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Internet, Media and Telecom
Internet
-
5 Bear Market Tech Opportunities
- Windows Live Rolls Out Its New Social Network Hub
- There's Talk of Taking Yahoo Private
- Online Search Share: September and October 2008
- Murdoch Biographer Disses MySpace
- Google to Experience Growing Pains As It Matures
- US Searches Rise 7% in October, Google Dominates
- Huffington Post Knocks on Local Doors
- Free TV Slams Media Companies
- Expect Akamai and Limelight's Court Ruling by the End of the Month
Media
- Nine Media Predictions for 2009
- Newspapers Struggling: Gannett, New York Times, McClatchy & Co.
- Huffington Post Knocks on Local Doors
- Outing Sirius CEO Karmazin Is a Crazy Idea
- Broadway's Recession Plan for Tough Times
Telecom
- CEO Succession at Rogers Communications Important for Long Term
- Gartner's Report: Implications of the Recession on the Cell Phone Industry
- Clearwire and Sprint Clear to Launch Nationwide WiMax Service
- BCE Inc.'s LBO: Board Should Take C$36, Forget about Break Fee
- Towerstream Trading Below Cash
Hardware, Software and Semiconductors
Gadgets
- Palm Issues Warning for Q2; Is the End Near?
- Palm's Time May Have Passed
- Gartner's Report: Implications of the Recession on the Cell Phone Industry
- AAPL Smartphone Shows the Way to Competitors
- Four Best Ways to Invest in Video Games
Hardware
- Avnet Continues Shopping Spree with Nippon Denso Acqusition
- The Cyber Monday Meltdown
- Intel: Semiconductor Value with Options
- iPhone vs. Netbook: Which Will Be the Biggest Gaming Machine?
- CTS: Strong Player in Two Difficult Sectors
Networking
- Nortel Hangs 'For Sale' Sign on Calgary Campus
- SYKES Enterprises: No Debt, Nice Cash Safety Net
- The Cyber Monday Meltdown
- Cisco Rival Blue Coat Is Looking to Hire
- Stocks That Trade Like Binary Options: Speculative Plays Under $10
Software
-
5 Bear Market Tech Opportunities
- Sumner Redstone Drops Midway Entirely
- The Cyber Monday Meltdown
- Microsoft vs. the Cloud
- Four Best Ways to Invest in Video Games
Semis
- Chip Makers Cut Production As Demand Falters
- Is Flextronics Cutting Jobs in China?
- Pericom Semiconductor: Safe to Buy and Hold
- The Cyber Monday Meltdown
- More Ominous News for Semis
Biotech and Healthcare
Biotech
- Nine Pharma Predictions for 2009
- Emergent BioSolutions Looking Strong, Even on a Bad Day
- Mylan on the Comeback Trail
- RegeneRx: A Beaten Down Biotech
- Ustekinumab PDUFA Could Kick Start Medarex Revival
Healthcare
- Utah Attorney General Pimps USANA Health Sciences
- Caraco Pharma Is a Compelling Value at This Price
- Taking a Shine to (Henry) Schein, Inc.
- Nine Pharma Predictions for 2009
- Can MicroRNA Reverse Heart Disease?
Financials
Financial
- The Hedgehog vs. The Fox
- Blame Citigroup's Woes on the Citi-Travelers Merger
-
Greenberg's Chutzpah
-
What's a Super-Senior Tranche?
- Super-Seniors: Your Questions Answered
- Pay Bankers Much Less
- ADRs: A Bright Spot in the Markets
- Thoughts on 3Q Earnings: KSWS, RAIL, AEO, NICK, PNCL
- A Restoration of Confidence in the Markets Means Everything
- What KKR Will Be Using New Money For
- Hedge Fund Sues Bank of America Over Countrywide Mortgage Modifications
- U.S. Bancorp Is Taking Fed's Advice to Lend Aggressively
- Clear Trends Are Beginning to Emerge
- Hedge Fund Notes and News
- Monetary Conditions Remain Tight
- JPMorgan: Beneficiary of Depression?
- AXA Cuts FY08 Forecasts; Negatives Already Priced In
Energy and Utilities
Energy
- Enbridge Might Unveil Funding Plan Before Q4 Results
- How Would a Canadian Coalition Affect the Energy Sector?
-
Oil: A Slippery Slope Ahead?
- Deere Execs on Ethanol and Commodities
- Chevron Offers Gas and Oil at $59 Per Barrel
- Weekly Market Outlook: Uncertainty Looms Over Energy and Currencies
- Citigroup Forecasts High Distribution Cuts By Canadian Royalty Trusts
- OPEC and Production Cuts: Why Now's the Time to Buy
- Inergy: An Excellent Stock for Long Term Growing Income
- Ethanol: In the Tank
Utilities
- California Solar Rooftop Project Hits Milestone
- Utilities: Still an Integral Part of a Well Diversified Portfolio
- Infrastructure Investment Will Be a Slow Economic Stimulus Path
- Utility ETFs May Get a Jolt from Fees
- IBM Snags Another Smart Grid Deal, This Time with AEP
Consumer, Transport and Industrials
Retail
- Black Friday Online Spending Up Only 1%
- Department Store Pre-Holiday Online Traffic Up
- Earnings Preview: Collective Brands
- Earnings Preview: Aeropostale
- Quick Thoughts on Black Friday Retail
- Thoughts on 3Q Earnings: KSWS, RAIL, AEO, NICK, PNCL
- The Gap's Resurgence: Great Start to the Holiday Season
- Retailers Will Find It Hard to Keep Shoppers' Attention This Year
- Borders: CEO Jones Not Responsible for Sins of the Previous Management
- Vina Concha Lowered From Buy to Hold
- Best Performing Stock of the Year? A Pasta Company!
- Three Retail Stocks to Buy before Christmas
- WMG Sees Premium Pricing On Apple's iTunes
- Blue Nile: Diamonds Are Not Forever
- Why Saputo? A Stellar, Recession-Proof Stock