MSFT (Microsoft) Technical Analysis

I bought a chunk of Microsoft (MSFT) stock at $25. At the time, my thinking was “why does MSFT have a PE below 10”? While a stock like AAPL is priced for perfection (which they keep delivering), at a 10 PE Microsoft was priced for mediocrity… and it’s been treading water it has for the (more…)

GOOG (Google) Technical Analysis

Today I’ll show a couple charts for Google (GOOG), which I am accumulating in my retirement account. My strategy with Google is to get as many shares as possible as cheaply as possible. I have some targets where I’d be stupid not to sell, but in general GOOG prices stay fairly valued to my estimates. (more…)

ATVI (Activision Blizzard) Technical Analysis

I’m going to post some charts of “my book” over the next few days. I may post things from my watch list, and I will try to post updates on these as needed. First up is Activision Blizzard (ATVI), which I bought last year basically so I could own a piece of Blizzard. Blizzard is (more…)

Trefis Puts Facebook at $74 Billion

Trefis provides some great reports that show up in my Etrade account. Their analysis is very thorough. I especially like how they break down different business units and how much of a stock’s share price is tied to each unit. Trefis values Facebook (based on the limited pre-IPO information they have) at $74 Billion, based (more…)

Facebook IPO Best and Worst Case Scenarios

Facebook released their numbers in preparation for an IPO, showing 2011 revenue of $3.7 Billion and profits of $1 Billion. Speculation is the IPO will be valued as high as $100 Billion. This would be a P/E of 100. That’s high, but then P/E’s are not as significant an indicator for young companies with a lot (more…)

Activision Blizzard (ATVI)

A couple months ago I opened a position in Activision Blizzard (ATVI). Blizzard is the Pixar of the gaming industry. All of their games are blockbusters. The most notable title World of Warcraft collects $15/month from their millions and millions of players. I got interested in the stock after picking up Star Craft 2, another (more…)

“Payback Time” Analysis for GOOG

I still own a few shares of GOOG. It’s felt overpriced recently, but I’m holding onto a minimal amount at all times and trying to add more over time. So I’m hoping the price drops a bunch so I can pick up more cheaply. Do a search here for GOOG for my previous thoughts (years (more…)

Goldman Sachs Traded Profitably EVERY DAY Last Quarter

From DealBreaker.com (via CrossingWallStreet): Goldman Sachs just revealed in an SEC filing that its traders made money on every single trading day last quarter, a record for the firm. Net revenue for trading was $25 million or higher in all of the first quarter’s 63 trading days with 35 of those days bringing in more (more…)