Recently in Technology Category

Watchlist for December 15, 2008

| 1 Comment

On Today's Calendar:

  • nothing

More Calendars: U.S. Earnings | Conf. Calls | Surprises | IPO | Economic

Potential swing trades:

Possible longs: CX, CBI -- I'm seeing a lot of patterns like those two stocks. But while these two appear to be bouncing off of their 50-day moving average, most of the other charts are just under resistance. So I don't like the risk/reward on them, especially ahead of the Fed.


See one of the recent 'Chart Reading' posts for some potential swing candidates. Also be sure to check my typical swing trade entry & exit rules.

Potential day trades:

Note: I can't post the gappers any more. I'm trying to find another way to post the early movers, hopefully via a live scan. Stay tuned...

Disclaimer & How I use this list


Note: These alerts refresh/update automatically every 30 seconds

Recent Links

InfoNgen Tour

Here's a video walk-through of a very powerful tool for investors called InfoNgen. The founder, John Mahoney, who you may remember from a WallStrip episode, just posted this tour of their latest version on his blog:

SHOW NOTES:

In this show, I demonstrate the free version of InfoNgen, a high-end feed reader/web discovery tool targeted at financial professionals and corporations. InfoNgen automatically tags and classifies every story from inbound RSS feeds or other textual sources IN REAL TIME, providing a manageable way for professionals to discover content across tens of thousands of unique sources.

Topics Include:


  • the limitations of current RSS feed readers

  • the advantages of a core tagging engine

  • Signing up for a free InfoNgen account

  • configuring content widgets on the InfoNgen Home page

  • navigating the InfoNgen Feeds page for more detailed discovery


It looks like a very useful tool that's right up my alley (RSS and finance). I hope to start playing around with it in the next few days.

Google Launches Sidebar, Internet Quakes...

| 3 Comments

Last night Google announced that they have added a Sidebar feature to Google Desktop. They describe Sidebar as:

Google Desktop includes Sidebar, a panel on your desktop which provides convenient, one-glance access to all sorts of personalized information. Sidebar includes the following plug-ins: Email, News, Weather, Photos, Stocks, Web Clips, Scratch Pad and Quick View. (details on each of these on the Sidebar page at Google)

PaidContent says this could be considered a mini Operating System (OS).

Of course the stock market feature caught my attention (emphasis is mine):

Stocks: Keep track of up-to-the-minute prices for your favorite stocks. The prices shown are the real-time prices (not 15 minutes delayed), if available. Click the stock's ticker symbol to see the current price, point change, percent change, daily graph, recent news, and other information in the details pane. In Options, you can add, remove, and change the order in which individual stocks and indices are displayed. Stock prices that you frequently look up on the web will be automatically added to the Stocks panel, unless you choose to uncheck the "Automatically add stocks" checkbox. When minimized, all stock prices are shown one after the other on a single line.

Sounds like a shot across the bow of MyYahoo, MyMSN, etc. But it doesn't stop there, PaidContent points out that Google is planning to launch an Instant Messaging client on Wednesday.

Buried in this NYT story by John Markoff, which touched on Google Sidebar launch (covered in the post below): it plans to unveil on Wednesday a "communications tool" that is potentially a clear step beyond the company's search-related business focus. While executives would not disclose what the new software tool might be, Google has long been expected to introduce an IM service to compete with services offered by AOL, Yahoo and MSN. Last year some rumors arose that Google's IM platform and client would be based on the open source Jabber protocol. And then, Markoff raises his pet speculation: a Google phone, based on the acquisition of Android and a Google-branded smart phone has long been a pet project of founder Larry Page, and earlier this year Google invested $2 million in a project by Nicholas Negroponte, founder of the M.I.T. Media Laboratory, to develop a $100 wireless laptop.

Hmm, a body-blow followed by an upper-cut? :-) (Remember I am long GOOG) David Jackson at the Internet Stock Blog has listed (at least) four investment implications of the Google Sidebar. According to David Sidebar has implications for CNET, DJ, FWHT, GOOG, IACI, INSP, MSFT, TSCM and YHOO. If you're involved in any of those stocks I suggest you read what David has to say. Things are getting really interesting in this space...

Linking Up a Storm

| 1 Comment

Here's a ton of stuff that I just pulled out of my newsreader. Some good 'surfage' for tomorrow's expiration day. Enjoy...

CNBC's 'The eBay Effect' Documentary

| 2 Comments

David Faber's latest documentary, "The eBay Effect - Inside a Worldwide Obsession" airs on CNBC tomorrow at 8 and 11 PM Eastern time:
"The eBay Effect - Inside a Worldwide Obsession" is the latest production from the Peabody Award winning CNBC Documentary team and reporter David Faber. It's an unprecedented look at the eBay you don't know, with exclusive, behind-the-scenes access to the world's leading online commerce site.

An estimated 1.8 billion items, worth approximately $40 billion, are expected to be traded this year on this global electronic marketplace. If eBay employed the 430,000 people who earn an income selling on its site, it would be the nation's number two private sector employer. How did this company, just shy of its 10th birthday, change the fortunes of so many?

On the flip side, "The eBay Effect" also examines why some former users feel betrayed and have deserted the popular auction site. Faber delves into claims of fraud and outrage over fee increases and other controversies surrounding this juggernaut.

"The eBay Effect - Inside a Worldwide Obsession" premieres Wednesday, June 29th at 8 and 11 pm Eastern on CNBC.

Stick a Fork in GEOI and ABLE

| 7 Comments

The other day I mentioned how bullish both GEOI and ABLE looked. Well things change quickly. Both of them appear to be topping, at least for the short term. GEOI made a bearish engulfing pattern yesterday and also gave a stochastic sell signal:

Is Six Apart "In Play"?

David Jackson has written a compelling argument for Yahoo! buying Six Apart, the makers of Movable (one 'E') Type and TypePad (and now the new owners of LiveJournal). As I've written here before I'm surprised that many of the blog plays haven't been snapped up already. I could see the likes of Bloglines, del.icio.us, Technorati, etc. being taken out by a Microsoft, Google, Yahoo or (gaps!) even AOL. I never considered Six Apart as a target but as Dave clearly shows there's good reason to buy them. I could see Google snagging them as a way to protect all those blog pages on Six Apart based blogs that are already part of Google's AdSense program (like my blog). It sure seems like a question of 'when' and not 'if' these guys will be acquired. Too bad none of them are public companies so we could join in on the fun.

On a related note, there's a bit of a fire storm over a post made by Martin Schwimmer at his Trademark Blog. In that post he tells why he asked BlogLines to remove his site from their service. I wrote my reaction to Martin's post on my other blog -- "Some People Just don't Understand RSS"

P.S. This week's Carnival of the Capitalists is up at Anita Campbell's Small Business Blog.

Yahoo! Finance Adds RSS Feeds

| 1 Comment

Good news for those of you who are taking advantage of RSS aggregators, you can now get news from Yahoo! Finance via RSS. (Hat tip to Jeremy)

Become.com

| 1 Comment

Here's an interesting site I just discovered by catching their bot indexing my site just now:

Become, Inc. is a venture-funded start-up that is building the next generation search engine for shopping. We are developing an innovative new search engine technology that will significantly improve the online shopping experience.

The founders, Michael Yang and Yeogirl Yun, also founded MySimon.com. Things are getting really interesting in the search space these days. Sounds like they're a competitor for SHOP. :-o

One Helluva Apple Upgrade

This is very interesting (via Briefing.com):

07:08 AAPL Apple Computer target raised to $100 at Piper Jaffray (55.17 )

Piper Jaffray raises their tgt on AAPL to $100 from $52 and raises their FY05-06 (Sept) EPS ests above consensus. Over the last six weeks the firm has surveyed 200 iPod users in various geographies throughout the United States. The bottom line from the survey is that 13% of iPod users in the sample were formerly PC users that, following the purchase of their iPod, have either already bought a Mac (6.0%) or are planning to buy a Mac within 12 months (7.0%). Also, the firm spent the last few days speaking with 15 Apple Specialist VARs, and approx 30% believe the qtr is tracking above expectations, nearly 70% believe the qtr is tracking in-line, and only one feels the qtr is below plan thus far (related to supply issues - demand remains strong). Firm believes that iPod carryover will impact numbers in FY05-06, and they have increased their Mac ests under the assumption that 6.5% (half of the 13% suggested by the survey) of iPod buyers are PC owners that will move to the Mac platform. Firm raises their FY05 est to $1.52 from $1.29 (consensus $1.28) and raises their FY06 est to $2.17 from $1.50 (consensus $1.56).

Update: Make that 2 upgrades -- Fulcrum just bumped their target to $65. AAPL will surely be one to watch.

Watchlist for December 15, 2008

| 1 Comment

On Today's Calendar:

  • nothing

More Calendars: U.S. Earnings | Conf. Calls | Surprises | IPO | Economic

Potential swing trades:

Possible longs: CX, CBI -- I'm seeing a lot of patterns like those two stocks. But while these two appear to be bouncing off of their 50-day moving average, most of the other charts are just under resistance. So I don't like the risk/reward on them, especially ahead of the Fed.


See one of the recent 'Chart Reading' posts for some potential swing candidates. Also be sure to check my typical swing trade entry & exit rules.

Potential day trades:

Note: I can't post the gappers any more. I'm trying to find another way to post the early movers, hopefully via a live scan. Stay tuned...

Disclaimer & How I use this list


Note: These alerts refresh/update automatically every 30 seconds

Recent Links

InfoNgen Tour

Here's a video walk-through of a very powerful tool for investors called InfoNgen. The founder, John Mahoney, who you may remember from a WallStrip episode, just posted this tour of their latest version on his blog:

SHOW NOTES:

In this show, I demonstrate the free version of InfoNgen, a high-end feed reader/web discovery tool targeted at financial professionals and corporations. InfoNgen automatically tags and classifies every story from inbound RSS feeds or other textual sources IN REAL TIME, providing a manageable way for professionals to discover content across tens of thousands of unique sources.

Topics Include:


  • the limitations of current RSS feed readers

  • the advantages of a core tagging engine

  • Signing up for a free InfoNgen account

  • configuring content widgets on the InfoNgen Home page

  • navigating the InfoNgen Feeds page for more detailed discovery


It looks like a very useful tool that's right up my alley (RSS and finance). I hope to start playing around with it in the next few days.

Google Launches Sidebar, Internet Quakes...

| 3 Comments

Last night Google announced that they have added a Sidebar feature to Google Desktop. They describe Sidebar as:

Google Desktop includes Sidebar, a panel on your desktop which provides convenient, one-glance access to all sorts of personalized information. Sidebar includes the following plug-ins: Email, News, Weather, Photos, Stocks, Web Clips, Scratch Pad and Quick View. (details on each of these on the Sidebar page at Google)

PaidContent says this could be considered a mini Operating System (OS).

