Seeking Alpha

Rocco Pendola

 
View as an RSS Feed
View Rocco Pendola's Articles BY TICKER:
  • Amazon's Biggest Mistake: Not Begging For A Partnership With Apple
    Wed, Oct. 29 AMZN 27 Comments

    Summary

    • Amazon wasted money and time developing its own hardware.
    • Partnership, not competition, with Apple would have and, quite possibly, still makes the most sense.
    • That said, Amazon's overarching, largely positive narrative remains intact.
  • Don't Apply 'Lessons' From The Dot-Com Bust Of 2000-2001 To 2014's Version Of Amazon
    Tue, Oct. 28 AMZN 62 Comments

    Summary

    • Saying investors have given Amazon a "hall pass" incorrectly suggests Amazon has done something wrong.
    • Along with a handful of other tech companies, Amazon has changed the way people live.
    • With massive opportunity going forward, there's no reason to turn sour on Amazon now.
    • And, most importantly, don't erroneously apply what happened during a dot-com bust 15 years ago to Amazon's situation today.
  • Thoughts On Cable And Satellite Going A La Carte
    Mon, Oct. 27 CBS, CMCSA, DTV 11 Comments

    Summary

    • CBS and HBO's Internet-only offerings will prompt other networks to consider severing traditional ties with cable and satellite companies.
    • Major professional sports leagues don't have to wait.
    • As the NHL example illustrates, cable and satellite hold fans hostage for access to a relatively small batch of programming.
    • Once sports falls, the cable and satellite establishment will crumble leading to a mad M&A scramble.
  • Will Pandora Steal Howard Stern From Sirius XM?
    Thu, Oct. 23 P 34 Comments

    Summary

    • Pandora intends to add programming that will help it further challenge broadcast radio in the automobile.
    • Howard Stern's contract with Sirius XM expires at the end of 2015.
    • Given Stern's focus on interviews with musicians and other celebrities, he would be a perfect fit on Pandora.
  • It's True, Apple Is About To Crush Microsoft With Business Customers
    Thu, Oct. 23 AAPL 377 Comments

    Summary

    • On its earnings call, Apple made it clear - it's coming for Microsoft's enterprise business.
    • Apple penetrates corporations through the front door consumers happily open.
    • This emerging enterprise business might prove more exciting than other known or rumored Apple endeavors.
  • Stop The Insanity: Apple Doesn't Have An 'iPad Problem'
    Wed, Oct. 22 AAPL 138 Comments

    Summary

    • 12.3 million iPads sold does not represent anything "ugly" or "bad" at Apple.
    • Considered critically, iPad represents one piece of Apple's body of work, which serves different sets of users in different ways at different times.
    • Like Steve Jobs, Tim Cook focuses on this long haul body of work; investors should as well.
  • Is Apple Finally A Flight To Safety Stock?
    Tue, Oct. 21 AAPL 16 Comments

    Summary

    • Apple has outperformed the major stock market indices over the past year.
    • This makes Apple what it should be - a flight to safety during uncertain times for tech stocks.
    • While names such as Netflix eventually show their true colors, Apple hums along.
  • Can Once Great American Retailers Rise Again?
    Editors' Pick • Tue, Oct. 21 AMZN, BBY, JCP 3 Comments

    Summary

    • Failed strategies of the past, such as wholesale store closures, will not save physical retail's laggards.
    • Brick and mortar retail must begin to act independent of Amazon.com, not merely in response to it.
    • The first struggling retailer to hire an innovator as CEO could be the first legitimate long-term buy in a group that includes BBY, JCP and SHLD.
  • As Rogers Communications Trashes Hockey Night In Canada, Is The Stock A Buy?
    Tue, Oct. 21 RCI 7 Comments

    Summary

    • Rogers Communications received a somewhat cautious upgrade Monday.
    • While RCI performed remarkably well in 2012, it has been a dog for almost two years since.
    • If hockey-related catalysts don't pan out, investors are left with nothing but a slow-growth Canadian telecommunications company.
  • Watch As Apple Hoses The Music Industry Yet Again
    Mon, Oct. 20 AAPL 71 Comments

    Summary

    • Tech companies continue to dilute the value of music.
    • And there's nothing the music industry can do about it.
    • This reality makes names such as Apple great long-term buys in the space.
  • Marissa Mayer Knows What Yahoo Needs, Critics Have No Clue
    Mon, Oct. 6 YHOO 61 Comments

    Summary

    • Ignore mindless M&A chatter on Yahoo.
    • Snapchat could represent a wise investment by Marissa Mayer; no more, no less.
    • Long-term investors take note - Yahoo's future is all about premium programming attracting premium advertising.
  • If The Apple Watch Fails, Does Tim Cook Get Fired?
    Mon, Oct. 6 AAPL 116 Comments

    Summary

    • Apple's latest batch of iPhones ultimately contributes to Steve Jobs' legacy.
    • Thus far, Tim Cook's regime rests on maintaining Apple's existing success and hoping for a hit with the forthcoming Apple Watch.
    • Anything less than iPod, iPhone or iPad-like success with the watch will prompt the media and some investors to question Cook's effectiveness and long-term potential as CEO.
  • Apple Will Do A Television Set
    Thu, Sep. 25 AAPL 129 Comments

