Filed under: Before the bell, Earnings reports, Competitive strategy, Google (GOOG), Marketing and advertising Google Inc. (Nasdaq:GOOG) posted awesome fourth-quarter results yesterday. Wall Street, though, was expecting even them to be even more awesome. Shares of the no. 1 search engine fell after the results were posted and are still down in pre-market trading this morning. Why aren't investors happy with the results? Net income was $1.03 billion, or $3.29 per share compared with $372.2 million, or $1.22, a year earlier. Revenue was $3.2 billion versus $1.9 billion. ...
February, 2007
Filed under: Management, Dell (DELL)As we have already blogged about, Michael Dell finally decided to step back into an operating role at Dell Inc (NASDAQ: DELL). This follows a tough period for Kevin Rollins and Jim Schneider, both of whom had a tough time anticipating where technology was going.The old Wayne Gretzky line "you have to skate where the puck is going to be" was seriously lacking with Rollins and Schneider. Both were good executives and diligent but were not tech guys.But just because Michael Dell is back, do not chase today's rally in Dell's stock. Dell needs to hire a whole new management team. Wait to see if he can convince executives to join him or if he can find people from within Dell to run the ...
Filed under: Google (GOOG), Dell (DELL), Wal-Mart (WMT), Starbucks (SBUX), Exxon Mobil (XOM), M&F today, US Airways Group (LCC), Eastman Kodak (EK)In the News:-- ExxonMobil Posts Largest Annual Profit in U.S. History-- Royal Dutch Shell Profit Soars 21%-- Michael Dell Replaces Kevin Rowlins as CEO at Dell-- Google 4Q Profit Nearly Triples, Earns Over $1 Billion in Quarter-- US Airways Withdraws $10.2 Billion Offer to Buy Delta-- AstraZenca Cuts 3,000 Jobs-- Starbucks Maintains Lofty Sales Growth as Profit Climbs-- 'January Barometer' Bodes Well for Rest of 2007-- President Bush Makes Surprise Visit to NYSE-- Kodak Has First Positive Quarter in 2 Years-- Wal-Mart Cuts Taxes By Paying Itself Rent-- The Final Harry Potter Book Out July 21-- Turner Broadcasting TV Promotion Rattles BostonAre You Throwing Away Free Money?More ...
Filed under: Earnings reports, Press releases, Industry, Television, Competitive strategy, Comcast Cl'A' (CMCSA) Comcast Corp. (Nasdaq:CMCSA) said its fourth quarter profit tripled thanks to the acquisition of Adelphia Communications Corp. and the continued popularity of its triple-play bundle of services. The shares fell, though, since the results missed Wall Street's expectations. Plus, the company's guidance of 11 percent revenue growth this year, was less than the18 percent analysts had forecasted, according to Thomson Financial. Net income was $390 million, or 18 cents a share, compared with $133 ...
(This is the fifth in my series of Model Portfolio Comparisons.)
First written in 1973, Burton Malkiel’s A Random Walk Down Wall Street (my review) has become an investing classic, pioneering the controversial idea that stock prices are random and thus a monkey throwing darts would be just accurate as any stock-picker. Below is a recommended asset allocation from the book for an investor in their “mid-twenties”.
Bold Investor Model Portfolio
Asset Allocation for suggested 75% Stocks/25% Bonds ratio
43% Total US Stock Market
22% Total International Stock Market
10% REIT
20% Treasuries/TIPS/High-Quality Corporate Bonds
5% Cash
This breakdown looks very similar to the basic “Early Saver” portfolio from All About Asset Allocation. See the rest of the model portfolios for example mutual funds and ETFs for ...
