Make a Right But Yahoo! Shareholders Win

2010-10-13T22:55:00.001-04:00

Will Force MSFT's hand towards a Full Acquisition of Yahoo!. The Wall Street Journal is reporting that private equity firms together with AOL are looking to merge AOL and Yahoo!. We have argued in the past that Yahoo! needs to take decisive actions to boost its stock price, and failing that, private equity should look into buying Yahoo!. See the write-up here. However, merging AOL and Yahoo!,

CPCs are improving

2010-10-09T07:18:00.001-04:00

In a positive sign for Google, Yahoo, and Bing, our work shows that industry search pricing is improving sequentially. Business equipment for purchase.

Get your Sprint 4G HTC EVO Phone here

2010-10-04T21:25:00.000-04:00

Get your 4G Sprint HTC EVO Phone here