The players in Facebook are elusive. Since it is a private company, it is not required to disclose its partners. Once and a while we learn about an individual or company that has a piece of the company.
Not only is it difficult to find out who owns a stake in Facebook, it is equally difficult to ascertain the value of the company. The numbers keep going up and up. For example, Microsoft (MSFT
) invested $240 million when the company was valued at $15 billion.
), the advertising conglomerate, bought 1/2% of Facebook for $5 million, in 2006. As the value of the company went up, so did Interpublic's investment. When the Facebook investment appreciated, Interpublic was forced to disclose the information to the SEC, as reported in the Financial Times
Continue reading Interpublic Discloses Its Stake in Facebook
"Even when the market is up a lot, you can always find some good stocks that have been left behind but could be on the verge of a rebound," says George Putnam.
The editor of The Turnaround Letter explains, "That's where we suggest you focus your efforts right now. These eight stocks all have strong business franchises and have all significantly lagged the market over the last two years.
"In fact, several of them are still trading near or even below where they were in early 2009. Here, we look at Bank of America (BAC), Best Buy (BBY), Campbell Soup (CPB), Cisco Systems (CSCO), Microsoft (MSFT) and Sprint Nextel (S).
Continue reading Turnaround Expert: A Six-Pack of Rebound Buys
Google's (GOOG) mobile operating system, Android, is an example of how acquisitions have made a big difference. This technology came from a deal struck in 2005. Then, after lots of internal development, Google launched Android in 2007. Since then, the growth has been sizzling.
In fact, according to the most recent report from comScore, Android's market share hit 31.2%. Yes, it is now the number one mobile operating system.
Continue reading Android Becomes the King of Mobile
Once the master of the game, Nintendo (NTDOY) has fallen behind in the gaming industry. It reported a 46% drop in profits in its recent quarter, as reported in Reuters. Nintendo is trying to do "catch up" with rivals Apple's (AAPL) iPhone and Google's (GOOG) Android, both or which have strong gaming platforms.
Nintendo is launching the first handheld 3D gaming system without glasses later this month. Nintendo of America's president, Reggie Fils-Aime, expects that the 3DS will sell even faster than its original DS device, which sold 150 million units to date.
Continue reading Nintendo to Launch First 3D-Gaming System Without Glasses
Prognosticators the world over are throwing in their 2 cents about "my pal Warren's" next market moves; especially since he announced last week that his trigger finger was itchy. When Warren Buffett, chairman of Berkshire Hathaway (BRK.A
) speaks, investors listen.
On Wednesday March 2, this investor threw in his two cents worth (see:Serious Money: What Should Warren Buffett Do Next?
) discussing possible acquisitions. Since all the "pro's", I use the term loosely, have had a say I thought I would give readers a chance to express some of their ideas too.
Continue reading Serious Money: Buffett's Next Buys -- You Pick'em
Yahoo (YHOO), which competes with Google (GOOG) and AOL (AOL) in the search business, is seeing a relatively stable profit margin of 42% since 2008 by our estimates, and we expect the margin to rise slightly over the coming years as Yahoo benefits from its partnership with Microsoft (MSFT). In 2009, Yahoo and Microsoft signed a deal whereby Yahoo will not only use Microsoft's search technology on its websites but will also keep a majority of the ad revenues. Yahoo is also making efforts to control costs by cutting its workforce, which should improve profitability in the short term.
Continue reading Yahoo's Search Profit Margin to Expand, Offering Additional Upside to Stock
Microsoft (MSFT) dominates the markets in which it competes. Microsoft dominates the operating system markets where Windows has 75% of the PC market share. It also dominates he business productivity market where Office has 95% share by our estimates.
Microsoft competes with Apple (AAPL) and open source players like Red Hat (RHT) and Novell (NOVL) that support Linux distributions in operating systems, and with Google's (GOOG) Apps suite of products, Adobe (ADBE), IBM (IBM) and Oracle (ORCL) in business productivity.
