The Internet radio debate continues to heat up with the news that�Apple� (NASDAQ: AAPL ) is prepping to go prime time in the space. Shares in �Pandora� (NYSE: P ) and�Sirius XM� (NASDAQ: SIRI ) �took a licking in trading on the announcement -- but investors should keep an eye on the real story.�While the media would have you believe there can be only one victor in the battle for radio supremacy between Apple, Sirius XM,�Pandora, and many more, Motley Fool analyst Blake Bos has a different viewpoint worth considering.
Watch the video below as Blake breaks down some of the key companies in this space, and let us know if you agree with him, or think otherwise, in the comments section below.
Despite Sirius XM�being one of the market's biggest winners since bottoming out three years ago, there is still some healthy upside to be had if things go right for it -- and plenty of room for it to fall if things don't. Read all about Sirius in The Motley Fool's�premium report. To get started, just click here now.
5 Best Internet Stocks To Buy Right Now: Yahoo! Inc.(YHOO)
Yahoo! Inc., together with its subsidiaries, operates as a digital media company that delivers personalized digital content and experiences through various devices worldwide. It offers online properties and services to users; and a range of marketing services to businesses. The company?s communications and communities offerings include Yahoo! Mail, Yahoo! Messenger, Yahoo! Groups, Yahoo! Answers, Flickr, and Connected TV, which provide a range of communication and social services to users and small businesses enabling users to organize into groups and share knowledge, common interests, and photos. Its search products comprise Yahoo! Search and Yahoo! Local, available free to users to navigate the Internet and discover content. The company?s marketplaces offerings and services include Yahoo! Shopping, Yahoo! Travel, Yahoo! Real Estate, Yahoo! Autos, and Yahoo! Small Business, which allow users to research specific topics, products, services, or areas of interest by review ing and exchanging information, obtaining contact details, or considering offers from providers of goods, services, or parties with similar interests. Its media offerings comprise Yahoo! Homepage, Yahoo! News, Yahoo! Sports, Yahoo! Finance, My Yahoo!, Yahoo! Toolbar, Yahoo! Entertainment & Lifestyles, Yahoo! Contributor Network, and Yahoo! Pulse, which are designed to engage users with online content and services on the Web. The company also offers marketing services, such as display and search advertising, listing-based services, and commerce-based transactions to advertisers. In addition, it provides software and platform offerings for third-party developers, advertisers, and publishers, such as Yahoo! Developer Network, Yahoo! Open Strategy, Yahoo! Application Platform, Yahoo! Updates, Yahoo! Query Language, and Yahoo! Search BOSS. The company has strategic alliances with Nokia and ABC News, Inc. Yahoo! Inc. was founded in 1994 and is headquartered in Sunnyvale, Californi a.
Advisors' Opinion:- [By Jon C. Ogg]
Yahoo! Inc. (NASDAQ: YHOO) had a full shareholder recovery under new CEO Marissa Mayer, but now the company has to begin to execute on its strategy. Mayer probably has another three months before Wall St. will demand to see increasingly better results. We only say this because the shares rose by more than one-third from the summer lows to the peak above $20. Mayer has delivered on her promise to monetize the stake in Alibaba in China, and there is hope that more monetization from that may be seen, or from the Yahoo! Japan stake. Microsoft Corp. (NASDAQ: MSFT) may represent the biggest opportunity, but it also may represent the largest challenge. Yahoo! looks as though it will be a content destination rather than stepping backwards to become a search and aggregation destination.
Yahoo! trades at $19.40, but it has lost some momentum after closing at $20.08 and peaking at $20.32 for its 52-week high on the first trading day of 2013. The company has a $23 billion market cap, and we would caution that analysts have a consensus price target of only $19.66 after a fresh downgrade by Bernstein on valuation. Yahoo! trades at about 17-times current and forward earnings expectations.
