jenny

Can the Potential Yahoo/Microsoft Marriage Be Saved?

At this point why would MSFT want any sort of affiliation with YHOO? All they have shown for the past weeks is how incapable they are at making decisions. Not to mention there stock is in the toilet. YHOO sentiment may be up (predictwallstreet.com), but I don't care how optimistic people are feeling right now. Yahoo is blowing it big time. Every time we think there going to rally and make the right move, they CONSISTENTLY don't.

A Penny Saved: Sirius Tops Street by 1¢

Whoa, the hostility on this post! I've been hoping for some light at the end of the tunnel and I'm glad you can see it too, Tyler. I defintley don't think were seeing the end of SIRI XM. Most people fail to realize that any sort of progress from this company is going to a be a long process with some bumps in the road. This is a stock that is extremely sensitive to media buzz. Right now sentiment is particularly bullish (predictwallstreet.com/...). While losing anything is never great, SIRI is at least showing there not failing. Management is clearly trying to make the right moves here, only room for improvement.

Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates

Just launched the Bold in Chile. RIMM knows they are losing market share and is clearly working on remedying this asap. Chile is most likely only the beginning. RIMM has put a lot of money into the BOLD phone, no doubt. After its launch, RIMM up, up, up. Not to mention they just slashed the prices of there Blackberry's this week. I've seriously had two friends come home already with new Pearls. I'm not saying we're going to see anything drastic from RIMM soon, but there is definitely room for long time growth. Sentiment hasn't been the strongest for RIMM, but I believe will see it gradually move up as it started to today (predictwallstreet.com/...). Clearly, management has some work to do, but once the iPhone buzz wears off, this should recover slightly. We may not see the days of 140 any time soon, but perhaps close.

Has Whole Foods Lost Touch with Its Customers?

There defintley losing touch. Before, WholeFoods was able to call the shots because there were the only player, but now price rules and the game has changed. Whether they learn to adapt to this or not is the question. Unless WFMI is able to deliver a more affordable image, I don’t see consumers rushing through there doors. Do they have good management? And can they overcome there previous perception? These are gonna be crucial questions in the months to come.
I think this was a pretty obvious one to see if you even been paying attention to any sort of news. Clearly “luxury” groceries and coffee (SBUX) would be the first to go in our economic situation. Sentiment for WFMI dropped dramatically yesterday (predictwallstreet.com... and I don’t see it recovering anytime soon. Until people feel comfortable spending money again and the economy recovers (which could be another year at least) I don’t think will see any major improvements in WFMI.

Sirius Stock Up as CEO Buys Two Million Shares

Mel is showing a lot of confidence in SIRI XM! Sentiment for SIRI has been extremely low the past week and suddenly shot up this morning as people are becoming more bullish with this news. SIRI XM stock is so sensitive to media buzz (predictwallstreet.com/...). I'm still feeling uneasy about this stock, I think growth is going to be a long process that we won't see for awhile.

Sirius, XM Complete Merger; Investors Still Blue

SIRI shareholders have been watching there stocks fluctuate for quite some time. The price goes down and sentiment is up and vice versa (predictwallstreet.com/...) I overlayed the price on the sentiment graph and it almost seems this stock responds contrarily. Once the merge was in talks of approval everyone suddenly was for SIRI and now that its finally completed people are wondering if it was such a good idea. I don’t think we’re going to be able to tell much until at least a few years and its probably going to be a very bumpy ride until then. I'm still optimistic for SIRI, but this is obviously a long term investment.

What the Sirius XM Radio Future May Hold

At first glance, this sounds like a great idea. But the problem is, $10 or not, its a subscription fee, and theres something intrinsically abrasive about that term. Consumers see it as just another bill at the end of the month. Which is why adding it into the auto price seems to be so appealing. But what about customers that just don't really care that much about radio? Or the mass amounts of people buying used cars instead of new? There are a lot of pieces here that still need to be figured out. Subscription revenue can be tricky, which is why I think advertising could be a viable, more concrete option as well. Regardless, SIRI is down again today and sentiment is falling with it (predictwallstreet.com/...). Shareholders are tired of watching the SIRI/XM battle with minimal rewards and just want out at this point. I wanted to be optimistic about this merge, but nothing has lead me to believe so.

Apple Math: Market Share over Margins

Great! Thanks for writing an article on Apple that we haven't seen a thousand times before. It always seemed obvious that subscription and new product revenue played a huge role here except was totally overlooked. After checking sentiment (predictwallstreet.com/...), AAPL shot into the UP territory, reflecting how strong people are feeling right now about AAPL. While I do believe the price is high right now, consumer sentiment for the iPhone will inevitable die down, competition, etc. and the price will most likely follow. I think in the long run AAPL is a good buy if you find the right time in.

Yahoo Almost Gets It Right

Yahoo is at the lowest its been since the proposed deal. If MSFT was the wrong choice, then what was the right one? For both companies, it sure seems they would have more going for them together than apart. Shareholders were unhappy then and there unhappy now. Sentiment for Yahoo is low (predictwallstreet.com/...). When I look at the month sentiment graph at predictwallstreet.com it shows that shareholders have been optimistic and bullish at times, but Yahoo continues to disappoint and sentiment falls with it. I predict Yahoo will close down tomorrow as well as we painfully watch its slow, slow growth.

Ford Shareholders Face High Potential for Pain

Agreed, hernje. Companies like Ford and Chrysler began to focus on quantity not quality- an mantra that is inevitably destructive to the consumer. I think a lot of these consumers have woken up to realize that "Buying Ameircan" isn't all that patriotic. On the other hand, Ford's restructing plan does seem to be moving forward, making the best of the situation at hand. Under Mulally, F has been able to make changes at a swifter pace. Indeed this stock is highly speculative, but timing could be everything here. Just a week ago sentiment was extremeley bearish (predictwallstreet.com/...) and has now shifted into bull territory. I overlay the quote on the sentiment graph at PredictWallStree.com to to see if sentiment is preceding the price or vice versa. F price dropped this morning but it seems sentiment has barely budged. Perhaps consumers are keeping high hopes for this beloved American company. I'm interested to see where sentiment is at the end of the week.

Despite Uncertain Market, Analysts Still Bullish on Research In Motion

The Blackberry itself is a more professional and functional smartphone that appeals to business and professional types because of the reputation surrounding the Blackberry is more serious and sophisticated. While I see the iPhone as an attractive device, I cant help but feel its overrated. In economic uncertainty, professionals will be much more resistant to a recession than college kids and young adults with less disposable income who hold iPhones. Sentiment for RIMM is currently bullish (predictwallstreet.com/...) and predicted to close up according to predictwallstreet.com. I agree with Abramsky in that RIMM's drop last month was an overreaction to its earnings reports and that this new competitive smartphone market is only going to expand the sector.

Despite Uncertain Market, Analysts Still Bullish on Research In Motion

The Blackberry itself is a more professional and functional smartphone that appeals to business and professional types because of the reputation surrounding the Blackberry is more serious and sophisticated. While I see the iPhone as an attractive device, I cant help but feel its overrated. In economic uncertainty, professionals will be much more resistant to a recession than college kids and young adults with less disposable income who hold iPhones. Sentiment for RIMM is currently bullish (predictwallstreet.com/...) and predicted to close up according to predictwallstreet.com. I agree with Abramsky in that RIMM's drop last month was an overreaction to its earnings reports and that this new competitive smartphone market is only going to expand the sector.