SocialPicks Weekly Roundup
SocialPicks April 11th, 2008
Starting this week, our portfolio company SocialPicks is sending a newsletter of analysis roundups from the week to its userbase. Copy-pasted here for your viewing pleasure. Sign up at SocialPicks.com to get this in your Inbox every week.
Welcome to Issue #1 of The SocialPicks Weekly Newsletter, where we highlight some of the best content that SocialPicks has to offer.
Analysis Roundups - Bringing You the Web’s Best Stock Analysis and Market Commentary
Roundup #1: Wal-Mart’s Guidance Boost - This colossus of retail has managed to deliver solid results at a time when many peers are being hammered by cost-sensitive consumers. Can Wal-Mart continue to remain an exception to the rule? Analysis from Trader Mark, Goldman Sachs, The Big Picture, and TheStreet.com
Roundup #2: The Microsoft-Yahoo! Soap Opera - Will Microsoft have its way? Or will Yahoo! form a partnership or two that lets it stay independent? And what say will Yahoo! shareholders have in all of this? Analysis from BloggingStocks, The Motley Fool, Piper Jaffray, and Seeking Alpha
Roundup #3: Ford and GM - It’s been a rough few years for these auto industry giants. High oil prices and tough foreign competition have been taking a toll, and now weak consumer spending is also rearing its head. Will things get better or worse from here? Analysis from Seeking Alpha, BloggingStocks, Ockham Research, and Citigroup.
Roundup #4: Private Equity Stocks - Between a weak economy and a credit crunch, it hasn’t been the best of times for many private equity firms. But the IPO filings are still coming. Is this a good time for retail investors to buy in? Analysis from Fortune.com, 24/7 Wall Street, Seeking Alpha, and BloggingStocks.
Roundup #5: Gold! - You don’t have to be Yosemite Sam to know that gold, and gold mining stocks, have been good places to put your money over the last few years. But gold prices are still well below their all-time, inflation-adjusted highs. Will prices continue to rise, and if so, which mining stocks represent the best way to profit? Analysis from TheStockMasters, StraightStocks, Seeking Alpha, and BMO Capital.
Roundup #6: Apple and RIM - Apple’s managed to turn out one standout product after another, much to the delight of investors and its rabidly loyal customer base. But can Apple keep pleasing the market at a time when U.S. discretionary spending is weak, and European iPhone sales are beginning to look sluggish? Also, what does the iPhone’s success in the U.S. portend for RIM’s Blackberry juggernaut? Analysis from Morgan Keegan, Seeking Alpha, Thomas Weisel, Endpoint Technologies Associates, and Needham.
Roundup #7: WaMu’s Cash Infusion - Washington Mutual’s shares took off earlier this week after receiving a massive injection of cash from private equity firm TPG. This cash infusion should definitely help the company stay above water, but how good of a deal was it for shareholders? Analysis from Zacks.com; Ockham Research; Keefe, Bruyette, and Woods; and StraightStocks.
Roundup #8: AMD’s Earnings Warning - The company delivered yet another dose of bad news this weak, forecasting weak revenues and announcing major job cuts. Is the worst finally behind AMD? Or will Intel and a tough PC market environment continue to cause headaches for investors? Analysis from The StockMasters, AmTech Research, Lehman Brothers, Jim Cramer, and Canaccord Adams.
Roundup #9: Semiconductor Capital Equipment Stocks - With the semi equipment industry nearing a cyclical bottom, and the booming solar industry presenting a new growth opportunity for some firms, this might be a good time to buy into the sector. But there are plenty of different opinions on what’s the best way to do this. Analysis from Citigroup, Credit Suisse, Jim Cramer, and Zacks.com.
Roundup #10: Harley-Davidson - Like Apple, Harley has a solid brand and a devout customer base that won’t let a bad word about their favorite company go unanswered. And like Apple, some think its shares could be challenged by weak U.S. discretionary spending. But is that really the case? Analysis from Todd Sullivan, Seeking Alpha, BloggingStocks, and Stock Market Beat.
Roundup #11: Market and Macro Commentary - Has the SEC given the market false hope by rewriting some accounting rules? Will Asian economies remain immune from the U.S. economic downturn? Which sectors of the U.S. market look like safer bets than others? And does it make sense for bulls to put their money into high-beta stocks? Analysis from Barron’s, Seeking Alpha, Bespoke Investment Group, and Vestopia.
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