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David Jackson

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  • Top Social Media Stock Picks By The World's Largest Fund Managers [View article]
    Thanks for the clarification. I guess the question is whether fund managers with billions under management, measured against their benchmark, can be described as "bullish" if they are underweight, even if they are adding. Maybe they're just becoming less bearish...
    Mar 30 03:05 AM | Likes Like |Link to Comment
  • Top Social Media Stock Picks By The World's Largest Fund Managers [View article]
    "taken together, they are bullish on the social media group... Also, they are slightly under-weight in the group by a factor of 0.8..."

    Isn't that a self-contradiction?
    Mar 29 06:30 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    If you run a transcript search for "consumer spending" to check what other companies are saying, you'll see that the results are interesting, and by no means all negative:
    seekingalpha.com/searc...
    Jul 22 09:34 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    IBM's in-line EPS + revenue miss is a big deal, because this is a company which is expert at smoothing EPS to meet consensus, but revenue is less easy to control. In other words, this is a significant miss.

    Given the size of IBM, this probably indicates that the tech sector is less strong than the recent results from INTC and ORCL suggested. Given the weakness in the stocks of other tech leaders (eg. GOOG), it makes me more cautious about tech overall.

    Note also that IBM will have a meaningful impact on the Dow today: seekingalpha.com/news/...
    Jul 20 09:39 AM | 8 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The Treasury knows the yuan is going to rise over the next year. Unpegging the yuan is the start of a real move, even if it takes time.
    Jul 9 11:18 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Old Trader -- thank you - excellent points.
    Jul 3 05:07 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Can you explain why a rising percentage of fleet sales are a problem? Couldn't that indicate that the recovery is being driven by firms, whereas consumers are still rebuilding their balance sheets?
    Jul 2 10:48 AM | 2 Likes Like |Link to Comment
  • 9 Questions About the Apple Tablet's Potential [View article]
    I saw the Sports Illustrated demo of how it could be displayed on a tablet, and it's remarkable: www.youtube.com/watch?...

    Totally different from a standard website.
    Jan 4 05:48 AM | 3 Likes Like |Link to Comment
  • Newspaper Circulation: Less Really Is Less [View article]
    Great coverage as usual, Ken -- thank you. A quick thought: the circulation declines are accelerating perhaps because of the recession. Even if you liked reading a physical newspaper and didn't feel it was "a print-out of yesterday's news", it's harder to justify the cost in a recession when you know you can read the news online for free.
    Oct 27 04:43 PM | Likes Like |Link to Comment
  • Long Google, Again [View article]
    Fred, I'd be extremely careful about being long GOOG right now. I don't think all the negative news is priced into the stock. Our AdSense revenue was down sharply in January and February, and the same was true for some other publishers I talk to.

    The leaders tend to fall later, but when they do they fall hard. I'd be careful of AAPL as well.
    Mar 9 04:22 PM | 3 Likes Like |Link to Comment
  • Ah! So This Is Why Shopping.com Is Entering The Financial Services Vertical [View article]
    Atakan,
    The article was written Feb 7th, 2005. Shopping.com no longer exists as a stock -- it was purchased by eBay.

    BTW, you can find article dates immediately below the headline.
    Best,
    David


    On Dec 17 10:44 AM Atakan wrote:

    > It is odd but there is no date attached to the article. Was this
    > authored in 2001 or 2008? Simple really...
    Dec 17 11:33 AM | 2 Likes Like |Link to Comment
  • Key Datapoints on Internet Advertising and Content from The New York Times Co. [View article]
    billsoldest, thanks for reminding me that this contains a lot of jargon!

    Content vertical = A section of a website devoted to a particular topic. That allows you to target advertisers relevant to that topic.

    CPM = Price per thousand ad impressions. That's the standard way of quoting prices for Internet banner ads. (Google text ads, in contrast, are "price per click", namely the advertiser pays a fixed price per click on the ad.)

    Cannibalization (in this context) means that although the price of remnant ad inventory (ie. the price of ads on undifferentiated pages that haven't been sold by the companies direct sales force) has fallen, that hasn't impacted the price the company is getting for the banner ads in premium slots.

    Hope that helps.
    Jul 24 11:34 AM | Likes Like |Link to Comment
  • Why Google Rules the Online Ad Market, and How That Could Change [View article]
    Thanks for these comments.

    BillF -- I thought this point was particularly interesting: "Most of the population is over 40 and use reading glasses. With the larger screens and ability to increase text size, many can get by without."

    iThinkBig -- Can you expand on what you meant by this: "The lack of marketing competition whom knows Economics 101 and is willing to use business intelligence to gather all the targeted sites for banner purchases is stunning."
    Jul 15 06:52 AM | Likes Like |Link to Comment
  • If Your Users Fail, Your Website Fails [View article]
    Scott -- any suggestions for how we can improve Seeking Alpha?
    Jun 7 03:59 PM | Likes Like |Link to Comment
  • If Your Users Fail, Your Website Fails [View article]
    Excellent article.
    Jun 7 03:58 PM | Likes Like |Link to Comment
More on GOOG by David Jackson
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