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Browsing Category
Business
A Battle for Oil Production Is Brewing
With big oil's bank accounts full to the brim with cash, the stage is set for some significant acquisition activity... or, to put it another way, for a battle to buy producing assets. There are quite a number of contestants in the battle -…
Facebook Ads
Here’s a spoof video of how Facebook is monetising its site. Genius.
Video: My Blackberry is not working
Stuff like this is a very bad sign for Research in Motion as their share of the mobile handset market has plummeted to 9%. Shares are at a seven-year low.
Will Nokia’s Windows Mobile Phone Deliver?
Mashable says the Nokia Lumia 800 could be the best Windows Phone yet. The Wall Street Journal is a little more sceptical of Nokia’s Windows Mobile phone launch though. Take a look.
Fedex predicts record holiday shipping volume
Fedex is a bellwether stock in the US because it handles so much cargo that it can be seen as a proxy for business activity. The company announced today that it expects record holiday shipping, albeit in its least-profitable residential…
Alcoa earnings call points to weakness in China and Europe
Our macro takeaway from the call is that Europe is rolling over. No normal September bounce from the seasonally slow August. The company also notes what they see as a temporary slowdown in China. Alcoa missed and the stock got hammered…
Netflix does an about-face on DVD rentals
If you are a shareholder, should you be heartened by this about-face or alarmed? At Hewlett Packard for instance, when the board of directors fired Leo Apotheker, markets were not excited by seeing Meg Whitman in his seat even though the…
China Notes from the Yum! Brands Earnings Call
Today’s Yum! Brands’ earnings conference call was dominated by China. Management talked a lot about commodity inflation running around 8 percent and 20% labor inflation, which they do not yet see abating. This doesn’t square with the…
Apple: Can it stop the Amazon menace?
For Amazon, they are always willing to introduce loss leaders to build volume. I anticipate they will be successful here yet again. That is a wonderful story for their Kindle book sales, music sales, video sales and for their App store…