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- comScore: Google's Bark Is Worse Than Its Bite [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Google Ad Planner Making the Industry Nervous [view article]
- ComScore / Google Competition: Paid Click This! [view article]
- Google Puts the Hurt on Comscore [view article]
- Google's Trends for Websites - Challenge to Comscore and Alexa? [view article]
- How Badly Will a Recession Hit Online Advertising? [view article]
- Google Paid Clicks 'Accelerated' in April, Analysts Bullish [view article]
- Wall Street Breakfast: Must-Know News [view article]
- The Google Economy [view article]
- Why Was Everyone Wrong on Google? [view article]
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- Market Quiz: 5 Must-Know Headlines
- comScore: Google's Bark Is Worse Than Its Bite
- Wall Street Breakfast: Must-Know News
- Google Ad Planner Making the Industry Nervous
- ComScore / Google Competition: Paid Click This!
- Google Puts the Hurt on Comscore
- Google's Trends for Websites - Challenge to Comscore and Alexa?
- Coupon and Luxury Sites Both Show Strong Growth in May
- How Badly Will a Recession Hit Online Advertising?
- Google Paid Clicks 'Accelerated' in April, Analysts Bullish
- Full List of Articles »
comScore: Google's Bark Is Worse Than Its Bite [view article]
Lol, dream on. Google, who owns all the traffic, is offering for free, what others have to charge for as their business model...and it's a revenue neutral exercise? Wake up and smell the Microsoft. This has been done before, with similar excuses for why "it isn't a big deal". How many competitors did Softy crush with this model? SCOR and Nielson are cooked. ReplyWall Street Breakfast: Must-Know News [view article]
Market Currents is great. It may take some time for people to get used to it, though. Replymidwestern
neighbor
Wall Street Breakfast: Must-Know News [view article]
GS really doesn't get BA. Sure, airlines are hurting. Yes, some orders will get cancelled. But let me ask...how many years worth of backlog are there? Yeah, several, worth ~10 times BA's market cap! And a big reason many of those orders exist is because the newer planes are more fuel-efficient...*help... the airlines deal with high fuel costs. Yet GS cites that high fuel cost as a source of hurt for BA. The reality is, high fuel costs for airlines are a moot point - these effects cancel each other to some degree. Furthermore, given the multi-year backlog, it is likely that fuel costs will have either moderated again, or that the overall economic situation will change in some way that diminishes the effect of high oil prices. Those lost orders could easily be renewed two years down the road, before they were originally scheduled for delivery anyway!Furthermore...aside from all the talk of lost orders and high fuel costs, GS is downgrading BA right at the time when BA is *finally* starting to meet milestones on the 787...if anything, BA is finally building momentum on that project, and apart from macro-economic worries, BA would be seen as having bottomed.
In short, I think there's a better than 50% chance that GS has muffed this one big time! The dollar may soon begin strengthening; we may soon see offshore drilling limits lifted...both causing lower oil prices; and BA is building momentum. Note that they beat last quarter, also amidst record high oil, and during a period where it seemed like the 787 project was announcing a new delay every month. Their existing production deliveries were being made more efficiently than expected, showing the company is thriving despite the 787 delays, and despite high oil.
I am long BA.
Reply
Wall Street Breakfast: Must-Know News [view article]
sure like Under the Radar News Replyancisco
Wall Street Breakfast: Must-Know News [view article]
One more vote for "Under the Radar". Have checked Market Currents, but it is too much. What I most appreciate on both of your columns is your ability to select those items that seem to fit into a pattern - although I would be hard pressed to identify what that pattern is. ReplyWall Street Breakfast: Must-Know News [view article]
Somehow I missed a couple of issues. Really missed them. :-) ReplyEli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
Thanks for your comments guys. I'm interested in your feedback.My thoughts were that our new Market Currents (archive page: seekingalpha.com/marke...) is like Under The Radar on steroids. Have you seen it? Reply
Wall Street Breakfast: Must-Know News [view article]
I love WS breakfast! Thank You Eli. Can't wait for the returnof "UNDER THE RADAR NEWS". Reply
Wall Street Breakfast: Must-Know News [view article]
4th vote - Under the Radar ReplyWall Street Breakfast: Must-Know News [view article]
Mazel Tov to that!!! Under the Radar baby!!! Give it to us Rabbi Hoffmann ReplyWall Street Breakfast: Must-Know News [view article]
A third vote. ReplyWall Street Breakfast: Must-Know News [view article]
Another vote for "Under the Radar News". ReplyWall Street Breakfast: Must-Know News [view article]
We want a return of "Under the Radar News"!!!!!Please Eli!!! Reply
Google Ad Planner Making the Industry Nervous [view article]
If it's free, doesn't this just give advertisers another tool to evaluate their spend? Google isn't forcing anyone to use this, are they? ReplyComScore / Google Competition: Paid Click This! [view article]
SCOR just got punked. Watch the short interest surge over the next few weeks. Reply