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Here's where Google makes its gobs of money
It's almost entirely from ads, and 4 of the 5 most expensive keywords on AdWords are for financial services.
Best of the Web Mick Weinstein on 6 Sep 2011
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Will Ford's 1.2 million vehicle recall hurt the stock? (F)
Ford Motor Company (NYSE: F) recently announced a recall of 1.2 million pickup trucks sold in the United States from 1997 - 2004. According to the Globe and Mail: The recall affects Ford F-150 full-size pickups from model years 1997 through 2004, F-250 pickups of less than 8,500 pounds from model years 1997 through 1999 ... read more
Positions Frank on 2 Aug 2011
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SEC launches formal investigation into St. Joe Company, Bruce Berkowitz (JOE)
The St. Joe Company (NYSE: JOE) is currently a large holding of the Management Access Covestor model by Douglas Estadt (as of 7/5). For more than a year, the company has been at the center of a public dispute between mutual fund manager Bruce Berkowitz of the Fairholme Funds and hedge fund manager David Einhorn ... read more
Positions Frank on 7 Jul 2011
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Google searching Hulu for acquisition opportunity? (GOOG)
Google (NASDAQ: GOOG) is reportedly looking at streaming online television provider Hulu as a potential purchase: Hulu has begun meeting with potential buyers including Google, Microsoft Corp. and Yahoo Inc. to drum up interest in a sale, said these people, who requested anonymity because the discussions are confidential. The presentations to the potential suitors are a ... read more
Positions Frank on 6 Jul 2011
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Fuel-efficient vehicles driving Ford sales (F)
The Financial Post reports on Ford Motor Company's (NYSE: F) growing sales of fuel-efficient vehicles in Canada: Ford Motor Company of Canada had its best June sales in 22 years as consumers flocked to more fuel-efficient vehicles last month in the face of high gas prices. Ford said its sales rose 6% last month to 33,450 ... read more
Positions Frank on 5 Jul 2011
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The short case on The St. Joe Company (JOE)
At the Value Investing Congress in early May, Whitney Tilson provided his latest take on The St. Joe Company (NYSE: JOE), which his hedge fund is short: T2-Partners-JOE-HHC Covestor models that hold JOE as of 5/10 include: Douglas Estadt's Management Access is long JOE Michael Arold's Technical Swing is short JOE
Positions Frank on 11 May 2011
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Doug Estadt covers a short position in gold (GLD)
Douglas Estadt owns two Wall Street technology companies and webcasts thousands of CEO conference calls. One of his companies is Wall Street Media, where you can find daily videos with Estadt. Estadt manages Covestor's Management Access model which is a Short term model (day trading) which buys credible growth stories and waits for the news to ... read more
Positions Frank on 21 Apr 2011
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Google's 3 strategic choices on the Facebook threat (GOOG)
Author: Chris Dixon It is widely believed that Facebook presents a significant competitive threat to Google (Nasdaq: GOOG). Google itself seems to believe this – Larry Page recently said that all employees would have their bonuses tied to the success of Google’s social strategy. Why does Facebook present a threat to Google? A few reasons: ... read more
Best of the Web Mick Weinstein on 11 Apr 2011
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Gold goes hyperbolic (GLD)
Following the turmoil in the middle east, Japanese earthquake and renewed worries over European debt, gold has resumed its seemingly inexorable march higher. Metals industry resource Kitco reports: Comex gold futures on Wednesday closed higher and set another new all-time record high of $1,467.00 an ounce, basis the active June futures contract. Meantime, Comex silver ... read more
Positions Frank on 7 Apr 2011
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