As you might have expected, there is an ETF for that! The First Trust Dow Jones Internet Index (NYSEMKT: FDN) ETF trades at $40.60, but note that it hit a 52-week high, and that the 52-week is now $40.67. We would also note that the volume of almost 2.4 million shares seen this past Monday was basically twice as active as the three busiest trading days of 2012 in this ETF.
5 Best Internet Stocks To Buy Right Now: eBay Inc.(EBAY)
eBay Inc. provides online platforms, services, and tools to help individuals and merchants in online and mobile commerce and payments in the United States and internationally. Its Marketplaces segment operates ecommerce platform eBay.com; vertical shopping sites, such as StubHub, Fashion, Motors, and Half.com; and classifieds Websites, including Den Bl�Avis, BilBasen, Gumtree, Kijiji, LoQUo, Marktplaats.nl, mobile.de, Alamaula, Rent.com, eBay Anuncios, eBay Kleinanzeigen, and eBay Annunci, as well as provides advertising services. The company?s Payments segment offers payment and settlement services for consumers and merchants on and off eBay Websites and other merchant Websites. This segment operates PayPal, which enables individuals and businesses to send and receive payments online and through mobile devices; Bill Me Later that enables the United States merchants to offer, the United States consumers to obtain, credit at the point of sale for ecommerce and mobile tra nsactions; Zong, which allows users with mobile phones to purchase digital goods and have the transactions charged to their phone bill; and BillSAFE that enables customers pay for purchases upon receipt of an invoice. Its GSI segment offers an ecommerce services suite for enterprise clients that operate in general merchandise categories, including apparel, sporting goods, toys and baby, health and beauty, and home; and marketing services comprising full-service digital agency, enterprise email marketing, mobile advertising, affiliate marketing, advertisement retargeting, and in-depth analytics services. The company also offers X.commerce platform that provides software developers access to the company?s applications programming interfaces to develop functionality for various merchants; and Magento Connect, which allows developers to market and sell add-on functionality and solutions to merchants that use a Magento storefront. eBay Inc. was founded in 1995 and is headquarter ed in San Jose, California.
Advisors' Opinion:- [By Tamara Rutter]
Online marketplace eBay (NASDAQ: EBAY ) has also soared this year thanks to strength from its PayPal business. The stock is up more than 66% year-to-date and shows no sign of slowing down. The company's third-quarter revenue spiked 15% to $3.4 billion, as eBay continued to generate significant growth in both its payments business as well as its online marketplace business.
Looking to the future, eBay is heavily investing in mobile technology. In fact, the company's smartphone applications have been downloaded more than 100 million times worldwide. Meanwhile PayPal, which is eBay's fastest-growing business, "is now accepted by more than 60 of the top 100 retailers in the United States," according to research from Morningstar.
- [By Jeanine Poggi]
eBay's biggest story continues to be its PayPal business.
The payments business pushed eBay's fourth-quarter earnings ahead of expectations. During the quarter the e-commerce company earned $559 million, or 42 cents a share, compared with $1.36 billion, or 1.02 a share in the year-ago period. Excluding costs related to the sale of its Skype business, eBay actually earned 52 cents a share. Revenue climbed 5% to $2.5 billion. Analysts were calling for a profit of 47 cents a share on revenue of $2.48 billion.
This marks the 18th consecutive quarter eBay surpassed EPS estimates.
- [By Chuck]
Legg Mason had $259 Million of eBay shares. The stock gained 47.1% during the past year and outperformed the SPY, which returned 21.5% since then. Legg Mason reduced their eBay holdings by 26.4% during the 4th quarter of 2010. Stock returned 23.8% since then, outperforming the SPY by 18 percentage points.
