jay fredrickson

Apple Ends a Record Run

This is welldone and the definition of momentum brought to life. Stocks like this are hard to find and hard to stay invested in, winners ride the wave and don't worry about slight dips or pullbacks.
Jay

Apple Ends a Record Run

This is a tremendous article. The definition of momentum is brought to life in these examples. It's much bettter to be ahead of this curve than behind it, right?

Renewed Cost-Cutting Leads to Newspapers' Return to Profitability

Excellent 2q report for MNI. The cuts have been deep and painful, but this company now looks to be out of the woods for short term and intermediate term bankruptcy. Alarmingly low cash levels could still force this company to draw down the credit line even further.

Print Ad Losses to the Internet: It Ain't Over Yet

Excellent discussion going on here.

Media Must Start Anew, Mine Connectivity

Wow, what an article!

How to Save Newspapers: Outlaw Linking

When and if newspapers go away, someone will have to pay a huge price to gather and distibute news. Why not allow newspapers to charge for what they pay to produce? Seems logical to me.

Google Holds 65% Search Share in Pre-Microsoft Bing Rankings

I wouldn't want to bet against MSFT, not with this new BING search program. It will continue to gain market share from Google or at least from AOL.

The Great Bing Scam

I think MSFT is really on to something with Bing. Where it sits on the new IE8 makes it as good or better than Google. The stock price of MSFT will reach a new all-time high as a result of this new search engine, in my opinion. Bing is that good.

U.S. Ad Spend Plunges 14.2%; Only Online Posts Growth

This is an excellent article. Well done, very useful and informative.
Jay Fredrickson

The New News

well done, Jeff. Is anyone worried that there is information overload and we all may be writing for only ourselves and a few followers? Newspapers still deliver mass numbers in a relatively short time.
Gannett is still tremendously undervalued.

GeoCities = MySpace = Newspapers?

Jarvis, excellent points. It appears to me that you are saying newspapers still don't get it. How can they possibly raise the price of the Sunday product and expect anything but massive abandonment?

Jay Fredrickson

Gannett Indicative of Media Sector Woes

Gannett is tremendously undervalued and should at least triple in the next 24 months. This is a screaming buy. I think Google will eventually end up owning this and other media companies, as the upside potential for Google will one day be limited to the amount of text ads on a search page. Small, local advertisers aren't seeing huge response to their Google programs due to an abundance of advertisers competing in the same space.

Wall Street Breakfast: Must-Know News

4% long term mortgage rates will help, but only if banks lend the money to people other than doctors with no debt.

The 15 Most Cash Rich Companies

The post adding debt to the equation clearly shows that Google, Apple and Microsoft have the highest levels of "net cash" or liquid assets.

Well done discussion and worth the read.

Jay

Ads and News: Google Capitalizes on Old Idea

Google looks as though they have all the pieces in place for total worldwide domination in the advertising business. I predict that Google will end up owning McClatchy, Gannett and Tribune within the next two years. They need the newsgathering power of the reporters on the ground, and hiring these folks would be a lot easier if they bought out the entire operations.