WebMD Health Corp. (WBMD)

All Comments on WBMD

  • commenter
    Pesel
    Feb 12 09:34 AM
    Wall Street Breakfast: Must-Know News [view article]
    That's the problem, companies are still in the GREEDY mode, looking for profitability any way they can---while they should be looking at the fundamentals of survival...or at the very least looking at how they became a successful company to begin with---quality product or service, efficiency, good management AND NO COOKING THE BOOKS! Reply
  • commenter
    Tom B
    Feb 12 09:12 AM
    Wall Street Breakfast: Must-Know News [view article]
    "BlackBerry goes black - again. For the second time in 12 months, Research In Motion (RIMM) was hit with an extended outage to its BlackBerry email service, a development which threatens to undermine its high-profile reputation."

    This is actually GOOD news, because it will favor less proprietary systems, like the iPhone.     Reply
  • commenter
    jcrash
    Jan 29 09:36 AM
    Performance by Short Interest Decile: Not What You'd Expect [view article]
    "This is interesting given the fact that markets are down so much in 2008. One would think that short investors would be doing well in this type of market, but the numbers below indicate otherwise."

    How so? Shorts are UP, regardless of decile. Longs are down regardless of decile.

    "Could this be due to buy-side firms being forced to liquidate positions, thus pushing highly shorted stocks higher because the positions have to be bought. "

    Is that a question? If so, you missed the question mark. And of course in a market that is DUMPING, people on margin are going to be buying back their shorts and selling their longs, making the good stuff go down and the bad stuff go up (or down less in this case).     Reply
  • commenter
    HealthGuru
    Sep 04 04:54 PM
    WebMD Has Tremendous Growth Ahead [view article]
    Describing WebMD as a buy because of the Web 3.0 potential is certainly not without risk at current valuations. Emerging private companies are Global Web 3.0 plays at the core. I would pay particular attention to privately-held Healthcare.com -- the company was formed by a group of internet execs in late 2006. The beta site looks pretty convincing. Reply
  • commenter
    steven.golds
    tein
    Jun 12 03:32 PM
    Why CNET, TheStreet.com, WebMD, PlanetOut, The Knot and Answers.com Won't Be Acquired [view article]
    This is a ridiculous thesis. There are plenty of deals being done at big multiples for paid content companies. See the list at alacrablog.com. Reply
  • commenter
    RES
    Jun 11 02:03 PM
    Why CNET, TheStreet.com, WebMD, PlanetOut, The Knot and Answers.com Won't Be Acquired [view article]
    I agree with Frank. Acquirers should be looking at properties that have the best of both worlds. A loyal user base with proven monetization combined with user generated content. Stokpikr is an interesting application for The Street. User generated content is more valuable if there are already users... Reply
  • commenter
    Frank Li
    Jun 10 03:26 PM
    Why CNET, TheStreet.com, WebMD, PlanetOut, The Knot and Answers.com Won't Be Acquired [view article]
    The key for the traditional content providers is whether they can increase the amount of user-generated content on their sites. TheStreet.com acquired Stockpikr for this reason, and it seems to be going reasonably well.

    Not sure it's right to view The Knot as a traditional player -- I thought a lot of their content was user-generated.     Reply
  • commenter
    Ralph F
    Jun 10 12:46 PM
    Why CNET, TheStreet.com, WebMD, PlanetOut, The Knot and Answers.com Won't Be Acquired [view article]
    Eric Savitz is right. TSCM was trying to sell itself for over a year, and nobody bit. Rumors that CNET was for sale also came to nothing.

    But isn't this also bearish for Barron's itself, and exactly the sort of work Eric does?     Reply
  • commenter
    Perry
    Addison
    Sep 10 06:17 PM
    Chart: Internet Content & Community Stocks - Annual Earnings Growth [view article]
    This could use an update. TSCM has y/y growth above 100% now. Earnings estimates are similar to YHOO,but it trades at a 60% discount. I don't see how that can last. Reply
  • commenter
    Anil
    Singhal, MD
    Jul 13 01:25 PM
    Google Preparing Health Portal; Pitching WebMD and Intuit as Partners (GOOG, INTU, MDRX, WBMD) [view article]
    This could be huge - finally a meaningful initiative in patient and physician access to healthcare information.

    If a well financed, creative and innovative company like Google gets in this space, we may finally have real change in healthcare IT. I believe Google's public mindshare will help them in the consumer confidence area as well. I can’t wait to see a shake up! There are plenty of horror stories I could tell about how scant or poor data was available and it put patient care at risk, not to mention the tremendous added cost of repeating studies due to lack of historical info.

    Anil Singhal, MD     Reply
  • commenter
    SeekingAlpha
    Editors
    Dec 22 05:59 AM
    My Website
    Comparing Valuations for Internet Stocks (ADBL, AMZN, CNET, EBAY, EXPE, FTD, GOOG, IACI, MNST, NFLX, VCLK, WBMD, YHOO) [view article]
    Is Audible really growing 460% in the next year? Wow. Is that Citi's number, or the company's? Reply
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