Top Clean Energy Companies To Invest In 2014: Google Inc.(GOOG)
Google Inc. maintains an index of Web sites and other online content for users, advertisers, and Google network members and other content providers. It offers AdWords, an auction-based advertising program; AdSense program, which enables Web sites that are part of the Google Network to deliver ads from its AdWords advertisers; Google Display, a display advertising network that comprises the videos, text, images, and other interactive ads; DoubleClick Ad Exchange, a real-time auction marketplace for the trading of display ad space; and YouTube that provides video, interactive, and other ad formats for advertisers. The company also provides Google Mobile that optimizes Google?s applications for mobile devices in browser and downloadable form; and enables advertisers to run search ad campaigns on mobile devices, as well as Google Local that provides local information on the Web; and Google Boost for small businesses to participate in the ads auction. In addition, it offers And roid, an open source mobile software platform; Google Chrome OS, an open source operating system; Google Chrome, a Web browser; Google TV, a platform for the consumers to use the television and the Internet on a single screen; and Google Books platform to discover, search, and consume content from printed books online. Further, the company provides Google Apps, a cloud computing suite of message and collaboration tools, which includes Gmail, Google Docs, Google Calendar, and Google Sites; Google Search Appliance that offers real-time search of business and intranet applications, and public Web sites; Google Site Search, a custom search engine; Google Commerce Search for online retail enterprises; Google Checkout to make online shopping and payments streamlined and secure; Google Maps Application Programming Interface; and Google Earth Enterprise, a firewall software solution for imagery and data visualization. Google Inc. was founded in 1998 and is headquartered in Mountain View, California.
Advisors' Opinion:- [By Bill]
Google Inc. (Nasdaq: GOOG : 527.41, 5.92) announced to have purchased technology patents from International Business Machine Corp. (NYSE: IBM) as the former stocks up on intellectual property to defend itself against lawsuits. Shares of IBM were down 0.33 percent or 60 cents to trade at $181.20 in the pre-market trading. Shares of Google had closed at $610.94 yesterday.
- [By Sy_Harding]
With a PEG ratio of 0.6 Google is trading at a big discount compared to its peers. With a recovering economy and growing technology sector I see GOOG poised to hit $700.
- [By McWillams]
This stock has been going up higher and higher for at least the last 10 years. They don’t seem to be letting up. On the fundamental side, their market share is growing as well as the market itself. They are starting to get into the social networking space as well with the recent release of Google+. The thing you want to watch for is their operational costs. It’s been rising very quickly due mostly to hiring costs. I don’t foresee that stabilizing at any point. Just make sure the earnings are growing faster than rising costs.
5 Best Internet Stocks To Buy Right Now: Symantec Corporation(SYMC)
Symantec Corporation provides security, storage, and systems management solutions internationally. The company?s Consumer segment delivers Internet security, PC tune-up, and online backup solutions and services to individual users and home offices. Its Security and Compliance segment provides solutions for endpoint security and management, compliance, messaging management, data loss prevention, encryption, and authentication services to large, medium, and small-sized businesses, as well as offers solutions through its software-as-a-service (SaaS) security offerings. This segment?s products enable customers to secure, provision, and remotely manage their laptops, PCs, mobile devices, and servers. The company?s Storage and Server Management segment provides storage and server management, backup, archiving, and data protection solutions across heterogeneous storage and server platforms, as well as solutions delivered through its SaaS offerings to large, medium, and small-s ized businesses. Symantec?s Services segment offers implementation services and solutions, including consulting, business critical services, education, and managed security services. The company also provides various enterprise support offerings, such as annual maintenance support contracts, including content, upgrades, and technical support. It sells its products through its eCommerce platform, as well as through distributors, direct marketers, Internet-based resellers, system builders, ISPs, and retail locations worldwide. Symantec markets and sells its products through distributors, retailers, direct marketers, Internet-based resellers, original equipment manufacturers, system builders, and Internet service providers; and its e-commerce channels, as well as direct sales force, value-added and large account resellers, and system integrators. The company was founded in 1982 and is headquartered in Mountain View, California.
