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  • Why Google Fiber Is Good For Consumers, Bad For Broadband Service Providers [View article]
    Google is in the fiber business because they are held hostage to companies like Comcast. Google understands this quite well.
    Jun 29, 2015. 03:50 PM | Likes Like |Link to Comment
  • Partying Like It Is 2007 [View article]
    Fear, panic, selling etc.
    We need more of those to go bargain hunting.
    Jun 29, 2015. 02:53 PM | 3 Likes Like |Link to Comment
  • Amazon's Shipping Strategy And Why It Must Work [View article]
    I read the link about AWS just now. Sounds like its a race to the bottom...a commodity type of business where the price is falling every year.
    Jun 28, 2015. 11:16 PM | 2 Likes Like |Link to Comment
  • Amazon's Shipping Strategy And Why It Must Work [View article]
    WMT really is a sleepying giant. Those brick and mortar stuff which was once thought to be a liability is actually an asset now.
    I too see their e-commerce taking off. From where they are coming from it has nowhere to go but up. They have hired 60 or so techical specialists from ebay and have set up offices in San Francisco, signaling that they are serious about e-commerce. The collective insight they bring would be substantial.
    Jun 28, 2015. 03:52 PM | 6 Likes Like |Link to Comment
  • Netflix Stock Has Peaked [View article]
    It will be interesting to see what happens to Nlfx over the next 5 years. Im of the opinion that he who holds the content holds the power. Now, granted, Nflx does produce content. But its not cheap and its never easy to produce a hit.
    Jun 26, 2015. 07:19 PM | Likes Like |Link to Comment
  • eBay Takes A Step In The Right Direction [View article]
    The biggest difference between Amzn and ebay is the leader. Amzn has an undisputed leader in Bezos. Even though Amzn is a big company, it still operates like a startup because it founder can test any idea whether its brilliant or dumb. ie kindle, smart phone, drones, prime, cloud. Sooner or later, the idea will stick . Ebay's founder, on the other hand, is enjoying life and doing philanthropy. Ebay has all the tools to compete against Amzn. It just lack an undisputed leader. Whatever leader it has lacks the power to take risks because his job could be on the line. Look at some of the great companies of the past. Sam Walton, Bill Gates, Steve Jobs etc.
    More recent examples are Kevin Plank, Bezos etc.
    You need an energetic, ambitious , charismatic undisputed leader and just get out of his/her way.

    I do not own Amzn or Ebay
    Jun 26, 2015. 07:10 PM | 4 Likes Like |Link to Comment
  • Universal's Season Of Sequels Continues With 'Ted 2' As 'Jurassic World' Looks To Keep Momentum [View article]
    I like CMCSA at these prices. It is a bit undervalued.
    So what is there to like?
    1)it controls the pipeline to the internet
    2)it owns greatTV content
    3)it owns great movie content
    4)it owns media franchises
    5) it owns amusement parks
    6) it owns resorts

    Its media content is not as good as Disney's but its right up there
    Jun 25, 2015. 10:21 AM | Likes Like |Link to Comment
  • What Companies Won't Win The Mobile Wallet Wars And Why [View article]
    What a great article. It is very true that winners will be one that works on all platforms, operating systems.
    Jun 24, 2015. 10:54 PM | Likes Like |Link to Comment
  • Payments Wolves In Sheep's Clothing [View article]
    Facinating article.
    Jun 24, 2015. 10:47 PM | Likes Like |Link to Comment
  • Expansion All Around Earns Wal-Mart A Buy Rating [View article]
    I too like WMT. They have been hiring tech specialists from EBAY.
    Jun 24, 2015. 10:37 PM | 1 Like Like |Link to Comment
  • Disney Is Breaking Out To New Highs [View article]
    CMCSA owns Universal. It is almost a mirror image of DIS except that it is more vertically integrated and better priced right now
    Jun 24, 2015. 08:12 PM | Likes Like |Link to Comment
  • CBS Positioned To Profit From The Future Of Television [View article]
    Among the media companies, DIS and CMSCA stand out the most. The valuation currently favors CMSCA over DIS
    Jun 22, 2015. 01:54 PM | Likes Like |Link to Comment
  • The Evolution Of My Approach To Dividend Income [View article]
    I was thinking of that category but many investors in SA are in the twilight of their life. I didnt want to hurt anyone's feelings. :)
    Jun 20, 2015. 11:21 AM | Likes Like |Link to Comment
  • To Cash Or Not To Cash [View article]
    If one has built up a nice portfolio with very solid companies, one does not need to check stocks everyday. Perhaps once a year is appropriate.
    Jun 19, 2015. 08:10 PM | 1 Like Like |Link to Comment
  • Procter & Gamble: Pros And Cons [View article]
    PG will not die today or tommorow. However, investors should be aware of the disruption that is taking place in the industry because of technology. The shift in power is taking place from companies to consumers now. The retail space is being disrupted by e commerce. The distributors are also becoming producers.
    Jun 19, 2015. 07:49 PM | 1 Like Like |Link to Comment