Of course the stock market feature caught my attention (emphasis is mine):

Stocks: Keep track of up-to-the-minute prices for your favorite stocks. The prices shown are the real-time prices (not 15 minutes delayed), if available. Click the stock's ticker symbol to see the current price, point change, percent change, daily graph, recent news, and other information in the details pane. In Options, you can add, remove, and change the order in which individual stocks and indices are displayed. Stock prices that you frequently look up on the web will be automatically added to the Stocks panel, unless you choose to uncheck the "Automatically add stocks" checkbox. When minimized, all stock prices are shown one after the other on a single line.

Sounds like a shot across the bow of MyYahoo, MyMSN, etc. But it doesn't stop there, PaidContent points out that Google is planning to launch an Instant Messaging client on Wednesday.

Buried in this NYT story by John Markoff, which touched on Google Sidebar launch (covered in the post below): it plans to unveil on Wednesday a "communications tool" that is potentially a clear step beyond the company's search-related business focus. While executives would not disclose what the new software tool might be, Google has long been expected to introduce an IM service to compete with services offered by AOL, Yahoo and MSN. Last year some rumors arose that Google's IM platform and client would be based on the open source Jabber protocol. And then, Markoff raises his pet speculation: a Google phone, based on the acquisition of Android and a Google-branded smart phone has long been a pet project of founder Larry Page, and earlier this year Google invested $2 million in a project by Nicholas Negroponte, founder of the M.I.T. Media Laboratory, to develop a $100 wireless laptop.

Hmm, a body-blow followed by an upper-cut? :-) (Remember I am long GOOG) David Jackson at the Internet Stock Blog has listed (at least) four investment implications of the Google Sidebar. According to David Sidebar has implications for CNET, DJ, FWHT, GOOG, IACI, INSP, MSFT, TSCM and YHOO. If you're involved in any of those stocks I suggest you read what David has to say. Things are getting really interesting in this space...

Linking Up a Storm

| 1 Comment

Here's a ton of stuff that I just pulled out of my newsreader. Some good 'surfage' for tomorrow's expiration day. Enjoy...

CNBC's 'The eBay Effect' Documentary

| 2 Comments

David Faber's latest documentary, "The eBay Effect - Inside a Worldwide Obsession" airs on CNBC tomorrow at 8 and 11 PM Eastern time:
"The eBay Effect - Inside a Worldwide Obsession" is the latest production from the Peabody Award winning CNBC Documentary team and reporter David Faber. It's an unprecedented look at the eBay you don't know, with exclusive, behind-the-scenes access to the world's leading online commerce site.

An estimated 1.8 billion items, worth approximately $40 billion, are expected to be traded this year on this global electronic marketplace. If eBay employed the 430,000 people who earn an income selling on its site, it would be the nation's number two private sector employer. How did this company, just shy of its 10th birthday, change the fortunes of so many?

On the flip side, "The eBay Effect" also examines why some former users feel betrayed and have deserted the popular auction site. Faber delves into claims of fraud and outrage over fee increases and other controversies surrounding this juggernaut.

"The eBay Effect - Inside a Worldwide Obsession" premieres Wednesday, June 29th at 8 and 11 pm Eastern on CNBC.

Stick a Fork in GEOI and ABLE

| 7 Comments

The other day I mentioned how bullish both GEOI and ABLE looked. Well things change quickly. Both of them appear to be topping, at least for the short term. GEOI made a bearish engulfing pattern yesterday and also gave a stochastic sell signal:

Is Six Apart "In Play"?

David Jackson has written a compelling argument for Yahoo! buying Six Apart, the makers of Movable (one 'E') Type and TypePad (and now the new owners of LiveJournal). As I've written here before I'm surprised that many of the blog plays haven't been snapped up already. I could see the likes of Bloglines, del.icio.us, Technorati, etc. being taken out by a Microsoft, Google, Yahoo or (gaps!) even AOL. I never considered Six Apart as a target but as Dave clearly shows there's good reason to buy them. I could see Google snagging them as a way to protect all those blog pages on Six Apart based blogs that are already part of Google's AdSense program (like my blog). It sure seems like a question of 'when' and not 'if' these guys will be acquired. Too bad none of them are public companies so we could join in on the fun.

On a related note, there's a bit of a fire storm over a post made by Martin Schwimmer at his Trademark Blog. In that post he tells why he asked BlogLines to remove his site from their service. I wrote my reaction to Martin's post on my other blog -- "Some People Just don't Understand RSS"

P.S. This week's Carnival of the Capitalists is up at Anita Campbell's Small Business Blog.

Yahoo! Finance Adds RSS Feeds

| 1 Comment

Good news for those of you who are taking advantage of RSS aggregators, you can now get news from Yahoo! Finance via RSS. (Hat tip to Jeremy)

Become.com

| 1 Comment

Here's an interesting site I just discovered by catching their bot indexing my site just now:

Become, Inc. is a venture-funded start-up that is building the next generation search engine for shopping. We are developing an innovative new search engine technology that will significantly improve the online shopping experience.

The founders, Michael Yang and Yeogirl Yun, also founded MySimon.com. Things are getting really interesting in the search space these days. Sounds like they're a competitor for SHOP. :-o

One Helluva Apple Upgrade

This is very interesting (via Briefing.com):

07:08 AAPL Apple Computer target raised to $100 at Piper Jaffray (55.17 )

Piper Jaffray raises their tgt on AAPL to $100 from $52 and raises their FY05-06 (Sept) EPS ests above consensus. Over the last six weeks the firm has surveyed 200 iPod users in various geographies throughout the United States. The bottom line from the survey is that 13% of iPod users in the sample were formerly PC users that, following the purchase of their iPod, have either already bought a Mac (6.0%) or are planning to buy a Mac within 12 months (7.0%). Also, the firm spent the last few days speaking with 15 Apple Specialist VARs, and approx 30% believe the qtr is tracking above expectations, nearly 70% believe the qtr is tracking in-line, and only one feels the qtr is below plan thus far (related to supply issues - demand remains strong). Firm believes that iPod carryover will impact numbers in FY05-06, and they have increased their Mac ests under the assumption that 6.5% (half of the 13% suggested by the survey) of iPod buyers are PC owners that will move to the Mac platform. Firm raises their FY05 est to $1.52 from $1.29 (consensus $1.28) and raises their FY06 est to $2.17 from $1.50 (consensus $1.56).

Update: Make that 2 upgrades -- Fulcrum just bumped their target to $65. AAPL will surely be one to watch.

Watchlist for December 15, 2008

| 1 Comment

On Today's Calendar:

  • nothing

More Calendars: U.S. Earnings | Conf. Calls | Surprises | IPO | Economic

Potential swing trades:

Possible longs: CX, CBI -- I'm seeing a lot of patterns like those two stocks. But while these two appear to be bouncing off of their 50-day moving average, most of the other charts are just under resistance. So I don't like the risk/reward on them, especially ahead of the Fed.


See one of the recent 'Chart Reading' posts for some potential swing candidates. Also be sure to check my typical swing trade entry & exit rules.

Potential day trades:

Note: I can't post the gappers any more. I'm trying to find another way to post the early movers, hopefully via a live scan. Stay tuned...

Disclaimer & How I use this list


Note: These alerts refresh/update automatically every 30 seconds

Recent Links

InfoNgen Tour

Here's a video walk-through of a very powerful tool for investors called InfoNgen. The founder, John Mahoney, who you may remember from a WallStrip episode, just posted this tour of their latest version on his blog:

SHOW NOTES:

In this show, I demonstrate the free version of InfoNgen, a high-end feed reader/web discovery tool targeted at financial professionals and corporations. InfoNgen automatically tags and classifies every story from inbound RSS feeds or other textual sources IN REAL TIME, providing a manageable way for professionals to discover content across tens of thousands of unique sources.

Topics Include:


  • the limitations of current RSS feed readers

  • the advantages of a core tagging engine

  • Signing up for a free InfoNgen account

  • configuring content widgets on the InfoNgen Home page

  • navigating the InfoNgen Feeds page for more detailed discovery


It looks like a very useful tool that's right up my alley (RSS and finance). I hope to start playing around with it in the next few days.

Google Launches Sidebar, Internet Quakes...

| 3 Comments

Last night Google announced that they have added a Sidebar feature to Google Desktop. They describe Sidebar as:

Google Desktop includes Sidebar, a panel on your desktop which provides convenient, one-glance access to all sorts of personalized information. Sidebar includes the following plug-ins: Email, News, Weather, Photos, Stocks, Web Clips, Scratch Pad and Quick View. (details on each of these on the Sidebar page at Google)

PaidContent says this could be considered a mini Operating System (OS).

Of course the stock market feature caught my attention (emphasis is mine):

Stocks: Keep track of up-to-the-minute prices for your favorite stocks. The prices shown are the real-time prices (not 15 minutes delayed), if available. Click the stock's ticker symbol to see the current price, point change, percent change, daily graph, recent news, and other information in the details pane. In Options, you can add, remove, and change the order in which individual stocks and indices are displayed. Stock prices that you frequently look up on the web will be automatically added to the Stocks panel, unless you choose to uncheck the "Automatically add stocks" checkbox. When minimized, all stock prices are shown one after the other on a single line.

Sounds like a shot across the bow of MyYahoo, MyMSN, etc. But it doesn't stop there, PaidContent points out that Google is planning to launch an Instant Messaging client on Wednesday.

Buried in this NYT story by John Markoff, which touched on Google Sidebar launch (covered in the post below): it plans to unveil on Wednesday a "communications tool" that is potentially a clear step beyond the company's search-related business focus. While executives would not disclose what the new software tool might be, Google has long been expected to introduce an IM service to compete with services offered by AOL, Yahoo and MSN. Last year some rumors arose that Google's IM platform and client would be based on the open source Jabber protocol. And then, Markoff raises his pet speculation: a Google phone, based on the acquisition of Android and a Google-branded smart phone has long been a pet project of founder Larry Page, and earlier this year Google invested $2 million in a project by Nicholas Negroponte, founder of the M.I.T. Media Laboratory, to develop a $100 wireless laptop.

Hmm, a body-blow followed by an upper-cut? :-) (Remember I am long GOOG) David Jackson at the Internet Stock Blog has listed (at least) four investment implications of the Google Sidebar. According to David Sidebar has implications for CNET, DJ, FWHT, GOOG, IACI, INSP, MSFT, TSCM and YHOO. If you're involved in any of those stocks I suggest you read what David has to say. Things are getting really interesting in this space...

Linking Up a Storm

| 1 Comment

Here's a ton of stuff that I just pulled out of my newsreader. Some good 'surfage' for tomorrow's expiration day. Enjoy...

