Posts under ‘Analysis’

My not-so-diversified portfolio has received a bit of a beating lately.  Last week I closed my positions in Intel and sold off part of my Marchex position (after a nice 34% run up in 6 weeks) so I’m sitting on a bit of cash.
I hadn’t intended on buying anything right away.  Having just shy of [...]

There was a time when I chewed through personal finance and stock investment books at a breakneck pace.  I read all the guru’s books, I read all the motivator’s books, I even read a book by Robert Lichello titled “How to Make $1,000,000 in the Stock Market Automatically”. 
Each book had its own little trick to [...]

Well, it was bound to happen, this week Yahoo! announced their SmartAds platform to allow advertisers to better target potential customers as well as more flexibly create ads for specific  markets.  The flexibility in ad creation is a neat feature for advertisers and seems fairly unique, but the improved targeting is the piece that is really [...]

Recently, the time came for me to refinance my house to lock in a longer term interest rate.  I bought my house on a three year interest only adjustable rate mortgage (ARM) and my interest lock was ending so it was time to find another mortgage.  I had entered into the property with 100% financing [...]

I starting thinking about Google’s sources of revenue tonight, specifically their AdSense program, and decided to do a little research. What got me interested was understanding how their AdSense program, which pays content providers when a user clicks on a Google-provided text ad on their site, relates to their bottom line.
Logically, the Google’s [...]

I’ve used Omniture’s products in the past for analyzing web traffic, they have a great product and offer exceptional value to their customer. Their revenue model is strong in that they make a small amount of money for each server call that is made from the customer to their servers. One or more of these [...]

I bought some January puts on RadioShack for 1.18/contract on December 12th. The stock was trading around $17 and Best Buy had just announced that earnings were pressured due to low margins caused by price competition. I’m not the hugest fan of Best Buy, but their price and selection is pretty great. If they are [...]

I have been giving some thought lately on whether to invest in Intel, AMD (Advanced Micro Devices), both, or neither. I have an open position in Intel November 22.50 calls, but those will be expiring soon and I’m not sure what to do next.
AMD has always been the underdog in the home PC processor market. [...]