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2good2betrue (20.46)

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The Commodity Pipe

August 09, 2013 – Comments (1) | RELATED TICKERS: LVLT , AMT , DIS

I've read with interest all the talk about companies fighting for carriage of bits over wireless and the Internet. I think the "misconception" here is that if you own a lot of pipe you are going to make a ton of money. Clearly wall street continually gets this wrong.  [more]

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US Refocus on Domestic Energy Options

November 27, 2012 – Comments (1) | RELATED TICKERS: MPC , GSXN

The US refocusing its efforts on domestic energy brings to light a number of different options for investors. The problem is that many energy companies are already so diversified, it is difficult to find those that solely benefit from such a policy change.   [more]

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BBY: The homedepot of the electronics business

November 26, 2012 – Comments (0) | RELATED TICKERS: BBY

 I've read a lot recently about those who call BestBuy's best days are behind them. Some think the company is on its way to bankruptcy within 5 years.    [more]

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Netflix streaming stagnating...

May 10, 2012 – Comments (2) | RELATED TICKERS: NFLX , AMZN

Today I just cancelled my NFLX streaming account. While I'm keeping my current 2 disc plan which includes blu-ray I have been increasingly dissatisfied with the lack of newly added content and the inability for NFLX to branch out from what they currently offer - which lets be frank - it is very limited... Not even my kids are happy with NFLX as they only have one Barbie program and very limited My Little Pony selections. We still must drive to the movie rental store for those. I think the corner Movie shops still do a good job of providing a decent selection of children's programming - our store rents those for free. So, the only cost is driving down there - although we often buy something else in the store just because we appreaciate the service and would miss it if it went away.  [more]

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Only question about SYNC is when to short!

May 03, 2012 – Comments (0) | RELATED TICKERS: SYNC

I've followed with great interest what has been written recently about middleware Synacor (SYNC). People mistakenly put them in the same business as Netflix (NFLX) and even Comcast (CMCSA). Perhaps it is because they were recently an IPO and so that gets people's attention. However, when I think of them my first impression is to think BigBand Networks (BBND) - who made a big splash after its IPO climbing nearly 50% to the mid twenties only to be sold this past year at the fire sale price of around $2.  [more]

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