CNBC's 'The eBay Effect' Documentary

| 2 Comments

David Faber's latest documentary, "The eBay Effect - Inside a Worldwide Obsession" airs on CNBC tomorrow at 8 and 11 PM Eastern time:
"The eBay Effect - Inside a Worldwide Obsession" is the latest production from the Peabody Award winning CNBC Documentary team and reporter David Faber. It's an unprecedented look at the eBay you don't know, with exclusive, behind-the-scenes access to the world's leading online commerce site.

An estimated 1.8 billion items, worth approximately $40 billion, are expected to be traded this year on this global electronic marketplace. If eBay employed the 430,000 people who earn an income selling on its site, it would be the nation's number two private sector employer. How did this company, just shy of its 10th birthday, change the fortunes of so many?

On the flip side, "The eBay Effect" also examines why some former users feel betrayed and have deserted the popular auction site. Faber delves into claims of fraud and outrage over fee increases and other controversies surrounding this juggernaut.

"The eBay Effect - Inside a Worldwide Obsession" premieres Wednesday, June 29th at 8 and 11 pm Eastern on CNBC.

Stick a Fork in GEOI and ABLE

| 7 Comments

The other day I mentioned how bullish both GEOI and ABLE looked. Well things change quickly. Both of them appear to be topping, at least for the short term. GEOI made a bearish engulfing pattern yesterday and also gave a stochastic sell signal:

Is Six Apart "In Play"?

David Jackson has written a compelling argument for Yahoo! buying Six Apart, the makers of Movable (one 'E') Type and TypePad (and now the new owners of LiveJournal). As I've written here before I'm surprised that many of the blog plays haven't been snapped up already. I could see the likes of Bloglines, del.icio.us, Technorati, etc. being taken out by a Microsoft, Google, Yahoo or (gaps!) even AOL. I never considered Six Apart as a target but as Dave clearly shows there's good reason to buy them. I could see Google snagging them as a way to protect all those blog pages on Six Apart based blogs that are already part of Google's AdSense program (like my blog). It sure seems like a question of 'when' and not 'if' these guys will be acquired. Too bad none of them are public companies so we could join in on the fun.

On a related note, there's a bit of a fire storm over a post made by Martin Schwimmer at his Trademark Blog. In that post he tells why he asked BlogLines to remove his site from their service. I wrote my reaction to Martin's post on my other blog -- "Some People Just don't Understand RSS"

P.S. This week's Carnival of the Capitalists is up at Anita Campbell's Small Business Blog.

Yahoo! Finance Adds RSS Feeds

| 1 Comment

Good news for those of you who are taking advantage of RSS aggregators, you can now get news from Yahoo! Finance via RSS. (Hat tip to Jeremy)

Become.com

| 1 Comment

Here's an interesting site I just discovered by catching their bot indexing my site just now:

Become, Inc. is a venture-funded start-up that is building the next generation search engine for shopping. We are developing an innovative new search engine technology that will significantly improve the online shopping experience.

The founders, Michael Yang and Yeogirl Yun, also founded MySimon.com. Things are getting really interesting in the search space these days. Sounds like they're a competitor for SHOP. :-o

One Helluva Apple Upgrade

This is very interesting (via Briefing.com):

07:08 AAPL Apple Computer target raised to $100 at Piper Jaffray (55.17 )

Piper Jaffray raises their tgt on AAPL to $100 from $52 and raises their FY05-06 (Sept) EPS ests above consensus. Over the last six weeks the firm has surveyed 200 iPod users in various geographies throughout the United States. The bottom line from the survey is that 13% of iPod users in the sample were formerly PC users that, following the purchase of their iPod, have either already bought a Mac (6.0%) or are planning to buy a Mac within 12 months (7.0%). Also, the firm spent the last few days speaking with 15 Apple Specialist VARs, and approx 30% believe the qtr is tracking above expectations, nearly 70% believe the qtr is tracking in-line, and only one feels the qtr is below plan thus far (related to supply issues - demand remains strong). Firm believes that iPod carryover will impact numbers in FY05-06, and they have increased their Mac ests under the assumption that 6.5% (half of the 13% suggested by the survey) of iPod buyers are PC owners that will move to the Mac platform. Firm raises their FY05 est to $1.52 from $1.29 (consensus $1.28) and raises their FY06 est to $2.17 from $1.50 (consensus $1.56).

Update: Make that 2 upgrades -- Fulcrum just bumped their target to $65. AAPL will surely be one to watch.

Watchlist for December 15, 2008

| 1 Comment

On Today's Calendar:

  • nothing

More Calendars: U.S. Earnings | Conf. Calls | Surprises | IPO | Economic

Potential swing trades:

Possible longs: CX, CBI -- I'm seeing a lot of patterns like those two stocks. But while these two appear to be bouncing off of their 50-day moving average, most of the other charts are just under resistance. So I don't like the risk/reward on them, especially ahead of the Fed.


See one of the recent 'Chart Reading' posts for some potential swing candidates. Also be sure to check my typical swing trade entry & exit rules.

Potential day trades:

Note: I can't post the gappers any more. I'm trying to find another way to post the early movers, hopefully via a live scan. Stay tuned...

Disclaimer & How I use this list


Note: These alerts refresh/update automatically every 30 seconds

Recent Links

InfoNgen Tour

Here's a video walk-through of a very powerful tool for investors called InfoNgen. The founder, John Mahoney, who you may remember from a WallStrip episode, just posted this tour of their latest version on his blog:

SHOW NOTES:

In this show, I demonstrate the free version of InfoNgen, a high-end feed reader/web discovery tool targeted at financial professionals and corporations. InfoNgen automatically tags and classifies every story from inbound RSS feeds or other textual sources IN REAL TIME, providing a manageable way for professionals to discover content across tens of thousands of unique sources.

Topics Include:


  • the limitations of current RSS feed readers

  • the advantages of a core tagging engine

  • Signing up for a free InfoNgen account

  • configuring content widgets on the InfoNgen Home page

  • navigating the InfoNgen Feeds page for more detailed discovery


It looks like a very useful tool that's right up my alley (RSS and finance). I hope to start playing around with it in the next few days.

Google Launches Sidebar, Internet Quakes...

| 3 Comments

Last night Google announced that they have added a Sidebar feature to Google Desktop. They describe Sidebar as:

Google Desktop includes Sidebar, a panel on your desktop which provides convenient, one-glance access to all sorts of personalized information. Sidebar includes the following plug-ins: Email, News, Weather, Photos, Stocks, Web Clips, Scratch Pad and Quick View. (details on each of these on the Sidebar page at Google)

PaidContent says this could be considered a mini Operating System (OS).

Of course the stock market feature caught my attention (emphasis is mine):

Stocks: Keep track of up-to-the-minute prices for your favorite stocks. The prices shown are the real-time prices (not 15 minutes delayed), if available. Click the stock's ticker symbol to see the current price, point change, percent change, daily graph, recent news, and other information in the details pane. In Options, you can add, remove, and change the order in which individual stocks and indices are displayed. Stock prices that you frequently look up on the web will be automatically added to the Stocks panel, unless you choose to uncheck the "Automatically add stocks" checkbox. When minimized, all stock prices are shown one after the other on a single line.

Sounds like a shot across the bow of MyYahoo, MyMSN, etc. But it doesn't stop there, PaidContent points out that Google is planning to launch an Instant Messaging client on Wednesday.

Buried in this NYT story by John Markoff, which touched on Google Sidebar launch (covered in the post below): it plans to unveil on Wednesday a "communications tool" that is potentially a clear step beyond the company's search-related business focus. While executives would not disclose what the new software tool might be, Google has long been expected to introduce an IM service to compete with services offered by AOL, Yahoo and MSN. Last year some rumors arose that Google's IM platform and client would be based on the open source Jabber protocol. And then, Markoff raises his pet speculation: a Google phone, based on the acquisition of Android and a Google-branded smart phone has long been a pet project of founder Larry Page, and earlier this year Google invested $2 million in a project by Nicholas Negroponte, founder of the M.I.T. Media Laboratory, to develop a $100 wireless laptop.

Hmm, a body-blow followed by an upper-cut? :-) (Remember I am long GOOG) David Jackson at the Internet Stock Blog has listed (at least) four investment implications of the Google Sidebar. According to David Sidebar has implications for CNET, DJ, FWHT, GOOG, IACI, INSP, MSFT, TSCM and YHOO. If you're involved in any of those stocks I suggest you read what David has to say. Things are getting really interesting in this space...

Linking Up a Storm

| 1 Comment

Here's a ton of stuff that I just pulled out of my newsreader. Some good 'surfage' for tomorrow's expiration day. Enjoy...

CNBC's 'The eBay Effect' Documentary

| 2 Comments

David Faber's latest documentary, "The eBay Effect - Inside a Worldwide Obsession" airs on CNBC tomorrow at 8 and 11 PM Eastern time:
"The eBay Effect - Inside a Worldwide Obsession" is the latest production from the Peabody Award winning CNBC Documentary team and reporter David Faber. It's an unprecedented look at the eBay you don't know, with exclusive, behind-the-scenes access to the world's leading online commerce site.

An estimated 1.8 billion items, worth approximately $40 billion, are expected to be traded this year on this global electronic marketplace. If eBay employed the 430,000 people who earn an income selling on its site, it would be the nation's number two private sector employer. How did this company, just shy of its 10th birthday, change the fortunes of so many?

On the flip side, "The eBay Effect" also examines why some former users feel betrayed and have deserted the popular auction site. Faber delves into claims of fraud and outrage over fee increases and other controversies surrounding this juggernaut.

"The eBay Effect - Inside a Worldwide Obsession" premieres Wednesday, June 29th at 8 and 11 pm Eastern on CNBC.

Stick a Fork in GEOI and ABLE

| 7 Comments

The other day I mentioned how bullish both GEOI and ABLE looked. Well things change quickly. Both of them appear to be topping, at least for the short term. GEOI made a bearish engulfing pattern yesterday and also gave a stochastic sell signal:

Is Six Apart "In Play"?

David Jackson has written a compelling argument for Yahoo! buying Six Apart, the makers of Movable (one 'E') Type and TypePad (and now the new owners of LiveJournal). As I've written here before I'm surprised that many of the blog plays haven't been snapped up already. I could see the likes of Bloglines, del.icio.us, Technorati, etc. being taken out by a Microsoft, Google, Yahoo or (gaps!) even AOL. I never considered Six Apart as a target but as Dave clearly shows there's good reason to buy them. I could see Google snagging them as a way to protect all those blog pages on Six Apart based blogs that are already part of Google's AdSense program (like my blog). It sure seems like a question of 'when' and not 'if' these guys will be acquired. Too bad none of them are public companies so we could join in on the fun.

