Alex Filonov submits:
"Cloud Computing" is a new buzzword (or is it buzzwords?). Everybody is talking about it and most people don’t understand it. I will try to review the current state of cloud computing from an investment perspective and possible future developments in the area.
IT expenses are huge in most companies. At least that’s what any manager (with some exception) will tell you. To reduce those expenses, companies have adopted various business practices: cutting the number of personnel (usually with disastrous consequences later), appointing MBAs as IT department managers, buying software packages instead of in-house development (not a bad idea) and, of course, outsourcing (with the whole spectrum of results, from awful to great). In most cases, IT costs have ignored all heroic efforts of managers and have continued to grow. They continue to grow for two reasons: IT does more work every year and most of the efforts of managers are counterproductive- they actually increase costs instead of cutting them.
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Value Expectations submits:
The Applied Finance Group (AFG) has a disciplined approach for identifying companies that are expected to outperform and underperform the market by using proprietary metrics and measurements that have been tested and proven through time. Because AFG’s research is fundamentally derived, AFG’s systematic analysis spans across growth and value stocks, all sectors, industries, and market caps with over 20,000 covered securities globally.
When searching for Large-Cap ideas, AFG’s Buy/Sell lists are a good starting place as it has proven to create a significant spread in performance between companies that come up on AFG’s buy list and those on the sell list. Further focusing on companies based on AFG’s proprietary screening criteria (Economic Margin, valuation, quality of earnings, and management’s ability to create shareholder wealth) will save investors time in their research process. The result is a target group of stocks that can help you outperform as well as identify potential torpedoes to avoid in your portfolios.
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Since my last blog of China industrial waste (CIWT.OB), I got numerous emails asking me why trading volume is so low and why the price experienced a pull back from a recent high of $3.45.
Well, Benjamin Graham said: "In the short term, market is a voting machine, but in the long term, it is a weighing machine." As a value investor, I look for undervalued stocks and believe that value will be recognized sooner or later. In the mean time, I also look at my target’s potential growth. I don’t try to forecast growth without solid foundations. I value a stock using earning power based on what I know.
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Trefis submits:
CBS (NYSE:CBS) competes with broadcast networks like ABC, owned by Disney (NYSE:DIS), and Fox, owned by News Corp (NASDAQ:NWS), for the dwindling ad dollars available for network TV. In a recent Supreme Court ruling, the limit on corporate spending to influence political campaigns in the US has been removed. This is expected to increase political ad spending in 2010 and the years thereafter due to more political contributions from corporations.
CBS is expected to take significant share of extra ad spending
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Andre Peschong submits:
We all see the market grasping for some piece of news that will hopefully signal a market direction or at least a short term move. The bad news seems to be mounting not only in the US but also in the world economies. Mounting debt is still plaguing a recovery, while at the same time putting the inflation watchers on alert.
What we really need to look at is the next secular shift in the consumer marketplace. A secular shift is a long term trend that changes the way we live and/or readjusts our mindsets. There have been massive secular shifts over the last hundred years such as the telegraph/telephone, cars, planes, Internet, etc. These secular shifts generally have a major impact on the way we live our lives as well as being a tremendous economic engine for driving wealth.
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Investing, Long Term Investment, stock market | admin March 2, 2010 | 
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