Continue reading Two Microsoft Concerns That Could Deflate Our Enthusiasm
Microsoft (MSFT) recently announced its fiscal Q2 2011 earnings, in which the company commented that its Windows 7 operating system continues to gain adoption amongst businesses. Roughly 90% of enterprise companies worldwide have begun their OS migration to Windows 7. Microsoft is the dominant player in the PC operating system market, competing primarily with Apple's (AAPL) Mac OS as well as open source software companies like Red Hat (RHT) and Novell (NOVL).
Continue reading Microsoft's New Products Make Waves in PC and Smartphone OS Markets
As some of you may know, I own Microsoft Corporation (MSFT). I've discussed my position before. It's been a tough ride with this one. And I'm sure I'm not alone in terms of such opinion.
Microsoft has a reputation for being a frustrating stock. It looks like a value; it seems as if it should be trading higher. But as soon as you purchase the shares, they oftentimes disappoint. At least, that's been my experience.
Continue reading Is Microsoft's Price Action Encouraging?
Microsoft (MSFT) and Nokia (NOK) recently announced a strategic partnership in which Nokia will adopt Windows Phone 7 as the main operating system for its smart phones. Microsoft competes with other tech bellwethers like Google (GOOG), Research In Motion (RIMM) and Apple (AAPL) that make smart phones and tablets, as well as the corresponding operating systems for mobile phones and tablet devices.
We believe the Nokia deal presents upside for Microsoft, as it provides an opportunity to gain share in both the smart phone operating system market and the search advertising market by leveraging Nokia's large global presence.
Continue reading Nokia Partnership Provides Upside for Microsoft Stock
So, I'm sitting here in front of my screen, watching the market action. Kind of a boring day, at least for my portfolio. In particular, one of my holdings, Microsoft (MSFT), is acting in a very boring manner. I was hoping to see some interest on the part of Wall Street in that name today following the stock's recent weakness, but alas, there is none to be had. At the time of this writing, shares are down fractionally to $27.15.
Investors have been digesting the news concerning the deal between the maker of Windows and Nokia (NOK). The plan is to generate some competition in the smartphone business. Success with this initiative would be nice for shareholders of both companies.
Continue reading Microsoft: Should I Add to My Position?
When Stephen Elop became CEO of Nokia (NOK
), there was some optimism. Would this outsider – who was a former executive at Microsoft (MSFT
) – shock the slumbering organization into action? Well, based on the stock price over the past week, the answer is "no."
It seems that Elop is trying to remake Nokia into, well, Microsoft. True, Microsoft is a great company – but it is certainly not a model of renewal. And the company is desperate to get a big deal in the mobile space.
Continue reading Nokia Focuses on Microsoft
This is probably one of the most interesting stories of the Internet revolution. Microsoft (MSFT) jumped out the starting gate with its Windows operating system and took the world by storm. Then for some unknown reason, Microsoft missed the entire search engine revolution and Google (GOOG) raced to first place. Now Microsoft has again missed the next leg -- the iPhone and iPad revolution, and Apple (AAPL) holds first place in this segment.
Nokia (NOK) was a pioneer in the smartphone revolution, but with Apple's drive to the top, Nokia lost its momentum. Once Nokia had 50% of the handset market. Now that share has fallen to just 29%. It's hard to believe but Microsoft has only 2% of the global phone software market.
Continue reading Microsoft and Nokia Join to Build a New Smartphone
"Microsoft (MSFT) recently released its fiscal second-quarter results; we felt results were really quite strong, with solid gains in most segments and good cost discipline," says Geoffrey Seiler.
The editor of Bullmarket.com explains, "If these results were from another company, the stock likely would have gotten a lift. But Microsoft is the Rodney Dangerfield of companies: it doesn't get the respect it deserves.
"Microsoft reported net income of $6.63 billion, or 77 cents per share, compared with $6.66 billion, or 74 cents per share, in the year-ago period. Sales grew by 5% to $19.95 billion from $19.00 billion.
Continue reading Microsoft (MSFT): 'No Respect'
Next Page >