On a related note, there's a bit of a fire storm over a post made by Martin Schwimmer at his Trademark Blog. In that post he tells why he asked BlogLines to remove his site from their service. I wrote my reaction to Martin's post on my other blog -- "Some People Just don't Understand RSS"

P.S. This week's Carnival of the Capitalists is up at Anita Campbell's Small Business Blog.

Yahoo! Finance Adds RSS Feeds

| 1 Comment

Good news for those of you who are taking advantage of RSS aggregators, you can now get news from Yahoo! Finance via RSS. (Hat tip to Jeremy)

Become.com

| 1 Comment

Here's an interesting site I just discovered by catching their bot indexing my site just now:

Become, Inc. is a venture-funded start-up that is building the next generation search engine for shopping. We are developing an innovative new search engine technology that will significantly improve the online shopping experience.

The founders, Michael Yang and Yeogirl Yun, also founded MySimon.com. Things are getting really interesting in the search space these days. Sounds like they're a competitor for SHOP. :-o

One Helluva Apple Upgrade

This is very interesting (via Briefing.com):

07:08 AAPL Apple Computer target raised to $100 at Piper Jaffray (55.17 )

Piper Jaffray raises their tgt on AAPL to $100 from $52 and raises their FY05-06 (Sept) EPS ests above consensus. Over the last six weeks the firm has surveyed 200 iPod users in various geographies throughout the United States. The bottom line from the survey is that 13% of iPod users in the sample were formerly PC users that, following the purchase of their iPod, have either already bought a Mac (6.0%) or are planning to buy a Mac within 12 months (7.0%). Also, the firm spent the last few days speaking with 15 Apple Specialist VARs, and approx 30% believe the qtr is tracking above expectations, nearly 70% believe the qtr is tracking in-line, and only one feels the qtr is below plan thus far (related to supply issues - demand remains strong). Firm believes that iPod carryover will impact numbers in FY05-06, and they have increased their Mac ests under the assumption that 6.5% (half of the 13% suggested by the survey) of iPod buyers are PC owners that will move to the Mac platform. Firm raises their FY05 est to $1.52 from $1.29 (consensus $1.28) and raises their FY06 est to $2.17 from $1.50 (consensus $1.56).

Update: Make that 2 upgrades -- Fulcrum just bumped their target to $65. AAPL will surely be one to watch.

Watchlist for December 15, 2008

| 1 Comment

On Today's Calendar:

  • nothing

More Calendars: U.S. Earnings | Conf. Calls | Surprises | IPO | Economic

Potential swing trades:

Possible longs: CX, CBI -- I'm seeing a lot of patterns like those two stocks. But while these two appear to be bouncing off of their 50-day moving average, most of the other charts are just under resistance. So I don't like the risk/reward on them, especially ahead of the Fed.


See one of the recent 'Chart Reading' posts for some potential swing candidates. Also be sure to check my typical swing trade entry & exit rules.

Potential day trades:

Note: I can't post the gappers any more. I'm trying to find another way to post the early movers, hopefully via a live scan. Stay tuned...

Disclaimer & How I use this list


Note: These alerts refresh/update automatically every 30 seconds

Recent Links

InfoNgen Tour

Here's a video walk-through of a very powerful tool for investors called InfoNgen. The founder, John Mahoney, who you may remember from a WallStrip episode, just posted this tour of their latest version on his blog:

SHOW NOTES:

In this show, I demonstrate the free version of InfoNgen, a high-end feed reader/web discovery tool targeted at financial professionals and corporations. InfoNgen automatically tags and classifies every story from inbound RSS feeds or other textual sources IN REAL TIME, providing a manageable way for professionals to discover content across tens of thousands of unique sources.

Topics Include:


  • the limitations of current RSS feed readers

  • the advantages of a core tagging engine

  • Signing up for a free InfoNgen account

  • configuring content widgets on the InfoNgen Home page

  • navigating the InfoNgen Feeds page for more detailed discovery


It looks like a very useful tool that's right up my alley (RSS and finance). I hope to start playing around with it in the next few days.

Google Launches Sidebar, Internet Quakes...

| 3 Comments

Last night Google announced that they have added a Sidebar feature to Google Desktop. They describe Sidebar as:

Google Desktop includes Sidebar, a panel on your desktop which provides convenient, one-glance access to all sorts of personalized information. Sidebar includes the following plug-ins: Email, News, Weather, Photos, Stocks, Web Clips, Scratch Pad and Quick View. (details on each of these on the Sidebar page at Google)

PaidContent says this could be considered a mini Operating System (OS).

Of course the stock market feature caught my attention (emphasis is mine):

Stocks: Keep track of up-to-the-minute prices for your favorite stocks. The prices shown are the real-time prices (not 15 minutes delayed), if available. Click the stock's ticker symbol to see the current price, point change, percent change, daily graph, recent news, and other information in the details pane. In Options, you can add, remove, and change the order in which individual stocks and indices are displayed. Stock prices that you frequently look up on the web will be automatically added to the Stocks panel, unless you choose to uncheck the "Automatically add stocks" checkbox. When minimized, all stock prices are shown one after the other on a single line.

Sounds like a shot across the bow of MyYahoo, MyMSN, etc. But it doesn't stop there, PaidContent points out that Google is planning to launch an Instant Messaging client on Wednesday.

Buried in this NYT story by John Markoff, which touched on Google Sidebar launch (covered in the post below): it plans to unveil on Wednesday a "communications tool" that is potentially a clear step beyond the company's search-related business focus. While executives would not disclose what the new software tool might be, Google has long been expected to introduce an IM service to compete with services offered by AOL, Yahoo and MSN. Last year some rumors arose that Google's IM platform and client would be based on the open source Jabber protocol. And then, Markoff raises his pet speculation: a Google phone, based on the acquisition of Android and a Google-branded smart phone has long been a pet project of founder Larry Page, and earlier this year Google invested $2 million in a project by Nicholas Negroponte, founder of the M.I.T. Media Laboratory, to develop a $100 wireless laptop.

Hmm, a body-blow followed by an upper-cut? :-) (Remember I am long GOOG) David Jackson at the Internet Stock Blog has listed (at least) four investment implications of the Google Sidebar. According to David Sidebar has implications for CNET, DJ, FWHT, GOOG, IACI, INSP, MSFT, TSCM and YHOO. If you're involved in any of those stocks I suggest you read what David has to say. Things are getting really interesting in this space...

Linking Up a Storm

| 1 Comment

Here's a ton of stuff that I just pulled out of my newsreader. Some good 'surfage' for tomorrow's expiration day. Enjoy...

CNBC's 'The eBay Effect' Documentary

| 2 Comments

David Faber's latest documentary, "The eBay Effect - Inside a Worldwide Obsession" airs on CNBC tomorrow at 8 and 11 PM Eastern time:
"The eBay Effect - Inside a Worldwide Obsession" is the latest production from the Peabody Award winning CNBC Documentary team and reporter David Faber. It's an unprecedented look at the eBay you don't know, with exclusive, behind-the-scenes access to the world's leading online commerce site.

An estimated 1.8 billion items, worth approximately $40 billion, are expected to be traded this year on this global electronic marketplace. If eBay employed the 430,000 people who earn an income selling on its site, it would be the nation's number two private sector employer. How did this company, just shy of its 10th birthday, change the fortunes of so many?

On the flip side, "The eBay Effect" also examines why some former users feel betrayed and have deserted the popular auction site. Faber delves into claims of fraud and outrage over fee increases and other controversies surrounding this juggernaut.

"The eBay Effect - Inside a Worldwide Obsession" premieres Wednesday, June 29th at 8 and 11 pm Eastern on CNBC.

Stick a Fork in GEOI and ABLE

| 7 Comments

The other day I mentioned how bullish both GEOI and ABLE looked. Well things change quickly. Both of them appear to be topping, at least for the short term. GEOI made a bearish engulfing pattern yesterday and also gave a stochastic sell signal:

Is Six Apart "In Play"?

David Jackson has written a compelling argument for Yahoo! buying Six Apart, the makers of Movable (one 'E') Type and TypePad (and now the new owners of LiveJournal). As I've written here before I'm surprised that many of the blog plays haven't been snapped up already. I could see the likes of Bloglines, del.icio.us, Technorati, etc. being taken out by a Microsoft, Google, Yahoo or (gaps!) even AOL. I never considered Six Apart as a target but as Dave clearly shows there's good reason to buy them. I could see Google snagging them as a way to protect all those blog pages on Six Apart based blogs that are already part of Google's AdSense program (like my blog). It sure seems like a question of 'when' and not 'if' these guys will be acquired. Too bad none of them are public companies so we could join in on the fun.

On a related note, there's a bit of a fire storm over a post made by Martin Schwimmer at his Trademark Blog. In that post he tells why he asked BlogLines to remove his site from their service. I wrote my reaction to Martin's post on my other blog -- "Some People Just don't Understand RSS"

P.S. This week's Carnival of the Capitalists is up at Anita Campbell's Small Business Blog.

Yahoo! Finance Adds RSS Feeds

| 1 Comment

Good news for those of you who are taking advantage of RSS aggregators, you can now get news from Yahoo! Finance via RSS. (Hat tip to Jeremy)

Become.com

| 1 Comment

Here's an interesting site I just discovered by catching their bot indexing my site just now:

Become, Inc. is a venture-funded start-up that is building the next generation search engine for shopping. We are developing an innovative new search engine technology that will significantly improve the online shopping experience.

The founders, Michael Yang and Yeogirl Yun, also founded MySimon.com. Things are getting really interesting in the search space these days. Sounds like they're a competitor for SHOP. :-o

One Helluva Apple Upgrade

This is very interesting (via Briefing.com):

07:08 AAPL Apple Computer target raised to $100 at Piper Jaffray (55.17 )

Piper Jaffray raises their tgt on AAPL to $100 from $52 and raises their FY05-06 (Sept) EPS ests above consensus. Over the last six weeks the firm has surveyed 200 iPod users in various geographies throughout the United States. The bottom line from the survey is that 13% of iPod users in the sample were formerly PC users that, following the purchase of their iPod, have either already bought a Mac (6.0%) or are planning to buy a Mac within 12 months (7.0%). Also, the firm spent the last few days speaking with 15 Apple Specialist VARs, and approx 30% believe the qtr is tracking above expectations, nearly 70% believe the qtr is tracking in-line, and only one feels the qtr is below plan thus far (related to supply issues - demand remains strong). Firm believes that iPod carryover will impact numbers in FY05-06, and they have increased their Mac ests under the assumption that 6.5% (half of the 13% suggested by the survey) of iPod buyers are PC owners that will move to the Mac platform. Firm raises their FY05 est to $1.52 from $1.29 (consensus $1.28) and raises their FY06 est to $2.17 from $1.50 (consensus $1.56).

Update: Make that 2 upgrades -- Fulcrum just bumped their target to $65. AAPL will surely be one to watch.

