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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Latest
Valuentum Commentary
Dec 14, 2012
We Take a Deep Dive into the Future Prospects of Best Idea Google
Once known exclusively for its search dominance, which it maintains, Google has become a tech company focused on a number of things: social, Android, ads, YouTube, Chrome, and research. In this article, we dive into a few markets that we think will decide the future of Google. We think the company will have some megahits, and the shares offer material upside from current levels. Nov 27, 2012
Solid Cyber Monday
Let’s take a look at sales from Cyber Monday. Oct 27, 2012
New York Times Experiences Advertising Weakness in Third Quarter
The New York Times posted poor third-quarter results, as economic and competitive pressures in the print and digitial advertising market have intensified. Oct 24, 2012
Investors Can Dislike Facebook But Third Quarter Results Were Strong
Facebook may be turning the tide with respect to investor perception. We take a look at its third-quarter results. Oct 23, 2012
Yahoo Beats Estimates; We Like Mayer’s Strategy
Yahoo posts better than anticipated results, but Marissa Mayer's strategy revelations were far more interesting. We think shares are fairly valued. Oct 19, 2012
A Follow Up on Google's Third Quarter Results
We follow up with additional commentary about Google's third-quarter results after listening to the conference call. Oct 18, 2012
Google Accidentally Reports Weaker Than Anticipated Third Quarter Earnings
RR Donnelly accidentally leaks Google's weak earnings. We outline our initial view. Oct 15, 2012
Sprint Receives a Huge Investment from SoftBank
SoftBank will acquire a 70% stake in Sprint. Let's take a look at the deal. Oct 15, 2012
Xbox Music Is a Nice Addition to the Surface Product Suite
Microsoft will launch a music service for its new Surface tablet. We examine the impact. Oct 11, 2012
Why We Continue to Like Apple and Microsoft
The PC decline remains in full force, and we think Apple and Microsoft will benefit. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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