five whys

http://www.yenkenzen.com

28 Comments

    • ON: Sun Sep 7th 22:09 PM
      Commented on:
      eCommerce Stock Pair Trade: Amazon vs. eBay
      The risk of pair trade just based on technical analysis is that you can get it doubly wrong.. specially when you are betting against the company gaining market share, in this case Amazon.
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    • ON: Wed Aug 27th 22:35 PM
      Commented on:
      Kindle + College Textbooks = A Huge Opportunity for Amazon
      Scott,

      What Kevin didnt explain was that students need to buy more than one book - typically 8+. So now you can do the math.

      I would love to see this happening even for my high-schooler. There are challenges, but this can work and could be big if students catch up on Kindle.
      View article »
    • ON: Sun Aug 24th 12:28 PM
      Commented on:
      Google Wins the Verizon Wireless Sweepstakes
      I echo User138602's request.

      I like both of VZ and GOOG but I want to buy one. VZ ofcourse is more complex to address because of its combination of fixed line business as well as wireless business - however may have lot better valuation compared to GOOG.
      View article »
    • ON: Fri Aug 22nd 23:02 PM
      Commented on:
      Apple & Google: A Detailed Comparison
      Brewer, thanks for placing the history into context..

      IF you do want to compare Apple and Google, compare their market share of the their relevant markets and see where they can go..

      FCF comparison is meaningful.. but for growth companies, market share is what matters and I feel Apple has much more headroom.
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    • ON: Fri Aug 22nd 22:43 PM
      Commented on:
      Inflation a Huge Drag as Energy Costs Transform Consumer Behavior
      agree.. but aren't these things all already factored into the market?
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    • ON: Mon May 26th 19:28 PM
      Commented on:
      Can Eaton Vance's Tax-Advantaged Dividend Fund Sustain Its Yield?
      EVT is dividend capture fund and ETV (intechange the letters!) is a buy-write fund which offers high dividend (11%+ currently) primarily thanks to call writing income.
      View article »
    • ON: Sat Oct 6th 15:42 PM
      Commented on:
      Book Review: Vitaliy Katsenelson's 'Active Value Investing'
      very interesting and passionate review.. convinced me to add the book to the list!
      View article »
    • ON: Wed Jul 25th 21:41 PM
      Commented on:
      Why Isn't Wall Street Skeptical About Starbucks' Increased Prices?
      Vahan,

      I have generally found your stock picking skills pretty good, however I have to say that you are missing the mark here. Though SBUX may be good for shorting for valuation or other reasons, I agree with smorales that the 9c increase isnt going to affect their business at all. In fact vast majority of SBUX customers may not even notice it..

      five_whys
      View article »
    • ON: Wed Jun 20th 15:55 PM
      Commented on:
      Home Depot Selling Supply Business, Issuing $22.5B Buyback
      Echo, thanks for sharing this - if you are planning to follow on your "crude" estimate with more considered estimate, I would certainly look forward to it.

      Also do you see the recent CEO change as any positive for HD?
      View article »
    • ON: Fri May 18th 19:01 PM
      Commented on:
      Amazon Moves to DRM-free Music; Subscription Sites Lose Big
      I cant get this - what does it take for RNWK, YHOO, NAPS to offer DRM free, subscription free music? literally nothing.. they already sell music on per track basis.. subscription is just one of the options.

      I agree AMZN entry it-self is a threatening to these guys but hey, its apple who has to lose.. no one else have any market share anyway!
      View article »
    • ON: Wed May 16th 14:18 PM
      Commented on:
      Berkshire Hathaway: Hold Off Until Buffett Steps Down
      Overall Todd, you made a strong point - though I wonder if this is a reflection of Buffet's "play safe" attitude or he is just not convinced of any available good "swings" for the size of money he is holding. Lets not forget that we are in the record Dow Jones Index territory..
      View article »
    • ON: Wed May 16th 01:32 AM
      Commented on:
      Reading Between the Lines To Spot the Next Cisco
      Good discussion & information here.. thanks for sharing your paper Yishai.

      This proves back William's point as well - going "lean" does sound like a cover, at-least for last quarter.

      One another point though, if you look at the PCB b-b ratio, Q4 b/b was
      View article »
    • ON: Wed May 16th 01:13 AM
      Commented on:
      Red Hat: Grasping The Open Source Software Concept
      Agree with your comments about difference bet'n "software" company v/s "service" company.

      I feel though that RHT's valuation simply reflects the growth it has been seeing and cash on hand.. if you look at enterprise value / EBIT, the valuation doesnt seem outrageous for a company thats grown 4 times in 4 years ($93M in 2003 to >$400M in trailing 12 months per my Morningstar screen).
      View article »
    • ON: Fri May 4th 18:57 PM
      Commented on:
      Can RealNetworks Survive the Competition?
      what about its game business? the management is claiming strong success in casual games.

      all in all - I think Real consistently comes up with some good quality, solid products much ahead of competition but they just arent able to hold hte ground against more marketing savy competition.
      View article »
    • ON: Tue May 1st 16:59 PM
      Commented on:
      Verizon’s FiOS Fiber-Optic Network: Payback Time?
      just heard a podcast on broadband trends..

      Industry analyst expect that FIOS TV + DSL together, telecom carriers are expected to take over cable cos. in terms of broadband subscriber growth in 2008..

      telephonyonline.com/in.../
      View article »
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