Watchlist for December 15, 2008

| 1 Comment

On Today's Calendar:

  • nothing

More Calendars: U.S. Earnings | Conf. Calls | Surprises | IPO | Economic

Potential swing trades:

Possible longs: CX, CBI -- I'm seeing a lot of patterns like those two stocks. But while these two appear to be bouncing off of their 50-day moving average, most of the other charts are just under resistance. So I don't like the risk/reward on them, especially ahead of the Fed.


See one of the recent 'Chart Reading' posts for some potential swing candidates. Also be sure to check my typical swing trade entry & exit rules.

Potential day trades:

Note: I can't post the gappers any more. I'm trying to find another way to post the early movers, hopefully via a live scan. Stay tuned...

Disclaimer & How I use this list


Note: These alerts refresh/update automatically every 30 seconds

Recent Links

InfoNgen Tour

Here's a video walk-through of a very powerful tool for investors called InfoNgen. The founder, John Mahoney, who you may remember from a WallStrip episode, just posted this tour of their latest version on his blog:

SHOW NOTES:

In this show, I demonstrate the free version of InfoNgen, a high-end feed reader/web discovery tool targeted at financial professionals and corporations. InfoNgen automatically tags and classifies every story from inbound RSS feeds or other textual sources IN REAL TIME, providing a manageable way for professionals to discover content across tens of thousands of unique sources.

Topics Include:


  • the limitations of current RSS feed readers

  • the advantages of a core tagging engine

  • Signing up for a free InfoNgen account

  • configuring content widgets on the InfoNgen Home page

  • navigating the InfoNgen Feeds page for more detailed discovery


It looks like a very useful tool that's right up my alley (RSS and finance). I hope to start playing around with it in the next few days.

Google Launches Sidebar, Internet Quakes...

| 3 Comments

Last night Google announced that they have added a Sidebar feature to Google Desktop. They describe Sidebar as:

Google Desktop includes Sidebar, a panel on your desktop which provides convenient, one-glance access to all sorts of personalized information. Sidebar includes the following plug-ins: Email, News, Weather, Photos, Stocks, Web Clips, Scratch Pad and Quick View. (details on each of these on the Sidebar page at Google)

PaidContent says this could be considered a mini Operating System (OS).

Of course the stock market feature caught my attention (emphasis is mine):

Stocks: Keep track of up-to-the-minute prices for your favorite stocks. The prices shown are the real-time prices (not 15 minutes delayed), if available. Click the stock's ticker symbol to see the current price, point change, percent change, daily graph, recent news, and other information in the details pane. In Options, you can add, remove, and change the order in which individual stocks and indices are displayed. Stock prices that you frequently look up on the web will be automatically added to the Stocks panel, unless you choose to uncheck the "Automatically add stocks" checkbox. When minimized, all stock prices are shown one after the other on a single line.

Sounds like a shot across the bow of MyYahoo, MyMSN, etc. But it doesn't stop there, PaidContent points out that Google is planning to launch an Instant Messaging client on Wednesday.

Buried in this NYT story by John Markoff, which touched on Google Sidebar launch (covered in the post below): it plans to unveil on Wednesday a "communications tool" that is potentially a clear step beyond the company's search-related business focus. While executives would not disclose what the new software tool might be, Google has long been expected to introduce an IM service to compete with services offered by AOL, Yahoo and MSN. Last year some rumors arose that Google's IM platform and client would be based on the open source Jabber protocol. And then, Markoff raises his pet speculation: a Google phone, based on the acquisition of Android and a Google-branded smart phone has long been a pet project of founder Larry Page, and earlier this year Google invested $2 million in a project by Nicholas Negroponte, founder of the M.I.T. Media Laboratory, to develop a $100 wireless laptop.

Hmm, a body-blow followed by an upper-cut? :-) (Remember I am long GOOG) David Jackson at the Internet Stock Blog has listed (at least) four investment implications of the Google Sidebar. According to David Sidebar has implications for CNET, DJ, FWHT, GOOG, IACI, INSP, MSFT, TSCM and YHOO. If you're involved in any of those stocks I suggest you read what David has to say. Things are getting really interesting in this space...

Linking Up a Storm

| 1 Comment

Here's a ton of stuff that I just pulled out of my newsreader. Some good 'surfage' for tomorrow's expiration day. Enjoy...

CNBC's 'The eBay Effect' Documentary

| 2 Comments

David Faber's latest documentary, "The eBay Effect - Inside a Worldwide Obsession" airs on CNBC tomorrow at 8 and 11 PM Eastern time:
"The eBay Effect - Inside a Worldwide Obsession" is the latest production from the Peabody Award winning CNBC Documentary team and reporter David Faber. It's an unprecedented look at the eBay you don't know, with exclusive, behind-the-scenes access to the world's leading online commerce site.

An estimated 1.8 billion items, worth approximately $40 billion, are expected to be traded this year on this global electronic marketplace. If eBay employed the 430,000 people who earn an income selling on its site, it would be the nation's number two private sector employer. How did this company, just shy of its 10th birthday, change the fortunes of so many?

On the flip side, "The eBay Effect" also examines why some former users feel betrayed and have deserted the popular auction site. Faber delves into claims of fraud and outrage over fee increases and other controversies surrounding this juggernaut.

"The eBay Effect - Inside a Worldwide Obsession" premieres Wednesday, June 29th at 8 and 11 pm Eastern on CNBC.

Stick a Fork in GEOI and ABLE

| 7 Comments

The other day I mentioned how bullish both GEOI and ABLE looked. Well things change quickly. Both of them appear to be topping, at least for the short term. GEOI made a bearish engulfing pattern yesterday and also gave a stochastic sell signal:

Is Six Apart "In Play"?

David Jackson has written a compelling argument for Yahoo! buying Six Apart, the makers of Movable (one 'E') Type and TypePad (and now the new owners of LiveJournal). As I've written here before I'm surprised that many of the blog plays haven't been snapped up already. I could see the likes of Bloglines, del.icio.us, Technorati, etc. being taken out by a Microsoft, Google, Yahoo or (gaps!) even AOL. I never considered Six Apart as a target but as Dave clearly shows there's good reason to buy them. I could see Google snagging them as a way to protect all those blog pages on Six Apart based blogs that are already part of Google's AdSense program (like my blog). It sure seems like a question of 'when' and not 'if' these guys will be acquired. Too bad none of them are public companies so we could join in on the fun.

On a related note, there's a bit of a fire storm over a post made by Martin Schwimmer at his Trademark Blog. In that post he tells why he asked BlogLines to remove his site from their service. I wrote my reaction to Martin's post on my other blog -- "Some People Just don't Understand RSS"

P.S. This week's Carnival of the Capitalists is up at Anita Campbell's Small Business Blog.

Yahoo! Finance Adds RSS Feeds

| 1 Comment

Good news for those of you who are taking advantage of RSS aggregators, you can now get news from Yahoo! Finance via RSS. (Hat tip to Jeremy)

Become.com

| 1 Comment

Here's an interesting site I just discovered by catching their bot indexing my site just now:

Become, Inc. is a venture-funded start-up that is building the next generation search engine for shopping. We are developing an innovative new search engine technology that will significantly improve the online shopping experience.

The founders, Michael Yang and Yeogirl Yun, also founded MySimon.com. Things are getting really interesting in the search space these days. Sounds like they're a competitor for SHOP. :-o

One Helluva Apple Upgrade

This is very interesting (via Briefing.com):

07:08 AAPL Apple Computer target raised to $100 at Piper Jaffray (55.17 )

Piper Jaffray raises their tgt on AAPL to $100 from $52 and raises their FY05-06 (Sept) EPS ests above consensus. Over the last six weeks the firm has surveyed 200 iPod users in various geographies throughout the United States. The bottom line from the survey is that 13% of iPod users in the sample were formerly PC users that, following the purchase of their iPod, have either already bought a Mac (6.0%) or are planning to buy a Mac within 12 months (7.0%). Also, the firm spent the last few days speaking with 15 Apple Specialist VARs, and approx 30% believe the qtr is tracking above expectations, nearly 70% believe the qtr is tracking in-line, and only one feels the qtr is below plan thus far (related to supply issues - demand remains strong). Firm believes that iPod carryover will impact numbers in FY05-06, and they have increased their Mac ests under the assumption that 6.5% (half of the 13% suggested by the survey) of iPod buyers are PC owners that will move to the Mac platform. Firm raises their FY05 est to $1.52 from $1.29 (consensus $1.28) and raises their FY06 est to $2.17 from $1.50 (consensus $1.56).

Update: Make that 2 upgrades -- Fulcrum just bumped their target to $65. AAPL will surely be one to watch.

Watchlist for December 15, 2008

| 1 Comment

On Today's Calendar:

  • nothing

More Calendars: U.S. Earnings | Conf. Calls | Surprises | IPO | Economic

Potential swing trades:

Possible longs: CX, CBI -- I'm seeing a lot of patterns like those two stocks. But while these two appear to be bouncing off of their 50-day moving average, most of the other charts are just under resistance. So I don't like the risk/reward on them, especially ahead of the Fed.


See one of the recent 'Chart Reading' posts for some potential swing candidates. Also be sure to check my typical swing trade entry & exit rules.

Potential day trades:

Note: I can't post the gappers any more. I'm trying to find another way to post the early movers, hopefully via a live scan. Stay tuned...

Disclaimer & How I use this list


Note: These alerts refresh/update automatically every 30 seconds

Recent Links

InfoNgen Tour

Here's a video walk-through of a very powerful tool for investors called InfoNgen. The founder, John Mahoney, who you may remember from a WallStrip episode, just posted this tour of their latest version on his blog:

SHOW NOTES:

In this show, I demonstrate the free version of InfoNgen, a high-end feed reader/web discovery tool targeted at financial professionals and corporations. InfoNgen automatically tags and classifies every story from inbound RSS feeds or other textual sources IN REAL TIME, providing a manageable way for professionals to discover content across tens of thousands of unique sources.

Topics Include:


  • the limitations of current RSS feed readers

  • the advantages of a core tagging engine

  • Signing up for a free InfoNgen account

  • configuring content widgets on the InfoNgen Home page

  • navigating the InfoNgen Feeds page for more detailed discovery


It looks like a very useful tool that's right up my alley (RSS and finance). I hope to start playing around with it in the next few days.

Google Launches Sidebar, Internet Quakes...

| 3 Comments

Last night Google announced that they have added a Sidebar feature to Google Desktop. They describe Sidebar as:

Google Desktop includes Sidebar, a panel on your desktop which provides convenient, one-glance access to all sorts of personalized information. Sidebar includes the following plug-ins: Email, News, Weather, Photos, Stocks, Web Clips, Scratch Pad and Quick View. (details on each of these on the Sidebar page at Google)

PaidContent says this could be considered a mini Operating System (OS).

