five whys

http://www.yenkenzen.com

28 Comments

    • eCommerce Stock Pair Trade: Amazon vs. eBay [view article]
      The risk of pair trade just based on technical analysis is that you can get it doubly wrong.. specially when you are betting against the company gaining market share, in this case Amazon. Sep 07 10:09 PM
    • Kindle + College Textbooks = A Huge Opportunity for Amazon [view article]
      Scott,

      What Kevin didnt explain was that students need to buy more than one book - typically 8+. So now you can do the math.

      I would love to see this happening even for my high-schooler. There are challenges, but this can work and could be big if students catch up on Kindle.       Aug 27 10:35 PM
    • Google Wins the Verizon Wireless Sweepstakes [view article]
      I echo User138602's request.

      I like both of VZ and GOOG but I want to buy one. VZ ofcourse is more complex to address because of its combination of fixed line business as well as wireless business - however may have lot better valuation compared to GOOG.       Aug 24 12:28 PM
    • Apple & Google: A Detailed Comparison [view article]
      Brewer, thanks for placing the history into context..

      IF you do want to compare Apple and Google, compare their market share of the their relevant markets and see where they can go..

      FCF comparison is meaningful.. but for growth companies, market share is what matters and I feel Apple has much more headroom.       Aug 22 11:02 PM
    • Inflation a Huge Drag as Energy Costs Transform Consumer Behavior [view article]
      agree.. but aren't these things all already factored into the market? Aug 22 10:43 PM
    • Can Eaton Vance's Tax-Advantaged Dividend Fund Sustain Its Yield? [view article]
      EVT is dividend capture fund and ETV (intechange the letters!) is a buy-write fund which offers high dividend (11%+ currently) primarily thanks to call writing income. May 26 07:28 PM
    • Book Review: Vitaliy Katsenelson's 'Active Value Investing' [view article]
      very interesting and passionate review.. convinced me to add the book to the list! Oct 06 03:42 PM
    • Why Isn't Wall Street Skeptical About Starbucks' Increased Prices? [view article]
      Vahan,

      I have generally found your stock picking skills pretty good, however I have to say that you are missing the mark here. Though SBUX may be good for shorting for valuation or other reasons, I agree with smorales that the 9c increase isnt going to affect their business at all. In fact vast majority of SBUX customers may not even notice it..

      five_whys       Jul 25 09:41 PM
    • Home Depot Selling Supply Business, Issuing $22.5B Buyback [view article]
      Echo, thanks for sharing this - if you are planning to follow on your "crude" estimate with more considered estimate, I would certainly look forward to it.

      Also do you see the recent CEO change as any positive for HD?       Jun 20 03:55 PM
    • Amazon Moves to DRM-free Music; Subscription Sites Lose Big [view article]
      I cant get this - what does it take for RNWK, YHOO, NAPS to offer DRM free, subscription free music? literally nothing.. they already sell music on per track basis.. subscription is just one of the options.

      I agree AMZN entry it-self is a threatening to these guys but hey, its apple who has to lose.. no one else have any market share anyway!       May 18 07:01 PM
    • Berkshire Hathaway: Hold Off Until Buffett Steps Down [view article]
      Overall Todd, you made a strong point - though I wonder if this is a reflection of Buffet's "play safe" attitude or he is just not convinced of any available good "swings" for the size of money he is holding. Lets not forget that we are in the record Dow Jones Index territory.. May 16 02:18 PM
    • Reading Between the Lines To Spot the Next Cisco [view article]
      Good discussion & information here.. thanks for sharing your paper Yishai.

      This proves back William's point as well - going "lean" does sound like a cover, at-least for last quarter.

      One another point though, if you look at the PCB b-b ratio, Q4 b/b was       May 16 01:32 AM
    • Red Hat: Grasping The Open Source Software Concept [view article]
      Agree with your comments about difference bet'n "software" company v/s "service" company.

      I feel though that RHT's valuation simply reflects the growth it has been seeing and cash on hand.. if you look at enterprise value / EBIT, the valuation doesnt seem outrageous for a company thats grown 4 times in 4 years ($93M in 2003 to >$400M in trailing 12 months per my Morningstar screen).       May 16 01:13 AM
    • Can RealNetworks Survive the Competition? [view article]
      what about its game business? the management is claiming strong success in casual games.

      all in all - I think Real consistently comes up with some good quality, solid products much ahead of competition but they just arent able to hold hte ground against more marketing savy competition.       May 04 06:57 PM
    • Verizon’s FiOS Fiber-Optic Network: Payback Time? [view article]
      just heard a podcast on broadband trends..

      Industry analyst expect that FIOS TV + DSL together, telecom carriers are expected to take over cable cos. in terms of broadband subscriber growth in 2008..

      telephonyonline.com/in.../       May 01 04:59 PM
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