| ||
|
Google is also kicking butt in the advertising revenue segment, raking in almost 40 percent of the online advertising market. Yahoo! has the dominant position in news traffic and is still the number one email service provider in the world, despite Google’s efforts with Gmail. Microsoft and Yahoo! are both among the leaders in instant messaging. So why is Microsoft pursuing Yahoo!? It seems like the strengths are overlapping. If the goal is to compete with Google, what is the attraction? Google recently acquired YouTube and DoubleClick. These were acquisitions that created new segments for Google or enhanced areas where they were weak. Microsoft and Yahoo! would create a virtual monopoly in instant messaging and would put them in a more dominant position in email service and the on-line news arena. But what else would the merger bring to the table? Legislators are jockeying to voice their opinion on the potential merger. Most of them are concerned about potential unfair advantages for the merged company. I don’t see it. As I stated above, the combined entity of Microsoft and Yahoo! would not be dominant anywhere they aren’t already. Google would still be dominant in the search engine and ad revenue areas. I understand the posturing by Google and their CEO, but I for one don’t see the need for concern. Personally, the acquisitions by Google made more sense than this one potential acquisition by Microsoft. If I were the CEO of Google, I would stay the course and let Microsoft spend the $44 billion it will take to complete the deal. It might even be more than that in the end. And the joint company will not be an attractive investment, in my humble opinion. With that in mind, I have the perfect name for the company - SoftHoo. Good luck and good trading, Rick P.S. To let me know what you thought of today's article, send an e-mail to: feedback@investorsdailyedge.com. [Ed. Note: Subscribers to Rick’s KISS Investing service recently closed out gains of approximately 150% on Continental Airlines and 175% on the Diamonds Trust. Click here to learn more about KISS Investing]
Has It Really Been A Month Already?
By Rick Pendergraft It’s hard to believe that it has already been a month since we got the last employment report. But it has. The employment report for March is due out on Friday, and it will certainly be the most watched economic report for the week. There are a couple of reports that will be worth watching before the employment report on Friday. Tomorrow we will see the ISM Index for March. The index is expected to decline ever so slightly after setting a five-year low in February. Factory orders for February will be released Wednesday morning, and they are expected to improve after a drop of 2.5 percent in January. February’s report is expected to show growth of 0.7 percent. With durable goods coming in much worse than expected last week, I think this could be too high a hurdle to clear. Finally, on Friday we will get the March employment report. Expectations are for a net loss of 43,000 jobs for the month. This is on top of the 63,000 jobs lost in February. The Fed heads can say all that want about whether or not we are in a recession. But when we see a decline in jobs for three straight months, I say we are in a recession.
If you enjoy IDE's daily investing advice, you'll definitely be interested in checking out our sister publication, Early to Rise. Each morning, you'll get powerful wealth-building advice covering real estate, entrepreneurship, personal finance, marketing, and much more. To unsubscribe, Click here To change your email address, Click here To cancel or for any other subscription issues, write us at: Investor's Daily Edge |
|
Attention Editors, Publishers, Marketers, and Webmasters! Copyright © 2008 by Fourth Avenue Financial. All rights reserved. The Fourth Avenue Financial unites the stock-picking talents of several analysts and editors. Each of the services is based on individual trading/investment philosophies or vehicles and specific investment approaches. Fourth Avenue Financials' Investor’s Daily Edge is intended specifically for mature investors with a strong sense of individual responsibility who want to arbitrage different viewpoints to optimize their personal investment strategy. We reserve the right to remove readers we believe do not meet these criteria from our distribution list without prior notice. You are welcome to distribute this message, at your discretion, to others who you believe share the values of the Fourth Avenue Financial. NOTE TO OUR READERS: Fourth Avenue Financial or Early To Rise does not act as an investment advisor or advocate the purchase or sale of any security or investment. Investments recommended in this publication should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company in question. Fourth Avenue Financial expressly forbids its writers from having a financial interest in any security that they recommend to their readers. Furthermore, all other employees and agents of Fourth Avenue Financial and its affiliate companies must wait 24 hours before following an initial recommendation published on the Internet, or 72 hours after a printed publication is mailed. To contact us via the web, Click Here | phone 800-681-4759 We respect your privacy. You can view our privacy policy here. |