Of course the stock market feature caught my attention (emphasis is mine):

Stocks: Keep track of up-to-the-minute prices for your favorite stocks. The prices shown are the real-time prices (not 15 minutes delayed), if available. Click the stock's ticker symbol to see the current price, point change, percent change, daily graph, recent news, and other information in the details pane. In Options, you can add, remove, and change the order in which individual stocks and indices are displayed. Stock prices that you frequently look up on the web will be automatically added to the Stocks panel, unless you choose to uncheck the "Automatically add stocks" checkbox. When minimized, all stock prices are shown one after the other on a single line.

Sounds like a shot across the bow of MyYahoo, MyMSN, etc. But it doesn't stop there, PaidContent points out that Google is planning to launch an Instant Messaging client on Wednesday.

Buried in this NYT story by John Markoff, which touched on Google Sidebar launch (covered in the post below): it plans to unveil on Wednesday a "communications tool" that is potentially a clear step beyond the company's search-related business focus. While executives would not disclose what the new software tool might be, Google has long been expected to introduce an IM service to compete with services offered by AOL, Yahoo and MSN. Last year some rumors arose that Google's IM platform and client would be based on the open source Jabber protocol. And then, Markoff raises his pet speculation: a Google phone, based on the acquisition of Android and a Google-branded smart phone has long been a pet project of founder Larry Page, and earlier this year Google invested $2 million in a project by Nicholas Negroponte, founder of the M.I.T. Media Laboratory, to develop a $100 wireless laptop.

Hmm, a body-blow followed by an upper-cut? :-) (Remember I am long GOOG) David Jackson at the Internet Stock Blog has listed (at least) four investment implications of the Google Sidebar. According to David Sidebar has implications for CNET, DJ, FWHT, GOOG, IACI, INSP, MSFT, TSCM and YHOO. If you're involved in any of those stocks I suggest you read what David has to say. Things are getting really interesting in this space...

Linking Up a Storm

| 1 Comment

Here's a ton of stuff that I just pulled out of my newsreader. Some good 'surfage' for tomorrow's expiration day. Enjoy...

CNBC's 'The eBay Effect' Documentary

| 2 Comments

David Faber's latest documentary, "The eBay Effect - Inside a Worldwide Obsession" airs on CNBC tomorrow at 8 and 11 PM Eastern time:
"The eBay Effect - Inside a Worldwide Obsession" is the latest production from the Peabody Award winning CNBC Documentary team and reporter David Faber. It's an unprecedented look at the eBay you don't know, with exclusive, behind-the-scenes access to the world's leading online commerce site.

An estimated 1.8 billion items, worth approximately $40 billion, are expected to be traded this year on this global electronic marketplace. If eBay employed the 430,000 people who earn an income selling on its site, it would be the nation's number two private sector employer. How did this company, just shy of its 10th birthday, change the fortunes of so many?

On the flip side, "The eBay Effect" also examines why some former users feel betrayed and have deserted the popular auction site. Faber delves into claims of fraud and outrage over fee increases and other controversies surrounding this juggernaut.

"The eBay Effect - Inside a Worldwide Obsession" premieres Wednesday, June 29th at 8 and 11 pm Eastern on CNBC.

Stick a Fork in GEOI and ABLE

| 7 Comments

The other day I mentioned how bullish both GEOI and ABLE looked. Well things change quickly. Both of them appear to be topping, at least for the short term. GEOI made a bearish engulfing pattern yesterday and also gave a stochastic sell signal:

Is Six Apart "In Play"?

David Jackson has written a compelling argument for Yahoo! buying Six Apart, the makers of Movable (one 'E') Type and TypePad (and now the new owners of LiveJournal). As I've written here before I'm surprised that many of the blog plays haven't been snapped up already. I could see the likes of Bloglines, del.icio.us, Technorati, etc. being taken out by a Microsoft, Google, Yahoo or (gaps!) even AOL. I never considered Six Apart as a target but as Dave clearly shows there's good reason to buy them. I could see Google snagging them as a way to protect all those blog pages on Six Apart based blogs that are already part of Google's AdSense program (like my blog). It sure seems like a question of 'when' and not 'if' these guys will be acquired. Too bad none of them are public companies so we could join in on the fun.

On a related note, there's a bit of a fire storm over a post made by Martin Schwimmer at his Trademark Blog. In that post he tells why he asked BlogLines to remove his site from their service. I wrote my reaction to Martin's post on my other blog -- "Some People Just don't Understand RSS"

P.S. This week's Carnival of the Capitalists is up at Anita Campbell's Small Business Blog.

Yahoo! Finance Adds RSS Feeds

| 1 Comment

Good news for those of you who are taking advantage of RSS aggregators, you can now get news from Yahoo! Finance via RSS. (Hat tip to Jeremy)

Become.com

| 1 Comment

Here's an interesting site I just discovered by catching their bot indexing my site just now:

Become, Inc. is a venture-funded start-up that is building the next generation search engine for shopping. We are developing an innovative new search engine technology that will significantly improve the online shopping experience.

The founders, Michael Yang and Yeogirl Yun, also founded MySimon.com. Things are getting really interesting in the search space these days. Sounds like they're a competitor for SHOP. :-o

One Helluva Apple Upgrade

This is very interesting (via Briefing.com):

07:08 AAPL Apple Computer target raised to $100 at Piper Jaffray (55.17 )

Piper Jaffray raises their tgt on AAPL to $100 from $52 and raises their FY05-06 (Sept) EPS ests above consensus. Over the last six weeks the firm has surveyed 200 iPod users in various geographies throughout the United States. The bottom line from the survey is that 13% of iPod users in the sample were formerly PC users that, following the purchase of their iPod, have either already bought a Mac (6.0%) or are planning to buy a Mac within 12 months (7.0%). Also, the firm spent the last few days speaking with 15 Apple Specialist VARs, and approx 30% believe the qtr is tracking above expectations, nearly 70% believe the qtr is tracking in-line, and only one feels the qtr is below plan thus far (related to supply issues - demand remains strong). Firm believes that iPod carryover will impact numbers in FY05-06, and they have increased their Mac ests under the assumption that 6.5% (half of the 13% suggested by the survey) of iPod buyers are PC owners that will move to the Mac platform. Firm raises their FY05 est to $1.52 from $1.29 (consensus $1.28) and raises their FY06 est to $2.17 from $1.50 (consensus $1.56).

Update: Make that 2 upgrades -- Fulcrum just bumped their target to $65. AAPL will surely be one to watch.

Watchlist for December 15, 2008

| 1 Comment

On Today's Calendar:

  • nothing

More Calendars: U.S. Earnings | Conf. Calls | Surprises | IPO | Economic

Potential swing trades:

Possible longs: CX, CBI -- I'm seeing a lot of patterns like those two stocks. But while these two appear to be bouncing off of their 50-day moving average, most of the other charts are just under resistance. So I don't like the risk/reward on them, especially ahead of the Fed.


See one of the recent 'Chart Reading' posts for some potential swing candidates. Also be sure to check my typical swing trade entry & exit rules.

Potential day trades:

Note: I can't post the gappers any more. I'm trying to find another way to post the early movers, hopefully via a live scan. Stay tuned...

Disclaimer & How I use this list


Note: These alerts refresh/update automatically every 30 seconds

Recent Links

InfoNgen Tour

Here's a video walk-through of a very powerful tool for investors called InfoNgen. The founder, John Mahoney, who you may remember from a WallStrip episode, just posted this tour of their latest version on his blog:

SHOW NOTES:

In this show, I demonstrate the free version of InfoNgen, a high-end feed reader/web discovery tool targeted at financial professionals and corporations. InfoNgen automatically tags and classifies every story from inbound RSS feeds or other textual sources IN REAL TIME, providing a manageable way for professionals to discover content across tens of thousands of unique sources.

Topics Include:


  • the limitations of current RSS feed readers

  • the advantages of a core tagging engine

  • Signing up for a free InfoNgen account

  • configuring content widgets on the InfoNgen Home page

  • navigating the InfoNgen Feeds page for more detailed discovery


It looks like a very useful tool that's right up my alley (RSS and finance). I hope to start playing around with it in the next few days.

Google Launches Sidebar, Internet Quakes...

| 3 Comments

Last night Google announced that they have added a Sidebar feature to Google Desktop. They describe Sidebar as:

Google Desktop includes Sidebar, a panel on your desktop which provides convenient, one-glance access to all sorts of personalized information. Sidebar includes the following plug-ins: Email, News, Weather, Photos, Stocks, Web Clips, Scratch Pad and Quick View. (details on each of these on the Sidebar page at Google)

PaidContent says this could be considered a mini Operating System (OS).

Of course the stock market feature caught my attention (emphasis is mine):

Stocks: Keep track of up-to-the-minute prices for your favorite stocks. The prices shown are the real-time prices (not 15 minutes delayed), if available. Click the stock's ticker symbol to see the current price, point change, percent change, daily graph, recent news, and other information in the details pane. In Options, you can add, remove, and change the order in which individual stocks and indices are displayed. Stock prices that you frequently look up on the web will be automatically added to the Stocks panel, unless you choose to uncheck the "Automatically add stocks" checkbox. When minimized, all stock prices are shown one after the other on a single line.

Sounds like a shot across the bow of MyYahoo, MyMSN, etc. But it doesn't stop there, PaidContent points out that Google is planning to launch an Instant Messaging client on Wednesday.

Buried in this NYT story by John Markoff, which touched on Google Sidebar launch (covered in the post below): it plans to unveil on Wednesday a "communications tool" that is potentially a clear step beyond the company's search-related business focus. While executives would not disclose what the new software tool might be, Google has long been expected to introduce an IM service to compete with services offered by AOL, Yahoo and MSN. Last year some rumors arose that Google's IM platform and client would be based on the open source Jabber protocol. And then, Markoff raises his pet speculation: a Google phone, based on the acquisition of Android and a Google-branded smart phone has long been a pet project of founder Larry Page, and earlier this year Google invested $2 million in a project by Nicholas Negroponte, founder of the M.I.T. Media Laboratory, to develop a $100 wireless laptop.

Hmm, a body-blow followed by an upper-cut? :-) (Remember I am long GOOG) David Jackson at the Internet Stock Blog has listed (at least) four investment implications of the Google Sidebar. According to David Sidebar has implications for CNET, DJ, FWHT, GOOG, IACI, INSP, MSFT, TSCM and YHOO. If you're involved in any of those stocks I suggest you read what David has to say. Things are getting really interesting in this space...

Linking Up a Storm

| 1 Comment

Here's a ton of stuff that I just pulled out of my newsreader. Some good 'surfage' for tomorrow's expiration day. Enjoy...

