July 31, 2008 –
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RELATED TICKERS: TTM
Ok, so I'm losing a lot of points on this one. I completely ignored the rising commodities costs that will likely kill the Nano's profit margins. Tata Motors has staked their reputation on the car and will be loathe to increase the price, nor can they push the costs increase onto their suppliers.
Still, I don't want to pull out of this one. Something about this company is magical and romantic and reminds me of how America was at the dawn of the industrial revolution... where the promise of mass production fueled the promise of a better life for the world. I truly do think that TTM is this generation's Ford- and I admire that they went for the BHAG (Big Hairy Audacious Goal in Jim Collins speak) even though they may take a loss on it.
This is a company for the future. If they survive, and I have no doubt they will, they'll be handsomely rewarded in terms of market share, honor, prestige and loyalty. If they fail, they're the type of company you want to go down with because they stand for something more than quick buck. [more]
July 30, 2008 –
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RELATED TICKERS: MSFT
, YHOO
, ADR
Hellooooo, Microsoft! [more]
January 17, 2008 –
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RELATED TICKERS: YHOO
I don't know why people insist that Google and Yahoo are direct competitors. Don't get me wrong, I'm bullish on Yahoo, but not because they're going to make any headway in search.
Yahoo is an impressive internet property with tons of visitors. I'm bullish on their display advertising. The purchase of BlueLithium for behavioral targeting and the use of intriguing new data collection methods (like product ratings) will impressively improve click through rates and the value of each click through (which speaks to significantly higher revenue per impression.
Also, the redesign of their homepage by the masterminds at Siegel + Gale have made their properties significantly more sticky, upping the number of ad views per customer. Yahoo is MUCH savvier than they currently look. [more]
January 17, 2008 –
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RELATED TICKERS: AEC
, SUI
, MPG
REITs are undervalued. Historically and fundamentally, the market cap of a REIT should be in line with the NAV (net asset value). The only factor that throws that off is FFO (funds from operations, which is effectively like looking at their cashflow). Remember that these are not traditional stocks, these are Real Estate portfolios. [more]
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