    Summary

    • Don't laugh at Apple analyst Gene Munster, an Apple television set makes perfect sense.
    • As Tim Cook has stated repeatedly the living room is ripe for disruption.
    • Apple doesn't need content to produce and succeed with an integrated iTV/Apple set-top box combo.
  • Apple, Google Will Crush Microsoft Just As Amazon Did Best Buy
    Wed, Sep. 24 MSFT 187 Comments

    Summary

    • Best Buy's stock performance in 2013 and now in 2014 is a mirage.
    • Something similar applies to Microsoft as you can draw conceptual parallels between the two companies.
    • Tech companies and competent retailers continue to put the hurt on a stagnant Best Buy.
    • By a similar token, Apple, Google and others will loosen and eventually destroy Microsoft's foothold with business customers.
  • Apple's Next Billion-Dollar Business
    Tue, Sep. 23 AAPL 46 Comments

    Summary

    • Apple dropped the ball on the U2 free "download" promotion.
    • It's likely, however, that Tim Cook has bigger and better plans for Apple's music-related business.
    • Expect Apple to create the modern-day equivalent of a record label led by Jimmy Iovine and Dr. Dre.
  • With Amazon Bears Proven Wrong, The Road To $400 Remains Open
    Mon, Sep. 22 AMZN 91 Comments

    Summary

    • Buy dips in AMZN on post-earnings swoons; history shows you'll make money.
    • Dig deeper to better understand the notion of profitability at Amazon.
    • Step into modern day investing where valuations and profits don't matter as much as revenue growth and ubiquity.
  • Forget Alibaba, Let's Talk About Yahoo
    Mon, Sep. 22 YHOO 15 Comments

    Summary

    • The Board didn't hire Marissa Mayer to count the beans Yahoo's core business collects.
    • Mayer will not spend proceeds from the Alibaba IPO on M&A just for the sake of spending them.
    • Yahoo must differentiate itself in the streaming video space.
    • Mayer can exploit the largely untapped music industry for new revenue via live concert streaming.
  • A Look Inside Pandora's New Kinder, Gentler Strategy
    Mon, Sep. 22 P 22 Comments

    Summary

    • Co-Founder Tim Westergren's adversarial approach to the music industry seems to be out of favor at Pandora.
    • Westergren now takes a backseat to other top executives, particularly CFO Mike Herring.
    • While the changes don't necessarily make Pandora shares a buy, keep an eye on what the company does next.
  • At Apple, There's No Need For Tim Cook To Be Revolutionary
    Fri, Sep. 19 AAPL 115 Comments

    Summary

    • Tim Cook has escaped the once impossible overhang of replacing Steve Jobs.
    • Cook not only understands and expertly articulates, but also embodies the notion that incremental changes ultimately equal revolution at Apple.
    • If you share Cook's calm and cool long-term vision, it might make sense to take a bite of AAPL shares.
  • A 10 Year Old's Take On Microsoft's $2.5 Billion Purchase Of Minecraft
    Thu, Sep. 18 MSFT 18 Comments

    Summary

    • Microsoft is after ubiquity with its purchase of Minecraft.
    • As Apple, Google and others go after Microsoft's enterprise business, Microsoft seeks better standing with consumers.
    • Microsoft can't buy Apple, Amazon or Google-like omnipresence after failing to build it.
  • Investors Can't Believe The Apple Hype
    Wed, Sep. 17 AAPL 178 Comments

    Summary

    • iPhone 6 and iPhone 6 Plus will crush Apple records.
    • Mobile payments on iPhone will change the game, leaving carnage in its wake.
    • But investors should not allow Apple euphoria to cloud their judgment on the stock.
  • Banking Massive Pandora Gains, Getting Aggressive With Lululemon
    May. 24, 2012 LULU, P 20 Comments
  • Pandora Goes On The Offensive, Takes It To Traditional Radio
    May. 24, 2012 P 70 Comments
  • Playing The Latest Apple Bounce Somewhat Conservatively
    May. 23, 2012 AAPL 13 Comments
  • Karmazin's Ego Gets In The Way Of Sirius XM's Success
    May. 22, 2012 SIRI 94 Comments
  • Apple Bulls: Has David Einhorn Ever Heard Of Steve Jobs?
    May. 18, 2012 AAPL 92 Comments
  • Thanks Apple For Killing My Portfolio
    May. 17, 2012 AAPL 128 Comments
  • Netflix Executive Out, Massive Insider Buy: What's Going On?
    May. 11, 2012 NFLX 32 Comments
  • Sell Ford, Even If You Are A Long-Term Investor
    May. 9, 2012 F 145 Comments
  • Should You Buy Pandora Ahead Of Earnings?
    May. 8, 2012 P 14 Comments
  • Sirius XM: Running Out Of Options
    May. 8, 2012 SIRI 30 Comments
  • Going All-In Apple: A Counterintuitive Approach To Investing
    May. 7, 2012 AAPL 42 Comments