And typically, there’s been a punitive effect on dividend payers in techland in the form of PE multiple compression
1. Bank of America and Morgan Stanley earnings are “good”. There are some strange things going on with the DVA calculations and how they contribute/detract from the quarter, but this has been going on for months now and people on TV are talking about it so it is officially rendered a non-factor. 2. Morgan Stanley…
Sickening Stat o' the Day: CEO Pay vs Corporate Taxes
The Six Biggest Websites
“Microsoft Corp. is close to a deal to buy Internet phone company Skype Technologies SA for between $7 billion and $8 billion”
Skype-P.O. in the Works?
Will Skype come public? Did you know they had more users than Facebook, MySpace and Twitter combined?
Don't Do It Google!
I’ve yet to see a successful Internet Roll-Up strategy executed and in my opinion, even a company as brutally successful as Google probably couldn’t pull it off. Watching Barry Diller collect assets like Expedia, Hotels.com and AskJeeves only to start spinning them off in frustration was a cautionary tale for old media execs. Having witnessed…
Market Recap: Hotel, Motel, Holiday Inn…
[youtube=http://www.youtube.com/watch?v=-PKhMe3e0uU] The Reformed Broker, AKA Derick Sermon, here with today’s Market Recap… They loved everything about Apple (AAPL) today, and the stock was up over 3 bucks from the open. iPhones and China are like peanut butter and chocolate, a can’t-miss combo. Anything hotel or lodging-related was also on fire, with the Hotel/Motel REIT sector rallying over 12%…
Paid Newspaper Sites? What. Ever.
[vodpod id=Groupvideo.2371771&w=425&h=350&fv=] Here’s another venture trying to figure out how to throw up a 20th century gate in front of online newspaper content: From the New York Times (still free): Three longtime media executives are building an automated system to allow newspapers and magazines to charge for online access…Journalism Online L.L.C., aims to supply publishers…