Advisors' Opinion:- [By Jonas Elmerraji]
Symantec (SYMC) is having a better year in 2012. Shares of the $13 billion computer security firm have rallied around 18% year-to-date, besting the broad market's performance by a slight margin. Much of Symantec's performance came in the late Summer, when the stock gapped up and started moving higher extremely quickly.
But that straight-up trajectory wasn't sustainable, so shares have spent the last couple of months consolidating sideways in a price channel. Sideways consolidation isn't a bad thing -- it just means that investors are trying to catch their breath after a big volatile run. With resistance coming in at $19.25, buyers have a pretty well defined signal that the rest is over for SYMC and another rally leg is beginning. I wouldn't recommend buying until then.
Remember, these setups all come down to supply and demand from buyers and sellers. After the huge push higher at the end of the summer, sellers started coming in at $19.25 -- it was a price where sellers were more eager to sell and take gains than buyers were to keep buying. That's why the breakout above $19.25 is a buy signal; a breakout indicates that buyers have gained enough strength to absorb all of the excess supply above $19.25.
Without that upside barrier, this stock should be able to keep running higher…
5 Best Internet Stocks To Buy Right Now: Amazon.com Inc.(AMZN)
Amazon.com, Inc. operates as an online retailer in North America and internationally. It operates retail Web sites, including amazon.com and amazon.ca. The company serves consumers through its retail Web sites and focuses on selection, price, and convenience. It also offers programs that enable sellers to sell their products on its Web sites, and their own branded Web sites. In addition, the company serves developer customers through Amazon Web Services, which provides access to technology infrastructure that developers can use to enable virtually various type of business. Further, it manufactures and sells the Kindle e-reader. Additionally, the company provides fulfillment; miscellaneous marketing and promotional agreements, such as online advertising; and co-branded credit cards. Amazon.com, Inc. was founded in 1994 and is headquartered in Seattle, Washington.
Advisors' Opinion:- [By Karim]
Jeff Bezos is a very smart and committed CEO. They have a stranglehold as the world’s largest online retailer. It makes a lot of sense to buy stuff online and the younger generations are getting more and more comfortable doing so. The logistics and economies of scale make it almost impossible for any other company to come into this space. The stock price has risen considerably lately but there is still a lot more room for growth. When they start selling their tablets with the ability to sell the largely discounted e-books, expect the stock to jump. All the readers out there will love to buy this new tablet and they are continually making the online shopping experience better, cheaper, and easier. People are now even buying from their mobile phones with the Amazon App. Solid long term hold.
- [By Robert Holmes]
Analyst Scott Devitt says that Amazon is the best positioned to lead the continuing secular transition from traditional retail to online ecommerce.
"On multiple occasions, at different points in the company's life-cycle, Amazon.com has chosen to innovate, oftentimes cannibalizing existing business platforms in order to better position itself to provide its customers the products they will want," Devitt writes.
Devitt's most optimistic view of Amazon would see shares rise 71% by the end of 2012, while his bearish scenario for the Internet retailer would see shares fall about 21% over the next 12 months.
- [By Rebecca Lipman]
Together with its subsidiaries, supplies technology, integrated project management, and information solutions to the oil and gas exploration and production industries worldwide. Market cap of $91.49B. EPS growth (5-year CAGR) at 24%. According to Morgan Stanley: "Thanks to an estimated $1 billion investment per year in R&D, Schlumberger has what we consider the most advanced technology portfolio in the industry."
- [By Michael]
Amazon.com, Inc. (NASDAQ:AMZN): On 3/31/11 Viking Global Investors reported holding 416,100 shares with a market value of $74,952,095. This comprised 0.65% of the total portfolio. On 6/30/11, Viking Global Investors held 2,031,800 shares with a market value of $415,482,793. This comprised 3.48% of the total portfolio. The net change in shares for this position over the two quarters is 1,615,700. About the company: Amazon.com, Inc. is an online retailer that offers a wide range of products.? The Company’s products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.? Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.
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