CNBC's 'The eBay Effect' Documentary

| 2 Comments

David Faber's latest documentary, "The eBay Effect - Inside a Worldwide Obsession" airs on CNBC tomorrow at 8 and 11 PM Eastern time:
"The eBay Effect - Inside a Worldwide Obsession" is the latest production from the Peabody Award winning CNBC Documentary team and reporter David Faber. It's an unprecedented look at the eBay you don't know, with exclusive, behind-the-scenes access to the world's leading online commerce site.

An estimated 1.8 billion items, worth approximately $40 billion, are expected to be traded this year on this global electronic marketplace. If eBay employed the 430,000 people who earn an income selling on its site, it would be the nation's number two private sector employer. How did this company, just shy of its 10th birthday, change the fortunes of so many?

On the flip side, "The eBay Effect" also examines why some former users feel betrayed and have deserted the popular auction site. Faber delves into claims of fraud and outrage over fee increases and other controversies surrounding this juggernaut.

"The eBay Effect - Inside a Worldwide Obsession" premieres Wednesday, June 29th at 8 and 11 pm Eastern on CNBC.

Stick a Fork in GEOI and ABLE

| 7 Comments

The other day I mentioned how bullish both GEOI and ABLE looked. Well things change quickly. Both of them appear to be topping, at least for the short term. GEOI made a bearish engulfing pattern yesterday and also gave a stochastic sell signal:

Is Six Apart "In Play"?

David Jackson has written a compelling argument for Yahoo! buying Six Apart, the makers of Movable (one 'E') Type and TypePad (and now the new owners of LiveJournal). As I've written here before I'm surprised that many of the blog plays haven't been snapped up already. I could see the likes of Bloglines, del.icio.us, Technorati, etc. being taken out by a Microsoft, Google, Yahoo or (gaps!) even AOL. I never considered Six Apart as a target but as Dave clearly shows there's good reason to buy them. I could see Google snagging them as a way to protect all those blog pages on Six Apart based blogs that are already part of Google's AdSense program (like my blog). It sure seems like a question of 'when' and not 'if' these guys will be acquired. Too bad none of them are public companies so we could join in on the fun.

On a related note, there's a bit of a fire storm over a post made by Martin Schwimmer at his Trademark Blog. In that post he tells why he asked BlogLines to remove his site from their service. I wrote my reaction to Martin's post on my other blog -- "Some People Just don't Understand RSS"

P.S. This week's Carnival of the Capitalists is up at Anita Campbell's Small Business Blog.

Yahoo! Finance Adds RSS Feeds

| 1 Comment

Good news for those of you who are taking advantage of RSS aggregators, you can now get news from Yahoo! Finance via RSS. (Hat tip to Jeremy)

Become.com

| 1 Comment

Here's an interesting site I just discovered by catching their bot indexing my site just now:

Become, Inc. is a venture-funded start-up that is building the next generation search engine for shopping. We are developing an innovative new search engine technology that will significantly improve the online shopping experience.

The founders, Michael Yang and Yeogirl Yun, also founded MySimon.com. Things are getting really interesting in the search space these days. Sounds like they're a competitor for SHOP. :-o

One Helluva Apple Upgrade

This is very interesting (via Briefing.com):

07:08 AAPL Apple Computer target raised to $100 at Piper Jaffray (55.17 )

Piper Jaffray raises their tgt on AAPL to $100 from $52 and raises their FY05-06 (Sept) EPS ests above consensus. Over the last six weeks the firm has surveyed 200 iPod users in various geographies throughout the United States. The bottom line from the survey is that 13% of iPod users in the sample were formerly PC users that, following the purchase of their iPod, have either already bought a Mac (6.0%) or are planning to buy a Mac within 12 months (7.0%). Also, the firm spent the last few days speaking with 15 Apple Specialist VARs, and approx 30% believe the qtr is tracking above expectations, nearly 70% believe the qtr is tracking in-line, and only one feels the qtr is below plan thus far (related to supply issues - demand remains strong). Firm believes that iPod carryover will impact numbers in FY05-06, and they have increased their Mac ests under the assumption that 6.5% (half of the 13% suggested by the survey) of iPod buyers are PC owners that will move to the Mac platform. Firm raises their FY05 est to $1.52 from $1.29 (consensus $1.28) and raises their FY06 est to $2.17 from $1.50 (consensus $1.56).

Update: Make that 2 upgrades -- Fulcrum just bumped their target to $65. AAPL will surely be one to watch.

Watchlist for December 15, 2008

| 1 Comment

On Today's Calendar:

  • nothing

More Calendars: U.S. Earnings | Conf. Calls | Surprises | IPO | Economic

Potential swing trades:

Possible longs: CX, CBI -- I'm seeing a lot of patterns like those two stocks. But while these two appear to be bouncing off of their 50-day moving average, most of the other charts are just under resistance. So I don't like the risk/reward on them, especially ahead of the Fed.


See one of the recent 'Chart Reading' posts for some potential swing candidates. Also be sure to check my typical swing trade entry & exit rules.

Potential day trades:

Note: I can't post the gappers any more. I'm trying to find another way to post the early movers, hopefully via a live scan. Stay tuned...

Disclaimer & How I use this list


Note: These alerts refresh/update automatically every 30 seconds

Recent Links

InfoNgen Tour

Here's a video walk-through of a very powerful tool for investors called InfoNgen. The founder, John Mahoney, who you may remember from a WallStrip episode, just posted this tour of their latest version on his blog:

SHOW NOTES:

In this show, I demonstrate the free version of InfoNgen, a high-end feed reader/web discovery tool targeted at financial professionals and corporations. InfoNgen automatically tags and classifies every story from inbound RSS feeds or other textual sources IN REAL TIME, providing a manageable way for professionals to discover content across tens of thousands of unique sources.

Topics Include:


  • the limitations of current RSS feed readers

  • the advantages of a core tagging engine

  • Signing up for a free InfoNgen account

  • configuring content widgets on the InfoNgen Home page

  • navigating the InfoNgen Feeds page for more detailed discovery


It looks like a very useful tool that's right up my alley (RSS and finance). I hope to start playing around with it in the next few days.

Google Launches Sidebar, Internet Quakes...

| 3 Comments

Last night Google announced that they have added a Sidebar feature to Google Desktop. They describe Sidebar as:

Google Desktop includes Sidebar, a panel on your desktop which provides convenient, one-glance access to all sorts of personalized information. Sidebar includes the following plug-ins: Email, News, Weather, Photos, Stocks, Web Clips, Scratch Pad and Quick View. (details on each of these on the Sidebar page at Google)

PaidContent says this could be considered a mini Operating System (OS).

Of course the stock market feature caught my attention (emphasis is mine):

Stocks: Keep track of up-to-the-minute prices for your favorite stocks. The prices shown are the real-time prices (not 15 minutes delayed), if available. Click the stock's ticker symbol to see the current price, point change, percent change, daily graph, recent news, and other information in the details pane. In Options, you can add, remove, and change the order in which individual stocks and indices are displayed. Stock prices that you frequently look up on the web will be automatically added to the Stocks panel, unless you choose to uncheck the "Automatically add stocks" checkbox. When minimized, all stock prices are shown one after the other on a single line.

Sounds like a shot across the bow of MyYahoo, MyMSN, etc. But it doesn't stop there, PaidContent points out that Google is planning to launch an Instant Messaging client on Wednesday.

Buried in this NYT story by John Markoff, which touched on Google Sidebar launch (covered in the post below): it plans to unveil on Wednesday a "communications tool" that is potentially a clear step beyond the company's search-related business focus. While executives would not disclose what the new software tool might be, Google has long been expected to introduce an IM service to compete with services offered by AOL, Yahoo and MSN. Last year some rumors arose that Google's IM platform and client would be based on the open source Jabber protocol. And then, Markoff raises his pet speculation: a Google phone, based on the acquisition of Android and a Google-branded smart phone has long been a pet project of founder Larry Page, and earlier this year Google invested $2 million in a project by Nicholas Negroponte, founder of the M.I.T. Media Laboratory, to develop a $100 wireless laptop.

Hmm, a body-blow followed by an upper-cut? :-) (Remember I am long GOOG) David Jackson at the Internet Stock Blog has listed (at least) four investment implications of the Google Sidebar. According to David Sidebar has implications for CNET, DJ, FWHT, GOOG, IACI, INSP, MSFT, TSCM and YHOO. If you're involved in any of those stocks I suggest you read what David has to say. Things are getting really interesting in this space...

Linking Up a Storm

| 1 Comment

Here's a ton of stuff that I just pulled out of my newsreader. Some good 'surfage' for tomorrow's expiration day. Enjoy...

CNBC's 'The eBay Effect' Documentary

| 2 Comments

David Faber's latest documentary, "The eBay Effect - Inside a Worldwide Obsession" airs on CNBC tomorrow at 8 and 11 PM Eastern time:
"The eBay Effect - Inside a Worldwide Obsession" is the latest production from the Peabody Award winning CNBC Documentary team and reporter David Faber. It's an unprecedented look at the eBay you don't know, with exclusive, behind-the-scenes access to the world's leading online commerce site.

An estimated 1.8 billion items, worth approximately $40 billion, are expected to be traded this year on this global electronic marketplace. If eBay employed the 430,000 people who earn an income selling on its site, it would be the nation's number two private sector employer. How did this company, just shy of its 10th birthday, change the fortunes of so many?

On the flip side, "The eBay Effect" also examines why some former users feel betrayed and have deserted the popular auction site. Faber delves into claims of fraud and outrage over fee increases and other controversies surrounding this juggernaut.

"The eBay Effect - Inside a Worldwide Obsession" premieres Wednesday, June 29th at 8 and 11 pm Eastern on CNBC.

Stick a Fork in GEOI and ABLE

| 7 Comments

The other day I mentioned how bullish both GEOI and ABLE looked. Well things change quickly. Both of them appear to be topping, at least for the short term. GEOI made a bearish engulfing pattern yesterday and also gave a stochastic sell signal:

Is Six Apart "In Play"?

David Jackson has written a compelling argument for Yahoo! buying Six Apart, the makers of Movable (one 'E') Type and TypePad (and now the new owners of LiveJournal). As I've written here before I'm surprised that many of the blog plays haven't been snapped up already. I could see the likes of Bloglines, del.icio.us, Technorati, etc. being taken out by a Microsoft, Google, Yahoo or (gaps!) even AOL. I never considered Six Apart as a target but as Dave clearly shows there's good reason to buy them. I could see Google snagging them as a way to protect all those blog pages on Six Apart based blogs that are already part of Google's AdSense program (like my blog). It sure seems like a question of 'when' and not 'if' these guys will be acquired. Too bad none of them are public companies so we could join in on the fun.

