Seeking Alpha

Victor Cook

View as an RSS Feed
View Victor Cook's Comments BY TICKER:
Latest  |  Highest rated
  • The Rough Rider and The Grey Lady: Pennies for Dollars? [View article]
    Gary,

    I'm afraid you're right. But they seem to be moving in the right direction.

    ~V
    Dec 28 12:19 PM | Likes Like |Link to Comment
  • Wharton Prof Debunks Market Share Myth [View article]
    Carl and Paddy,

    There's a simple solution to this old problem: target that market share that optimizes enterprise marketing expenses. The result is maximum earnings. See any of my posts on SA or just click on this link to my blog customersandcapital.co...
    Dec 27 05:54 PM | Likes Like |Link to Comment
  • New York Times Breakup Value Far Exceeds Enterprise Value [View article]
    Let's not focus on breakup value. That's history. Let's look at potential value. That's the future. See customersandcapital.co...
    Nov 20 08:17 PM | Likes Like |Link to Comment
  • The Long Case for The New York Times Co. [View article]
    The long case is stronger than you think. See customersandcapital.co...
    Nov 20 08:12 PM | Likes Like |Link to Comment
  • Microsoft's $154 Billion Question: Accounting For the Unaccountable [View article]
    Thomas,

    No, I have no idea how much cash MSFT has in sub-prime paper.

    ~V

    Sorry for the delayed reply to your question, I just now discovered the list of comments on my posts.
    Nov 1 03:31 PM | Likes Like |Link to Comment
  • It May Be Time To Give Microsoft A Well-Deserved Break [View article]
    Here's a fresh take on Google and Microsoft in their competition for capital and customers two quarters out:
    "Google vs. Microsoft: Blue Ocean vs. Red Ocean Stock Pricing" at www.customersandcapita...
    Oct 29 03:11 PM | Likes Like |Link to Comment
  • It May Be Time To Give Microsoft A Well-Deserved Break [View article]
    Here's a fresh take on Google and Microsoft in their competition for capital and customers two quarters out:
    "Google vs. Microsoft: Blue Ocean vs. Red Ocean Stock Pricing" at www.customersandcapita...
    Oct 29 03:11 PM | Likes Like |Link to Comment
  • Citigroup Q2 2007 Earnings Call Transcript [View article]
    Citigroup already is outperforming the pack. The second quarter results in investment banking will just add fuel to the fire. See "Citigroup Differentials: 3D Marketing Metrics" at customersandcapital.co.../
    Jul 21 09:27 AM | Likes Like |Link to Comment
  • Analysts Split On How To Handle Intel [View article]
    The trend in Intel's fortunes seem not to have changed much since my post of April 4, 2007 on "The Falcom and the Inchworm" at www.customersandcapita....

    Linear Technology (LLTC) is the inchworm in this story. Guess who the falcon is.
    Jul 19 11:44 AM | Likes Like |Link to Comment
  • Coca-Cola: Buffett Was Right, Wall Street Was Wrong [View article]
    Thre's another side to this coin: Why is KO's price just over $50 today when it hit $85 in 1998? For some answers to this question see my March 27, 2007 post on "Marketing Hell" at www.customersandcapita...
    Jul 19 10:56 AM | Likes Like |Link to Comment
  • CME, ICE Bids for CBOT Expected to Enter Round 3 -- Bloomberg [View article]
    Maybe the Boards of CBOT Holding and CBOT should reconsider their assessment of the ICE offer. See "Exchange Wars: ICE vs. CME" at financial.seekingalpha... for an analysis of the unanticipated consequences of either alternative.
    Jun 18 10:22 AM | Likes Like |Link to Comment
  • Pearson and GE Considering Joint Bid for Dow Jones [View article]
    Under the right leadership is Dow Jones worth $75? My analysis compares
    DJ's financial performance against competitors in 2006 with a forecast of its performance in 2010 (media.seekingalpha.com...). The bottom line? It is.
    Jun 18 10:10 AM | Likes Like |Link to Comment
  • Microsoft, GE Considered Dow Jones Bid -- WSJ [View article]
    Sorry to disagree with analysts at two of the biggest companies on the planet, but the economics make a lot of sense if you look at the long term impact of Mr. Murdoch's buyout of Dow Jones through the lens of enterprise marketing framework. See www.customersandcapita.../
    Jun 11 05:53 PM | Likes Like |Link to Comment
  • Michael Price on Murdoch, Dow Jones and the Washington Post [View article]
    Thank you for the link to the May 2, 2007 Bloomberg interview with Michael Price where he said Dow Jones is a trophy that "could be a $100 deal." It's particularly interesting to me, since at that time I wasn't following the story, and I missed his comment.

    In my June 5th post on the "Dow Jones & Company: Anomaly or Hidden Value?" on this site I concluded that "Under the right leadership, four years out (with a discount rate of 12%) my analysis shows the present value of DJ is $75 a share or a little over $6 billion." The nominal price on which my 2010 price forecast was based is $118.
    Jun 9 01:01 PM | Likes Like |Link to Comment
  • Philadelphia Inquirer's Tierney Mulls Dow Jones Bid -- WSJ [View article]
    This story provides a valuable update on the fundamental question related to Dow Jones & Company Inc: is it actually undervalued both by investors and the leading suitor? My analysis suggests the answer is yes. Precisely because it owns two of the most widely known – and undervalued – brands in the world.
    My analysis shows that with the right kind of leadership DJ is worth $75 a share, or just over $6 billion. Check out "Dow Jones: Anomaly or Hidden Value" at www.customersandcapita.... I posted this analysis last Saturday when every one was saying Mr. Murdoch's offer of $5 billion would never be matched.
    Jun 7 07:48 AM | Likes Like |Link to Comment
COMMENTS STATS
109 Comments
21 Likes