On a related note, there's a bit of a fire storm over a post made by Martin Schwimmer at his Trademark Blog. In that post he tells why he asked BlogLines to remove his site from their service. I wrote my reaction to Martin's post on my other blog -- "Some People Just don't Understand RSS"

P.S. This week's Carnival of the Capitalists is up at Anita Campbell's Small Business Blog.

Yahoo! Finance Adds RSS Feeds

| 1 Comment

Good news for those of you who are taking advantage of RSS aggregators, you can now get news from Yahoo! Finance via RSS. (Hat tip to Jeremy)

Become.com

| 1 Comment

Here's an interesting site I just discovered by catching their bot indexing my site just now:

Become, Inc. is a venture-funded start-up that is building the next generation search engine for shopping. We are developing an innovative new search engine technology that will significantly improve the online shopping experience.

The founders, Michael Yang and Yeogirl Yun, also founded MySimon.com. Things are getting really interesting in the search space these days. Sounds like they're a competitor for SHOP. :-o

One Helluva Apple Upgrade

This is very interesting (via Briefing.com):

07:08 AAPL Apple Computer target raised to $100 at Piper Jaffray (55.17 )

Piper Jaffray raises their tgt on AAPL to $100 from $52 and raises their FY05-06 (Sept) EPS ests above consensus. Over the last six weeks the firm has surveyed 200 iPod users in various geographies throughout the United States. The bottom line from the survey is that 13% of iPod users in the sample were formerly PC users that, following the purchase of their iPod, have either already bought a Mac (6.0%) or are planning to buy a Mac within 12 months (7.0%). Also, the firm spent the last few days speaking with 15 Apple Specialist VARs, and approx 30% believe the qtr is tracking above expectations, nearly 70% believe the qtr is tracking in-line, and only one feels the qtr is below plan thus far (related to supply issues - demand remains strong). Firm believes that iPod carryover will impact numbers in FY05-06, and they have increased their Mac ests under the assumption that 6.5% (half of the 13% suggested by the survey) of iPod buyers are PC owners that will move to the Mac platform. Firm raises their FY05 est to $1.52 from $1.29 (consensus $1.28) and raises their FY06 est to $2.17 from $1.50 (consensus $1.56).

Update: Make that 2 upgrades -- Fulcrum just bumped their target to $65. AAPL will surely be one to watch.

Watchlist for December 15, 2008

| 1 Comment

On Today's Calendar:

  • nothing

More Calendars: U.S. Earnings | Conf. Calls | Surprises | IPO | Economic

Potential swing trades:

Possible longs: CX, CBI -- I'm seeing a lot of patterns like those two stocks. But while these two appear to be bouncing off of their 50-day moving average, most of the other charts are just under resistance. So I don't like the risk/reward on them, especially ahead of the Fed.


See one of the recent 'Chart Reading' posts for some potential swing candidates. Also be sure to check my typical swing trade entry & exit rules.

Potential day trades:

Note: I can't post the gappers any more. I'm trying to find another way to post the early movers, hopefully via a live scan. Stay tuned...

Disclaimer & How I use this list


Note: These alerts refresh/update automatically every 30 seconds

Recent Links

InfoNgen Tour

Here's a video walk-through of a very powerful tool for investors called InfoNgen. The founder, John Mahoney, who you may remember from a WallStrip episode, just posted this tour of their latest version on his blog:

SHOW NOTES:

In this show, I demonstrate the free version of InfoNgen, a high-end feed reader/web discovery tool targeted at financial professionals and corporations. InfoNgen automatically tags and classifies every story from inbound RSS feeds or other textual sources IN REAL TIME, providing a manageable way for professionals to discover content across tens of thousands of unique sources.

Topics Include:


  • the limitations of current RSS feed readers

  • the advantages of a core tagging engine

  • Signing up for a free InfoNgen account

  • configuring content widgets on the InfoNgen Home page

  • navigating the InfoNgen Feeds page for more detailed discovery


It looks like a very useful tool that's right up my alley (RSS and finance). I hope to start playing around with it in the next few days.

Google Launches Sidebar, Internet Quakes...

| 3 Comments

Last night Google announced that they have added a Sidebar feature to Google Desktop. They describe Sidebar as:

Google Desktop includes Sidebar, a panel on your desktop which provides convenient, one-glance access to all sorts of personalized information. Sidebar includes the following plug-ins: Email, News, Weather, Photos, Stocks, Web Clips, Scratch Pad and Quick View. (details on each of these on the Sidebar page at Google)

PaidContent says this could be considered a mini Operating System (OS).

Of course the stock market feature caught my attention (emphasis is mine):

Stocks: Keep track of up-to-the-minute prices for your favorite stocks. The prices shown are the real-time prices (not 15 minutes delayed), if available. Click the stock's ticker symbol to see the current price, point change, percent change, daily graph, recent news, and other information in the details pane. In Options, you can add, remove, and change the order in which individual stocks and indices are displayed. Stock prices that you frequently look up on the web will be automatically added to the Stocks panel, unless you choose to uncheck the "Automatically add stocks" checkbox. When minimized, all stock prices are shown one after the other on a single line.

Sounds like a shot across the bow of MyYahoo, MyMSN, etc. But it doesn't stop there, PaidContent points out that Google is planning to launch an Instant Messaging client on Wednesday.

Buried in this NYT story by John Markoff, which touched on Google Sidebar launch (covered in the post below): it plans to unveil on Wednesday a "communications tool" that is potentially a clear step beyond the company's search-related business focus. While executives would not disclose what the new software tool might be, Google has long been expected to introduce an IM service to compete with services offered by AOL, Yahoo and MSN. Last year some rumors arose that Google's IM platform and client would be based on the open source Jabber protocol. And then, Markoff raises his pet speculation: a Google phone, based on the acquisition of Android and a Google-branded smart phone has long been a pet project of founder Larry Page, and earlier this year Google invested $2 million in a project by Nicholas Negroponte, founder of the M.I.T. Media Laboratory, to develop a $100 wireless laptop.

Hmm, a body-blow followed by an upper-cut? :-) (Remember I am long GOOG) David Jackson at the Internet Stock Blog has listed (at least) four investment implications of the Google Sidebar. According to David Sidebar has implications for CNET, DJ, FWHT, GOOG, IACI, INSP, MSFT, TSCM and YHOO. If you're involved in any of those stocks I suggest you read what David has to say. Things are getting really interesting in this space...

Linking Up a Storm

| 1 Comment

Here's a ton of stuff that I just pulled out of my newsreader. Some good 'surfage' for tomorrow's expiration day. Enjoy...

CNBC's 'The eBay Effect' Documentary

| 2 Comments

David Faber's latest documentary, "The eBay Effect - Inside a Worldwide Obsession" airs on CNBC tomorrow at 8 and 11 PM Eastern time:
"The eBay Effect - Inside a Worldwide Obsession" is the latest production from the Peabody Award winning CNBC Documentary team and reporter David Faber. It's an unprecedented look at the eBay you don't know, with exclusive, behind-the-scenes access to the world's leading online commerce site.

An estimated 1.8 billion items, worth approximately $40 billion, are expected to be traded this year on this global electronic marketplace. If eBay employed the 430,000 people who earn an income selling on its site, it would be the nation's number two private sector employer. How did this company, just shy of its 10th birthday, change the fortunes of so many?

On the flip side, "The eBay Effect" also examines why some former users feel betrayed and have deserted the popular auction site. Faber delves into claims of fraud and outrage over fee increases and other controversies surrounding this juggernaut.

"The eBay Effect - Inside a Worldwide Obsession" premieres Wednesday, June 29th at 8 and 11 pm Eastern on CNBC.

Stick a Fork in GEOI and ABLE

| 7 Comments

The other day I mentioned how bullish both GEOI and ABLE looked. Well things change quickly. Both of them appear to be topping, at least for the short term. GEOI made a bearish engulfing pattern yesterday and also gave a stochastic sell signal:

Is Six Apart "In Play"?

David Jackson has written a compelling argument for Yahoo! buying Six Apart, the makers of Movable (one 'E') Type and TypePad (and now the new owners of LiveJournal). As I've written here before I'm surprised that many of the blog plays haven't been snapped up already. I could see the likes of Bloglines, del.icio.us, Technorati, etc. being taken out by a Microsoft, Google, Yahoo or (gaps!) even AOL. I never considered Six Apart as a target but as Dave clearly shows there's good reason to buy them. I could see Google snagging them as a way to protect all those blog pages on Six Apart based blogs that are already part of Google's AdSense program (like my blog). It sure seems like a question of 'when' and not 'if' these guys will be acquired. Too bad none of them are public companies so we could join in on the fun.

On a related note, there's a bit of a fire storm over a post made by Martin Schwimmer at his Trademark Blog. In that post he tells why he asked BlogLines to remove his site from their service. I wrote my reaction to Martin's post on my other blog -- "Some People Just don't Understand RSS"

P.S. This week's Carnival of the Capitalists is up at Anita Campbell's Small Business Blog.

Yahoo! Finance Adds RSS Feeds

| 1 Comment

Good news for those of you who are taking advantage of RSS aggregators, you can now get news from Yahoo! Finance via RSS. (Hat tip to Jeremy)

Become.com

| 1 Comment

Here's an interesting site I just discovered by catching their bot indexing my site just now:

Become, Inc. is a venture-funded start-up that is building the next generation search engine for shopping. We are developing an innovative new search engine technology that will significantly improve the online shopping experience.

The founders, Michael Yang and Yeogirl Yun, also founded MySimon.com. Things are getting really interesting in the search space these days. Sounds like they're a competitor for SHOP. :-o

One Helluva Apple Upgrade

This is very interesting (via Briefing.com):

07:08 AAPL Apple Computer target raised to $100 at Piper Jaffray (55.17 )

Piper Jaffray raises their tgt on AAPL to $100 from $52 and raises their FY05-06 (Sept) EPS ests above consensus. Over the last six weeks the firm has surveyed 200 iPod users in various geographies throughout the United States. The bottom line from the survey is that 13% of iPod users in the sample were formerly PC users that, following the purchase of their iPod, have either already bought a Mac (6.0%) or are planning to buy a Mac within 12 months (7.0%). Also, the firm spent the last few days speaking with 15 Apple Specialist VARs, and approx 30% believe the qtr is tracking above expectations, nearly 70% believe the qtr is tracking in-line, and only one feels the qtr is below plan thus far (related to supply issues - demand remains strong). Firm believes that iPod carryover will impact numbers in FY05-06, and they have increased their Mac ests under the assumption that 6.5% (half of the 13% suggested by the survey) of iPod buyers are PC owners that will move to the Mac platform. Firm raises their FY05 est to $1.52 from $1.29 (consensus $1.28) and raises their FY06 est to $2.17 from $1.50 (consensus $1.56).

Update: Make that 2 upgrades -- Fulcrum just bumped their target to $65. AAPL will surely be one to watch.

check out my neighbors in meatspace


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